Andrea Shenocca is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked at Benjamin F. Edwards since 2013 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad range of clients, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a variety of services such as wrap-fee advisory programs, financial planning, investment management consulting, brokerage services, and certain M&A advisory services.

Santiago Agudelo is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked at several major firms, including Bank of America, Merrill, Wells Fargo, and JP Morgan Chase. Agudelo also served in the United States Marine Corps for eleven years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional operations with unique market roles, including in-house research and futures commission merchant activities.

Jeffrey Knight is a financial advisor with Eagle Strategies (NY Life) based in Coral Springs, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience with a career spanning New York Life Insurance Company since 1981 and Nylife Securities Inc. since 1984. Since 2007, he has also operated two business ventures under the names Knight Benefits Group and Wealth Retention Group that focus on brokering non-registered insurance products and selling New York Life products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types designed to tailor recommendations to client objectives, with most assets managed on a non-discretionary basis and a focus on serving retirement plan sponsors within an integrated New York Life affiliate structure.

Robert Eberst Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 30 years of industry experience. He has been with Independent Advisor Alliance since 2014 and also has a concurrent affiliation with LPL Financial since 2009. Outside of his advisory work, he serves on the board of the Jimmy Johnson National Billfish Championship, a nonprofit organization. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm uses both discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance planning and asset aggregation.

Patricia Selin is a CFP® with 38 years of industry experience, currently advising clients at Janney Montgomery Scott. She previously spent 10 years at Morgan Stanley Private Bank, National Association. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Sharon Mohan is a financial advisor with TIAA-CREF in Deerfield Beach, FL, holding Series 63 and Series 66 credentials and having 28 years of industry experience. She has been with TIAA and TIAA-CREF since 1997. Outside of advisory work, she is a passive investor in a fitness gym business owned and operated by her son. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while employing a fiduciary standard in its registered investment advisor services.

Daniel Valente is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates, Morgan Stanley, and UBS Financial Services. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of in-house portfolio management and third-party managers across multiple wrap programs and advisory platforms.

Richard Weeks IV is a financial advisor at Hightower Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower Advisors and Hightower Securities, LLC since 2011. Based in Delray Beach, FL, he has spent 15 years with the Hightower organizations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers supported by proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Peter Stewart is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2012 and Parkland Securities since 2014. Outside of his advisory work, he is involved in the sale of life, health, long-term care, and disability insurance, and serves as a trustee managing a family trust and beneficiary 401(k) plan. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that supports both fiduciary and non-fiduciary retirement services through affiliated entities.

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.

Edward Grimpe is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, BB&T Securities, and Merrill. Outside of his advisory role, Grimpe is involved in yacht sales and is a partner in an advance legal funding business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include sovereign wealth funds and other large institutional investors.

Adam Sherman is a financial advisor with Hornor, Townsend & Kent, LLC, holding the CFP® and ChFC® designations and bringing 40 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of advising, Sherman serves on the boards of a country club and a youth basketball organization, and he teaches a finance class at Florida Atlantic University. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory and broker-dealer services, working with third-party asset managers to provide tailored investment strategies across discretionary and non-discretionary accounts.

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.

Thomas Suckow is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. His prior work includes roles at Lynn University and Saint Dominic Academy. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Craig Sullivan is a financial advisor at Farther with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sullivan Investments Group and Citigroup Global Markets. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Kenneth Green is a financial advisor at Oppenheimer with 24 years of industry experience. He holds a Series 63 designation and has worked at several firms including Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. He has been with Oppenheimer since 2016. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary advisory approaches.

Joseph Pardi Jr. is a financial advisor at Janney Montgomery Scott with 52 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes eight years at Wells Fargo Clearing before joining Janney Montgomery Scott in 2024. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and advisory programs.

Andrea Item is a financial advisor with Cresset Asset Management, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at UBS Financial Services, SunTrust Advisory Services, Quorum Investment Counsel, and United Capital Financial Advisors. Andrea is based in Boca Raton, FL. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, using a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

David Ray is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL. He holds the ChFC® designation and Series 63 license and has 25 years of industry experience. He has worked at New York Life Insurance Co. since 2001 and Eagle Strategies since 2021. Outside of his advisory work, he is involved with Southern Vintage Spirits, a business he has been part of since 2000. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis, and operates within the 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.