Alvaro Quintero is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 66 and Series 63 credentials and 12 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Bank of America, Merrill, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled tools and third-party manager programs to support its investment approach.

Peter Stewart is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2012 and Parkland Securities since 2014. Outside of his advisory work, he is involved in the sale of life, health, long-term care, and disability insurance, and serves as a trustee managing a family trust and beneficiary 401(k) plan. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that supports both fiduciary and non-fiduciary retirement services through affiliated entities.

Andrew Frattaroli is a financial advisor with Wealthspire Advisors, holding a Series 66 designation and three years of industry experience. He has been with Wealthspire Advisors since 2022 and previously worked at Equitable Advisors. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework combining mutual funds, ETFs, private investments, and separate account managers, with ongoing client customization and oversight.

Yisel Reyes is a financial advisor with PNC Wealth Management in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at J.P. Morgan Securities and Wells Fargo, among other financial institutions. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered by invitation to employees, which uses algorithm-driven risk assessments and invests in approved mutual funds and ETFs with annual rebalancing.

Ana Hernandez is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2023. Her prior roles also include positions at RBI Alliances LLC and Choice Employer Solutions INC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, leveraging third-party platforms and AI-enabled tools to support its investment and manager-selection processes.

Scot Hunter is a financial advisor at Corient with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Emfo, LLC, CPS Partners, LLC, and Emerald Asset Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Karen Pena is a Series 66 licensed financial advisor at OSAIC Advisory Services, LLC with three years of industry experience. Her career history includes roles at Goldman Sachs & Co. LLC, Fortress Investment Group, and JP Morgan Asset Management. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Frank Marzano is a CFP® with five years of industry experience, currently serving at Wealthspire Advisors in Boca Raton, FL. He has been with Wealthspire Advisors since 2006, totaling 20 years with the firm. Outside of his advisory role, he is the Team Principal for Hy Flyers GC, a golf team affiliated with the LIV Golf League, where he manages business oversight and daily operations. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework implemented through a diversified mix of investment vehicles and offers a range of wealth management and financial planning services tailored to client needs.

Brianna Cook is a financial advisor with Empower Advisory Group holding a Series 66 designation and two years of industry experience. She has worked at Empower Financial Services, Equitable Advisors, and NYLIFE Securities. Outside of financial services, she is the CEO of IoTeeDom, a consulting and information technology firm, and serves as a director of the nonprofit organization The Voices for Peace Ghana. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model linked to its administrative platforms and offers point-in-time financial plans alongside managed account options.

David Ray is a ChFC® credentialed financial advisor with 24 years of industry experience. He has been with Eagle Strategies (NY Life) since 2021 and New York Life Insurance Company since 2001. Outside of his advisory roles, he has been involved with Southern Vintage Spirits since 2000. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and provides most of its advisory services on a non-discretionary basis within an integrated New York Life affiliate structure.

Heather Buckridge is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC Advisory Services, LLC. Her prior roles include positions at Goldman Sachs and United Capital Financial Advisers, LLC. She is also a member of RABSCO, LLC, where she performs general and administrative duties. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models and uses a combination of proprietary guidance and third-party platforms.

Laureen Landgren is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Santander Securities, LLC and Santander Bank, N.A. She has been with Citizens Securities in two separate periods, most recently since 2022. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory solutions include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Luis Rosario is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2014. Based in Fort Lauderdale, FL, he works within one of the firm's large teams of advisors. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, investment consulting, retirement services, and financial planning, utilizing a range of asset allocation and investment strategies tailored to client objectives.

Laura Raybin Miller is a financial advisor with Rockefeller Financial LLC in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at UBS Financial Services Inc. from 2013 to 2025. Miller serves on the board of directors for Kids In Distress, a nonprofit focused on child abuse prevention, family preservation, and foster care. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and integrated investment platform, and uniquely operates as a registered broker-dealer offering securities transactions, insurance products, and investment banking services.

Diego Lutz is a financial advisor at Raymond James & Associates with a Series 66 designation and experience in the industry since 2025. Prior to joining Raymond James, he worked at JTC Group, Citi Group, and Scotia Wealth Management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Maria Mejia is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of her advisory role, she is a partner and owner of Omega Group Management Inc., a real estate business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence to support non-discretionary investment decisions.

Antonio Barbosa is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 credential and has worked at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, HSBC Securities (USA) Inc., and HSBC Bank USA, N.A. outside of his current role. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, advisory programs, and institutional consulting, combining fact-based planning with a variety of portfolio management styles and affiliated research.

Desmond Bascombe Jr. is a financial advisor at Merrill with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Bank of America, Charles Schwab, and TD Ameritrade. Outside of his advisory role, he is a general partner and managing member of several business entities involved in property management and real estate operations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Charles Dougherty is a financial advisor with Morgan Stanley Wealth Management in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Wachovia Securities. Outside of his financial career, he serves as an officer and director of Rainy Lake Houseboats, a boat rental business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and financial planning services to individuals and institutional clients. The firm uses structured planning tools and investment models to support tailored financial plans.

Shawn Wooden is a financial advisor with OSAIC in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Securities America Advisors, Principal Securities, and running his own firm, Wooden Wealth Strategies. Outside of finance, he serves on the boards of the Maxwell Football Club, Miami Dolphins Alumni Advisory Board, and Holtz's Heroes Foundation, and participates in autograph signings and football-related appearances. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.