Paulo Quintana is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Wells Fargo Bank and JPMorgan Chase Bank. Quintana is based in Boca Raton, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Gerald Barbalatt is a financial advisor with Commonwealth Financial Network in Boca Raton, FL, holding the CFP® designation and Series 63 license. He has 34 years of industry experience and has been associated with Commonwealth Equity Services, Inc. since 1996 and Parker Allen and Company, LLC since 1989, where he serves as President and Owner. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options, serving both retail and institutional clients.

Sondra Goldstein is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes multiple roles with Park Avenue Securities and Guardian Life, spanning over a decade. She also provides insurance products through Guardian and other brokerages. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm features advisor-led discretionary management combined with model-based strategies, access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Paul Harvey is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) with 10 years of industry experience and holds the Series 66 designation. His prior roles include positions at Prudential Financial Planning Services, Bankers Life, Royal Alliance Associates, and Signator Investors. Outside of his advisory work, he is involved as an insurance agent with Florida Financial & Insurance Agency. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Jonathan Gassman is a CFP® and PFS™ with 17 years of industry experience, currently serving at NewEdge Advisors. His prior work includes roles at Prager Metis CPAs, American Portfolios Financial Services, G&G Planning Concepts, and Gassman & Gassman CPA PC. Outside of advisory services, he is President of Shymoose Holdings Inc., a holding company for Hippo Leadership Campus. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing technology and a range of program structures combining in-house and third-party strategies.

Grant West is a financial advisor at Valic Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Valic Financial Advisors since 2016 and at Agia since 2022. Outside of his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs, utilizing discretionary unified managed accounts and overlay services through a large network of advisors.

Alfonso Reda is a financial advisor at Guardian Life with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life and Park Avenue Securities since 2000. In addition to his advisory work, he is a partner at Reda, Romano & Co., LLP, a full-service accounting firm, and serves as a volunteer committee member at Westchester Hills Golf Club. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, as well as access to insurance products and alternative investments.

William Tricarico is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Cerity Partners, and Morgan Stanley. Outside of finance, he operated Sole Swap Sneakers, a business related to sneaker trading. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blended active and passive strategy framework and provides a range of financial, tax, and business management solutions.

Ross Price is a financial advisor at Valic Financial Advisors with 33 years of industry experience. He holds the Series 66, Series 63, and Series 65 credentials. Prior to joining Valic Financial Advisors in 2025, he spent 20 years at Fifth Third Securities and also managed a small business, Price Renovations LLC, for one year. Additionally, he is appointed to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through an extensive network of advisors and emphasizes the use of centralized technology and model solutions.

Carey Blecher is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NewBridge Securities Corporation, Mora Wm Securities, and LPL Financial, LLC. He has been with Oppenheimer since 2022. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs with both discretionary and non-discretionary management, covering equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

Ayman Saad is a financial advisor with PNC Wealth Management in Lake Worth, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Merrill, Bank of America N.A., and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

William Braun is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at B. Riley Wealth Management and National Securities Corporation. Braun serves as president of a pass-through corporation used for tax purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Mayra Dennis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has worked with various SunTrust entities since 2016, including SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a comprehensive supervisory structure.

Tony Tringali is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. His prior work includes positions at PRUCO Securities, LLC and Agia, where he also serves as an agent for non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts and centralized technology to manage a broad client base.

James Carbone is a CFP® and ChFC® with 33 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held roles at Ameritas Investment Company, Ameritas Life Insurance Corp, Hornor Townsend & Kent Inc, and Principal Financial Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers various asset management and consulting solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Joseph Orsini is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently an advisor at Oppenheimer, having previously worked at firms including Mercor, TopStep LLC, Meli Vora Advisors, and Eaglebrook Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Charles Sullivan is a CFP® and Series 65–licensed financial advisor at Farther with four years of industry experience. Before joining Farther in 2025, he worked at Sullivan Investments Group, LLC from 2022 to 2025. Outside of financial advising, he manages a team and property for a professional athlete through his role as Team Manager at V1kaLLC. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates via a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory approach using proprietary model portfolios and algorithmic rebalancing, incorporating ETFs, mutual funds, equities, fixed income, and AI-assisted advisor judgment.

Javier Dadan is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with SunTrust and its affiliated entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and fiduciary responsibilities.

Brett Shofner is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 22 years before joining Osaic in 2024. Outside his advisory role, he owns Work Plan Retire, a business focused on non-securities activities, and assists 401(k) participants through Seabreeze Wealth Management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing both fundamental and technical strategies, with custody primarily through Fidelity and Schwab.

Jeffrey Sartorius is a CFP® with 44 years of industry experience, currently serving at Private Advisor Group, LLC since 2017. He has also been affiliated with LPL Financial, LLC (formerly LINSCO/PRIVATE LEDGER CORP.) since 2004. His activities include outside sales of non-variable insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms while working with third-party managers and TAMPs.