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.

Craig Fichtenbaum is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Benjamin F. Edwards in 2019, he worked at Valic Financial Advisors and several Northwestern Mutual entities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a variety of advisory programs and investment strategies that include firm-developed and third-party models with oversight from an Investment Strategy Committee.

Sarah Ponczek is a CFP®-certified financial advisor with five years of industry experience. She is currently with Cresset Asset Management, LLC and has prior experience at UBS Financial Services Inc. and Bloomberg LP. Outside of advisory work, she consults with GenUnion, an organization focused on mentoring and providing career opportunities in financial services to underrepresented students. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in 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 that integrates strategic asset allocation and manager selection across a broad range of asset classes and utilizes advanced research tools including artificial intelligence and machine learning.

Jacqueline Vertucci Alfonso is a financial advisor at Cresset Asset Management, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Stifel, Nicolaus & Company, Incorporated, among other roles. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets and serving a diverse 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 investment strategies across public equities, fixed income, and alternative assets.

Frank Ballinger is a financial advisor at Centaurus Financial, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capitol Securities Management, Inc. and Aegis Capital Corp. Since 2024, he has also been involved in insurance and annuity sales as a licensed insurance agent. 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 its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuities and variable life sub-accounts.

Michael Brown is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Prior to joining Hightower in 2026, he worked at Journey Strategic Wealth LLC, Magnus Financial Group, Purshe Kaplan Sterling Investments, and Dynasty Wealth Management. Outside of advisory work, he serves as a director for HOPE & HEROES, a charitable organization supporting childhood cancer research, and is involved with several nonprofit boards and community initiatives, including a youth hockey program in Florida. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing an advisory model that emphasizes manager selection and multi-manager solutions, including proprietary research and access to both affiliated and third-party managers.

Jennifer Lopez is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, she worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2017. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, corporations, and institutional investors. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Christian Guyette is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Thoroughbred Advisors and research work at Siena College Research Institute. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of discretionary and non-discretionary managers, delivering services through both direct and partner programs.

Paul Tramontano is a financial advisor at Cresset Asset Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Outside of his advisory role, he serves on the Board of Directors for Eagle Point Capital and its related funds and is an Investment Committee Member for the ONS Foundation for Clinical Research and Education. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, and institutions. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated advisory and fund sponsors.

Marc Russell is a financial advisor at Mariner with 20 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. Prior to joining Mariner in 2022, he spent eight years at AdvicePeriod, LLC. Outside of his advisory role, he serves as Secretary and Treasurer for the nonprofit Bloom Here, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and external managers, and offers integrated tax and accounting services alongside traditional portfolio management.

Jeffrey Grinspoon is a financial advisor with Hightower Advisors in Delray Beach, FL, holding a Series 66 designation and 28 years of industry experience. He has been with Hightower Securities and Hightower Advisors for 15 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers with a range of investment vehicles and strategies.

Jane Luke is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she also operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management through wrap and unified managed account programs, and access to third-party money managers, delivering advice via model portfolios, affiliated strategies, and third-party strategists.

Robert Engler is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) in Boca Raton, FL, bringing 12 years of industry experience. He has been with Eagle Strategies, New York Life Insurance Company, NYLIFE Securities LLC, and The Rae Group Insurance Services since 2018. Prior to this, he worked at AXA Advisors, LLC for four years and has owned and operated the accounting firm Galleros Robinson, CPA's LLP since 1995. Outside of financial advising, he owns a custom invitation company called Pretty In Paper, LLC. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services largely through non-discretionary accounts, and operates within an integrated New York Life affiliate structure emphasizing tailored advice aligned with client and plan sponsor objectives.

Sameer Sarmast is a financial advisor at Farther with 14 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to joining Farther in 2023, he worked at Saturna Capital for five years and JPMorgan Wealth Management for seven years. Outside of finance, he operates Sameer Eats Productions, a YouTube channel focused on restaurant reviews, and hosts food-related events. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s approach is based on Modern Portfolio Theory, using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

David Mc Corison is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at IC Advisory Services, Inc. and The Investment Center Inc. for 15 years each. Outside of his advisory role, he is a managing partner of Rain Advisors LLC, offering financial investments, and is involved in restaurant operations at Girlfriends Restaurant. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm provides a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and offers multiple advisory programs via its AccessPoint platform.

Carol O'Neil is a financial advisor at GWN Securities Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at GWN Securities since 2019, following prior roles at H.D. Vest Insurance Agency and H.D. Vest Advisory Services. O'Neil serves on the Board of Directors of the Central Palm Beach Chamber of Commerce and is the owner of CEO Financial Services, providing comprehensive financial and insurance consulting. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs, including traditional asset allocation and legacy market-timing strategies.

Robert Dunkin II is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Trust, Bank of America, N.A. from 2010 to 2018. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, high-net-worth families, trusts, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies and a structured due-diligence program for manager selection and monitoring.

Racquel Ramlal Slawinski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and is also affiliated with World Financial Group and LegacyShield. Additionally, she is involved with the RSSA National Association of Registered Social Security Analysts, providing occasional Social Security education. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, offering investment advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms. The firm’s advisory model primarily uses model portfolios and third-party managers for portfolio management.

Tyler Kelly is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2011. The firm serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. Citigroup Global Markets combines large institutional scale with specialized market roles, including in-house research and derivatives services, supporting complex and diverse client needs.