Matthew Grosjean is a financial advisor at Lincoln Investment with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at A.G.P. / Alliance Global Partners and Foresters Advisory Services. He is based in Fort Lauderdale, FL. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm employs a mix of in-house and third-party investment strategies overseen by an Investment Management & Research team and manages approximately $22.9 billion in advisory assets.

Jeffrey Seltzer is a financial advisor with Centaurus Financial, Inc. He holds a Series 63 designation and has 34 years of industry experience. Prior to his current role at Centaurus Financial, he worked at Cetera Advisors LLC and First Allied Advisory Services. Outside of advisory services, he serves as president of Seltzer & Company, Inc., an agency offering health insurance and Medicare plans. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Joseph Moosa is a financial advisor with Janney Montgomery Scott in Ft. Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. His background includes four years with Nexus Insurance Brokers before joining Janney Montgomery Scott, where he has worked in multiple roles since 2018. 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 client base, including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services with a blend of in-house and third-party portfolio management.

Tony Tringali is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Valic Financial Advisors since 2015 and has also been associated with Agia since 2022, where he is involved in non-securities insurance products. 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 offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology solutions.

James Carbone is a financial advisor with Ameritas Advisory Services, LLC, holding CFP®, ChFC®, and Series 63 designations and bringing 33 years of industry experience. His career includes roles at Ameritas Investment Company, Ameritas Life Insurance Corp, Principal Financial Group, and others. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing both in-house and third-party managers, with integrated services involving Ameritas affiliates.

Ignacio Holguin is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked with Truist since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and extensive inter-affiliate integration.

Linda Weinstein is a financial advisor with Truist Advisory Services in Coral Springs, FL, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has been with SunTrust Advisory Services and affiliated entities since 2016. 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Erik Alexander is a financial advisor with First Citizens Investor Services, Inc., holding Series 63, 65, and 66 licenses and with 16 years of industry experience. His career includes roles at First Citizens Bank, Truist Advisory Services, and Suntrust Advisory Services. Outside of his advisory work, he serves as president of Alexander Outdoors, Inc., a family safety and emergency preparedness consultation service, and is a member of the Honors College Dean's Advisory Board. He is also a trustee of Terra Hosting, LLC, a cryptocurrency mining hosting company. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes a client process based on financial needs and risk tolerance assessments, offering portfolio management, wrap programs, and financial planning, with a focus on fundamental, quantitative, and technical analysis.

Charles Sullivan is a CFP® with four years of industry experience, currently an advisor at Farther since 2025. He previously worked at Sullivan Investments Group, LLC and has held roles in property and team management for a professional athlete through his side business, V1kaLLC. His background also includes positions at Westmoor Club and Seminole High Performance Tennis Academy. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a Modern Portfolio Theory-based approach implemented through proprietary model portfolios and algorithmic rebalancing. The firm supplements advisor judgment with AI tools and offers additional services including retirement plan consulting and recommendations on private investment funds.

Javier Dadan is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with SunTrust and its affiliated entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and fiduciary responsibilities.

Brett Shofner is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and with 27 years of industry experience. Prior to joining Osaic in 2024, he spent 22 years at American Portfolios Financial Services, Inc. He also owns Work Plan Retire, a non-securities related business, and assists 401(k) participants through Seabreeze Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

Jill Richardson is a financial advisor with Oppenheimer in Highland Beach, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Oppenheimer since 2009. Outside of her advisory work, she is co-owner of the Gallery of Modern Masters in Sedonia, Arizona. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, maintaining client objectives through documented investment policy statements and regular account reviews.

William Gamble is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following five years at BB&T Securities, LLC. Outside of his advisory role, he is involved in thoroughbred horse racing as a member of JMM Stables. 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 platforms and AI-enabled research tools, and is noted for its inter-affiliate integration and comprehensive supervisory oversight.

Alfredo Suescum Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and having seven years of industry experience. His prior roles include positions at Northwestern Mutual and Primerica. He is also engaged in insurance brokerage activities related to life products, including work with Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that combines financial planning, brokerage services, and third-party asset manager relationships, managing both discretionary and non-discretionary assets.

Andrea Shenocca is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, using a range of investment strategies monitored by an Investment Strategy Committee.

Arthur Faren is a CFP® and PFS™ credentialed advisor with 37 years of industry experience. He is currently affiliated with Truist Advisory Services and Truist Investment Services, having previously worked at SunTrust Advisory Services, Wells Fargo Clearing, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by integrated inter-affiliate resources.

Santiago Agudelo is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked at several major firms, including Bank of America, Merrill, Wells Fargo, and JP Morgan Chase. Agudelo also served in the United States Marine Corps for eleven years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional operations with unique market roles, including in-house research and futures commission merchant activities.

Jeffrey Knight is a financial advisor with Eagle Strategies (NY Life) based in Coral Springs, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience with a career spanning New York Life Insurance Company since 1981 and Nylife Securities Inc. since 1984. Since 2007, he has also operated two business ventures under the names Knight Benefits Group and Wealth Retention Group that focus on brokering non-registered insurance products and selling New York Life products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types designed to tailor recommendations to client objectives, with most assets managed on a non-discretionary basis and a focus on serving retirement plan sponsors within an integrated New York Life affiliate structure.

Robert Eberst Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 30 years of industry experience. He has been with Independent Advisor Alliance since 2014 and also has a concurrent affiliation with LPL Financial since 2009. Outside of his advisory work, he serves on the board of the Jimmy Johnson National Billfish Championship, a nonprofit organization. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm uses both discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance planning and asset aggregation.

Frederic Leonard is a financial advisor at Oppenheimer with 41 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 designations. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing.