Jeffrey Zapoleon is a financial advisor at Rockefeller Financial LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Morgan Stanley Private Bank, National Association, among other firms. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and provides access to alternative and private investments alongside traditional asset management solutions.

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 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.

Stephen Good is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and MassMutual, among others. Outside of his advisory work, he serves as a youth sports coach and participates on the board of directors for Aurelius Legacy Partners, assisting with complex estate planning and life insurance strategies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of investment and brokerage capabilities along with third-party asset manager relationships.

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 and bringing 21 years of industry experience. He has been with Valic Financial Advisors since 2011 and also works as a driver for Barrett-Jackson Auction and as an agent for Agia, engaging in non-securities insurance activities. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services through a large network of advisors.

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 a Series 66 designation and has worked previously at First Republic Investment Management and First Republic Securities Company. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

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® professional with 10 years of industry experience, currently serving at Rockefeller Financial LLC since 2025. He previously worked at UBS Financial Services for 10 years. Outside of his advisory role, he manages a private holding company, Haole Boy LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers a range of portfolio management and financial planning services, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Dominick Delvalle is a financial advisor at Hightower Advisors with a Series 66 credential and one year of industry experience. Prior to joining Hightower Advisors in 2025, he held various roles including internships and part-time positions at Florida Atlantic University, The Lerner Group, Whole Foods, and The LEGO Store. Hightower Advisors provides investment advisory and planning services to a diverse client base, ranging from individual investors to institutional clients such as pension plans, charitable organizations, and corporations. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Daniel Levine is a financial advisor with Cerity Partners LLC and holds a Series 65 credential. He has 19 years of industry experience, including nearly two decades at Kaplan, Krauss & Levine, LLC prior to joining Cerity Partners in 2024. Outside of his advisory role, he owns Levine Insurance Brokers, a non-variable life insurance agency. Cerity Partners is an SEC-registered investment adviser serving a broad range of clients, including individuals, families, corporations, and institutional investors. The firm offers diversified investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

William Donovan is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at New York Life Insurance Company and NYLife Securities, LLC. He is also an insurance agent with 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 UMA models and a range of investment options to tailor client portfolios.

Jack Boyland is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Raymond James & Associates and Truist Advisory Services. He is involved with the Raymond F. Kravis Center for the Performing Arts as a member of its Young Friends Board and Executive Committee. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.