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 bringing 13 years of industry experience. He has been with Valic Financial Advisors since 2015 and has also been associated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors serves 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology solutions.

James Carbone is a financial advisor with Ameritas Advisory Services, LLC, holding CFP®, ChFC®, and Series 63 designations and bringing 33 years of industry experience. His career includes roles at Ameritas Investment Company, Ameritas Life Insurance Corp, Principal Financial Group, and others. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing both in-house and third-party managers, with integrated services involving Ameritas affiliates.

Charles Sullivan is a CFP® with four years of industry experience, currently an advisor at Farther since 2025. He previously worked at Sullivan Investments Group, LLC and has held roles in property and team management for a professional athlete through his side business, V1kaLLC. His background also includes positions at Westmoor Club and Seminole High Performance Tennis Academy. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a Modern Portfolio Theory-based approach implemented through proprietary model portfolios and algorithmic rebalancing. The firm supplements advisor judgment with AI tools and offers additional services including retirement plan consulting and recommendations on private investment funds.

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 with 27 years of industry experience. Prior to joining Osaic in 2024, he spent 22 years at American Portfolios Financial Services, Inc. He also owns Work Plan Retire, a non-securities related business, and assists 401(k) participants through Seabreeze Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

Rachel Urban is a financial advisor at Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 18 years of industry experience. Urban has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company 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 services, employing a mix of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Alfredo Suescum Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and having seven years of industry experience. His prior roles include positions at Northwestern Mutual and Primerica. He is also engaged in insurance brokerage activities related to life products, including work with Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that combines financial planning, brokerage services, and third-party asset manager relationships, managing both discretionary and non-discretionary assets.

Andrea Shenocca is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, using a range of investment strategies monitored by an Investment Strategy Committee.

Jeffrey Brudner is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Commonwealth and Capitol Financial Advisors since 2005. Outside of advising, he spends time on tax preparation activities unrelated to investments. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and investment management services.

Jeffrey Knight is a financial advisor with Eagle Strategies (NY Life) based in Coral Springs, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience with a career spanning New York Life Insurance Company since 1981 and Nylife Securities Inc. since 1984. Since 2007, he has also operated two business ventures under the names Knight Benefits Group and Wealth Retention Group that focus on brokering non-registered insurance products and selling New York Life products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types designed to tailor recommendations to client objectives, with most assets managed on a non-discretionary basis and a focus on serving retirement plan sponsors within an integrated New York Life affiliate structure.

Robert Eberst Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 30 years of industry experience. He has been with Independent Advisor Alliance since 2014 and also has a concurrent affiliation with LPL Financial since 2009. Outside of his advisory work, he serves on the board of the Jimmy Johnson National Billfish Championship, a nonprofit organization. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm uses both discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance planning and asset aggregation.

Patricia Selin is a CFP® with 38 years of industry experience, currently advising clients at Janney Montgomery Scott. She previously spent 10 years at Morgan Stanley Private Bank, National Association. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Sharon Mohan is a financial advisor with TIAA-CREF in Deerfield Beach, FL, holding Series 63 and Series 66 credentials and having 28 years of industry experience. She has been with TIAA and TIAA-CREF since 1997. Outside of advisory work, she is a passive investor in a fitness gym business owned and operated by her son. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while employing a fiduciary standard in its registered investment advisor services.

Daniel Valente is a financial advisor with Janney Montgomery Scott, holding Series 66 and Series 63 licenses and 13 years of industry experience. His prior experience includes roles at Raymond James & Associates, Morgan Stanley, and UBS Financial Services. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Wesley Hogue is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at T. Rowe Price for nine years. Outside of his advisory role, he is active as a real estate agent with Exit Realty. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Richard Weeks IV is a financial advisor at Hightower Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower Advisors and Hightower Securities, LLC since 2011. Based in Delray Beach, FL, he has spent 15 years with the Hightower organizations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers supported by proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Mark Eskin is a financial advisor with Janney Montgomery Scott in Boynton Beach, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Janney Montgomery Scott since 1999. Eskin serves on the investment committee at Thomas Jefferson University and volunteers on the Collectors' Advisory Board for Swiss watch brand Universal Geneve. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, advisory programs, and centralized asset management through in-house and third-party managers.

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.