Russell Montgomerie is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He serves as president of Montgomerie Financial, a firm engaged in the sale and servicing of fixed insurance products, and is director of advanced planning at Lawless, Edwards & Warren, where he provides overall financial planning services. Montgomerie also acts as an executor for revocable trusts, assisting with estate management. Ameritas Advisory Services offers investment advisory and financial planning services to individual and institutional clients through a network of Investment Adviser Representatives. The firm provides a variety of managed account programs, consulting services, and fee-based management of variable annuity and universal life subaccounts, supported by third-party partners and multiple custodial platforms.

Zanneisha Morrison is a financial advisor with Eagle Strategies (NY Life) in Sunrise, FL. She holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Eagle Strategies, she worked at JP Morgan Chase Bank and Synovus Bank. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice and multiple service programs, focusing primarily on non-discretionary asset management and supporting a diverse client base including retirement plan sponsors.

Cody Koletic is a CFP® professional with 11 years of experience in financial advising, currently with Sequoia Financial Group, L.L.C. since 2022. His prior roles include positions at Facet Wealth, Atlantic Wealth Partners, and Valic Financial Advisors. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Paul Janitelli is a Series 65 licensed financial advisor with three years of industry experience, currently with Equity Services, Inc. in Boca Raton, FL. His prior experience includes roles at National Life Group, APIF Consulting Inc, Appreciation Financial, and Aflac. He also maintains an agent role with a Florida financial and insurance agency. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently employs third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Edward Livrieri Jr. is a CFP® professional with over 32 years of experience in the financial industry. He is affiliated with Private Advisor Group, LLC and LPL Financial, LLC, serving since 2012, and has operated Livrieri & Golub Inc. since 1999, a firm involved in accounting and tax preparation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm employs a fiduciary advisory model and integrates technology platforms and third-party managers to provide customized investment solutions.

Medzer St Jean is a Series 66 credentialed financial advisor with one year of industry experience, currently with Valic Financial Advisors. His prior positions include roles at Thrivent Financial, IG Wealth Management, and Fidelity Investments Canada ULC. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and emphasizes centralized technology and model solutions in its client service approach.

Macord Foran is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. His prior roles include positions at Entrewealth, Thurston Springer Financial, Wells Fargo Advisors, and The Vanguard Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, utilizing a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure. The firm manages over $295 billion in client assets and offers a range of institutional and retirement plan services through a large network of advisors.

Michael Griffith is a financial advisor with Oppenheimer based in Fort Lauderdale, FL. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Fahnestock & Co. Inc. for 23 years and at CIBC World Markets for 34 years. 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 wide range of programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Ali Zafar is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Edward Jones, and Proshares Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of investment programs and advisory services, with a notable emphasis on both discretionary and non-discretionary management, maintaining custody of client assets as a qualified custodian.

Chad Speziale is a CFP® with 30 years of industry experience, currently serving at Independent Financial Partners since 2019. He previously worked at LPL Financial, LLC from 2005 to 2019. Outside of his advisory role, he is involved with Chadwick Wealth Management, Inc., a business entity used for tax and investment purposes, and is a licensed agent for fixed insurance products. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform managing over $12.5 billion in assets and is noted for its retirement-plan advisory and pension consulting capabilities, including ERISA services and compliance with Department of Labor rollover guidance.

Mitchell Brill is a CFP® credentialed financial advisor with 23 years of industry experience. He is currently with Hightower Advisors and has previously worked at Mass Mutual and Altium Wealth Management LLC. In addition to his advisory work, he has authored a book. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both proprietary and third-party investment options alongside financial planning and retirement consulting services.

Susan Stephens is a financial advisor with Oppenheimer in Fort Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has worked at Oppenheimer since 2010 and previously spent 12 years at Charles Schwab. 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 range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and portfolio monitoring across equity, balanced, and fixed-income portfolios, with a notable portion of its advisory assets managed on a non-discretionary basis.

Lisa Tarshis is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment and insurance products.

Jonathan Ulin is a CFP® professional with 23 years of industry experience, currently affiliated with NewEdge Advisors. He has previously worked with IFP Securities, Independent Financial Partners, and LPL Financial. Ulin also operates Ulin & Co. Wealth Management, a business focused on wealth management and non-variable insurance products including fixed annuities and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving a wide range of clients including individuals, pension plans, corporations, and charitable organizations. The firm provides various portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Michael Levin is a financial advisor at Janney Montgomery Scott in Boca Raton, FL, holding Series 63 and Series 65 credentials with 45 years of industry experience. He has been continuously associated with Janney Montgomery Scott since 2005. Levin serves as a board member and treasurer of the Florence Fuller Child Development Centers, a children’s charity, where he reviews financial budgets. 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 wide range of clients including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and advisory programs through a combination of in-house management and third-party managers.

Lina Valencia Sandoval is a financial advisor with Truist Advisory Services holding a Series 66 designation and no prior industry experience. Her work history includes roles at Truist Investment Services and Truist Bank since 2018. 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 combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Daniel Soud is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equity Services since 1989 and concurrently operates Mackoul Dist. Inc. since 1982. In addition to his advisory role, Soud is an insurance agent selling life, health, and disability insurance products. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Daniel Elmore is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds Series 66 and Series 63 registrations and previously worked at Northwestern Mutual Wealth Management Company and Benzer Pharmacies. Elmore also assists with insurance sales and service, including Penn Mutual life products, through an affiliated insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory services with broker-dealer capabilities and employs a platform that includes third-party asset managers overseeing discretionary and non-discretionary accounts.

Edward Knight is a ChFC® credentialed advisor affiliated with Independent Advisor Alliance, LLC, with 52 years of industry experience. He has held roles at Independent Advisor Alliance since 2019 and previously worked with Independent Financial Partners and LPL Financial. Knight is also a retired New York Life Insurance Company agent and maintains a license to sell life and annuity products occasionally. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support comprehensive wealth and estate planning.

Noah Wills is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at several firms, including Raymond James Financial Services and Mass Mutual Life Insurance Company. 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 range of investment and financial planning services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.