Sean Erickson is a CFP® and holds a Series 65 license with 16 years of industry experience. He has worked at The Colony Group, LLC since 2019 and previously spent 12 years at Steinberg Global Asset Management. He is based in Boca Raton, FL. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and integrates multiple asset strategies across managed and held-away accounts.

Abbey Ledoux is a financial advisor at Kestra Advisory with 17 years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors and National Asset Management. Ledoux also serves as an operations manager at Wealth Empowerment Financial Strategies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers comprehensive services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients ranging from private funds to sovereign wealth funds.

Vincent Aimetti is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds the ChFC® designation and maintains Series 63 and 65 licenses. His prior work includes roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and National Legacy Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers multiple advisory platforms with a focus on long-term strategies and utilizes both discretionary and non-discretionary management, serving a broad client base through its dual registration as a broker-dealer and SEC-registered investment adviser.

Melissa Ramsaran is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and three years of industry experience. Her prior experience includes roles at Morgan Stanley, Fidelity Investments, and Mutual of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing, delivering services integrated with Empower’s recordkeeping and administrative platforms.

John Ruggiero is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott since 2009. Outside of his advisory role, he is a partner in a family-owned LLC that invests in and manages rental properties. Janney Montgomery Scott 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, families, trusts, estates, and institutional clients, delivering investment advice through both in-house and third-party managers across multiple wrap programs and unified managed accounts.

Victor Rojas Diaz is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Stifel, Nicolaus & Company, 1st Financial Inc, Morgan Stanley/Prideone, American Express, Bank of America, and TD Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

Roxann Murphy is a financial advisor at Valic Financial Advisors with 10 years of industry experience and holds a Series 65 credential. She has been with Valic Financial Advisors since 2016 and has prior experience at AGIA. Outside of her advisory role, she works as a per diem occupational therapist, providing therapy and education to patients and school-age children. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts and overlay services, managing approximately $29.2 billion and serving nearly 300,000 clients.

Kelly Warner is a financial advisor with NewEdge Advisors who holds Series 63, Series 65, and Series 66 credentials and has 39 years of industry experience. Prior to joining NewEdge in 2022, Warner worked at Oppenheimer & Co. Inc. for 15 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures that combine in-house manager selection, third-party models, and advisor discretion, supported by technology tools and centralized due diligence.

Paul Mcfeeley is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 14 years before joining Hightower in 2023. Mcfeeley is based in Boca Raton, Florida. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a network of advisor practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on proprietary research and diversified investment strategies.

Elaine Israel is a financial advisor at Oppenheimer with 31 years of industry experience. She holds a Series 63 designation and has been with Oppenheimer since 2014. The firm serves a broad client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services. Oppenheimer’s investment approach includes strategic and tactical asset allocation, manager selection, and the use of various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

James Hopler is a CFP® with 28 years of experience in the financial advisory industry. He has been with VALIC Financial Advisors since 1998 and also holds a position as an agent at Agia, where he is involved with non-securities insurance products. Based in Boca Raton, FL, he holds Series 63 and Series 65 licenses. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Belle Bennett is a Series 65-licensed financial advisor with Wealthspire Advisors, based in Boca Raton, FL. She has one year of industry experience and previously worked at Michigan State University. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion across about 220 advisors and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, and nonprofits, using an institutional-style asset allocation framework and centralized investment oversight.

Karlene Mullings is a financial advisor at Eagle Strategies (NY Life) with Series 63 and Series 66 credentials and one year of industry experience. She has held positions at Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Company, FHC Investments Limited, and VM Wealth Management Limited. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Joseph Chalom is a financial advisor with Planmember Securities Corporation in Coral Springs, FL, holding Series 65 and Series 66 licenses and over 40 years of industry experience. He has served as president of Retirement Council, Inc. since 1991 and holds leadership roles in several nonprofit organizations, including NAIFA-Broward and the NAIFA Florida Education Foundation. Chalom also trains volunteers as Team Commander for the Coral Springs Community Emergency Response Team and teaches financial education workshops. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation through risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling while operating as both a broker-dealer and investment adviser.

Christian Martinez is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Valic Financial Advisors since 2015 and also serves as an agent for Agia, providing non-securities insurance products. Additionally, he has authorization to sign for a permit running service related to construction and remodeling projects. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors nationwide.

Fredrik Virgin is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Rockefeller Financial in 2026, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2013 to 2026. Outside of his advisory role, he owns and instructs martial arts through CSMMA Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a consolidated investment platform delivering diversified portfolio solutions across equities, fixed income, and alternatives.

Annette Blair is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has 25 years of industry experience, including over two decades with New York Life Insurance Company. Blair is also involved in brokering with various insurance carriers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and corporate clients. The firm offers multiple program types and focuses on tailored solutions, with a significant portion of assets managed on a non-discretionary basis.

Timothy Ratty is a financial advisor with Janney Montgomery Scott, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Cambridge Investment Research. Outside of his advisory work, he volunteers on the Elder Fraud Committee of the Florida Securities Dealer Association and assists with event organizing for the Trustbridge Hospice Foundation. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

C Rassler is a financial advisor with Eagle Strategies (NY Life) in Boca Raton, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. With 47 years of industry experience, Rassler has worked at several firms including NYLife Securities LLC and M&A Executive Benefit Insurance Solutions, LLC. He serves on multiple nonprofit boards such as Junior Achievement of South Florida, Paul L. Rodensky Foundation for the Arts, and Nova Southeastern University, and owns The Creative Learning Center, LLC. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis.

Sammie Kreindel is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 26 years of industry experience. She has been with PNC Investments and PNC Bank since 2011. PNC Wealth Management provides retail brokerage and advisory services, offering model-based investment programs including a digital discretionary model account available through an employee-only pilot. The firm employs algorithm-driven portfolio selection and delegates portfolio implementation to third-party strategists.