Paulo Quintana is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Wells Fargo Bank and JPMorgan Chase Bank. Quintana is based in Boca Raton, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Gerald Barbalatt is a financial advisor with Commonwealth Financial Network in Boca Raton, FL, holding the CFP® designation and Series 63 license. He has 34 years of industry experience and has been associated with Commonwealth Equity Services, Inc. since 1996 and Parker Allen and Company, LLC since 1989, where he serves as President and Owner. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options, serving both retail and institutional clients.

Manuel Figueroa is a Series 65-licensed financial advisor with over 32 years of industry experience. He currently works at Integrity Alliance, LLC and has previously been employed at Brokers International Financial Services, MML Investors Services Inc, MassMutual, and MSI Financial Services, Inc. Outside of advisory work, Figueroa serves as a police officer and is a board member for the Police Officer Assistance Trust and the Coconut Grove Arts Festival. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a variety of portfolio management and financial planning services, utilizing a range of investment approaches and platforms.

William Carey is a financial advisor with Prime Capital Financial in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes positions at Ameritas Investment Corp and Equitable Advisors, among others. He is also licensed as an independent insurance agent to sell fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a mix of core/satellite, thematic, and tactical investment strategies and provides tax planning, consolidated reporting, and financial administration through affiliated subsidiaries.

Christopher Law is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for seven years. Prior to his advisory career, he spent nine years in full-time education. 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, and fiduciary support, utilizing a combination of discretionary manager relationships and third-party platforms to implement its strategies.

Randy Stark is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BB&T Securities, Wells Fargo Clearing, and Citigroup Global Markets. He is based in Fort Lauderdale, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program, utilizing a combination of discretionary and non‑discretionary approaches supported by proprietary research and inter‑affiliate integration.

Sondra Goldstein is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes multiple roles with Park Avenue Securities and Guardian Life, spanning over a decade. She also provides insurance products through Guardian and other brokerages. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm features advisor-led discretionary management combined with model-based strategies, access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Peter Triolo is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has two years of industry experience, with prior roles at The Bridge Group, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he volunteers as a lacrosse coach for a local club program in Boca Raton, Florida. 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 tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Christopher Whalen is a financial advisor at Integrated Wealth Concepts LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Integrated Wealth Concepts in 2021, he worked at MML Investors Services LLC, MassMutual Life Insurance Company, and Signature Resources Capital Management, LLC. Whalen also maintains an individual life and group life insurance agency role. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, using a combination of internal management and third-party asset managers with a long-term investment approach.

Stephen Young is a CFP® with eight years of industry experience currently serving at Brookstone Capital Management LLC since 2021. He previously worked at Crown Capital Securities, LP and has been affiliated with National Life Group since 2011. Outside of investment advisory, he works as an independent contractor in insurance sales focusing on fixed annuities and life insurance. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset allocation models and a range of investment strategies, offering discretionary portfolio management through its turnkey platform and acting as a sub-advisor to other advisory programs.

Paul Harvey is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) with 10 years of industry experience and holds the Series 66 designation. His prior roles include positions at Prudential Financial Planning Services, Bankers Life, Royal Alliance Associates, and Signator Investors. Outside of his advisory work, he is involved as an insurance agent with Florida Financial & Insurance Agency. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Jonathan Gassman is a CFP® and PFS™ with 17 years of industry experience, currently serving at NewEdge Advisors. His prior work includes roles at Prager Metis CPAs, American Portfolios Financial Services, G&G Planning Concepts, and Gassman & Gassman CPA PC. Outside of advisory services, he is President of Shymoose Holdings Inc., a holding company for Hippo Leadership Campus. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing technology and a range of program structures combining in-house and third-party strategies.

Grant West is a financial advisor at Valic Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Valic Financial Advisors since 2016 and at Agia since 2022. Outside of his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily 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 wrap programs, utilizing discretionary unified managed accounts and overlay services through a large network of advisors.

Bradley Baumgartner is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63, 65, and 66 credentials and 44 years of industry experience. His prior experience includes eight years with Valic Financial Advisors. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2012. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture investment approach with customizable portfolio management and integrated third-party platforms.

William Tricarico is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Cerity Partners, and Morgan Stanley. Outside of finance, he operated Sole Swap Sneakers, a business related to sneaker trading. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blended active and passive strategy framework and provides a range of financial, tax, and business management solutions.

Brandon Vietti is a financial advisor with Guardian Life in Fort Lauderdale, FL, holding a Series 66 designation. He has been with Guardian Life and its related entities since 2024 and has prior experience at Oakmont Public Adjusting. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Ross Price is a financial advisor at Valic Financial Advisors with 33 years of industry experience. He holds the Series 66, Series 63, and Series 65 credentials. Prior to joining Valic Financial Advisors in 2025, he spent 20 years at Fifth Third Securities and also managed a small business, Price Renovations LLC, for one year. Additionally, he is appointed to sell non-securities insurance products for Agia. 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 discretionary unified managed accounts through an extensive network of advisors and emphasizes the use of centralized technology and model solutions.

Carey Blecher is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NewBridge Securities Corporation, Mora Wm Securities, and LPL Financial, LLC. He has been with Oppenheimer since 2022. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs with both discretionary and non-discretionary management, covering equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

Charles Thomas is a CFP®-certified financial advisor with five years of industry experience. He has worked at Farther since 2026 and previously held roles at Northstar Financial Planners, Mustard Seed Wealth Management, and Bodcaw Bank. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of asset classes, including ETFs, mutual funds, equities, and fixed income.

William Braun is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at B. Riley Wealth Management and National Securities Corporation. Braun serves as president of a pass-through corporation used for tax purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.