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.

Carl Neitzel is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he provides consulting services related to software for select clients. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm combines model-based portfolio management with the flexibility for representatives to select sub-advisers and utilizes both traditional and tactical investment strategies.

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.

David Cherry is a financial advisor with TD Private Client Wealth LLC in West Palm Beach, FL, holding Series 63, 65, and 66 licenses and eight years of industry experience. His career includes roles at TD Bank N.A. since 2015 and a prior position at KeyBanc Capital Markets Inc. from 2003 to 2004. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, utilizing platforms like Envestnet and custodians such as Pershing.

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.

Donald Baker is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Kestra Advisory since 2016 and has longstanding involvement with related entities including The Baker Group and Executive Compensation Plans, Inc., where he provides consulting and financial planning services. Outside of his advisory role, he owns The Baker Group, offering insurance, financial and estate planning, and business financing consulting. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, employee education, and manages various investment platforms, serving large investors such as sovereign wealth funds and offering a range of third-party managed solutions.

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.

Craig Fichtenbaum is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Benjamin F. Edwards since 2019 and previously held positions at Valic Financial Advisors and Northwestern Mutual. Benjamin F. Edwards & Company, Inc. serves a broad client base including individuals, pension and profit-sharing plans, and institutions, offering financial planning, investment management, and retirement consulting through fee-based wrap programs and customized portfolio strategies.

Mark Horevitz is a CFP® with 40 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2015. He is also president and part owner of Florida Actuarial Corp, a firm specializing in 401(k) plan consulting. Horevitz has held community leadership roles, including serving as president of the Davie and West Hollywood Kiwanis. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

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 47 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Capitol Securities Management, Inc. for 27 years and Aegis Capital Corp for 2 years. Since May 2024, he has been licensed as an insurance agent involved in insurance and annuity sales. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, families, small businesses, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management with a range of investment strategies and specialized services such as retirement-plan consulting and annuity management.

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.

Alexander Jacobs is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Truist Investment Services. Based in Palm Beach Gardens, FL, Jacobs joined PNC Wealth Management in 2025. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only pilot program for employees that uses algorithm-driven risk assessment and invests through approved mutual funds and ETFs with annual rebalancing.

Aakash Thakor is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Tiluk Capital Management LLC and ForOurHomes LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a large network of advisors, utilizing a range of managed-account programs and model portfolios.