Paulo Quintana is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Wells Fargo Bank and JPMorgan Chase Bank. Quintana is based in Boca Raton, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Gerald Barbalatt is a financial advisor with Commonwealth Financial Network in Boca Raton, FL, holding the CFP® designation and Series 63 license. He has 34 years of industry experience and has been associated with Commonwealth Equity Services, Inc. since 1996 and Parker Allen and Company, LLC since 1989, where he serves as President and Owner. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options, serving both retail and institutional clients.

William Carey is a financial advisor with Prime Capital Financial in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes positions at Ameritas Investment Corp and Equitable Advisors, among others. He is also licensed as an independent insurance agent to sell fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a mix of core/satellite, thematic, and tactical investment strategies and provides tax planning, consolidated reporting, and financial administration through affiliated subsidiaries.

Sondra Goldstein is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes multiple roles with Park Avenue Securities and Guardian Life, spanning over a decade. She also provides insurance products through Guardian and other brokerages. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm features advisor-led discretionary management combined with model-based strategies, access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Christopher Whalen is a financial advisor at Integrated Wealth Concepts LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Integrated Wealth Concepts in 2021, he worked at MML Investors Services LLC, MassMutual Life Insurance Company, and Signature Resources Capital Management, LLC. Whalen also maintains an individual life and group life insurance agency role. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, using a combination of internal management and third-party asset managers with a long-term investment approach.

Paul Harvey is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) with 10 years of industry experience and holds the Series 66 designation. His prior roles include positions at Prudential Financial Planning Services, Bankers Life, Royal Alliance Associates, and Signator Investors. Outside of his advisory work, he is involved as an insurance agent with Florida Financial & Insurance Agency. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Jonathan Gassman is a CFP® and PFS™ with 17 years of industry experience, currently serving at NewEdge Advisors. His prior work includes roles at Prager Metis CPAs, American Portfolios Financial Services, G&G Planning Concepts, and Gassman & Gassman CPA PC. Outside of advisory services, he is President of Shymoose Holdings Inc., a holding company for Hippo Leadership Campus. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing technology and a range of program structures combining in-house and third-party strategies.

Grant West is a financial advisor at Valic Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Valic Financial Advisors since 2016 and at Agia since 2022. Outside of his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs, utilizing discretionary unified managed accounts and overlay services through a large network of advisors.

Alfonso Reda is a financial advisor at Guardian Life with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life and Park Avenue Securities since 2000. In addition to his advisory work, he is a partner at Reda, Romano & Co., LLP, a full-service accounting firm, and serves as a volunteer committee member at Westchester Hills Golf Club. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, as well as access to insurance products and alternative investments.

William Tricarico is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Cerity Partners, and Morgan Stanley. Outside of finance, he operated Sole Swap Sneakers, a business related to sneaker trading. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blended active and passive strategy framework and provides a range of financial, tax, and business management solutions.

Ross Price is a financial advisor at Valic Financial Advisors with 33 years of industry experience. He holds the Series 66, Series 63, and Series 65 credentials. Prior to joining Valic Financial Advisors in 2025, he spent 20 years at Fifth Third Securities and also managed a small business, Price Renovations LLC, for one year. Additionally, he is appointed to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through an extensive network of advisors and emphasizes the use of centralized technology and model solutions.

Carey Blecher is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NewBridge Securities Corporation, Mora Wm Securities, and LPL Financial, LLC. He has been with Oppenheimer since 2022. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs with both discretionary and non-discretionary management, covering equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

William Braun is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at B. Riley Wealth Management and National Securities Corporation. Braun serves as president of a pass-through corporation used for tax purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Karina Romero is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 designations and 19 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wachovia Bank, N.A. She is currently based in Lighthouse Point, FL. Fifth Third Securities serves a diverse client base including high-net-worth individuals, institutional clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers investment management via the Passageway Managed Account Program, utilizing multiple program types and third-party portfolio managers to meet varied client needs.

Mayra Dennis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has worked with various SunTrust entities since 2016, including SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a comprehensive supervisory structure.

Jeffrey Seltzer is a financial advisor with Centaurus Financial, Inc. He holds a Series 63 designation and has 34 years of industry experience. Prior to his current role at Centaurus Financial, he worked at Cetera Advisors LLC and First Allied Advisory Services. Outside of advisory services, he serves as president of Seltzer & Company, Inc., an agency offering health insurance and Medicare plans. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Tony Tringali is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. His prior work includes positions at PRUCO Securities, LLC and Agia, where he also serves as an agent for non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts and centralized technology to manage a broad client base.

James Carbone is a CFP® and ChFC® with 33 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held roles at Ameritas Investment Company, Ameritas Life Insurance Corp, Hornor Townsend & Kent Inc, and Principal Financial Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers various asset management and consulting solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Joseph Orsini is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently an advisor at Oppenheimer, having previously worked at firms including Mercor, TopStep LLC, Meli Vora Advisors, and Eaglebrook Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Linda Weinstein is a financial advisor with Truist Advisory Services in Coral Springs, FL, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has been with SunTrust Advisory Services and affiliated entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.