Anthony D'ascoli is a financial advisor at Oppenheimer with 26 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2013, following previous roles at UBS Financial Services and Merrill. Outside of advisory work, he serves as president of A.R.D. Enterprises, a real estate holding company. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs involving equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, with both discretionary and non-discretionary advisory services.

Clare Morris is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior work includes roles at National Life Group, Mass Mutual Investors Services, MetLife Securities, Ameriprise, and MSI Financial Services. She also acts as a fixed insurance agent with Florida Financial & Insurance Agency. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and works with third-party asset managers and model portfolios.

Kimberly Etchings Dolce is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has been with Principal Securities Inc and Principal Life Insurance Company since 2014. Outside of her advisory role, she owns Etchings Consulting, a business consulting and coaching service for business owners. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sean Erickson is a CFP® professional with 16 years of experience in the financial advisory industry. He has worked at The Colony Group, LLC since 2019 and previously spent 12 years with Steinberg Global Asset Management. Erickson is based in Boca Raton, FL and holds a Series 65 license. He is affiliated with Focus Partners Wealth, LLC, an enterprise-level firm serving individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and business management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, quantitative analysis, and proprietary tools within an enhanced open architecture framework.

Abbey Ledoux is a financial advisor at Kestra Advisory with 17 years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors and National Asset Management. Ledoux also serves as an operations manager at Wealth Empowerment Financial Strategies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers comprehensive services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients ranging from private funds to sovereign wealth funds.

James Haines is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Ameriprise, Comerica Securities, and Wells Fargo. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

Lutfi Cezairli is a CFA® charterholder affiliated with Mercer Global Advisors Inc., with industry experience beginning in 2015 across several firms including Garanti BBVA Securities and Istanbul Portfoy. He has been with Mercer Global Advisors since 2026. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach emphasizing global diversification, multi-factor tilts, and regular rebalancing, utilizing low-cost ETFs, index funds, separate accounts, and private fund platforms.

Vincent Aimetti is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds the ChFC® designation and maintains Series 63 and 65 licenses. His prior work includes roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and National Legacy Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers multiple advisory platforms with a focus on long-term strategies and utilizes both discretionary and non-discretionary management, serving a broad client base through its dual registration as a broker-dealer and SEC-registered investment adviser.

Melissa Ramsaran is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses and three years of industry experience. Her prior experience includes roles at Morgan Stanley, Fidelity Investments, and Mutual of America. 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 emphasizes long-term portfolio returns and annual rebalancing, delivering services integrated with Empower’s recordkeeping and administrative platforms.

John Ruggiero is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott since 2009. Outside of his advisory role, he is a partner in a family-owned LLC that invests in and manages rental properties. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, delivering investment advice through both in-house and third-party managers across multiple wrap programs and unified managed accounts.

Victor Rojas Diaz is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Stifel, Nicolaus & Company, 1st Financial Inc, Morgan Stanley/Prideone, American Express, Bank of America, and TD Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

John Griffin is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and with Suntrust Investment Services, Inc. since 1997. Outside of his advisory role, he is involved in several entrepreneurial ventures, including a music production LLC supporting an emerging artist and partnerships in advertising and construction-related businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting. The firm integrates extensive inter-affiliate arrangements and employs AI-enabled tools to support manager selection and ongoing portfolio oversight.

Roxann Murphy is a financial advisor at Valic Financial Advisors with 10 years of industry experience and holds a Series 65 credential. She has been with Valic Financial Advisors since 2016 and has prior experience at AGIA. Outside of her advisory role, she works as a per diem occupational therapist, providing therapy and education to patients and school-age children. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts and overlay services, managing approximately $29.2 billion and serving nearly 300,000 clients.

Christopher Szem is a financial advisor with Kestra Advisory in Ft. Lauderdale, FL, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2016. Outside of his advisory role, he is involved in health insurance plan design and consulting through his ownership and partnership in related companies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary oversight, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, with approximately $79.8 billion in assets under management.

Kelly Warner is a financial advisor with NewEdge Advisors in Delray Beach, FL, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His career includes roles at NewEdge Advisors and NewEdge Securities since 2022, 15 years at Oppenheimer & Co. Inc., and six years at Citigroup Global Markets. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a variety of portfolio management and consulting services, employing multiple program structures and centralized manager due diligence supported by technology tools.

Shirley Lopez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Truist Investment Services Inc., Wells Fargo Clearing, Citigroup Global Markets, J.P. Morgan Securities, and U.S. Bancorp Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches with the use of AI-enabled research tools and inter-affiliate resources.

Paul Mcfeeley is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 14 years before joining Hightower in 2023. Mcfeeley is based in Boca Raton, Florida. 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 through a network of advisor practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a focus on proprietary research and diversified investment strategies.

Elaine Israel is a financial advisor at Oppenheimer with 31 years of industry experience. She holds a Series 63 designation and has worked at Oppenheimer since 2014, following prior roles at Deutsche Bank Securities, Morgan Stanley, and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

James Hopler is a CFP® with 28 years of experience in the financial advisory industry. He has been with VALIC Financial Advisors since 1998 and also holds a position as an agent at Agia, where he is involved with non-securities insurance products. Based in Boca Raton, FL, he holds Series 63 and Series 65 licenses. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Belle Bennett is a Series 65-licensed financial advisor with Wealthspire Advisors, based in Boca Raton, FL. She has one year of industry experience and previously worked at Michigan State University. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion across about 220 advisors and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, and nonprofits, using an institutional-style asset allocation framework and centralized investment oversight.