Christian Nana Tanke is a CFA® charterholder and Series 63 licensee with three years of industry experience. He is currently with TLG Advisors, Inc. and has held roles at The Leaders Group Inc, MML Investors Services, MassMutual Life Insurance Co., Pruco Securities LLC, and I Squared Capital. Outside of his advisory work, he is involved in junior golf development, supporting the golf training of his children. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Jarrett Bostwick is a financial advisor with Rockefeller Financial LLC in Wellington, FL, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has held roles at Bonaventure Equity and Spearhead Capital Advisors, among others. Outside of his advisory work, Bostwick serves as CEO and general counsel for FactorHealth Management, a specialty pharmaceutical company that has ceased operations, and is involved in several management and ownership roles across various business ventures. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and offers access to alternative and private investments alongside traditional asset management solutions.

Zachary Terranova is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Valic Financial Advisors and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Jennifer Cutolo is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds a Series 66 designation and has worked in various roles including at eBay and Raymond James and Associates. Outside of her advisory work, she is involved with Gardens Drugs, a retail pharmacy owned by her husband, where she serves as a bookkeeper. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Matthew Arendt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has worked at Commonwealth since 2022 and previously held roles at Atlantic Wealth Advisors, Bank of America, and Merrill. Arendt is a co-owner of Atlantic Wealth Advisors, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs, technology, compliance, and practice-management support, allowing affiliated advisors discretion in constructing client portfolios alongside managed discretionary model portfolios.

Christian Kassel is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Advisors, LLC and Axa Advisors, LLC. Outside of his advisory roles, Kassel has experience managing operations at Pine Creek Farm. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program using proprietary algorithms and a Managed Account program, operating as both a broker-dealer and insurance agency.

Christopher Rose is a financial advisor with Citigroup Global Markets who holds Series 65, Series 66, and Series 63 licenses and has 14 years of industry experience. Prior to joining Citigroup in 2025, he worked at several firms including Equity Services, Inc., National Life Group, and The Adirondack Trust Company. He serves as treasurer for the Catie Hoch Foundation, a charitable organization. Citigroup Global Markets provides services to individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Daniel Dileo is a financial advisor at Oppenheimer with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2007. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides advisory and brokerage services with investment management, consulting, financial planning, and private-fund management, using a range of asset allocation and investment strategies tailored to client objectives.

Veronica Martinez is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at UBS Financial Services and SunTrust Advisory Services. Outside of her advisory role, she coaches individuals on workout and nutrition plans. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a range of clients including individuals, high-net-worth clients, trusts, retirement plans, and corporations, employing a disciplined, risk-aware approach that integrates strategic asset allocation and both active and passive management across various asset classes.

Elizabeth Baker is a financial advisor at GWN Securities Inc. with 3 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2022. Baker also operates Voyage Retirement, where she assists clients with insurance solutions and manages a Medicare referral business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies, and manages approximately $3.65 billion across more than 37,000 accounts.

Charles Wallace is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2013. Outside of his advisory role, he serves as the trustee of an irrevocable living trust currently in the process of liquidation. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment products to meet client objectives.

Spencer Carpenter IV is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds a Series 66 designation and has been with SunTrust Advisory Services and Suntrust Investment Services, Inc. since 2014. Outside of his advisory role, he is a co-owner of a Duck Donuts franchise in West Palm Beach. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager‑selection programs, implementing advice through a combination of discretionary and non-discretionary solutions supported by third-party platforms and manager relationships.

Michelle Murray is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She has been with Citigroup since 2010 and holds a Series 66 designation. Based in West Palm Beach, FL, her professional background is centered at Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments including private banking and workplace wealth management. The firm offers a range of investment advisory programs and brokerage services, implementing multi-asset, multi-manager strategies with a focus on internal standards and oversight to select and monitor managers.

David Wisehaupt is a financial advisor at Hightower Advisors with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hightower Advisors and Hightower Securities, LLC since 2008. Based in Palm Beach Gardens, FL, he is part of an enterprise firm with over 1,000 advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, employing both affiliated and third-party managers, and utilizes proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Adam Tau is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior experience includes roles at Madison Avenue Securities, Dynamic Wealth Strategies, and North Ridge Wealth Planning. Outside of advisory work, he is involved in several e-commerce ventures and serves as a director of a small business providing health insurance. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services such as financial planning, discretionary asset management, and plan services.

Aaron Pisani is a financial advisor at William Blair with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Manning & Napier Investor Services, Inc. and Manning & Napier Advisors, LLC for 12 years. Outside of his advisory role, he serves as a board member and Sergeant at Arms for the Italian American Club of the North Palm Beaches. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Daniel Bertucelli is a financial advisor with Money Concepts Capital Corp, holding Series 65 and Series 63 designations and over 35 years of industry experience. He has worked with Money Concepts since 2017 and previously spent 19 years at Double Eagle Securities of America, Inc. Outside of advising, he is president and CEO of Bert & Associates, Inc., providing accounting and tax preparation services. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies across discretionary and non-discretionary programs, managing over $4 billion in client assets through a network of advisors.

Jason Dilorenzo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Citigroup Global Markets since 2017 and previously at J.P. Morgan Securities for five years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Jill Leitsch is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. Her career includes roles at Citizens Bank and Citizens Securities dating back to 2014. Outside of her advisory duties, she serves as a trustee and power of attorney for family trusts, a role involving limited administrative responsibilities. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory services include a digital advisory program and a managed account program, operating alongside its broker-dealer and insurance functions.

Laura Bornheimer is a financial advisor at GWN Securities Inc. with 37 years of industry experience. She holds Series 65 and Series 66 licenses and has been with GWN Securities since 2004. Outside of her advisory work, she is the owner of Bornheimer Farms LLC, an orchard farm specializing in organic vegetables. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs both affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in certain legacy programs.