Summer Matthews is a CFP® with six years of industry experience, currently serving at TD Private Client Wealth LLC. Her prior roles include positions at Raymond James Financial Services Advisors, Boynton Financial Group, PNC Investments, and Merrill. Matthews is based in West Palm Beach, FL, and holds a Series 66 license. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS (US) clients. The firm offers portfolio management, financial planning support, and access to a range of investment products through strategic and tactical asset allocation, utilizing both affiliated and third-party sub-managers.

Kevin Garvey Jr. is a CFP® professional with 20 years of experience in financial advisory services. He currently works at Mariner Wealth Advisors, joining the firm in 2023 after roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory work, he serves as Vice President of his homeowners association board and is an officer of a balloon decoration business. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm implements customized portfolios overseen by an Investment Committee, combining in-house research with third-party managers and provides integrated tax and accounting services alongside operational CFO capabilities.

Sammy Hadar is a financial advisor with PNC Wealth Management in Wellington, FL. He holds Series 63 and Series 66 licenses and has been with PNC Wealth Management since 2026, following roles at PNC Bank and Campus Advantage. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

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.

Mark Gronner is a financial advisor with \u0026PARTNERS in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. \u0026Partners serves a wide range of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a blend of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

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.

Gary Vescio is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Janney in 2022, he spent eight years at Raymond James & Associates. Janney Montgomery Scott LLC 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, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

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.

Thomas Urban is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2006. Outside of his advisory role, he volunteers as a baseball coach for Palm Beach County Schools. Janney Montgomery Scott LLC 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, and institutional clients, and offers brokerage services, financial planning, consulting, and multiple advisory programs.

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.

Rodolfo Valdes is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Money Concepts Capital Corp since 2018 and previously at Invest Financial Corporation from 2015 to 2018. Outside of his advisory role, he is a partner at Brighten Capital, LLC, a business involved in managing rental properties. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Kevin Campbell is a CFA® charterholder with 14 years of industry experience. He is currently with HB Wealth, where he has worked for five years. His prior roles include positions at Truist Advisory Services, SunTrust Advisory Services, and GenSpring Family Offices. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices, as well as institutional clients and investment companies. The firm offers wealth and investment management, financial planning, and outsourced chief investment officer services, managing portfolios using a combination of quantitative and qualitative due diligence across a range of public and private investment 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.

Adam Landau is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. 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 through a Private Advisor model and a consolidated investment platform.

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.