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.

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.

Stuart Mcgeough is a financial advisor with TIAA-CREF in Boca Raton, FL, holding a Series 66 designation and 22 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options under a fiduciary standard.

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 with Steinberg Global Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Jacques Elmaleh is a CFA® charterholder with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Steinberg Global Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and financial planning services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

Antonio Cannataro is a financial advisor with Commonwealth Financial Network in Miami, FL, holding a Series 63 designation and 20 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 17 years before joining Commonwealth in 2022. Cannataro is also co-owner of Lealata Private Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including customized portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Marc Kleiman is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Valic Financial Advisors since 2011 and also works as a driver during the Barrett-Jackson Auction events. Additionally, he is an agent for non-securities insurance products with Agia. Valic Financial Advisors is an SEC-registered investment adviser serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing technology and third-party model managers at scale.

Brandon Fiske is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Northwestern Mutual and Agia, where he was an agent for non-securities insurance products. Outside of finance, he works as a bartender at a local family restaurant, Tin Cup Bar and Grill. 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 UMA models to construct client portfolios.

Caleb Porter is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial since 2023, following six years at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including placement and investment banking.

Anthony Rosetti is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022. His prior experience includes roles at Round Table Wealth Management, Morgan Stanley, UBS Financial Services, and Merrill Lynch. Cerity Partners LLC is an SEC-registered investment adviser serving a broad range of clients, including high-net-worth individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in client assets. The firm offers customized portfolios emphasizing diversified asset allocation and provides a variety of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Lori Julian Murphy is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and has been with SunTrust Investment Services, Inc. since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Jacob Holt is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previous work experience at Agia and Baptist Health South Florida. Holt is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and a range of overlay services.

Anthony Solfaro is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC in Boca Raton, FL. He worked at UBS Financial Services for 10 years prior to joining Rockefeller. Outside of advising, he is the managing member of Haole Boy LLC, a private holding company for private investments. 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, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Dominick Delvalle is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Florida Atlantic University, The Lerner Group, Whole Foods, The LEGO Store, and Somerset Academy Canyons. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Daniel Levine is a financial advisor at Cerity Partners LLC with over 20 years of industry experience. He holds a Series 65 designation and previously worked at Kaplan, Krauss & Levine, LLC for 19 years. Outside of his advisory role, Levine owns Levine Insurance Brokers, a business focused on non-variable life insurance sales. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach that incorporates proprietary quantitative screens, third-party managers, and individual securities, alongside offerings in private markets and affiliated consulting and insurance services.