Richard Weeks IV is a financial advisor at Hightower Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower Advisors and Hightower Securities, LLC since 2011. Based in Delray Beach, FL, he has spent 15 years with the Hightower organizations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers supported by proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

John Klopfenstein is a CFA® charterholder with three years of industry experience. He has worked at Cresset Asset Management, LLC since 2022 and previously held roles at PricewaterhouseCoopers and Sea Island Resorts. Klopfenstein serves as Vice President on the Board of Directors for the Samuel L. Asbury Foundation, a charitable organization. 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 plan consulting, and family office services using a disciplined, risk-aware investment approach.

Daniel Kurylas is a Series 66-registered financial advisor with nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years at The Ayco Company, L.P./Mercer Allied. He is based in West Palm Beach, FL. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients. The firm offers financial planning and portfolio management with tailored strategies supported by internal investment research, third-party analytics, and comprehensive service programs across multiple platforms.

Mark Eskin is a financial advisor with Janney Montgomery Scott in Boynton Beach, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Janney Montgomery Scott since 1999. Eskin serves on the investment committee at Thomas Jefferson University and volunteers on the Collectors' Advisory Board for Swiss watch brand Universal Geneve. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, advisory programs, and centralized asset management through in-house and third-party managers.

Peter Cahill is a financial advisor at &Partners with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing Services LLC and Columbia Management Investment Distributors Inc. prior to joining &Partners. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing a blend of proprietary and third-party strategies executed through the Envestnet platform.

Miraj Patel is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America, Merrill, and National Securities Corp. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, combining large institutional scale with specialized market roles.

Craig Sullivan is a financial advisor at Farther with 23 years of industry experience. He has been with Sullivan Investments Group since 2008 and joined Farther in 2025. He holds Series 63 and Series 65 licenses. 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 investment approach is based on Modern Portfolio Theory and implemented via proprietary model portfolios or custom allocations, using algorithmic rebalancing and a combination of ETFs, mutual funds, equities, fixed income, and AI tools.

Andrea Item is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. She holds the Series 66, Series 65, and Series 63 credentials. Her prior experience includes roles at UBS Financial Services Inc, SunTrust Advisory Services LLC, SUNTRUST BANK, and Quorum Investment Counsel, LLC. 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 incorporates strategic asset allocation, manager selection, and both active and passive strategies across various asset classes and alternatives.

Donald Balderson is a financial advisor with Transamerica Financial Advisors, holding a Series 65 credential and nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and has worked with the Transamerica Agency Network since 1996, serving as a Regional Vice President overseeing an insurance sales team. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a network of advisors and multiple program platforms, implementing advisory models primarily through model portfolios and third-party managers.

Anthony Uvari is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Wells Fargo Bank, PurePoint Financial, and J.P. Morgan Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its services.

Alan Bernstein is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked in various roles including tax preparation and coaching through his involvement with the CT Institute of Finance and Sound Coaching Inc. Prior to joining Centaurus Financial in 2017, he was with American Portfolios Financial Services, Inc. from 2011 to 2017. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of advisory and brokerage services with a focus on financial planning, portfolio management, and retirement-plan consulting, employing both discretionary and non-discretionary investment approaches.

Philomene Stanley is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2007. Outside of her advisory role, she is the managing member of Philke Internation Limitada, a non-investment related business based in Costa Rica. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies overseen by internal standards and committees, and operates with large institutional scale including roles as a swap dealer and futures commission merchant.

Ilona Dominguez is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also involved with LSPN Pro, LLC, providing communication, marketing, and client referral services, as well as Aurich, LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Michael Henderson is a Financial Consultant at Fidelity Investments. In this role, he focuses on understanding his clients' financial goals and collaborating with them to develop personalized financial plans aimed at providing peace of mind through retirement. He has been with Fidelity Investments since 2021, serving in multiple capacities including Financial Representative, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, Michael worked as an Operations Consultant at XCelerant Consulting from 2018 to 2021. Outside of his professional responsibilities, Michael has personal interests in boating, fitness, food, golf, snowboarding, and soccer.

Jacqueline Dheere is a financial advisor with Primerica Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked with PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Outside of her advisory role, she is involved in yacht brokerage through Pop Yachts and owns Juliette Delta Enterprises, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm’s approach includes independent manager due diligence and uses BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and curated third-party asset managers.

William Bandel is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Chris Kolasinski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 25 years of experience in financial advising, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Chris emphasizes personalized wealth management strategies that align with clients' values and goals, facilitating ongoing collaboration to help clients pursue their financial objectives and plan their legacies. Born in Poland and raised in the United States, Chris developed an early passion for investing while studying Finance at the University of Florida, where he earned his bachelor's degree. Over his career, he obtained the CERTIFIED FINANCIAL PLANNER (CFP®) designation and serves as a Personal Investment Advisor (PIA). Committed to community involvement, Chris volunteers with local organizations, reflecting the Merrill tradition of service. His personal interests include basketball, soccer, swimming, and tennis.

Adam Gillam is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup. Gillam is based in West Palm Beach, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that encompass broad retail and institutional offerings.

Jessica Fiorillo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMORGAN Chase Bank, Cantor Fitzgerald, First Franklin Financial Services, and Sl Green Realty Corporation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Taveira is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 credential and has worked at JPMorgan Chase Bank, N.A. and PNC Bank, among other roles. Outside of his financial career, he was involved with We Speak Portuguese from 2012 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.