Edward Grimpe is a financial advisor at Kestra Advisory with 29 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and BB&T Securities. Outside his advisory work, he is involved in yacht sales and is a partner in Blackpoint Capital, LLC, which provides advance legal funding services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm provides fiduciary services, plan design and compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Adam Sherman is a financial advisor with Hornor, Townsend & Kent, LLC, holding the CFP® and ChFC® designations and bringing 40 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of advising, Sherman serves on the boards of a country club and a youth basketball organization, and he teaches a finance class at Florida Atlantic University. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory and broker-dealer services, working with third-party asset managers to provide tailored investment strategies across discretionary and non-discretionary accounts.

Frank Marzano is a CFP® with five years of industry experience, currently serving at Wealthspire Advisors in Boca Raton, FL. He has been with Wealthspire Advisors since 2006, totaling 20 years with the firm. Outside of his advisory role, he is the Team Principal for Hy Flyers GC, a golf team affiliated with the LIV Golf League, where he manages business oversight and daily operations. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework implemented through a diversified mix of investment vehicles and offers a range of wealth management and financial planning services tailored to client needs.

Thomas Suckow is an advisor with Oppenheimer, holding a Series 66 designation. He has been with Oppenheimer & Co. Inc. since 2024 and has prior experience in educational roles at Lynn University and Saint Dominic Academy. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs varied investment approaches tailored to specific programs and advisors, managing assets both on a discretionary and non-discretionary basis.

Craig Sullivan is a financial advisor at Farther with 23 years of industry experience. He has been with Sullivan Investments Group since 2008 and joined Farther in 2025. He holds Series 63 and Series 65 licenses. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and implemented via proprietary model portfolios or custom allocations, using algorithmic rebalancing and a combination of ETFs, mutual funds, equities, fixed income, and AI tools.

Kenneth Green is a financial advisor at Oppenheimer with 24 years of industry experience. He has held his current position at Oppenheimer since 2016. He holds a Series 63 designation. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Joseph Pardi Jr. is a financial advisor at Janney Montgomery Scott with 52 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a variety of brokerage, financial planning, and advisory services.

Saadia Sindhu is a financial advisor at Equity Services, Inc. with 10 years of industry experience. She holds a Series 66 credential and has worked at several firms including National Life Group, Contemporary Financial Planning, and Lakeview Capital Partners. Additionally, she is involved in insurance sales, managing clients and meeting prospective clients. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Donald Balderson is a financial advisor with Transamerica Financial Advisors, holding a Series 65 credential and nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and has worked with the Transamerica Agency Network since 1996, serving as a Regional Vice President overseeing an insurance sales team. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a network of advisors and multiple program platforms, implementing advisory models primarily through model portfolios and third-party managers.

Alan Bernstein is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked in various roles including tax preparation and coaching through his involvement with the CT Institute of Finance and Sound Coaching Inc. Prior to joining Centaurus Financial in 2017, he was with American Portfolios Financial Services, Inc. from 2011 to 2017. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of advisory and brokerage services with a focus on financial planning, portfolio management, and retirement-plan consulting, employing both discretionary and non-discretionary investment approaches.

Charles Weldon is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at firms including Cetera Advisor Networks LLC and Girard Securities, Inc. Outside of his advisory role, he serves as a board member for the Buena Vista Homeowners Association. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Alexander Harriehausen is a financial advisor with Valic Financial Advisors, holding a Series 65 designation and 13 years of industry experience. He has been with Valic Financial Advisors since 2015 and is also involved as a silent partner investor in residential construction projects in Costa Rica and manages an LLC that provides capital for real estate development. Harriehausen’s outside activities include investing in real estate development and construction projects without direct management responsibilities. 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, and brokerage services, utilizing Envestnet-developed UMA models with periodic rebalancing and optional tax and ESG overlay services.

Michael Henderson is a Financial Consultant at Fidelity Investments. In this role, he focuses on understanding his clients' financial goals and collaborating with them to develop personalized financial plans aimed at providing peace of mind through retirement. He has been with Fidelity Investments since 2021, serving in multiple capacities including Financial Representative, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, Michael worked as an Operations Consultant at XCelerant Consulting from 2018 to 2021. Outside of his professional responsibilities, Michael has personal interests in boating, fitness, food, golf, snowboarding, and soccer.

Cameron Buetel is a financial advisor at UBS Financial Services with 11 years of industry experience. He has held positions at UBS since 2016 and previously worked at Merrill from 2014 to 2016. He holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Jacqueline Dheere is a financial advisor with Primerica Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked with PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Outside of her advisory role, she is involved in yacht brokerage through Pop Yachts and owns Juliette Delta Enterprises, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm’s approach includes independent manager due diligence and uses BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and curated third-party asset managers.

Jeffrey Pupo is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Evan Mayer is a CFP® professional with 20 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at several firms, including Suntrust Advisory Services and Nave Capital LLC. Mayer hosts a podcast aimed at financial advisors, discussing practice management and industry concepts at a high level. He is also the owner of Fortuna Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors through various advisory programs.

Nicholas Greer is a financial advisor at Charles Schwab in Boca Raton, FL, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2014. Outside of his advisory role, he assists with an online clothing store operated by his wife. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and an integrated operational structure.

Jamie Rubenstein is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Rubenstein is based in Boca Raton, FL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Randy Schild is a Wealth Management Advisor at Merrill Lynch Wealth Management in Boca Raton, Florida. He began his career in financial services in 1994 and brings experience from his prior role as Branch Manager at Morgan Stanley Smith Barney in Palm Desert, California, where he served for approximately eight years. Before entering the financial sector, Randy spent a decade as an owner and operator of a manufacturing and retailing business in South Florida. He holds a Master's degree in Business Administration from St. John's University in New York and a Bachelor's degree from the State University of New York system. Randy also carries professional designations including Chartered Retirement Plans Specialist (CRPS) and Personal Investment Advisor (PIA). His areas of expertise include family wealth management, legacy and philanthropic planning, LGBT wealth planning, liquidity management, retirement income strategies, and special needs planning. Randy has been involved in community organizations such as the American Heart Association and the Jewish Federation, serving in leadership roles and on boards. He grew up in New York City and has lived in New York, Southern California, and Boca Raton. Randy and his wife, Dini, have two adult children who reside in New York City. His personal interests include golfing, hiking, reading, scuba diving, traveling, and watching movies.