Peter Pecci is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Allstate Insurance Company, Financial West Group, and Kovack Advisors, Inc. Outside of his advisory work, Pecci is involved in community service through Rotary International and serves on the board of directors for the local YMCA. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management and financial planning, utilizing discretionary accounts, model portfolios, and third‑party sub-advisers through platforms like Envestnet and AssetMark.

Hal Lippman is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has 32 years of industry experience, including prior roles at LPL Financial, Grove Point Investments, CETERA Advisor Networks, and Summit Financial Group. Outside of his advisory work, Lippman is an officer and director of SLR Accounting, Inc., a tax preparation and accounting firm. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a model-driven investment approach combining strategic asset allocation with both passive and active management across multiple risk profiles.

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 with Rockefeller Financial LLC based in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. His work history includes positions at Merrill from 1980 to 2021 and Bank of America from 2009 to 2021 before joining Rockefeller Financial in 2021. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, while also functioning as a registered broker-dealer involved in securities transactions, insurance products, and investment banking services.

Glenn Brohman is a financial advisor at Oppenheimer with 41 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. for 23 years. Brohman serves as trustee for multiple family trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Joseph Gass is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses, and has four years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC, and has additional experience outside finance in accounting and culinary fields. Gass also works as an independent contractor for DG Accounting, Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs with discretionary and non-discretionary options.

Karleen Halliwell is a financial advisor with Rockefeller Financial LLC and Rockefeller Capital Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked for UBS Financial Services Inc. for 12 years. She serves as Chair of the Investment Committee and Trustee for Miami Country Day School, where she facilitates quarterly meetings with the school’s endowment investment manager and is involved in development and planned giving. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating as both an investment adviser and a registered broker-dealer with integrated capabilities including trust, insurance, and asset management services.

Michael Kleinstein is a financial advisor with TLG Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at The Leaders Group Inc, FSG, Alt Fund Distributors LLC, Catalyst Funds, and BNY Mellon Securities Corporation. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering services via independent advisors, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Theodore Panagiotopoulos is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. for eight years. Outside of advising, he owns and oversees residential real estate investments through property management companies. Mercer Global Advisors serves individuals, families, small business owners, and nonprofit organizations, offering comprehensive investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using a mix of ETFs, index funds, separate accounts, and private funds.

Jeffrey Zapoleon is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Wells Fargo Clearing. He is based in Boca Raton, FL. 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 portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Stuart Mcgeough is a financial advisor with TIAA-CREF in Boca Raton, FL, holding a Series 66 designation and 22 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options under a fiduciary standard.

John Zaia is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional capabilities including in-house research and unique market roles.

Michelle Adler is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at National Asset Management and National Securities Corporation, both in 2017. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for very large relationships.

John Schott is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He has worked at The Colony Group, LLC since 2019 and previously spent 25 years with Steinberg Global Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Daniel Featherston is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank over an 11-year span before joining Truist in 2026. 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 combines discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and other investment solutions.

Jacques Elmaleh is a CFA® charterholder with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Steinberg Global Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and financial planning services. 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.

Jose Gautier is a CFA® charterholder with 18 years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having joined in 2025. His prior positions include roles at Santander Bank, Santander Securities, Lincoln Investment, Gabor Financial Solutions, Jhfn Sii, and Edward Jones. Outside of his advisory work, Gautier is the sole owner and artist of GautierArt, an art business he operates in Miami Beach. 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 combines strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers and uses a technology platform provided by Envestnet with custody services through Pershing.

Christopher Cavallaro is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach supplemented by shorter-term trades and using both internal management and third-party asset managers.

Stephen Good is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and MassMutual Financial Group. Outside of financial advising, he is involved as a youth sports coach and serves on the board of directors for Aurelius Legacy Partners, focusing on life insurance and estate planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm offers both discretionary and non-discretionary accounts, integrating third-party asset managers within a framework that includes custody, execution, and brokerage capabilities.