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.

Jacqueline Vertucci Alfonso is a financial advisor at Cresset Asset Management, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Stifel, Nicolaus & Company, Incorporated, among other roles. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets and serving a diverse 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 investment strategies across public equities, fixed income, and alternative assets.

Jennifer Lopez is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, she worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2017. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, corporations, and institutional investors. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Alexander Jacobs is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Truist Investment Services. Based in Palm Beach Gardens, FL, Jacobs joined PNC Wealth Management in 2025. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only pilot program for employees that uses algorithm-driven risk assessment and invests through approved mutual funds and ETFs with annual rebalancing.

Kenneth Leach is a financial advisor at NewEdge Advisors with 50 years of industry experience. He holds Series 63 and Series 65 designations and has worked at NewEdge Advisors since 2021. Prior to that, he spent 14 years at Mid Atlantic Financial Management and 13 years at Mid Atlantic Capital Corporation. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services such as portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs through a network of independent investment adviser representatives.

Aakash Thakor is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Tiluk Capital Management LLC and ForOurHomes LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a large network of advisors, utilizing a range of managed-account programs and model portfolios.

Gus Roessler is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as founding and leading his own firms, GSR Capital Partners LLC and GSRCAP 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 operates as both an investment advisor and a registered broker-dealer, offering portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform.

Christian Guyette is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Thoroughbred Advisors and research work at Siena College Research Institute. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of discretionary and non-discretionary managers, delivering services through both direct and partner programs.

Anthony Vernale is a CFA® charterholder with four years of industry experience. He is currently with Mariner and previously worked at Atlantic Wealth Partners, LLC and Highbridge Capital Management, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a range of strategies that include equities, fixed income, alternatives, and digital assets.

Paul Tramontano is a financial advisor at Cresset Asset Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Outside of his advisory role, he serves on the Board of Directors for Eagle Point Capital and its related funds and is an Investment Committee Member for the ONS Foundation for Clinical Research and Education. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, and institutions. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated advisory and fund sponsors.

Dylan Linsky is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. He holds the Series 66 designation and has worked previously at Millennium Hill Capital Management and Prodigy Capital. Outside of his advisory role, he is a partner at Linsky Financial Group, a life insurance agency. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through a combination of discretionary and non-discretionary arrangements employing various analytical approaches.

Brian Dodds is a financial advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, holding a Series 63 designation and 25 years of industry experience. He has been with Money Concepts Capital Corp since 2000 and has also been affiliated with MT Vernon Nazarene College since 1995. Outside of his advisory role, Dodds serves as a board member and officer for the Quadrille of Ponte Vedra Beach Homeowners Association and is involved in airplane ownership through BPD Enterprises, LLC. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers to serve approximately 14,700 clients with about $3.33 billion in assets under management.

Tina Munroe is a financial advisor at Key Investment Services LLC with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at KeyBank NA, Truist Advisory Services, BB&T, and Wells Fargo in various capacities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs including model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client direction and model selection while providing ongoing monitoring and due diligence of third-party advisory products.

Michael Granados is a Series 66-licensed advisor with Money Concepts Capital Corp in Palm Beach Gardens, FL, where he has worked since 2012. He has nine years of industry experience. Outside of his advisory role, he is involved as an owner in a non-investment rental property business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm utilizes multiple managed programs and combines fundamental and technical analysis with modern portfolio theory to manage approximately $3.33 billion across 14,700 clients.

Laura Sivalia is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and having 26 years of industry experience. Her prior experience includes roles at Ameritas Investment Corp, Capital Choice Investment Advisers, and CCF Investments. In addition to her advisory work, she is the owner and president of A&A Tax Solutions, Inc., which provides tax return preparation and client tax planning services, and she also works as an independent insurance agent specializing in life and long-term care insurance. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning options. The firm’s approach includes discretionary portfolio management and model portfolios using both affiliated and unaffiliated sub-advisers, with strategies ranging from asset allocation based on Modern Portfolio Theory to tactical market-timing and momentum-based methods.

Alexander Villacampa is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and MetLife Investment Management. Outside of his advisory role, he serves as a power of attorney for a family member. 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, operating uniquely as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Brian Lobman is a financial advisor with TD Private Client Wealth LLC based in West Palm Beach, FL. He holds the Series 65 and Series 66 credentials and has eight years of industry experience, having previously worked at Charles Schwab, Bank of America, Merrill, and other firms. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, utilizing a combination of affiliated and third-party managers through platforms like Envestnet and custodians such as Pershing.

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.

Lindsay Askland is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Commonwealth, Lindsay worked at Cary Stamp & Company, Thurston Springer Financial, and Raymond James & Associates. Lindsay also operates a business under the name Conservation Wealth Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad range of managed-account programs and access to third-party asset managers, supporting advisors with trading, reporting, and custody services.

Mary Dixon is a CFA® charterholder with eight years of industry experience. She has worked at MAI Capital Management, LLC since 2026 and previously spent 13 years at Lanham O'Dell & Company, Inc. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management across various strategies, combining in-house and third-party management along with financial planning and tax services.