Matthew Mc Kean is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Fiduciary Trust, JPMorgan Securities LLC, and Merrill, where he spent over two decades. He is based in Fort Lauderdale, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships supported by AI-enabled research tools and a multi-affiliate operating structure.

Thomas Bartolomeo Jr. is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and over 34 years of industry experience. His prior roles include positions at Savior Wealth, Purshe Kaplan Sterling Investments, The Harvest Group Wealth Management, and Wells Fargo Advisors. Outside of his advisory work, he is also an independent insurance agent. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Wilmer Fernandez Dominguez is a financial advisor with OSAIC Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, CETERA Advisor Networks LLC, United Capital Financial Advisers, LLC, and Girard Securities. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and both proprietary and third-party platforms.

Piero Rosas is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Independent Financial Partners since 2012 and also has experience with LPL Financial, LLC over the same period. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Robin Fernandez is a financial advisor at Truist Advisory Services with six years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at firms including Mutual of America Financial Group, Fidelity Brokerage Services, Merrill, and Bank of America. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and leverages third-party platforms and AI-enabled research tools to support its investment process.

Christine Kock is a financial advisor at Oppenheimer with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Bank N.A., and TD Private Client Wealth LLC. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, using a range of strategies including strategic asset allocation and manager selection.

Luciano Guerra is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses. Guerra also has a managing role at R1S1 Realty, a real estate business that helps tenants find apartments, although he no longer actively manages this business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with affiliated Empower entities for recordkeeping and investment services.

Anna Rifkin is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, TIAA, and Citizens Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Adam Gutman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and security-pricing activities.

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 at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to meet client objectives.

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. She holds Series 63 and Series 66 designations and has 43 years of industry experience. She has been with Lincoln Investment since 2017. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm provides financial planning, retirement plan advice, and manages a mix of in-house and third-party investment strategies using both strategic and dynamic approaches.

Scott Wetherby is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2017, previously working at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is the managing owner of Wetherby Management LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Holden Granet is a Series 66-credentialed financial advisor at Rockefeller Financial LLC with one year of industry experience. His prior roles include positions at Northwestern Mutual, Sonovia Ltd, and various 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 a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and registered broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking.

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.

Jordan Foe is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. His career background includes roles at Penn Mutual Life Insurance Company, MassMutual Life Insurance Company, and prior service with the West Palm Beach Police Department and the United States Army Reserves. He is also involved in financial consulting and insurance brokerage through Aurelius Legacy Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Christopher Ure is a financial advisor with Hightower Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and insurance companies. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

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.