Juliann Longhi, a financial services professional in Hometown, recently attended the Elite Retreat conference hosted by HD Vest Investment Services in Palm Beach Gardens, Fla.

HD Vest is a leading independent broker/dealer, empowering holistic tax and wealth management-based financial advice through a network of independent advisers across the country.Longhi has been an adviser with HD Vest since 1987 and has consistently been in the top 2 percent of H.D. Vest advisers. She is an advisory representative with H.D. Vest Advisory Services and has attained the certified financial planner professional designation. She is also an enrolled agent with the Internal Revenue Service.