Karolyn Wotring is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and Penn Mutual Life Insurance Company. Outside of advising, she serves as Secretary and Board Member for the Women’s Executive Club of South Florida, a nonprofit networking organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing clients with custody, execution, and brokerage capabilities alongside investment advice.

Michael Greco is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Greco & O'Neal Wealth Strategies and National Life Group. He is also involved with Florida Financial and Insurance Agency as an insurance agent. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and uses multiple advisory platforms, including third-party asset managers and model portfolios.

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.

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 26 years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC since 2019 and Steinberg Global Asset Management from 2000 to 2019. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

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.

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.

Jeffrey Rivlin is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Oppenheimer since 2003 and worked previously at CIBC World Markets Corp. from 1998 to 2003. Rivlin serves as a trustee for multiple family trusts and is a general partner in a family partnership focused on managing investments. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs that include strategic asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Ettore Ventrice is a CFP® designated financial advisor with 34 years of industry experience. He currently works at Cresset Asset Management, LLC and has held prior positions at UBS Financial Services, Oppenheimer, Stanford Group Company, Stillpoint Wealth Management, LLC, and Citigroup Global Markets. Outside of his advisory role, he serves on the boards of the Impact 100 charity and the FAU Foundation, and is involved in the audit committee at the Royal Palm Yacht & Country Club. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets, serving a wide range of clients including individuals, high-net-worth clients, and institutions. The firm uses a risk-aware investment approach combining strategic asset allocation, active and passive management, and alternative investments, and offers services such as wealth management, retirement plan consulting, and advisory support to private funds.

Michael Elzahr is a CFA® charterholder with 10 years of industry experience. He currently works at Focus Partners Wealth, LLC and was previously with The Colony Group, LLC and Steinberg Global Asset Management. Focus Partners Wealth serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Adam Hawkins is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 credential and has eight years of industry experience. Prior to joining First Citizens Investor Services in 2024, he worked at Truist Investment Services and BB&T in various advisory roles. First Citizens Investor Services serves individual clients—including high-net-worth individuals—as well as pension plans, charitable organizations, and businesses. The firm offers a range of advisory and brokerage services, emphasizing client-specific financial needs through portfolio management, model portfolios, and tax-aware strategies.

James Papadakos is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds the Series 63 and Series 65 designations. He has worked at firms including National Life Group, MML Investors Services LLC, MassMutual Life Insurance Co, and Northwestern Mutual. Outside of his advisory role, he serves as president of a homeowners association and works as an executive coach assisting senior leaders with professional development. Equity Services, Inc., operating 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 combines long-term investment strategies with options for shorter-term trading, utilizing multiple advisory platforms and third-party asset managers.

Michael Smith is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Valic Financial Advisors since 2016 and is also associated with AGIA, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes a technology-driven approach with discretionary unified managed accounts and tax-aware overlay services.

David Bleznak is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as CEO and managing partner of Secure Planning Advisors, LLC. Outside of his advisory roles, he is involved in insurance sales through multiple related business activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, through a variety of management platforms and third-party solutions.

Thomas Avazian is a financial advisor at Oppenheimer with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill, where he spent 31 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Fernando Rodriguez is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup since 2017, following a year at HSBC Bank USA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains extensive in-house research and market roles, combining institutional scale with unique market functions.

Rusbel Trujillo is a financial advisor at Eagle Strategies (NY Life) with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Eagle Strategies since 2021. Prior to that, he worked with NYLife Securities LLC and New York Life Insurance Company starting in 2012 and 2014, respectively. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm offers various program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client needs and plan sponsor criteria.

Alan Schnall is a financial advisor at Oppenheimer with 39 years of industry experience. He has held Series 63 and Series 65 credentials and has been with Oppenheimer since 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and consulting on a discretionary and non-discretionary basis.

Amarilis Larragoity is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2020, following four years at Wells Fargo Clearing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.