Thomas Bartolomeo Jr. is a financial advisor at NewEdge Advisors with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Savior Wealth, Purshe Kaplan Sterling Investments, The Harvest Group Wealth Management, and Wells Fargo Advisors. Outside of advising, he is also an independent insurance agent. 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 range of portfolio management and consulting services through various program structures, combining in-house manager selection with third-party model portfolios and advisor discretion.

Patrick Lapadat is a financial advisor with Empower Advisory Group in Boynton Beach, FL, holding Series 66 and Series 63 licenses and 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Empower Financial Services, Inc. and subsequently Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients, offering integrated services that link planning and managed account solutions with Empower’s recordkeeping and administrative platforms.

Robin Fernandez is a financial advisor at Truist Advisory Services with six years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at firms including Mutual of America Financial Group, Fidelity Brokerage Services, Merrill, and Bank of America. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and leverages third-party platforms and AI-enabled research tools to support its investment process.

Linda Wellington is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 licenses and 10 years of industry experience. She has worked primarily within the Citizens Bank and Citizens Securities network since 2012, including eight years at SunTrust Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering a range of investment advisory, brokerage, and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Christine Delvecchio is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America, N.A. Her current role is based in West Palm Beach, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Gianni Papazoglou is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc., The Tempositions Group of Companies, Park Street Imports, and Interinvestments Realty. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, with client portfolios constructed using Envestnet-developed UMA models.

Scott Wetherby is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2017, previously working at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is the managing owner of Wetherby Management LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Holden Granet is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. His prior work history includes roles at Northwestern Mutual, Sonovia Ltd, and several other firms. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with a consolidated investment platform that delivers a range of portfolio solutions across equities, fixed income, and alternatives.

Bartley Casey is a CFP® professional with over 30 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 1995 and currently holds an agent position at Agia, focusing on non-securities insurance products. He is based in Boca Raton, FL. VALIC Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Mark Egidio is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been a principal at Egidio Lennon Wealth Management, LLC since 2005 and has maintained longstanding roles at Teachers Financial Advisory Services, LLC and Commonwealth Equity Services, Inc. since 1999, as well as a relationship with State Mutual Companies since 1989. Outside of advisory work, he serves as president and director of MLE Properties Inc., a private real estate holding company. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a comprehensive platform that includes advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios developed by its Investment Management and Research team.

Jodie Young is a financial advisor at Valic Financial Advisors with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Bank of America, Merrill, Morgan Stanley, E*TRADE, and TD Ameritrade. Outside of her advisory role, she is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christopher Hurley is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has worked at CITI Private Bank since 2010. Based in West Palm Beach, FL, Hurley’s tenure at a major private bank forms the core of his career background. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale with specialized market roles, including security-based swap dealing and futures commission merchant services.

Ami Friedman is a financial advisor with Lincoln Investment, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has worked at Lincoln Investment since 2017 and was previously with Legend Advisory Corporation from 2014 to 2019. Outside of her advisory role, she participates as an unofficial lector at Chabad Lubavitch of Greater Boynton Beach, reading from the Bible during services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment programs, employing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Edward Boll is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has previously worked at Guggenheim Securities, LLC, SRT Securities LLC, and serves as Non-Executive Chairman of EAB Investment Group, where he has been involved since 2011. Boll is also a passive partner in Easterly EAB Risk Solutions LLC, an asset management firm focused on institutional accounts. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, with a mix of strategic and tactical asset allocation, and manages approximately $36.7 billion in assets under management as of the end of 2025.

Jordan Foe is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at MML Investors Services LLC, MassMutual Life Insurance Company, and Emerald Life Insurance, Inc. Prior to his financial career, he served ten years with the West Palm Beach Police Department and six years in the United States Army Reserves. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage capabilities alongside investment advice.

Joseph Nowaczyk is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding a Series 66 designation and four years of industry experience. His career includes roles at Citizens Bank, MassMutual, and MML Investors Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates a digital advisory program that recommends ETF-based portfolios using proprietary algorithms and a client risk-tolerance questionnaire, alongside managed accounts and commission-based brokerage activities.

Christopher Ure is a financial advisor with Hightower Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and insurance companies. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Mary Susan Van Bergen is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC and Steinberg Global Asset Management Ltd. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Stephen Cheifetz is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2024. Prior to this, he worked at Kades & Cheifetz, LLC and Kades Financial, Inc. from 2014 to 2024. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Jarrett Bostwick is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Spearhead Capital Advisors, LLC, and Bonaventure Equity. Outside of advisory work, he serves as CEO and general counsel for FactorHealth Management, a specialty pharmaceutical company that has ceased operations, and is involved in multiple private holding companies in various industries. Rockefeller Financial LLC serves 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, and consulting, supported by an integrated investment platform and a registered broker-dealer structure that provides brokerage, insurance, placement, and investment banking services.