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 29 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and BB&T Securities. Outside his advisory work, he is involved in yacht sales and is a partner in Blackpoint Capital, LLC, which provides advance legal funding services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm provides fiduciary services, plan design and compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Adam Sherman is a CFP® and ChFC® with 40 years of experience, currently with Hornor, Townsend & Kent, LLC since 2016. He also has a decade of tenure at Penn Mutual Life Insurance Company. Sherman is active outside of advisory work as an adjunct faculty member teaching finance at Florida Atlantic University and serves on the boards of Green Valley Country Club and Philadelphia Youth Basketball. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with a platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options.

Karen Pena is a Series 66 licensed financial advisor at OSAIC Advisory Services, LLC with three years of industry experience. Her career history includes roles at Goldman Sachs & Co. LLC, Fortress Investment Group, and JP Morgan Asset Management. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models with custody primarily arranged through Schwab and Fidelity.

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.

Thomas Suckow is an advisor with Oppenheimer, holding a Series 66 designation. He has been with Oppenheimer & Co. Inc. since 2024 and has prior experience in educational roles at Lynn University and Saint Dominic Academy. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs varied investment approaches tailored to specific programs and advisors, managing assets both on a discretionary and non-discretionary basis.

Kenneth Green is a financial advisor at Oppenheimer with 24 years of industry experience. He has held his current position at Oppenheimer since 2016. He holds a Series 63 designation. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

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.

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.

Heather Buckridge is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC Advisory Services, LLC. Her prior roles include positions at Goldman Sachs and United Capital Financial Advisers, LLC. She is also a member of RABSCO, LLC, where she performs general and administrative duties. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models and uses a combination of proprietary guidance and third-party platforms.

Laureen Landgren is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Santander Securities, LLC and Santander Bank, N.A. She has been with Citizens Securities in two separate periods, most recently since 2022. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory solutions include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Luis Rosario is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2014. Based in Fort Lauderdale, FL, he works within one of the firm's large teams of advisors. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, investment consulting, retirement services, and financial planning, utilizing a range of asset allocation and investment strategies tailored to client objectives.

Charles Weldon is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at firms including Cetera Advisor Networks LLC and Girard Securities, Inc. Outside of his advisory role, he serves as a board member for the Buena Vista Homeowners Association. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Alexander Harriehausen is a financial advisor with Valic Financial Advisors, holding a Series 65 designation and 13 years of industry experience. He has been with Valic Financial Advisors since 2015 and is also involved as a silent partner investor in residential construction projects in Costa Rica and manages an LLC that provides capital for real estate development. Harriehausen’s outside activities include investing in real estate development and construction projects without direct management responsibilities. 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 with periodic rebalancing and optional tax and ESG overlay services.

Laura Raybin Miller is a financial advisor with Rockefeller Financial LLC in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at UBS Financial Services Inc. from 2013 to 2025. Miller serves on the board of directors for Kids In Distress, a nonprofit focused on child abuse prevention, family preservation, and foster care. 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 provides portfolio management, financial planning, and consulting through a Private Advisor model and integrated investment platform, and uniquely operates as a registered broker-dealer offering securities transactions, insurance products, and investment banking services.

Cameron Buetel is a financial advisor at UBS Financial Services with 11 years of industry experience. He has held positions at UBS since 2016 and previously worked at Merrill from 2014 to 2016. He holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Jeffrey Pupo is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.