Chad Speziale is a CFP® with 30 years of industry experience, currently serving at Independent Financial Partners since 2019. He previously worked at LPL Financial, LLC from 2005 to 2019. Outside of his advisory role, he is involved with Chadwick Wealth Management, Inc., a business entity used for tax and investment purposes, and is a licensed agent for fixed insurance products. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform managing over $12.5 billion in assets and is noted for its retirement-plan advisory and pension consulting capabilities, including ERISA services and compliance with Department of Labor rollover guidance.

Susan Stephens is a financial advisor with Oppenheimer in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection and various investment vehicles to meet client objectives, and acts as a qualified custodian for client assets.

Lisa Tarshis is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment and insurance products.

Lina Valencia Sandoval is a financial advisor with Truist Advisory Services holding a Series 66 designation and no prior industry experience. Her work history includes roles at Truist Investment Services and Truist Bank since 2018. 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 and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Daniel Soud is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equity Services since 1989 and concurrently operates Mackoul Dist. Inc. since 1982. In addition to his advisory role, Soud is an insurance agent selling life, health, and disability insurance products. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Daniel Elmore is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds Series 66 and Series 63 registrations and previously worked at Northwestern Mutual Wealth Management Company and Benzer Pharmacies. Elmore also assists with insurance sales and service, including Penn Mutual life products, through an affiliated insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory services with broker-dealer capabilities and employs a platform that includes third-party asset managers overseeing discretionary and non-discretionary accounts.

Edward Knight is a ChFC® credentialed advisor affiliated with Independent Advisor Alliance, LLC, with 52 years of industry experience. He has held roles at Independent Advisor Alliance since 2019 and previously worked with Independent Financial Partners and LPL Financial. Knight is also a retired New York Life Insurance Company agent and maintains a license to sell life and annuity products occasionally. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support comprehensive wealth and estate planning.

Daniel Hernandez is a financial advisor with Valic Financial Advisors in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Valic Financial Advisors, he worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Wells Fargo, and Treasure Island Antiques Inc. 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 wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on a centralized technology platform.

George Temel is a CFP®-credentialed financial advisor with 40 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at Mariner Independent Advisor Network, LPL Financial, and Clarity Financial Planning Inc. His background includes roles at a range of advisory firms spanning several decades. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm supports a broad spectrum of investment approaches and access to third-party asset managers and model portfolios through a large network of investment adviser representatives.

Michael Greco is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Equity Services in 2025, he worked at Greco & O'Neal Wealth Strategies and National Life Group. Outside of his advisory work, he is involved in the insurance business through Florida Financial and Insurance Agency, where he serves as an agent for fixed insurance products. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Denise Longshaw is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 18 years of industry experience. She previously worked at Aragon Capital LLC and Foundations Investment Advisors, LLC. In addition to her advisory work, Denise is an author and operates Longshaw Financial Group, providing retirement planning and related consulting services. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by quantitative and fundamental investment strategies.

William Stacks is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Janney since 2020 and previously spent seven years at BB&T Securities. Outside of his advisory role, he is a limited partner in a real estate venture in Georgia and an investor in a kava bar in Fort Lauderdale. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Benjamin Kapusta is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Northwestern Mutual in various capacities from 2015 to 2025. In addition to advisory work, he is involved in business planning and consulting, including conducting business risk analysis and delivering public speaking engagements. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm combines SEC-registered advisory capabilities with broker-dealer services, managing approximately $8.37 billion in discretionary assets as of the end of 2025.

Kenneth Pritzker is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC since 2019, following a 19-year tenure at Steinberg Global Asset Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Ivonne Roque is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Citigroup Global Markets since 2013. Outside of her advisory role, she is involved in managing rental properties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and provides specialized solutions for high-net-worth and institutional clients.

Mario Medina is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following seven years at Raymond James & Associates. Outside of his advisory role, he owns and operates PLG Creations, LLC, a content creation company focused on streaming gameplay, and volunteers with the Mother of Christ Catholic School D.A.D.S. Club in Miami. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs with a combination of in-house and third-party portfolio management.

Amy Raisman is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and bringing 33 years of industry experience. She has worked at Janney Montgomery Scott since 2020 and previously at Bb&T Securities, LLC from 2016 to 2020. 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, and advisory services through a combination of in-house and third-party managers.

David Hooban is a financial advisor at Creative Planning with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lockton Investment Advisors and Kestra Financial Services. Based in Pompano Beach, FL, he has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by private market investments and fiduciary retirement plan services.

Guy Pierre is a financial advisor with TD Private Client Wealth LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at Charles Schwab Bank and TD Ameritrade. He also took a year for extended travel between 2025 and 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services.

Magaly Williams is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. She has previously worked at Polen Capital Management, Raymond James and Associates, and Foreside Funds Distributors LLC. Outside of her advisory role, she is the owner of Will Hunt Properties LLC, a real estate business based in Tampa, FL. T. Rowe Price Advisory Services offers a retirement-focused advisory service that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and interactive online planning tools.