Rico Williams is a Series 66-licensed financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He previously worked at Raymond James and has been with T. Rowe Price since 2012 in two separate periods. Outside of his advisory role, he owns a clothing brand called The Tribe X Brand LLC. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested in proprietary mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulations to support retirement income planning.

David Shapiro is a financial advisor at RBC Rochdale, LLC with 15 years of industry experience. He has been with City National Rochdale since 2014 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a director for the Sierra Ranches Community Association, where he helps oversee the operations and finances of his homeowners association. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses a multi-strategy investment approach that combines quantitative screening, statistical modeling, and fundamental analysis, implementing portfolios through proprietary tools and collaboration with third-party sub-advisors.

Christopher Warren is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has held roles with multiple Ameritas affiliates since 2003 and is a partner at Lawless Edwards & Warren LLC, where he is involved in wealth management and life settlement services. He also serves as an advisory board member for Ovation Home Insurance Reciprocal Exchange. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, combining in-house model portfolios and third-party managers with a platform that integrates services from Ameritas affiliates.

Michael Gisonda is a financial advisor with Eagle Strategies (New York Life) in Boca Raton, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at Mahoney Financial Organization and The Bridge Group, Inc., through which he sells New York Life products and non-registered insurance. He serves as a board member for The ARC of Palm Beach County, an organization providing support and training for individuals with developmental disabilities. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers a range of advisory solutions, emphasizing tailored recommendations and managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeffrey Schnee is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2003 and also worked at Alphasights starting in 2025. 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 a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and wrap/advisory programs.

Melisa Komarek Mcclure is a financial advisor at Valic Financial Advisors with 10 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank from 2014 to 2021. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes a centralized technology platform for discretionary unified managed accounts and offers a range of portfolio management and financial planning services through a large network of advisors.

Victoria Lindsay is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 24 years of industry experience. She has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2015. Outside of her advisory work, Lindsay has engaged in community support by making and donating hand-sewn PPE masks and owns a small event coordinating and decorating business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and manager selection through the AMC Advantage program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Mark Kravietz is a CFP® professional with 39 years of industry experience, currently serving with Hightower Advisors since 2013. He is based in Boca Raton, FL, and holds Series 63 and Series 65 licenses. 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. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and various investment vehicles.

Reynel Gonzalez is a Series 66-licensed financial advisor with 18 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, having previously held roles at Wells Fargo Clearing and SunTrust Advisory Services. In addition to his advisory work, he owns and operates a daycare facility and is involved with an early childhood education initiative focused on literacy. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platform relationships.

Matthew Cassano is a financial advisor with Corient, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at GP 19 Management LLC, Alterna Insurance Group LLC, and Socius Family Office, LLC. Outside of advising, he serves as president of MPCASSANO Holding Corp, a consulting firm specializing in fixed and term life insurance. 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 with both in-house and third-party strategies, along with risk management tools and alternative investment options.

Paul Lawless is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked with firms including L.E.W. Wealth and CIG Companies, LLC, and has maintained longstanding roles at Ameritas-affiliated entities since 2003. Lawless is also president of Lord Management Corporation, which provides analytical and quantitative services for luxury real estate, aircraft, and marine industries. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm employs both in-house and third-party investment solutions, including discretionary and non-discretionary programs, and integrates services with Ameritas affiliates to provide a comprehensive advisory platform.

Howard Brachfeld is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 50 years of industry experience and has worked with Guardian Life Insurance Company since 1977, Primerica Advisors since 1999, and Park Avenue Securities since 2024. He serves as a trustee for a testamentary trust and is the treasurer of the Woodbridge Homeowners Association. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with multiple proprietary and third-party investment programs and supports a range of account-level solutions such as lending and donor-advised funds.

Andrew Hackett is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Colony Group, Core Wealth Management, Advisors Asset Management, Lincoln Financial Advisors, and The Vanguard Group. Focus Partners Wealth serves a diverse client base including individuals, families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, alongside a broad platform of affiliated service companies and product relationships.

Steven Kao is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 66 licenses and having four years of industry experience. His prior roles include positions at Morgan Stanley and Sigma Financial Corporation. He is also involved in trader education through Cycles Edge, LLC, where he serves as a strategist and writer for a trader education newsletter. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.

Emmanuelle Le Tertre is a financial advisor with Eagle Strategies (NY Life) in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Eagle Strategies in 2023, she worked with Super Luxury Group and spent six years in education at St Francois Xavier Middle School and High School. She is also associated with The Bridge Group, which provides insurance and financial product services. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis, with a focus on both retail and institutional relationships within the integrated New York Life affiliate structure.

John Huxford is a financial advisor with Integrity Alliance, LLC and holds 29 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Investacorp Advisory Services. He serves as a board trustee for Florida Baptist Financial Services, a nonprofit religious organization in Florida. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing a range of portfolio management approaches and multiple custodial platforms.

Jonatan Alvarez is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, Citigroup, and Guerra Advisors Inc. Alvarez is based in Boca Raton, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms.

Frank Toth is a financial advisor with Independent Financial Partners in Boca Raton, FL, holding a Series 66 credential and 25 years of industry experience. He has worked with Independent Financial Partners since 2011 and with IFP Securities, LLC since 2019, previously serving at LPL Financial. Outside of his advisory role, Toth serves on the board of a family business, Toth Speech Services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with capabilities that include formal retirement-plan advisory and pension consulting services.

Cynthia Speno is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with Fahnestock & Co. Inc. since 2003. Outside of her advisory role, she serves as a trustee of the Lawrence Moochler Trust. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and a range of investment strategies.

Andrew Perez is a financial advisor with TLG Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include analyst and assistant to the president at Mandel Family Office. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering portfolio management through sub-advisors and direct-to-consumer digital programs.