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 with Truist Advisory Services in Boca Raton, FL, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Mutual of America Financial Group, Merrill, and Fidelity Brokerage Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

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.

Ami Friedman is a financial advisor with Lincoln Investment in Boynton Beach, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining Lincoln Investment in 2017, Friedman worked at Legend Advisory Corporation from 2014 to 2019. Outside of financial advising, Friedman serves as an unofficial lector for the Chabad Lubavitch of Greater Boynton Beach, reading from the Bible during services. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, with investment strategies supported by an in-house Investment Management & Research team.

Edward Boll is a financial advisor at Oppenheimer with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Guggenheim Securities, LLC and Srt Securities LLC prior to joining Oppenheimer. Boll is also involved with EAB Investment Group, serving as its Non-Executive Chairman. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of discretionary and non-discretionary advisory services, including asset management, financial planning, and retirement consulting.

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.

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 with Focus Partners Wealth, LLC in Boca Raton, FL. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior roles include positions at The Colony Group, LLC, Steinberg Global Asset Management Ltd, and Levitt Capital Management LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting. The firm follows a long-term, tax- and fee-sensitive investment approach that blends 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.

Christopher Nuhn is a financial advisor at Steward Partners Investment Advisory, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services and JP Morgan Chase. Nuhn serves as an advisory board member for Institutional Real Estate, Inc., contributing to editorial coverage of the Real Assets Adviser. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm provides investment advisory and financial planning services to individuals, institutions, and charitable organizations, offering a range of portfolio management solutions through both in-house and third-party managers.

Zachary Terranova is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Valic Financial Advisors and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Juan Samperio Suarez is a CFP® and CFA® credentialed financial advisor with nine years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Mariner Wealth Advisors, JP Morgan Securities, and Charles Schwab. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs an investment approach based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a variety of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Steven Fraser is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has previously worked with Wells Fargo and Northwestern Mutual and is also employed as a delivery driver for Papa John's. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.