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® professional with eight years of experience at Hightower Advisors and four years as a self-employed advisor. 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, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with a focus on customized portfolio construction and operational support.

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 designations and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for a combined 15 years. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a designated Private Advisor model.

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 licenses. His prior experience includes roles at Mid Atlantic Financial Management and Mid Atlantic Capital Corporation. 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 broad range of services through a network of independent advisers and utilizes multiple program structures combining in-house and third-party managers, supported by technology tools and centralized due diligence.

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 with Rockefeller Financial LLC who holds Series 63, Series 65, and Series 66 licenses and has 30 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, alongside his work with GSRCAP LLC and GSR Capital Partners. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

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.