Jeffrey Klatzko is a financial advisor at Equity Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Northwestern Mutual. Outside of his advisory role, he is involved with the Palm Beach Gardens Youth Athletic Association and serves on the board of the William T. Dwyer High School Finance Academy. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers, combining long-term strategies with options for shorter-term trading.

Mitchell Rubin is a CFP® with 29 years of industry experience, currently with Hornor, Townsend & Kent, LLC. He previously worked at Next Financial Group, Inc. for 14 years and has operated an insurance brokerage and pension plan administration business. Rubin serves on the boards of several nonprofit organizations, including the Small Business Council of America and the Metropolitan Equestrian Team, and is involved in equestrian activities through his ownership of The Lara Group, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, featuring third-party asset manager relationships and discretionary and non-discretionary account options.

Mitchell Smith is a financial advisor at TLG Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at The Leaders Group Inc and Kestra Financial Services, Inc. He is also a managing principal and partner at Vanbridge, where he oversees business operations. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm’s investment approach emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, with many accounts managed through sub-advisors and program platforms.

Abraham Ser is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2019. Prior to this, he was associated with Agia, where he also serves as an agent for non-securities insurance products. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Simon Korby is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials. He has recently begun his career in the financial industry, joining Empower in 2026 after previous roles at Florida Financial Advisors and outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Asher Lieblich is a financial advisor with Commonwealth Financial Network, holding the CFP® and Series 63 designations and bringing 36 years of industry experience. His career includes long tenures at Avantax Advisory Services and Avantax Investment Services, as well as operating his own firm, A Lieblich & Co, since 1980. Outside of advising, he provides tax preparation and accounting services through Lieblich Financial Services. Commonwealth Financial Network serves a national network of advisors and their clients, offering various advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management resources, while providing access to a broad range of investment products and discretionary model portfolios.

Ryan Malfitano is a CFP® professional with 16 years of industry experience, currently serving at Ameritas Advisory Services, LLC. He has held roles at several Ameritas affiliates since 2012 and is also an independent insurance agent licensed to sell fixed insurance products through Lawless, Edwards & Warren LLC. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to a diverse clientele, including individuals, corporations, and institutional clients. The firm utilizes both in-house and third-party investment strategies and offers a range of discretionary and non-discretionary programs.

Robert Liebman is a financial advisor at Equity Services, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Life Group, Innovation Partners LLC, and Mutual of Omaha Investor Services. Additionally, he serves as CEO and President of Florida Financial & Insurance Agency, Inc., which focuses on life insurance sales. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Altair Gobo is a CFP® professional with 43 years of industry experience, currently affiliated with Kestra Advisory where he has worked since 2016. His prior work includes roles at Kestra Investment Services, LLC and U.S. Financial Services, LLC. Gobo serves as an advisor to the CFP program at Fairleigh Dickinson University and is a member of the Montclair State University Board of Advisors. He is also an author and has co-trustee responsibilities for the Petrocelli Trusts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Cheyenne Knueppel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Insite Group, Bank of America, Merrill, and Robinhood Markets. Outside of finance, she has been involved in several small business ventures, including nightclub and concert venue operations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Yujie Zhou is a financial advisor with PNC Wealth Management in Pompano Beach, FL, holding a Series 66 designation and six years of industry experience. Prior to joining PNC Investments LLC in 2023, Zhou worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., as well as JPMorgan Chase Bank, N.A., and J.P. Morgan Securities between 2019 and 2023. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that utilizes algorithm-driven risk assessment and implements portfolios with approved mutual funds and ETFs.

Ramon Hernandez is a financial advisor at TD Private Client Wealth LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2021, following a decade at TD Ameritrade Inc. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm offers ongoing portfolio management, financial planning support, and access to a range of investment products through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

David Levee is a financial advisor with Eagle Strategies (New York Life) based in Delray Beach, FL, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His career includes roles at BACK9 Strategies, Levee Financial Group, and New York Life Insurance Company dating back to 1967. Outside of advising, he serves on the finance committee of a private country club and has been involved as an investor in businesses such as a drug and alcohol rehabilitation facility and a restaurant and bar. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis, operating within the integrated structure of New York Life affiliates.

Robert Nicotra is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with unique market roles and proprietary research capabilities.

Maureen Hoover is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley Smith Barney and Rock & Co LLC. Based in Boca Raton, FL, she has been with Rockefeller Financial and Rock & Co LLC since 2020. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including individuals, families, family offices, charities, corporations, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan consulting, integrating wealth, trust, and insurance services through its Rockefeller Global Family Office platform.

Paul Abbott is a financial advisor with Equity Services, Inc. in Boca Raton, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at National Life Group, MassMutual Life Insurance Co., The Prudential Insurance Company of America, Global Trust Asset Management, Bank of America, and Merrill Lynch. Abbott is also licensed to sell fixed and health insurance products. 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 with a mix of long-term strategies and specialized instruments, using both discretionary and non-discretionary management approaches.

Alfred Bonardi is a financial advisor at NewEdge Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 15 years before joining NewEdge Advisors in 2022. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a combination of mutual funds, ETFs, and individual securities with regular portfolio reviews.

Sammy Hadar is a financial advisor with PNC Wealth Management in Wellington, FL. He holds Series 63 and Series 66 licenses and has been with PNC Wealth Management since 2026, following roles at PNC Bank and Campus Advantage. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third-party strategists.

John Duane III is a financial advisor at Rockefeller Capital Management with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Merrill and Bank of America. Duane has been with Rockefeller Financial and its affiliated entities since 2021. Rockefeller Capital Management is an enterprise firm serving a broad range of clients with comprehensive wealth and investment management solutions.

Theodore Panagiotopoulos is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. for eight years. Outside of advising, he owns and oversees residential real estate investments through property management companies. Mercer Global Advisors serves individuals, families, small business owners, and nonprofit organizations, offering comprehensive investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using a mix of ETFs, index funds, separate accounts, and private funds.