William Merrigan is a financial advisor with Truist Advisory Services holding a Series 66 designation and 14 years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney LLC, E*Trade Capital Management LLC, and J.P. Morgan Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, supported by third-party platforms and manager relationships, to implement customized investment solutions.

Elizabeth Tremaglio is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley for 10 years and Wells Fargo Clearing for one year. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with a distinctive Private Advisor model and a consolidated investment platform.

Lorraine Hernandez Forbes is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., JP Morgan Securities, LLC, and PNC Investments. She is based in Fort Lauderdale, FL. 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 clients. The firm utilizes strategic and tactical asset allocation through TD Managed Portfolios, combining investments from affiliated and third-party sub-managers.

Steven Giacona is a financial advisor with Cerity Partners LLC, holding a Series 63 license and 24 years of industry experience. He worked at Round Table Wealth Management from 1999 to 2022 before joining Cerity Partners in 2022. Outside of his advisory role, he holds financial interests in private investment entities including P Shares LLC and CV Management Group, LLC. Cerity Partners advises a wide range of clients—including high-net-worth individuals, families, trusts, and institutional investors—offering customized wealth management services such as investment management, financial planning, and retirement consulting. The firm combines proprietary quantitative screening with direct security selection and access to alternative and private market solutions, supporting a broad spectrum of client investment needs.

Steven Rothenberg is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at The Colony Group, LLC, Steinberg Global Asset Management Ltd, Carl Domino Inc., and Cypress Capital Group. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Sandra Lashmit is a financial advisor at Janney Montgomery Scott in Boca Raton, FL, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has worked at Janney Montgomery Scott since 2016 and previously held roles at Raymond James & Associates and Wells Fargo Clearing. Janney Montgomery Scott LLC is a large 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 services, financial planning, and advisory programs that combine in‑house portfolio management with third‑party managers.

Daniel Singer is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior work includes 13 years at Summit Equities, Inc. and 12 years at Summit Financial Resources, Inc. Since 2018, he has been a board member of Big Apple Performing Arts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves very large institutional investors and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Michael Rosenzweig is a financial advisor at Hornor, Townsend & Kent, LLC with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Hornor, Townsend & Kent, Inc. and Penn Mutual Life since 1979. Outside of advisory work, he is an author and serves on several boards, including the Anti-Defamation League Florida Board and the Morikami Museum and Japanese Gardens, and participates in charitable foundations supporting financial professionals and hospice care. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a range of discretionary and non-discretionary investment solutions supported by third-party asset managers.

Melissa Grochal is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. She previously worked at Ulin & Co Wealth Management for two years and Mantis Funding LLC for nine years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers and sponsored advisory programs.

Rachel Frame is a Series 65-credentialed financial advisor at Wealthspire Advisors with two years of industry experience. She has previously worked at Ballentine Partners, Wealthstream Advisors, Charles Schwab, and Rainey & Randall Investment Management. Rachel is based in Boca Raton, FL. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets. The firm serves individuals, including high-net-worth clients, corporate and pension plans, nonprofits, and foundations, providing wealth management, portfolio management, financial planning, and retirement-plan consulting through an institutional-style asset allocation framework.

Russell Herman is a financial advisor at Kestra Advisory with 56 years of industry experience. He holds a Series 63 designation and has worked at firms including UBS Financial Services, National Securities Corp, and B. Riley Wealth Advisors. In addition to his advisory role, he is involved with Wealth Empowerment Financial, which includes insurance-related activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Steven Hart is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he is involved in photography through Brett Hart Photography and participates in charitable wine and food events, including serving as a Wine Ambassador for the American Fine Wine Competition. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers personalized financial planning and advisory services through a combination of advisor-led management and model-based strategies, with access to proprietary programs and third-party solutions.

Elisa Rojas is a financial advisor with TLG Advisors, Inc. holding Series 66 and Series 63 licenses and three years of industry experience. Her prior roles include positions at The Leaders Group Inc, Brokers International Financial Services, and New York Life Insurance Company. She is also president and CEO of Everlasting Wealth Strategies LLC, an independent insurance agency. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and institutional investors. The firm offers investment supervisory services, portfolio management, and comprehensive financial planning, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, with many accounts managed through sub-advisors and program platforms.

Saul Sadinsky is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He has been with Janney Montgomery Scott since 1992 and holds a Series 63 designation. 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, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Susan Stabley is a financial advisor with Janney Montgomery Scott in Ft. Lauderdale, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Janney Montgomery Scott since 2014. 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Richard Arduengo is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Suntrust Advisory Services, Inc. since 2017 and Suntrust Investment Services, Inc. since 2014. 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 third-party platforms and AI-enabled research tools.

Padraic Spain is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and has worked previously at firms including Fidelity Investments and Singer Wealth. Spain’s background also includes a long tenure at Shepherd Kaplan Krochuk from 2006 to 2022. 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 approach emphasizes long-term portfolio returns and integrates tightly with Empower’s recordkeeping and administrative platforms.

Renee Johnson is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63, 65, and 66 licenses and 16 years of industry experience. Her prior experience includes roles at JPMorgan Chase, Wells Fargo, and Morgan Stanley. She serves on the executive board and finance committee of Friends of WLRN, a public media nonprofit, and is on the executive board of the Boca Bowl, which promotes football events and charitable impact. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary management supported by third-party platforms and AI-enabled research tools.

Harvey Stein is a ChFC® credentialed financial advisor with Independent Financial Partners, bringing 42 years of industry experience. He has worked at Independent Financial Partners since 2011 and previously at LPL Financial. Stein serves as trustee for multiple family trusts. 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 and provides retirement-plan advisory and pension consulting services alongside discretionary and non-discretionary account management options.

Larry Saffer is a financial advisor with Guardian Life in Plantation, FL, holding Series 63 and Series 65 licenses and with 35 years of industry experience. He has been with Guardian Life since 1991 and has led the Broward Business Networking Group since 1993. Outside of finance, he coaches ice hockey for youth aged 10 to 14. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary and model-based management strategies, as well as access to insurance products and alternative investments.