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 possessing 13 years of industry experience. His prior work includes positions at PRUCO Securities, LLC and Agia, where he also serves as an agent for non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts and centralized technology to manage a broad client base.

James Carbone is a CFP® and ChFC® with 33 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held roles at Ameritas Investment Company, Ameritas Life Insurance Corp, Hornor Townsend & Kent Inc, and Principal Financial Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers various asset management and consulting solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Joseph Orsini is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently an advisor at Oppenheimer, having previously worked at firms including Mercor, TopStep LLC, Meli Vora Advisors, and Eaglebrook Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Rogelio Duran is a CFP® and holds a Series 65 license, currently serving as a financial advisor with CIBC Private Wealth Advisors, Inc. in West Palm Beach, FL. He has six years of experience with CIBC Private Wealth Advisors. CIBC Private Wealth Advisors provides investment advisory and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process uses internal teams and committees to create customized portfolios and offers a range of strategies including options hedges and structured notes.

Charles Sullivan is a CFP® and Series 65–licensed financial advisor at Farther with four years of industry experience. Before joining Farther in 2025, he worked at Sullivan Investments Group, LLC from 2022 to 2025. Outside of financial advising, he manages a team and property for a professional athlete through his role as Team Manager at V1kaLLC. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates via a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory approach using proprietary model portfolios and algorithmic rebalancing, incorporating ETFs, mutual funds, equities, fixed income, and AI-assisted advisor judgment.

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 bringing 27 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 22 years before joining Osaic in 2024. Outside his advisory role, he owns Work Plan Retire, a business focused on non-securities activities, and assists 401(k) participants through Seabreeze Wealth Management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing both fundamental and technical strategies, with custody primarily through Fidelity and Schwab.

Jeffrey Sartorius is a CFP® with 44 years of industry experience, currently serving at Private Advisor Group, LLC since 2017. He has also been affiliated with LPL Financial, LLC (formerly LINSCO/PRIVATE LEDGER CORP.) since 2004. His activities include outside sales of non-variable insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms while working with third-party managers and TAMPs.

Rachel Urban is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 18 years of industry experience. She has worked at Benjamin F. Edwards since 2015 and previously spent seven years at Wells Fargo Clearing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, combining proprietary strategies with third-party models and maintaining an internal equity and fixed-income trading desk.

Alfredo Suescum Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and having eight years of industry experience. His prior roles include positions at Northwestern Mutual and Penn Mutual Life Insurance Company. He also engages in insurance brokerage and life insurance sales through an affiliated business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, with a platform that includes third-party asset managers and discretionary and non-discretionary account options.

Andrea Shenocca is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked at Benjamin F. Edwards since 2013 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad range of clients, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a variety of services such as wrap-fee advisory programs, financial planning, investment management consulting, brokerage services, and certain M&A advisory services.

Natalia Tatishvili is a financial advisor at Citigroup Global Markets with six years of industry experience and holds a Series 66 designation. Her prior roles include positions at Wells Fargo Clearing Services and Equitable Advisors. Outside of advisory roles, she was involved with A La Turk, Inc. for a decade. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, providing a range of discretionary and non-discretionary investment solutions.

Karolina Bednarska is a CFP® professional with 20 years of industry experience, currently with CIBC Private Wealth Advisors, Inc. She has worked at CIBC National Trust Company since 2017 and was previously with Atlantic Trust Company, N.A. from 2016 to 2017. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process with internal teams and committees to create customized portfolios, blending proprietary and external strategies, and manages approximately $67.8 billion in assets with 175 advisors.

Brian Jones is a financial advisor with PNC Wealth Management in Wellington, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with PNC Investments since 2013. Outside of his advisory role, he has ownership in a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithmic risk assessment and invests via approved model strategies with mutual funds and ETFs.

Jeffrey Brudner is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 27 years of industry experience. He has been with Commonwealth Financial Network in various capacities since 2001, including a continuous tenure since 2005. Outside of advising, he spends time on tax preparation activities unrelated to investment management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, serving a diverse client base of individuals and institutions.

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.

Lillian Vassilatos is a financial advisor at Cresset Asset Management, LLC with seven years of industry experience. She holds a Series 65 credential and has worked at Cresset since 2018, following a ten-year tenure at The Northern Trust Company. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across various asset classes.

Abigail Cleis is a financial advisor at Citizens Securities, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Citizens Bank as well as in the hospitality sector. Outside of her advisory role, she is a licensed Notary Public. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory platform and a Managed Account program, operating as both a broker-dealer and insurance agency.