Anthony Alvarez is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked with affiliated entities since 2004. In addition to his advisory role, Alvarez is an insurance agent for Bankers Life. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in their investment approach.

Francisco Navarro is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018, with prior roles at US Health Advisors, Infinite Management Solutions, and Enterprise Rent-A-Car. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation and access to both affiliated and third-party investment managers.

Simon Korby is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials. He has recently begun his career in the financial industry, joining Empower in 2026 after previous roles at Florida Financial Advisors and outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Sifredo Asencio is a financial advisor at Empower Advisory Group with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work history includes roles at GWFS Equities, Inc., Prudential Investment Management Services, LLC, and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Eric Berman is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 13 years. Berman is based in Pembroke Pines, Florida. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Ramon Hernandez is a financial advisor at TD Private Client Wealth LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2021, following a decade at TD Ameritrade Inc. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm offers ongoing portfolio management, financial planning support, and access to a range of investment products through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

David Levee is a financial advisor with Eagle Strategies (New York Life) based in Delray Beach, FL, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His career includes roles at BACK9 Strategies, Levee Financial Group, and New York Life Insurance Company dating back to 1967. Outside of advising, he serves on the finance committee of a private country club and has been involved as an investor in businesses such as a drug and alcohol rehabilitation facility and a restaurant and bar. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis, operating within the integrated structure of New York Life affiliates.

Michael Bober is a CFP® professional at Cresset Asset Management, LLC with 34 years of industry experience. He previously worked at UBS Financial Services for 11 years. Bober serves as a trustee on the board of Saint Andrews School in Boca Raton, Florida. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, using a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies across public equities, fixed income, and a variety of alternatives.

Micah Sawyer is a financial advisor with Hightower Advisors, holding a Series 65 credential and located in West Palm Beach, FL. Although new to the industry, Sawyer has held a series of roles across several firms, including The Bahnsen Group and The Dolben Company. Outside of financial services, Sawyer has experience working with Gypsy Life Surf Shop. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers alongside proprietary research and diverse investment vehicles.

Summer Matthews is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Raymond James Financial Services and PNC Investments. She is based in West Palm Beach, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custodial services.

Alfred Bonardi is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at Oppenheimer for 15 years before joining NewEdge Advisors in 2022. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services and utilizes multiple program structures that combine in-house and third-party manager selection with advanced technology tools.

Sammy Hadar is a financial advisor with PNC Wealth Management in Wellington, FL. He holds Series 63 and Series 66 licenses and has been with PNC Wealth Management since 2026, following roles at PNC Bank and Campus Advantage. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

William Marino is a CFP® professional affiliated with Cresset Asset Management, LLC, located in West Palm Beach, FL, with 18 years of industry experience. Prior to joining Cresset Asset Management in 2026, he spent ten years at UBS Financial Services. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets and serving a broad client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across various asset classes, with supplemental research tools such as artificial intelligence and machine learning.

Eric Propper is a CFA charterholder with 44 years of industry experience, currently serving at CIBC Private Wealth Advisors, Inc. since 2017 with brief intervals, and previously working at AT Investment Advisers Inc. He holds roles outside the financial sector including serving on the Finance Committee of the Moorings Yacht and Country Club, acting as Treasurer and Director of the Dune Road Foundation, and as Director and Trustee of Steinman Communications Operating Companies and Real Estate Investments. He also has a minority equity interest in a timber and crop harvesting LLC. CIBC Private Wealth Advisors provides comprehensive investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a multi-disciplinary investment process involving proprietary and external managers and offers customized portfolios, including options strategies and coordinated Family Office services. It manages approximately $67.8 billion in assets with 175 advisors, focusing notably on investment company clients and portfolio management.

Charles Albinger is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2016. His prior experience includes roles at the University of Tampa and the University of South Florida. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and is notable for its combination of large institutional scale and unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

Jeremy Polon is a financial advisor with Hightower Advisors, holding a Series 66 designation and four years of industry experience. He has previously worked at LPL Financial and Lucia Capital Group since 2020, as well as Trademark Venues, Northwestern Mutual, and Calabasas Country Club. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Rayna Austin is a CFP® with eight years of experience at Hightower Advisors and four years of prior self-employment, totaling twelve years in the financial industry. She is based in West Palm Beach, FL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and employs proprietary research and portfolio construction techniques that include mutual funds, ETFs, alternative investments, and custom indexing.

Caleb Porter is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial since 2023, following six years at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including placement and investment banking.

Michael Bruno is a CFA® charterholder with 12 years of industry experience. He is currently with Cresset Asset Management, LLC and previously worked at Bank of America and CiTIGROUP. Cresset Asset Management manages approximately $78.9 billion in client assets and serves a diverse client base including high-net-worth individuals, trusts, retirement plans, and corporations. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across public equities, fixed income, and alternative investments.

Mark Geschwind is a financial advisor with Centaurus Financial, Inc. in Boynton Beach, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience and has been with Centaurus Financial since 2002. Additionally, he serves as president of Complete Corporate Benefits, Inc., where he works with group health insurance clients. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.