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.

Martin Waldman is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018, following nine years at Raymond James & Associates. Outside of his advisory role, he serves as a board member and secretary of the Ferrari Club of America, Palm Beach Chapter, a nonprofit organization for car enthusiasts. Oppenheimer serves a diverse clientele, including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with a variety of investment strategies, and it acts as a qualified custodian while managing both discretionary and non-discretionary accounts.

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.

Peter Weisberg is a CFP® credentialed financial advisor with 24 years of experience at Money Concepts Capital Corp and over 34 years as a CPA. He also provides tax preparation and trust services through his CPA practice and serves as an officer for several corporations in related areas. Weisberg is based in Delray Beach, FL. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven, asset-allocation strategies and utilizes a combination of proprietary models and third-party managers to manage approximately $4.07 billion in client assets.

Kara Koch is a financial advisor with Principal Financial Services in Wellington, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked with Principal Life Insurance Company and Princor Financial Services Corporation since 2002. In addition to her advisory role, she serves as a bank trust officer for Principal Bank and Trust Company, managing retirement plan account relationships across insurance, broker-dealer, and bank trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sarah Holmes is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various divisions of Citizens Bank and Citizens Securities since 2017. Outside of her advisor role, she is involved as a notary public and provides personal care assistance through an LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm manages both discretionary and non-discretionary accounts and utilizes a proprietary Bank Deposit Sweep Program as part of its service offerings.

Mark Kravietz is a CFP® professional with 39 years of industry experience, currently serving with Hightower Advisors since 2013. He is based in Boca Raton, FL, and holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and various investment vehicles.

Edward Henry III is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His work history includes roles at Goldman Sachs & Co., Shelby Financial Corporation, Ascensus, and Shades of Ocean City. He also has experience in education, having worked at Drexel University and Mainland Regional High School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support, and operates within a large integrated financial group with access to a broad range of financial products and services.

Samual Carroll is a financial advisor at Creative Planning with a Series 65 designation and nine years of industry experience. He previously worked at Waddell & Reed from 2016 to 2018 before joining Creative Planning in 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach combining low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Shelley Fromm is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 63 designation and has 27 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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, financial planning, and investment management solutions.

Michael Macdonald is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2026. He previously worked at UBS Financial Services for 11 years. Outside of his advisory role, he is a partner and manager of a family real estate partnership. 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, and corporations, employing a disciplined, risk-aware approach that integrates strategic asset allocation, active and passive implementation, and a range of alternatives.