Andrew Frattaroli is a financial advisor with Wealthspire Advisors, holding a Series 66 designation and three years of industry experience. He has been with Wealthspire Advisors since 2022 and previously worked at Equitable Advisors. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework combining mutual funds, ETFs, private investments, and separate account managers, with ongoing client customization and oversight.

Yisel Reyes is a financial advisor with PNC Wealth Management in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at J.P. Morgan Securities and Wells Fargo, among other financial institutions. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered by invitation to employees, which uses algorithm-driven risk assessments and invests in approved mutual funds and ETFs with annual rebalancing.

Ana Hernandez is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2023. Her prior roles also include positions at RBI Alliances LLC and Choice Employer Solutions INC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, leveraging third-party platforms and AI-enabled tools to support its investment and manager-selection processes.

Scot Hunter is a financial advisor at Corient with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Emfo, LLC, CPS Partners, LLC, and Emerald Asset Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Karen Pena is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and Fortress Investment Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Frank Marzano is a CFP® with five years of industry experience, currently serving at Wealthspire Advisors in Boca Raton, FL. He has been with Wealthspire Advisors since 2006, totaling 20 years with the firm. Outside of his advisory role, he is the Team Principal for Hy Flyers GC, a golf team affiliated with the LIV Golf League, where he manages business oversight and daily operations. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework implemented through a diversified mix of investment vehicles and offers a range of wealth management and financial planning services tailored to client needs.

Brianna Cook is a financial advisor with Empower Advisory Group holding a Series 66 designation and two years of industry experience. She has worked at Empower Financial Services, Equitable Advisors, and NYLIFE Securities. Outside of financial services, she is the CEO of IoTeeDom, a consulting and information technology firm, and serves as a director of the nonprofit organization The Voices for Peace Ghana. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model linked to its administrative platforms and offers point-in-time financial plans alongside managed account options.

David Ray is a ChFC® credentialed financial advisor with 24 years of industry experience. He has been with Eagle Strategies (NY Life) since 2021 and New York Life Insurance Company since 2001. Outside of his advisory roles, he has been involved with Southern Vintage Spirits since 2000. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and provides most of its advisory services on a non-discretionary basis within an integrated New York Life affiliate structure.

Saadia Sindhu is a financial advisor at Equity Services, Inc. with 10 years of industry experience. She holds a Series 66 credential and has worked at several firms including National Life Group, Contemporary Financial Planning, and Lakeview Capital Partners. Additionally, she is involved in insurance sales, managing clients and meeting prospective clients. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Heather Buckridge is a CFP® with 16 years of experience in the financial industry. She is currently with Osaic Advisory Services, LLC and has previously worked at Goldman Sachs, Triad Advisors, Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Outside of advising, she is a member of RABSCO, LLC, where she is involved in general and administrative duties. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, with programs delivered through multiple models and using both proprietary and third-party platforms.

Laureen Landgren is a financial advisor with Citizens Securities, Inc. in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes multiple tenures at Citizens Securities and prior roles at Santander Securities, LLC, and Santander Bank, N.A. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Luis Rosario is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2014. Based in Fort Lauderdale, FL, he works within one of the firm's large teams of advisors. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, investment consulting, retirement services, and financial planning, utilizing a range of asset allocation and investment strategies tailored to client objectives.

Alexander Harriehausen is a financial advisor with Valic Financial Advisors, holding a Series 65 designation and 13 years of industry experience. He has been with Valic Financial Advisors since 2015 and is also involved as a silent partner investor in residential construction projects in Costa Rica and manages an LLC that provides capital for real estate development. Harriehausen’s outside activities include investing in real estate development and construction projects without direct management responsibilities. 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, and brokerage services, utilizing Envestnet-developed UMA models with periodic rebalancing and optional tax and ESG overlay services.

Laura Raybin Miller is a financial advisor with Rockefeller Financial LLC in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 27 years of industry experience. She previously worked at UBS Financial Services Inc. for 12 years before joining Rockefeller in 2025. Miller serves on the board of directors for Kids In Distress, a nonprofit focused on child abuse prevention and foster care, where she participates in governance and investment oversight. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and investment banking services. The firm operates a Private Advisor model supported by its consolidated investment platform, providing discretionary and non-discretionary solutions across various asset classes.

Cameron Buetel is a financial advisor at UBS Financial Services with 11 years of industry experience. He has held positions at UBS since 2016 and previously worked at Merrill from 2014 to 2016. He holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Jeffrey Pupo is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Diego Lutz is a financial advisor at Raymond James & Associates with a Series 66 designation and experience in the industry since 2025. Prior to joining Raymond James, he worked at JTC Group, Citi Group, and Scotia Wealth Management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Maria Mejia is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of her advisory role, she is a partner and owner of Omega Group Management Inc., a real estate business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence to support non-discretionary investment decisions.

Antonio Barbosa is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 credential and has worked at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, HSBC Securities (USA) Inc., and HSBC Bank USA, N.A. outside of his current role. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, advisory programs, and institutional consulting, combining fact-based planning with a variety of portfolio management styles and affiliated research.

Desmond Bascombe Jr. is a financial advisor at Merrill with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Bank of America, Charles Schwab, and TD Ameritrade. Outside of his advisory role, he is a general partner and managing member of several business entities involved in property management and real estate operations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.