Keith Stoloff is a financial advisor at Corient with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Emfo, LLC, Stoli Advisory, and Stoloff Investment Advisory Services, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies and third-party managers, employing risk management tools and alternative investments where appropriate.

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.

Teresa Battaglia is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with Commonwealth and her own Battaglia Group since 2005. In addition to advisory services, she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

George Suarez is a financial advisor at Corient with 10 years of industry experience. He holds the Series 65 designation and has worked previously at firms including Emfo, LLC, Sound Income Strategies, LLC, Summit Wealth Partners, LLC, and Weathwise Technologies, Inc. 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 employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

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.

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 licenses and bringing 36 years of industry experience. He has held roles at Ameritas Investment Corp., Ameritas Life Insurance Company, and CCG Advisors, among others. Warren is also an independent insurance agent and serves as a board member for Ovation Home Insurance Reciprocal Exchange. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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 bringing 40 years of industry experience. He has been associated with various Ameritas entities for over two decades and is a partner at Lawless, Edwards and Warren-Wealth Management. Outside of his advisory role, he serves as president of Lord Management Corporation, which applies analytical and quantitative methods to businesses in the luxury real estate, aircraft, and marine industries. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs, utilizing in-house models and third-party managers, with integration across affiliated broker-dealer and investment advisory services.

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.