Guy Pierre is a financial advisor with TD Private Client Wealth LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at Charles Schwab Bank and TD Ameritrade. He also took a year for extended travel between 2025 and 2026. 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 TDIS clients. The firm uses a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services.

Magaly Williams is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. She has previously worked at Polen Capital Management, Raymond James and Associates, and Foreside Funds Distributors LLC. Outside of her advisory role, she is the owner of Will Hunt Properties LLC, a real estate business based in Tampa, FL. T. Rowe Price Advisory Services offers a retirement-focused advisory service that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management, primarily serving individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and interactive online planning tools.

Jeffrey Rivlin is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Oppenheimer since 2003. Outside of his advisory work, he serves as a general partner in a family partnership and acts as trustee for multiple family trusts, managing investment decisions without compensation. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services that encompass discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to meet client objectives.

Michael Elzahr is a CFA® charterholder with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Steinberg Global Asset Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies and offers specialized solutions such as Options Income Overlay and trend-following sleeves.

Adam Hawkins is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 credential and has eight years of industry experience. Prior to joining First Citizens Investor Services in 2024, he worked at Truist Investment Services and BB&T in various advisory roles. First Citizens Investor Services serves individual clients—including high-net-worth individuals—as well as pension plans, charitable organizations, and businesses. The firm offers a range of advisory and brokerage services, emphasizing client-specific financial needs through portfolio management, model portfolios, and tax-aware strategies.

James Papadakos is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds the Series 63 and Series 65 designations. He has worked at firms including National Life Group, MML Investors Services LLC, MassMutual Life Insurance Co, and Northwestern Mutual. Outside of his advisory role, he serves as president of a homeowners association and works as an executive coach assisting senior leaders with professional development. 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 combines long-term investment strategies with options for shorter-term trading, utilizing multiple advisory platforms and third-party asset managers.

Michael Smith is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Valic Financial Advisors since 2016 and is also associated with AGIA, where he is involved with non-securities insurance products. 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 consulting services through a large network of advisors and utilizes a technology-driven approach with discretionary unified managed accounts and tax-aware overlay services.

Jeffrey Oliverio is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2018, including prior roles at Wells Fargo Advisors. Outside of his advisory work, he serves as the Finance Director on the executive board of My Hollywood Pride, a nonprofit organizing an annual LGBTQ Pride festival in Hollywood, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate integrations.

David Bleznak is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as CEO and managing partner of Secure Planning Advisors, LLC. Outside of his advisory roles, he is involved in insurance sales through multiple related business activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, through a variety of management platforms and third-party solutions.

Thomas Avazian is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill, where he spent over three decades. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection to tailor client solutions, and acts as a qualified custodian with distinctive features including commission-based advisory programs and affiliated pooled vehicles.

Fernando Rodriguez is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup since 2017, following a year at HSBC Bank USA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains extensive in-house research and market roles, combining institutional scale with unique market functions.

Rusbel Trujillo is a financial advisor at Eagle Strategies (NY Life) with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Eagle Strategies since 2021. Prior to that, he worked with NYLife Securities LLC and New York Life Insurance Company starting in 2012 and 2014, respectively. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm offers various program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client needs and plan sponsor criteria.

Alan Schnall is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2007. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and a range of investment strategies tailored to client objectives.

Amarilis Larragoity is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Citigroup since 2020, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors, and also managed Dorado Style, Inc. for ten years. Citigroup Global Markets serves individual and institutional clients across a wide range of segments, offering a variety of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale alongside unique market roles such as operating as a swap dealer and futures commission merchant.

Christina Proscia is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Valic Financial Advisors since 2021 and previously spent 13 years with TIAA and TIAA-CREF. Outside of her advisory role, she serves as Treasurer and board member for the Waterford Maintenance Association, part of the larger Crystal Pointe Homeowners association. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating with a large network of advisors nationwide.

Rebecca Leitner is a CFP® professional with one year of industry experience, currently serving at Focus Partners Wealth, LLC. She previously worked at PNC for four years and has held roles in various organizations including The Park on Morton and Scripps Ranch Swim and Racquet Club. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, multiple asset classes, and extensive affiliated service networks beyond traditional advisory platforms.

Forrest Faro is a financial advisor with Rockefeller Financial LLC in Fort Lauderdale, FL. He holds a Series 66 designation and has 26 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.

Siddi Hussain is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and has one year of industry experience. His prior work includes roles at Charles Schwab, The Bridge Group, and NYLife Securities. Outside of advising, he is involved with Zenithal LLC, an online retail business offering clothing and jewelry, and he works as an independent contractor for both Uber and Lyft. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Brendon Walsh is a financial advisor at Equity Services, Inc. with 14 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Northwestern Mutual, Merrill Lynch, and MassMutual. Outside of his advisory work, he is involved in the insurance business as an agent for fixed insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, and charitable organizations. The firm offers multiple advisory platforms with a combination of long-term investment strategies and options for shorter-term trading, utilizing various third-party asset managers and model portfolios.

Steven Rosenberg is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is an investor in a restaurant business located in North Carolina. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services and operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.