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.

Wesley Hogue is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at T. Rowe Price for nine years. Outside of his advisory role, he is active as a real estate agent with Exit Realty. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

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.

Mark Eskin is a financial advisor with Janney Montgomery Scott in Boynton Beach, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Janney Montgomery Scott since 1999. Eskin serves on the investment committee at Thomas Jefferson University and volunteers on the Collectors' Advisory Board for Swiss watch brand Universal Geneve. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, advisory programs, and centralized asset management through in-house and third-party managers.

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.

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.

Donald Balderson is a financial advisor with Transamerica Financial Advisors, holding a Series 65 credential and nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and has worked with the Transamerica Agency Network since 1996, serving as a Regional Vice President overseeing an insurance sales team. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a network of advisors and multiple program platforms, implementing advisory models primarily through model portfolios and third-party managers.

Laureen Landgren is a financial advisor with Citizens Securities, Inc. in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes multiple tenures at Citizens Securities and prior roles at Santander Securities, LLC, and Santander Bank, N.A. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Charles Weldon is a financial advisor with Independent Financial Group, LLC in Boca Raton, FL, holding the ChFC® designation along with Series 63 and 65 licenses. He has 44 years of industry experience, including prior roles at Girard Securities, Cetera Advisor Networks, and The Investment Center, Inc. He also serves as a volunteer board member for a homeowners association. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through various platforms, utilizing a combination of strategic asset allocation and manager selection across active and passive investments.

Alexander Harriehausen is a Series 65-licensed financial advisor at VALIC Financial Advisors with 14 years of industry experience. He has been with VALIC since 2015 and is also involved as a silent partner investor in real estate development projects. Additionally, he acts as an agent for non-securities insurance products. VALIC Financial Advisors serves primarily U.S. individuals, including high-net-worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account solutions through a large network of advisors. The firm operates at scale with centralized technology and model-driven investment approaches.

Velia Daniel is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Citi Personal Wealth Management. She is based in Fort Lauderdale, FL. 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. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through its TD Managed Portfolios and guided portfolio offerings.

Michael Henderson is a Financial Consultant at Fidelity Investments. In this role, he focuses on understanding his clients' financial goals and collaborating with them to develop personalized financial plans aimed at providing peace of mind through retirement. He has been with Fidelity Investments since 2021, serving in multiple capacities including Financial Representative, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, Michael worked as an Operations Consultant at XCelerant Consulting from 2018 to 2021. Outside of his professional responsibilities, Michael has personal interests in boating, fitness, food, golf, snowboarding, and soccer.