Kai Heller Spencer is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Spearhead Capital Advisors, the University of Florida, Oppenheimer & Co. Inc, Florida Atlantic University, and MassMutual. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jules Epstein is a financial advisor with Eagle Strategies (NY Life) based in Boca Raton, FL, holding a Series 63 license and over 50 years of industry experience. His career includes long-term roles at New York Life Insurance Co. and Nylife Securities Inc. He is also the owner of The Bridge Group, Inc. and serves as a board member for Beth Ami Temple in Boca Raton. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities with a focus on retirement investors.

Anthony Bartolomeo is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has worked at NewEdge Advisors since 2023 and previously spent four years at Savior Wealth. Bartolomeo also has a background in education, having taught at Brown University and American Heritage High School. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing various program structures and technology tools to support advisors and clients.

Christopher Bell is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Bank of America, Merrill, and Rockefeller Capital Management. He is based in Boca Raton, 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 offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer with placement and investment banking services.

Curtis James Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Boca Raton, FL, holding Series 63 and Series 65 credentials and has 14 years of industry experience. He previously worked with National Life Group, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as president of the Jacksonville NAIFA chapter and holds a seat on the Florida NAIFA state board; he is also a founder of Gravity Financial and acts as a trustee and executor for a family trust and estate. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading, and uses third-party asset managers and model portfolios.

Jeffrey Brachfeld is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and six years of industry experience. He previously worked at American Express for eight years. Outside of advising, he serves as vice president of the NPI Networking Group, a role unrelated to investment activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a range of advisory programs including proprietary and third-party models.

Bert Livingston is a financial advisor at Equity Services, Inc. with 40 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 1987. In addition to his advisory role, he is involved in insurance sales and serves as a trustee and agent for various trusts and donor-advised funds. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and often utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Nikol Tennant is a CFP® with 16 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC, Steinberg Global Asset Management LTD, and Levitt Capital Management LLC. Tennant holds a Series 65 registration. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Tara Gurr is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, JP Morgan Securities LLC, and JP Morgan Chase Bank. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that utilizes affiliated funds.

Andreas Ispas is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation. He has prior experience at Brancov Financial Services and PlanMember Securities Corporation, and his industry experience includes roles supporting investment and insurance services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, managing a multi-billion-dollar advisory platform with a range of account options and third-party asset manager relationships.

Candida Langsdale is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at VALIC Financial Advisors since 2012 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Guibens Youte is a financial advisor at Oppenheimer with five years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2021. Prior to that, his work experience includes roles at Robert Half, Amazon, and the University of Connecticut. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other entities. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Sybilla Koch is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. She has been with Valic Financial Advisors since 2008 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

William Bryant Jr. is a CFP® certificant and Series 63 license holder currently with TIAA-CREF. He has been with TIAA since 2014 and has one year of experience specifically with TIAA-CREF. He is based in Boca Raton, FL. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through model and customized portfolios, operating under a fiduciary standard in its registered investment adviser services.

Jordan Waxman is a financial advisor with Hightower Advisors, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Hightower Securities and Hightower Advisors since 2012. Outside of his advisory role, Waxman serves as trustee for multiple family trusts and manages several private placement life insurance assets and insurance-dedicated investment funds. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm emphasizes portfolio construction with a variety of investment vehicles and offers services such as discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Evaggelia Hatzimanolis is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Lido Advisors, Goldman Sachs & Co LLC, United Capital Financial Advisers, and TIAA-CREF. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and various managed account services.

John Maffe Jr. is a financial advisor with Equity Services, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equity Services since 1995. Outside of his advisory role, he is involved in the management oversight of several restaurant entities under Square Peg Pizzeria Enterprises LLC and serves as a board member of the Goodwin University Foundation. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Fabrizio Sanchez is a financial advisor at Fifth Third Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Synovus Bank, LPL Financial, Citigroup Global Markets, and HSBC Securities. Fifth Third Securities serves individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types via the Passageway Managed Account Platform, providing clients with various portfolio management options and access to third-party portfolio managers.

Jamie Tobins is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 66 designations. He has 26 years of industry experience, including ten years at Raymond James and Associates and four years at Raymond James & Associates, Inc. Outside of his advisory role, Tobins provides consulting support for Pillow Fighting Championship/Gladiatrix, LLC following the passing of his husband. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

David Willett II is a financial advisor with Creative Planning in West Palm Beach, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.