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.

Gary Halter is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Janney Montgomery Scott since 2018, including prior roles at RBC Capital Markets. Outside of advising, he owns a property rental business in Glastonbury, Connecticut. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

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® and holds a Series 65 license with 15 years of industry experience. She has worked at The Colony Group, LLC since 2019 and previously at Steinberg Global Asset Management LTD from 2016 to 2019. She is based in Boca Raton, FL. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

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.

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 & Co. Inc. with five years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2021. Prior to this, he held roles at Robert Half and Amazon. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored to specific programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

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.

Sam Spaulding is a financial advisor with GWN Securities Inc. holding Series 65 and Series 63 licenses and 12 years of industry experience. His previous roles include eight years at Voya Financial Advisors and ongoing involvement with Capital Insurance Agency, where he sells fixed insurance products. He is also involved with Spaulding Financial Group as a registered representative and serves as a local agent for Cost Segregation Services Incorporated, assisting real estate investors with accelerated depreciation studies. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses asset allocation strategies grounded in Modern Portfolio Theory, with certain legacy programs focusing on market-timing and momentum-based trading approaches.

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 with Fifth Third Securities, Inc. in Lake Worth, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior work includes roles at Synovus Securities, Synovus Bank, LPL Financial, and Space Coast Credit Union. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

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.