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.

Michael Bober is a CFP® professional at Cresset Asset Management, LLC with 34 years of industry experience. He previously worked at UBS Financial Services for 11 years. Bober serves as a trustee on the board of Saint Andrews School in Boca Raton, Florida. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, using 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 a variety of alternatives.

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 with Rockefeller Financial LLC, holding a Series 63 designation and bringing 32 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney for 11 years prior to joining Rockefeller Financial and Rock & Co LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that delivers discretionary and model-driven investment solutions.

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.

Micah Sawyer is a financial advisor with Hightower Advisors, holding a Series 65 credential and located in West Palm Beach, FL. Although new to the industry, Sawyer has held a series of roles across several firms, including The Bahnsen Group and The Dolben Company. Outside of financial services, Sawyer has experience working with Gypsy Life Surf Shop. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers alongside proprietary research and diverse investment vehicles.

Summer Matthews is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Raymond James Financial Services and PNC Investments. She is based in West Palm Beach, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custodial services.

Alfred Bonardi is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at Oppenheimer for 15 years before joining NewEdge Advisors in 2022. 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 portfolio management, financial planning, and consulting services and utilizes multiple program structures that combine in-house and third-party manager selection with advanced technology tools.

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 with Rockefeller Financial LLC based in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. His work history includes positions at Merrill from 1980 to 2021 and Bank of America from 2009 to 2021 before joining Rockefeller Financial in 2021. 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, and consulting, while also functioning as a registered broker-dealer involved in securities transactions, insurance products, and investment banking services.

William Marino is a CFP® professional affiliated with Cresset Asset Management, LLC, located in West Palm Beach, FL, with 18 years of industry experience. Prior to joining Cresset Asset Management in 2026, he spent ten years at UBS Financial Services. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets and serving a broad 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 strategies across various asset classes, with supplemental research tools such as artificial intelligence and machine learning.

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.

Jeffrey Zapoleon is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Wells Fargo Clearing. 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 portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

John Zaia is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional capabilities including in-house research and unique market roles.

Michelle Adler is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at National Asset Management and National Securities Corporation, both in 2017. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for very large relationships.

John Schott is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He has worked at The Colony Group, LLC since 2019 and previously spent 25 years at Steinberg Global Asset Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across multiple asset types.

Jacques Elmaleh is a CFA® charterholder based in Boca Raton, FL, with 18 years of industry experience. He has worked at The Colony Group, LLC since 2019 and previously spent 15 years at Steinberg Global Asset Management. He is a financial advisor with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Eric Propper is a CFA charterholder with 44 years of industry experience, currently serving at CIBC Private Wealth Advisors, Inc. since 2017 with brief intervals, and previously working at AT Investment Advisers Inc. He holds roles outside the financial sector including serving on the Finance Committee of the Moorings Yacht and Country Club, acting as Treasurer and Director of the Dune Road Foundation, and as Director and Trustee of Steinman Communications Operating Companies and Real Estate Investments. He also has a minority equity interest in a timber and crop harvesting LLC. CIBC Private Wealth Advisors provides comprehensive investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a multi-disciplinary investment process involving proprietary and external managers and offers customized portfolios, including options strategies and coordinated Family Office services. It manages approximately $67.8 billion in assets with 175 advisors, focusing notably on investment company clients and portfolio management.

Stephen Good is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and MassMutual Financial Group. Outside of financial advising, he is involved as a youth sports coach and serves on the board of directors for Aurelius Legacy Partners, focusing on life insurance and estate planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm offers both discretionary and non-discretionary accounts, integrating third-party asset managers within a framework that includes custody, execution, and brokerage capabilities.

John Kubs Jr. is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 1997 and also holds a position as an agent with Agia, focusing on 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.