Robert Liebman is a financial advisor at Equity Services, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Life Group, Innovation Partners LLC, and Mutual of Omaha Investor Services. Additionally, he serves as CEO and President of Florida Financial & Insurance Agency, Inc., which focuses on life insurance sales. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Altair Gobo is a CFP® professional with 43 years of industry experience, currently affiliated with Kestra Advisory where he has worked since 2016. His prior work includes roles at Kestra Investment Services, LLC and U.S. Financial Services, LLC. Gobo serves as an advisor to the CFP program at Fairleigh Dickinson University and is a member of the Montclair State University Board of Advisors. He is also an author and has co-trustee responsibilities for the Petrocelli Trusts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Sasha Lauzon is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining SunTrust Advisory Services in 2018, which later became Truist Advisory Services. Outside of finance, he is also a disc jockey and serves as the president of DJ Sasha Lauzon, a musical curation business based in Miami. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary and non-discretionary manager relationships alongside AI-enabled research and integrated inter-affiliate resources.

Cheyenne Knueppel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Insite Group, Bank of America, Merrill, and Robinhood Markets. Outside of finance, she has been involved in several small business ventures, including nightclub and concert venue operations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, 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.

Yujie Zhou is a financial advisor with PNC Wealth Management in Pompano Beach, FL, holding a Series 66 designation and six years of industry experience. Prior to joining PNC Investments LLC in 2023, Zhou worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., as well as JPMorgan Chase Bank, N.A., and J.P. Morgan Securities between 2019 and 2023. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that utilizes algorithm-driven risk assessment and implements portfolios with approved mutual funds and ETFs.

Joseph Markham is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds a Series 65 designation and has prior career experience including roles at Legend FMO and BBR Sales. Outside of his advisory work, he is president of a commercial roofing business and a boat rental company, where he occasionally captains vessels on weekends. Integrity Alliance is a large advisor network serving a broad client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through various platforms, employing a range of investment approaches.

Jose Jaunarena Ferrari is a financial advisor at Oppenheimer with 26 years of industry experience. He has held positions at Oppenheimer & Co. Inc. since 2017 and previously worked at Popular Securities, Inc. from 2004 to 2017. He holds Series 63 and Series 66 licenses and is based in Fort Lauderdale, FL. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm utilizes strategic and tactical asset allocation, manager selection, and various investment strategies, with an emphasis on both discretionary and non-discretionary management and retirement services.

Natallia Batsukova is a financial advisor with Davenport & Company LLC in Fort Lauderdale, FL, holding a Series 66 license and 14 years of industry experience. Prior to joining Davenport in 2021, she worked at firms including Cetera and JP Morgan Securities. Davenport serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services.

Paul Tunink is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at VALIC Financial Advisors and Agia, among other firms, and is involved in a business providing equipment rental services. Ameritas Advisory Services delivers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, using a combination of in-house and third-party managers across various discretionary and non-discretionary programs.

Robert Nicotra is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with unique market roles and proprietary research capabilities.

Heather Oliver is a CFP® professional with 25 years of experience in the financial industry. She is currently with Oppenheimer and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. in Fort Lauderdale, FL. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation and manager selection, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary asset management.

Diego Scheurich is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

Maureen Hoover is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley Smith Barney and Rock & Co LLC. Based in Boca Raton, FL, she has been with Rockefeller Financial and Rock & Co LLC since 2020. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including individuals, families, family offices, charities, corporations, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan consulting, integrating wealth, trust, and insurance services through its Rockefeller Global Family Office platform.

Paul Abbott is a financial advisor with Equity Services, Inc. in Boca Raton, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at National Life Group, MassMutual Life Insurance Co., The Prudential Insurance Company of America, Global Trust Asset Management, Bank of America, and Merrill Lynch. Abbott is also licensed to sell fixed and health insurance products. Equity Services, Inc., doing business 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 offers multiple advisory platforms with a mix of long-term strategies and specialized instruments, using both discretionary and non-discretionary management approaches.

Peter Pecci is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Integrity Alliance since 2017 and previously worked at Allstate Insurance Company for one year. Pecci is involved in community service through leadership roles with Rotary International and as a board member of the South Florida YMCA. Integrity Alliance serves a diverse client base including individual investors, corporations, and retirement plans, providing advisory and brokerage services through a large network of advisors managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and access to third-party managers, utilizing various investment strategies and platforms while supporting a range of advisory and plan services.

Hal Lippman is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and over 32 years of industry experience. His career includes roles at LPL Financial, Grove Point Investments, CETERA Advisor Networks, and Summit Financial Group. Outside of advisory work, he is an officer and director at SLR Accounting, Inc., a tax preparation and accounting firm. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party managers, managing approximately $11.3 billion in assets with both discretionary and non-discretionary account options.

Pelayo Garcia Jr. is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Independent Group and Secure Investment Management, LLC. Garcia also operates insurance-related businesses, serving as a licensed insurance agent through GBS Financial and J.D. Mellberg Financial, LLC. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and sovereign wealth funds. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Roberto Recine is a financial advisor with Eagle Strategies (New York Life) in Sunrise, FL, holding a Series 63 designation and over 31 years of industry experience. He has been with Eagle Strategies since 2004, and his career also includes long-standing roles at Nylife Securities LLC and New York Life Insurance Company dating back to the mid-1990s. Outside his advisory work, he is an investor in Ashbry Inc., a company that offers personalized messages and gifts signed by celebrity athletes and musicians. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate entities, providing financial planning, investment management, and retirement plan advisory services. The firm delivers services through various program models and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis under an integrated New York Life affiliate structure.

John Duane III is a financial advisor at Rockefeller Capital Management with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Merrill and Bank of America. Duane has been with Rockefeller Financial and its affiliated entities since 2021. Rockefeller Capital Management is an enterprise firm serving a broad range of clients with comprehensive wealth and investment management solutions.

Glenn Brohman is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. He also serves as a trustee for multiple family trusts. Oppenheimer provides advisory and brokerage services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm employs strategic and tactical asset allocation and offers both discretionary and non-discretionary investment management programs tailored to client objectives.