Brian Lobman is a financial advisor with TD Private Client Wealth LLC, holding Series 66 and Series 65 credentials and nine years of industry experience. His prior work includes roles at TD Bank N.A., Charles Schwab Bank, Bank of America, Merrill, and Northwestern Mutual. 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, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

James Pollock is a Series 66-licensed financial advisor at Rockefeller Financial LLC with 15 years of industry experience. His career includes roles at Rockefeller Capital Management, Bank of America, N.A., and Merrill. Outside of his advisory work, he is involved with Minerva Lake Corporation, a family-owned corporation that passively holds inherited real estate. 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 combines discretionary and non-discretionary portfolio management with broker-dealer services, offering a consolidated investment platform and access to various personalized managed account solutions.

Grace Nealon is a financial advisor at Rockefeller Financial LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Northwestern Mutual and NeuroSync. Outside of her advisory work, she runs an Etsy shop called Threaded & Thriving, selling hand-painted items. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a consolidated investment platform with access to direct portfolio management, third-party managers, and personalized managed account services.

Peter Disanza is a financial advisor at &PARTNERS with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Merrill. He also serves as a trustee for a family trust. &PARTNERS serves a diverse clientele, including high-net-worth individuals, retirement plans, and institutions, offering investment management and financial planning through both discretionary and non-discretionary approaches. The firm combines multiple analytical methods and utilizes a range of proprietary and third-party strategies.

Rebecca Pratt is a financial advisor with Truist Advisory Services in Palm Beach Gardens, FL, holding a Series 63 designation and 16 years of industry experience. She has worked with Truist and its predecessor firms since 2015 and previously spent three years at Wells Fargo Clearing. 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, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.

Marcellous Fletcher is a financial advisor at GWN Securities Inc. with three years of industry experience. He holds a Series 65 designation and has worked at GWN Securities since 2022. Additionally, he serves as a Retirement Consultant at Voyage Retirement Solutions, where he assists county employees with managing insurance accounts such as 403(b) and life insurance policies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

Tyrone Clarke is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Gilder Gagnon Howe and Co and Lynn University. Prior to entering the financial industry, he spent six years teaching at the middle and high school levels. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, and family office services. The firm employs a relationship-driven, customized process with an institutional-style asset allocation approach that incorporates mutual funds, ETFs, private funds, and separate account managers.

Leonard Spalding III is a financial professional with 27 years of industry experience, currently affiliated with GWN Securities Inc. since 2019. He holds Series 63 and Series 66 designations and has prior experience at Lincoln Investment and Legend Equities Corporation. In addition to his advisory role, he is also licensed as a life and health insurance agent, working with insurance and annuity products. 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. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Sameer Sarmast is a financial advisor at Farther with 15 years of industry experience. He holds Series 65, 63, and 66 licenses and has previously worked at Saturna Capital and JPMorgan Wealth Management. Outside of finance, he operates a YouTube channel called Sameer Eats Productions, where he provides restaurant reviews and hosts food-related events. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach applies Modern Portfolio Theory with algorithmic rebalancing and incorporates AI tools alongside traditional asset classes.

Christina Wilson is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63, 65, and 66 licenses and has 26 years of industry experience. Her prior roles include positions at Merrill, Bank of America, LPL Financial, and M&T Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment advisor representatives and third-party portfolio managers. The firm combines fundamental, quantitative, and technical analysis to manage portfolios across various asset classes, offering services that include unified managed accounts, model portfolios, and tax-aware strategies.

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 16 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Trust, Bank of America, N.A. for eight years before joining Cresset in 2018. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through a range of services including wealth management, portfolio management, and family office support. Their investment approach combines strategic asset allocation, active and passive management, and the use of alternative assets alongside advanced research tools such as artificial intelligence.

Gary Oconnor is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Oconnor has been with GWN Securities since 2013. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, operating through a network of approximately 423 advisors and managing about $3.65 billion across more than 37,000 client accounts.

Racquel Ramlal Slawinski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also associated with LegacyShield and the National Association of Registered Social Security Analysts, where she provides occasional education on Social Security. Racquel has experience in estate planning through her work with LegacyShield, offering wills and trust packages. Transamerica Financial Advisors serves a broad clientele including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios, with program options that can be discretionary or non-discretionary depending on client needs.

Jay Bendesky is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Charles Schwab & Co., Proshare Advisor LLC, BCU Wealth Advisors, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm offers guidance on asset allocation and investment selection using Charles Schwab’s internal research tools, with reviews and recommendations tailored to individual client goals and risk tolerance.

Dawn Partlow is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. Her prior roles include positions at Ameritas Investment Corp and Capital Choice Financial Services. In addition to her advisory work, she is involved in alternative health education as an Independent Wellness Advocate with doTERRA and owns Navigating Tax Solutions LLC, which provides tax preparation and consulting services. 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 a diverse mix of affiliated and unaffiliated sub-advisers and utilizes both technology platforms and tactical investment strategies, including market-timing and momentum-based approaches.

Leonel Galvez is a CFA® charterholder and Series 63 licensee affiliated with Eagle Strategies (New York Life) in Palm Beach Gardens, FL, with six years of industry experience. He has held roles at Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2020, and prior to that worked at Time Warner Inc for 18 years. Galvez serves as a board member of the Financial Planning Association of South Florida and participates in the Palm Beaches Chamber of Commerce government affairs committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis and maintaining fiduciary responsibilities to retirement investors.

David Harvan is a CFP® with 27 years of industry experience, currently serving at Rockefeller Financial LLC. His prior roles include positions at Bank of America and Merrill, where he worked for over a decade each. He is based in Palm Beach Gardens, FL. 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 combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management, financial planning, and consulting services, alongside registered broker-dealer operations and alternative investment placement.

Benjamin Bliss is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with GWN Securities since 2017 and has been associated with Voyage Retirement Solutions since 2016. Outside of his advisory role, Bliss serves as a firefighter and EMT with Orange County Fire Rescue. 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 portfolio management programs including traditional asset allocation and legacy market-timing strategies.

Tyler Kelly is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citigroup Global Markets since 2011 and previously spent a year at Morgan Stanley & Co. LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities and market roles, providing tailored solutions for high-net-worth and ultra-high-net-worth clients.