Shaena Mcpadden is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Shiloh Markus is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, he worked at Fourthought Private Wealth and Sarasota County Government. Markus also has a background in education, having spent six years in full-time education and four years affiliated with Florida Gulf Coast University. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investment opportunities, utilizing tailored asset allocation and proprietary quantitative screening.

Barbara Blacklock is a financial advisor at &PARTNERS with 45 years of industry experience. She holds a Series 63 designation and has worked at &PARTNERS since 2024, following eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors. She serves on the External Advisory Board for Southern Illinois University’s College of Business, advising on strategic planning and curriculum development. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.

Anthony D'ascoli is a financial advisor with Oppenheimer, holding a Series 66 designation and 25 years of industry experience. He has been with Oppenheimer since 2013. Outside of his advisory role, he serves as president of A.R.D. Enterprises, a real estate holding company. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions, with a distinctive mix of discretionary and non-discretionary management programs.

Evan Bozymski is a financial advisor at Planmember Securities Corporation with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Highgtower Advisors, Tramec, LLC, and Deutsche Bank Securities Inc. He is based in West Palm Beach, FL. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Nelson Gomez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains large institutional scale alongside specialized market roles such as swap dealing and futures commission merchant activities.

Michael Becker is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has held prior positions at Bank of America, N.A., and SunTrust Investment Services. Becker serves as a board member for Meals on Wheels of the Palm Beaches, a nonprofit organization providing free meals to seniors in need. Citigroup Global Markets serves a broad range of individual and institutional clients, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and specialized market roles including swap dealing and futures commission merchant activities.

Michael Mracna is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2008 and previously at Capital Analysts, LLC. Outside of advisory work, he is president of Rainman Sprinklers Corp, an irrigation business. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor-managed and firm-managed investment programs utilizing both strategic and tactical approaches.

Keith Vanderveen is a financial advisor at &Partners with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC in prior roles. Outside of his advisory work, he is involved with a hunter jumper horse farm managed by a trainer and grooms. &Partners serves a diverse client base that includes high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and municipal advisory services, employing a combination of fundamental, technical, and quantitative strategies across both discretionary and non-discretionary accounts.

Meghan Bright is a Series 66 licensed financial advisor with three years of industry experience. She currently works with Transamerica Retirement Advisors, LLC and has previously held roles at Cetera Investment Advisers, Cetera Wealth Services, and Zoetis, among others. Meghan is based in West Palm Beach, Florida. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed in partnership with Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Sean Erickson is a CFP® and holds a Series 65 license with 16 years of industry experience. He has worked at The Colony Group, LLC since 2019 and previously spent 12 years at Steinberg Global Asset Management. He is based in Boca Raton, FL. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and integrates multiple asset strategies across managed and held-away accounts.

Abbey Ledoux is a financial advisor at Kestra Advisory with 17 years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors and National Asset Management. Ledoux also serves as an operations manager at Wealth Empowerment Financial Strategies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers comprehensive services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients ranging from private funds to sovereign wealth funds.

John Ruggiero is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott since 2009. Outside of his advisory role, he is a partner in a family-owned LLC that invests in and manages rental properties. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, delivering investment advice through both in-house and third-party managers across multiple wrap programs and unified managed accounts.

Debra Targett is a CFP® with 42 years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. since 2014. She holds a Series 63 license and operates out of Boynton Beach, FL. Outside of her advisory role, she is involved as an independent sales consultant for Pampered Chef. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Victor Rojas Diaz is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Stifel, Nicolaus & Company, 1st Financial Inc, Morgan Stanley/Prideone, American Express, Bank of America, and TD Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

James Fisher is a financial advisor at Citizens Securities, Inc. in West Palm Beach, FL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Santander Securities, LLC and Citizens Bank. Fisher is also the owner of J.S. Fisher Violins, LLC and is a notary. Citizens Securities serves individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. Its advisory approach includes both a digital advisory platform and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Roxann Murphy is a financial advisor at Valic Financial Advisors with 10 years of industry experience and holds a Series 65 credential. She has been with Valic Financial Advisors since 2016 and has prior experience at AGIA. Outside of her advisory role, she works as a per diem occupational therapist, providing therapy and education to patients and school-age children. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts and overlay services, managing approximately $29.2 billion and serving nearly 300,000 clients.

Kelly Warner is a financial advisor at NewEdge Advisors with 39 years of industry experience. He has held positions at NewEdge Advisors and NewEdge Securities since 2022 and previously worked at Oppenheimer & Co. Inc for 15 years. Warner holds Series 63, 65, and 66 licenses. 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 broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Christopher Georgopoulos is a financial advisor with Cresset Asset Management, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Merrill and Bank of America Private Bank from 2017 to 2022, and Lowry Research from 2010 to 2017. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due diligence program and multiple affiliated entities.

Paul Mcfeeley is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 14 years before joining Hightower in 2023. Mcfeeley is based in Boca Raton, Florida. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a network of advisor practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on proprietary research and diversified investment strategies.