Michael Santo is a financial advisor at Wealthspire Advisors with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Bank of America Private Bank for 17 years. Wealthspire Advisors serves a diverse client base including individuals, high net worth individuals, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary investment management primarily through a wrap-fee separately managed account program. The firm customizes portfolios to client objectives and emphasizes strategic asset allocation across multiple investment vehicles.

Robert Spak is a ChFC®-designated financial advisor with Eagle Strategies (New York Life) and has 43 years of industry experience. He has worked at The Bridge Group, Inc. and operated his own firm, Spak Financial Services, prior to his current affiliation. Spak serves as president of R.I.S. Insurance Inc. and is a member of the finance committee for the Jewish Association for Residential Care, an organization supporting individuals with developmental challenges. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm delivers tailored advice through multiple program types, placing emphasis on non-discretionary asset management and fiduciary responsibilities within an integrated New York Life affiliate structure.

Timothy Atyeo is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co. Inc. since 2003. Based in Fort Lauderdale, FL, he provides advisory services within a large enterprise firm. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic asset allocation and manager selection to meet client objectives, with accounts reviewed regularly.

Karl Ross is a financial advisor at Valic Financial Advisors based in Boca Raton, FL, holding a Series 66 designation. He has recently started his career in the industry, with experience at Ameriprise, Advanced Consulting Group, and Little Masa. Outside of advising, he is also an agent authorized to sell non-securities insurance products for AGIA. Valic Financial Advisors 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Brandise Dennis is a financial advisor with TD Private Client Wealth LLC in Fort Lauderdale, FL, holding a Series 66 designation and 10 years of industry experience. Prior to joining TD Private Client Wealth LLC in 2025, she worked at Morgan Stanley, Santander Bank, JP Morgan Chase Bank, Bank of America, Merrill, and Scottrade. 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, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers.

Michael Herzberg is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm uses a Private Advisor model and a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and broker-dealer services.

John Iervolino is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Janney in various capacities since 2016. 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, corporate and retirement plan sponsors, and charitable and municipal organizations, offering brokerage, financial planning, consulting, and advisory programs.

William Dunn IV is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior experience includes roles at LPL Financial, Next Financial Group, Inc., and INVEST Financial Corp. He is also an author. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Corey Gross is a financial advisor at Corient with a Series 65 designation and one year of industry experience. Prior to joining Corient, he worked in various roles across the sports and entertainment sectors, including positions at The Players Impact, Authentic Brands Group, Three Point Sports, and Sports Professional Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house and third-party strategies with continuous portfolio monitoring and risk management tools.

Camila Moulin is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Principal Securities Inc. and Principal Life Insurance since 2015. Camila also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Armando Vazquez is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with VALIC Financial Advisors since 2006 and has also worked at Agia since 2022. Outside of his advisory role, Vazquez is the president and founder of Guaya, Inc., a casual sports apparel business. 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 UMA models for portfolio construction.

Avi Mesch is a financial advisor with Principal Financial Services based in Coral Springs, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. since 1997, and prior employment with CRG Financial Group. Outside of his advisory work, he is the owner of AJM Financial Inc., a corporation established for business administrative purposes, and he refers health insurance business through DBG Financial Group and collaborates with other advisors and insurance providers via One Source Advisory. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes financial planning and retirement plan consulting with access to third-party money managers through a variety of advisory and promoter arrangements.

Craig Richman is a financial advisor at Kestra Advisory with 42 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Commonwealth Equity Services, Inc. for 27 years. Outside of finance, he is a registered yoga teacher. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support client needs.

Roland Santini is a financial advisor with SPC, holding the PFS™ and Series 66 designations and bringing 28 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and has operated Santini & Company P.A. C.P.A.'s, an accounting and tax practice for individuals and small businesses, since 1987. Santini also holds a realtor license and serves as a trustee and power of attorney for a revocable trust. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary and nondiscretionary management tailored to client suitability.

Vincent Gerardi is a CFP® with 33 years of industry experience, currently serving as a financial advisor at &Partners since 2025. His prior roles include nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analyses, utilizing proprietary and third-party strategies for ongoing portfolio management.

Richard St John is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 licenses and has four years of industry experience. He previously worked at Cizmic Consulting for eighteen years and currently maintains roles with Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as President and Board Member of Business Networking International (BNI), a referral-based professional organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm offers multiple program types, including fee-based advice and co-advisory relationships, with a focus on tailoring recommendations to client and plan sponsor objectives.

Richard Bonchick is a financial advisor with Guardian Life in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Guardian Life since 1992 and also has a longstanding role at Alliance Financial Corp. Outside of his advisory work, Bonchick is involved in business consulting through his firm RSB Advisor Inc., where he assists business owners with marketing and operational strategies, and he serves on the Broward County Small Business Advisory Board. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory relationships and combines proprietary and third-party investment models.

Erek Reynolds is a financial advisor with Empower Advisory Group in Fort Lauderdale, FL, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, TIAA, and TD Ameritrade. 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’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within plan lineups selected by sponsors.

Perry Long is a CFA® charterholder with seven years of industry experience. He is currently with Truist Advisory Services and previously worked at Wells Fargo Bank. In addition to his advisory role, he teaches trust and wealth management at the Florida Trust School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and utilizes AI-enabled tools alongside traditional research in its manager selection process.

Julio Leyva is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and JPMorgan Chase Bank, among other firms. 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, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.