Jaemair Lewis is a financial advisor at Truist Advisory Services with a Series 66 designation. He has one year of experience in advisory roles and previously worked in banking, including seven years at Truist Bank and three years at Banch Banking & Trust Co. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

William Elmore Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Fahnestock & Co. Inc., a division of Oppenheimer, since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs and advisory services, including equity, balanced, and fixed-income portfolios, and provides both discretionary and non-discretionary management.

Gianni Papazoglou is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc., The Tempositions Group of Companies, Park Street Imports, and Interinvestments Realty. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, with client portfolios constructed using Envestnet-developed UMA models.

Bonnie Sachs is a financial advisor with Lincoln Investment in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. She has worked at Lincoln Investment since 2017 and was previously with Gilford Financial Corp. from 2007 to 2015. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans, including a long history with educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, with investment strategies developed by an in-house research team and supported by a broad network of independent advisors.

Christopher Recht is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds a Series 65 designation. He has 17 years of industry experience, including prior roles at Ameritas Investment Corp and National Life. Recht is also president of Innovative Financial Services Inc. and serves as a driver operator/paramedic for Palm Beach County Fire Rescue. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans, offering multiple advisory platforms and a mix of discretionary and non-discretionary asset management approaches.

Holden Granet is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. His prior work history includes roles at Northwestern Mutual, Sonovia Ltd, and several other firms. 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 offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with a consolidated investment platform that delivers a range of portfolio solutions across equities, fixed income, and alternatives.

Bartley Casey is a CFP® professional with over 30 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 1995 and currently holds an agent position at Agia, focusing on non-securities insurance products. He is based in Boca Raton, FL. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Jodie Young is a financial advisor at Valic Financial Advisors with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Bank of America, Merrill, Morgan Stanley, E*TRADE, and TD Ameritrade. Outside of her advisory role, she is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Bernard Salamone is a CFP® professional with 25 years of experience in financial advising. He is currently with Mercer Global Advisors Inc. and has previously worked at Leigh Baldwin & CO., LLC, Mirsky Financial Management Corp., and has operated Salamone & Salamone since 1992. In addition to his advisory work, he owns and operates a law firm specializing in real estate and estate planning matters. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering comprehensive investment advisory and financial planning services. The firm applies a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and other strategies while providing specialized consulting and educational programs.

Alvaro Villacres is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bank of America, Merrill, and Wells Fargo prior to joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and invests in approved mutual funds and ETFs with annual rebalancing.

John Shinn is a financial advisor with Oppenheimer holding Series 65 and Series 63 designations. He began his advisory career in 2026 after prior roles within the Eleventh and Ninth Judicial Circuits of Florida. He has experience in legal and freelance work as well as studying at Universidad Pontificia Comillas and Universidad de La Laguna. Oppenheimer serves a wide range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various investment programs and advisory services, combining discretionary and non-discretionary approaches with custody of client assets.

Louis Kim is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting both discretionary and non-discretionary investment solutions.

Jordan Foe is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services, MassMutual Life Insurance Company, and Emerald Life Insurance, Inc. Prior to his financial career, he served ten years with the West Palm Beach Police Department and six years in the United States Army Reserves. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options alongside custody and brokerage services.

Christopher Ure is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes positions at UBS Financial Services and Citigroup Global Markets before joining Hightower in 2016. Hightower Advisors serves a broad range of individual and institutional clients, providing investment advisory and planning services through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research to support discretionary and non-discretionary portfolio management.

David Rosen is a financial advisor with Eagle Strategies (NY Life) based in Fort Lauderdale, FL. He holds a Series 66 designation and has 10 years of industry experience with prior roles at Equitable Advisors and AXA Advisors. Outside of his advisory work, he is the owner of two dormant online business entities. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides advice through multiple program types and emphasizes customization based on client objectives, managing the majority of its assets on a non-discretionary basis.

Gael Cataldo is a financial advisor at Oppenheimer with a Series 66 designation and less than one year of industry experience. Prior to joining Oppenheimer, Cataldo held positions at Panam Services Export LLC, Balanz SA, Red Bull Argentina SRL, and Universidad Argentina de la Empresa. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory options across equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

John Kelley is a financial advisor with Empower Advisory Group, holding Series 66, Series 63, and Series 65 designations and 30 years of industry experience. His previous roles include positions at LPL Financial and Citigroup Global Markets, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Pedro Marti is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. Marti serves on the finance committee of the Children’s Burn Foundation in Sherman Oaks, CA. 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 services through a Private Advisor model and offers integrated investment and broker-dealer capabilities.

David Goodless is a CFA® charterholder and holds Series 65 and Series 63 licenses with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at CNR Securities and Assetmark Financial, among others. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, employing a diversified investment approach that combines passive and active management with quantitative and fundamental analysis.

Mary Susan Van Bergen is a financial advisor with Focus Partners Wealth, LLC in Boca Raton, FL. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior roles include positions at The Colony Group, LLC, Steinberg Global Asset Management Ltd, and Levitt Capital Management LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting. The firm follows a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.