Sharon Mohan is a financial advisor with TIAA-CREF in Deerfield Beach, FL, holding Series 63 and Series 66 credentials and having 28 years of industry experience. She has been with TIAA and TIAA-CREF since 1997. Outside of advisory work, she is a passive investor in a fitness gym business owned and operated by her son. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while employing a fiduciary standard in its registered investment advisor services.

Daniel Valente is a financial advisor with Janney Montgomery Scott LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Stanley, and UBS Financial Services. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with services including brokerage, financial planning, consulting, and multiple wrap/advisory programs, utilizing a combination of in-house and third-party portfolio management.

Alvaro Quintero is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Bank of America, Merrill, and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools in its research and manager selection processes.

Peter Stewart is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2012 and Parkland Securities since 2014. Outside of his advisory work, he is involved in the sale of life, health, long-term care, and disability insurance, and serves as a trustee managing a family trust and beneficiary 401(k) plan. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that supports both fiduciary and non-fiduciary retirement services through affiliated entities.

Andrew Frattaroli is a financial advisor with Wealthspire Advisors, holding a Series 66 designation and three years of industry experience. He has been with Wealthspire Advisors since 2022 and previously worked at Equitable Advisors. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework combining mutual funds, ETFs, private investments, and separate account managers, with ongoing client customization and oversight.

Adam Indianer is a financial advisor with Lincoln Investment in Boca Raton, FL, holding a Series 66 designation and six years of industry experience. His professional background includes roles at Capital Analysts, Celebrity Sweat, and Cowen and Company, LLC. Lincoln Investment Planning, LLC is a large enterprise firm that serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that designs strategic model portfolios and adaptive investment strategies.

Yisel Reyes is a financial advisor with PNC Wealth Management in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at J.P. Morgan Securities and Wells Fargo, among other financial institutions. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered by invitation to employees, which uses algorithm-driven risk assessments and invests in approved mutual funds and ETFs with annual rebalancing.

Ana Hernandez is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2023. Her prior roles also include positions at RBI Alliances LLC and Choice Employer Solutions INC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, leveraging third-party platforms and AI-enabled tools to support its investment and manager-selection processes.

Scot Hunter is a financial advisor at Corient with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Emfo, LLC, CPS Partners, LLC, and Emerald Asset Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Edward Grimpe is a financial advisor at Kestra Advisory with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, BB&T Securities, and Merrill. Outside of his advisory role, Grimpe is involved in yacht sales and is a partner in an advance legal funding business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include sovereign wealth funds and other large institutional investors.

Adam Sherman is a financial advisor with Hornor, Townsend & Kent, LLC, holding the CFP® and ChFC® designations and bringing 40 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of advising, Sherman serves on the boards of a country club and a youth basketball organization, and he teaches a finance class at Florida Atlantic University. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory and broker-dealer services, working with third-party asset managers to provide tailored investment strategies across discretionary and non-discretionary accounts.

Karen Pena is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and Fortress Investment Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Frank Marzano is a CFP® with five years of industry experience, currently serving at Wealthspire Advisors in Boca Raton, FL. He has been with Wealthspire Advisors since 2006, totaling 20 years with the firm. Outside of his advisory role, he is the Team Principal for Hy Flyers GC, a golf team affiliated with the LIV Golf League, where he manages business oversight and daily operations. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework implemented through a diversified mix of investment vehicles and offers a range of wealth management and financial planning services tailored to client needs.

Eric Brown is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and eight years of industry experience. His career includes roles at LSF Capital LLC, Ameriprise, Madison Avenue Securities, and Global Wealth Management. He also works with LS Financial Group as an insurance sales agent providing financial planning services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of investment strategies and utilizes third-party sub-advisers and custodians to deliver tailored advice through a large network of affiliated offices.

Thomas Suckow is a financial advisor at Oppenheimer with a Series 66 designation and two years of industry experience. His prior work includes roles at Lynn University and Saint Dominic Academy. 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 variety of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Kenneth Green is a financial advisor at Oppenheimer with 24 years of industry experience. He holds a Series 63 designation and has worked at several firms including Raymond James & Associates, Morgan Stanley, and Citigroup Global Markets. He has been with Oppenheimer since 2016. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary advisory approaches.

Joseph Pardi Jr. is a financial advisor at Janney Montgomery Scott with 52 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a variety of brokerage, financial planning, and advisory services.

Andrea Item is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at UBS Financial Services, SunTrust Advisory Services, Quorum Investment Counsel, and United Capital Financial Advisors. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach combining strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income, and alternatives, utilizing tools such as artificial intelligence and machine learning.

David Ray is a ChFC® credentialed financial advisor with 24 years of industry experience. He has been with Eagle Strategies (NY Life) since 2021 and New York Life Insurance Company since 2001. Outside of his advisory roles, he has been involved with Southern Vintage Spirits since 2000. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and provides most of its advisory services on a non-discretionary basis within an integrated New York Life affiliate structure.

Saadia Sindhu is a financial advisor at Equity Services, Inc. with 10 years of industry experience. She holds a Series 66 credential and has worked at several firms including National Life Group, Contemporary Financial Planning, and Lakeview Capital Partners. Additionally, she is involved in insurance sales, managing clients and meeting prospective clients. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.