Ettore Ventrice 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. Outside of his advisory role, he serves on the boards of Impact 100 and the FAU Foundation and participates in committee work at the Royal Palm Yacht & Country Club. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach incorporating strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

Michael Sullum is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Advisors for 15 years before joining Commonwealth and Aegis Consulting. Outside of advisory work, he is co-owner of several holding companies, including Dream Properties Fly Eagles Fly, LLC and Boundless Valley Ranch, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to affiliated advisors.

David Bleznak is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as CEO and managing partner of Secure Planning Advisors, LLC. Outside of his advisory roles, he is involved in insurance sales through multiple related business activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, through a variety of management platforms and third-party solutions.

Richard Gregory is a financial advisor with Bankers Life Advisory Services, Inc. in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Bankers Life Securities Inc. since 2017 and with Bankers Life & Casualty since 2014, where he also serves as a Unit Field Trainer recruiting and training insurance agents. Gregory is president of the George M Gregory Foundation, which manages charitable distributions and tax filings. 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.

Rayan Sawh is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2016. Outside of his advisory role, Sawh assists with inventory management and bookkeeping for a family-owned specialty Caribbean food business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles, including acting as a swap dealer and futures commission merchant.

Dana Pineda is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Steven Brill is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2014. He holds Series 63 and Series 66 licenses. 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 charitable and educational organizations, offering a range of advisory programs and investment management solutions that blend firm-developed and third-party strategies.

Justin Farley is a financial advisor at Brookstone Capital Management LLC in Palm Beach, FL. He holds the CFA® designation along with Series 65 and Series 63 licenses. Prior to joining Brookstone Capital Management and Amerilife in 2026, Farley worked at Ship Sticks for 14 years. Brookstone Capital Management provides fee-based asset management and financial planning services to a wide range of clients, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models alongside a variety of investment vehicles, and it serves as both a primary advisor and sub-advisor through a turnkey asset management platform.

Jason Valdez is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Knights of Columbus. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, frequently using third-party asset managers and combining long-term strategies with options for shorter-term trading.

Zachary Ventrice is a financial advisor at Cresset Asset Management, LLC with one year of industry experience and holds the Series 66 designation. He previously worked at UBS Financial Services, Inc and has a diverse background including roles at The Hakimian Organization and Tishman. 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, offering wealth management, portfolio management, retirement consulting, and family office services through an affiliate.

Frankie Portugal is a financial advisor with Fifth Third Securities, Inc. in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, LPL Financial, Northwestern Mutual, and Amherst Pierpont Securities LLC. 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 combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a platform featuring discretionary managed-account programs, direct indexing, and tax-overlay services.

Robert D'angelo is a CFA charterholder with 15 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2022, following roles at Altrius Capital Management Inc., GAM Services Inc., and AllianceBernstein L.P. 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, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and active and passive implementation across a range of asset classes including alternatives.

Christine Sloboth is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Cresset in 2026, she spent 11 years with UBS Financial Services. Cresset Asset Management manages approximately $78.9 billion in client assets and serves 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, manager selection, and both active and passive implementation across multiple asset classes, including alternatives.

Shaena Mcpadden is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA from 2016 to 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Anthony D'ascoli is a financial advisor with Oppenheimer, holding a Series 66 designation and 25 years of industry experience. He has been with Oppenheimer since 2013. Outside of his advisory role, he serves as president of A.R.D. Enterprises, a real estate holding company. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions, with a distinctive mix of discretionary and non-discretionary management programs.

Evan Bozymski is a financial advisor at Planmember Securities Corporation with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Highgtower Advisors, Tramec, LLC, and Deutsche Bank Securities Inc. He is based in West Palm Beach, FL. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Nelson Gomez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains large institutional scale alongside specialized market roles such as swap dealing and futures commission merchant activities.

Michael Becker is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has held prior positions at Bank of America, N.A., and SunTrust Investment Services. Becker serves as a board member for Meals on Wheels of the Palm Beaches, a nonprofit organization providing free meals to seniors in need. Citigroup Global Markets serves a broad range of individual and institutional clients, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and specialized market roles including swap dealing and futures commission merchant activities.

Michael Mracna is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2008 and previously at Capital Analysts, LLC. Outside of advisory work, he is president of Rainman Sprinklers Corp, an irrigation business. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor-managed and firm-managed investment programs utilizing both strategic and tactical approaches.

Keith Vanderveen is a financial advisor at &Partners with Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is involved with a hunter jumper horse farm, which is managed with support from trainers and grooms on weekends. &Partners serves a diverse client base including individual, institutional, and sovereign wealth fund clients, providing both advisory and brokerage services. The firm offers a range of investment management and financial planning solutions using proprietary and third-party strategies, and operates as both a broker-dealer and registered investment advisor with multiple revenue sources.