Neva Hagopian is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her previous roles include positions at BB&T Securities, Scott & Stringfellow, and Truist Advisory Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Tracy Moscatello is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill for 24 years before joining Rockefeller Financial in 2022. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Mark Renz is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes eight years at Socius Family Office, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Jeremy Dunlop is a CFP® and Series 66 licensed advisor with 18 years of industry experience. He is currently with HB Wealth and has previously worked at Hamilton Capital, BDO Wealth Advisors, Signet Financial Management, and Krasney Financial. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm uses a discretionary investment approach, combining quantitative and qualitative due diligence across a broad range of public and private strategies, and offers outsourced chief investment officer and institutional advisory services.

David Ruben is a financial advisor at Rockefeller Financial LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. Outside of his advisory work, he serves as a committee member for the Suburban Hospital Foundation, a charitable organization focused on fundraising and support. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to equities, fixed income, alternatives, and placement and investment banking services.

Christopher Housen is a CFP® professional with 34 years of industry experience. He is affiliated with Mariner in Palm Beach Gardens, FL, and has prior work history with Msec, LLC, Lincoln Investment, and Capital Analysts, Incorporated. Outside of his advisory role, he is a member of LLCs that hold minority investments in franchise stores and golf courses. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with specialized tax and administrative family office services.

Eric Bloom is a CFP® with 29 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has an extensive background with Guardian Life Insurance Company and Park Avenue Securities. In addition to his advisory work, he has provided health insurance coverage and various insurance products to small business clients. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports multiple account-level features, including securities-based lending and tax-harvesting.

William Burnett is a CFP® professional with over 31 years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services, having previously been with Morgan Stanley Smith Barney LLC for eight years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses both discretionary and non-discretionary approaches, integrating third-party manager arrangements and AI-enabled research tools to support its investment advisory process.

John Carter is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Money Concepts Capital Corp since 2008 and is also involved with Certified Financial Associates, LLC and Hamilton Funding Group. Outside of securities work, he operates an independent insurance agency focused on Medicare supplement sales. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to guide asset allocation and account rebalancing.

David Olson is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at The Colony Group, LLC, Alpha Dna Investment Management, Macroview Investment Management, and Worch Capital LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, mutual funds, and ETFs.

Brandon Levine is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Janney Montgomery Scott in 2022, he worked at Raymond James & Associates for eight years. Outside of advising, he is involved in self-publishing and distributing music, focusing on children's music through his ventures In 1st Place and Bandbees. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, corporate sponsors, and charitable organizations, offering a mix of brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Zachary Berg is a CFP®-certified financial advisor with 15 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior roles include extensive tenures at JP Morgan Private Wealth Advisors and First Republic Investment Management. Outside of his advisory work, Berg serves on the board of directors for Take Stock in Children Palm Beach County, a nonprofit providing mentoring and college scholarships to disadvantaged youths. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Sean Sill is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017. His prior experience includes roles at Raymond James Financial Services and Wells Fargo Advisors. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of late 2025.

William Bush is a financial advisor at Corient with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities and Geller Advisors. Outside of his advisory role, he serves on the advisory board of Exegy Inc., a financial technology company, and is involved in governance roles for private investment entities. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers and utilizes risk management tools and alternative investments to align portfolios with client objectives.

Rebecca Miller is a financial advisor at AE Wealth Management, LLC with one year of experience in the industry. She holds a Series 65 designation and has worked with Dynamic Wealth Strategies, Inc since 2015, where she is involved in insurance and investment planning. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs and serves a large client base with standardized investment solutions.

Lori Colclasure is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and 13 years of industry experience. She has worked at Commonwealth Financial Network since 2013 and owns LMC Advisors, which provides general accounting services. Lori also provides divorce planning consulting and sells fixed insurance products through Asset Advisory Services, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm manages over $212 billion in client assets and offers a broad platform including managed-account programs, third-party asset manager access, and advisory support services.

Richard Frantz is a financial advisor at Money Concepts Capital Corp with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Mense Solutions, LLC. Outside of his advisory role, he owns a management and IT consulting business under the DBA Brother's Keeper Wealth. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charities, and corporations, using a range of managed programs and investment strategies.

Ryan Lefler is a Series 66 licensed advisor with 10 years of industry experience. He is currently with HB Wealth, where he has worked since 2022. His prior experience includes roles at Boynton Financial Group, Raymond James Financial Services, Kuey Group LLC, Templeton Solutions, and Morgan Stanley. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm provides discretionary wealth management and financial planning, combining quantitative and qualitative due diligence across a range of public and private investment strategies.

Sandra Stiger is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. She has 27 years of industry experience, including a decade at Merrill prior to joining Rockefeller Financial in 2023. Outside of her advisory work, she is involved with Stiger and Shell Construction, a construction business based in Palm City, Florida. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer while offering a consolidated investment platform with access to direct portfolio management, third-party managers, and alternative investment vehicles.

Andrew Newfield is a CFP® professional with two years of industry experience. He currently works at Mariner and previously spent ten years at SCS Capital Management, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides unique offerings like integrated tax and accounting services, administrative CFO capabilities, and a financial wellness platform for employer clients.