Alina Akchurina is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Adam Kristol is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors. Prior to his advisory career, he was involved in real estate consulting. Outside of his advisory role, Kristol is active in managing family real estate investments through various business entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Jason Palmadesso is a financial advisor with Eagle Strategies (NY Life) based in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has served in various consulting and insurance brokerage roles under several DBAs, including Mahoney Financial Organization, LLC, The Bridge Group, Inc., and M&A Executive Benefit Insurance Solutions, LLC. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis while offering a range of advisory programs tied to insurance and annuity products.

Barbara Blacklock is a financial advisor at &PARTNERS with 45 years of industry experience. She holds a Series 63 designation and has worked at &PARTNERS since 2024, following eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors. She serves on the External Advisory Board for Southern Illinois University’s College of Business, advising on strategic planning and curriculum development. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.

Clare Morris is a financial advisor at Equity Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 registrations. Her prior experience includes roles at National Life Group, Mass Mutual Investors Services, and MetLife Securities. Morris is also a fixed insurance agent with Florida Financial & Insurance Agency. 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 offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Kimberly Etchings Dolce is a financial advisor with Principal Financial Services in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Principal Securities Inc and Principal Life Insurance Company since 2014. Outside of her advisory role, she owns Etchings Consulting, a business coaching and consulting firm serving business owners. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

James Haines is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including prior roles at Ameriprise, Comerica Securities, and Wells Fargo. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting alongside third-party platform and manager arrangements.

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.

Jorge Gonzalez is a CFP® professional with 12 years of industry experience, currently affiliated with AE Wealth Management, LLC. He has been involved with Synergy Elite Wealth Management LLC and Synergy Financial Strategies, Inc. for over eight and fifteen years respectively, and maintains an ownership role in JCP Ventures, LLC, which engages in real estate investments. AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes a platform-focused approach with discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

John Griffin is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and with Suntrust Investment Services, Inc. since 1997. Outside of his advisory role, he is involved in several entrepreneurial ventures, including a music production LLC supporting an emerging artist and partnerships in advertising and construction-related businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting. The firm integrates extensive inter-affiliate arrangements and employs AI-enabled tools to support manager selection and ongoing portfolio oversight.

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.

Christopher Szem is a financial advisor with Kestra Advisory in Ft. Lauderdale, FL, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2016. Outside of his advisory role, he is involved in health insurance plan design and consulting through his ownership and partnership in related companies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary oversight, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, with approximately $79.8 billion in assets under management.

Shirley Lopez is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding a Series 66 designation and 16 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Truist in 2016. 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, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

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.

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.