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 with 15 years of industry experience. He is currently a financial advisor at 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 advises a diverse client base, including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework combining proprietary quantitative screening, manager selection, and both third-party and direct security strategies.

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®-designated financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He previously worked at UBS Financial Services for 10 years and spent time at Credit Suisse Securities (USA) LLC. 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, and corporations. The firm offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a range of investment solutions through its consolidated platform, Rockefeller Global Investment Management.

Dominick Delvalle is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Prior to joining Hightower, he held roles at Florida Atlantic University and The Lerner Group. Hightower Advisors offers investment advisory and planning services to a diverse client base that includes individuals, institutional investors, and financial institutions. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a broad range of investment strategies.

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 advisory work, Levine owns Levine Insurance Brokers, a business focused on non-variable life insurance sales since 2001. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework based on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

William Donovan is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has previously worked at NYLife Securities, LLC and New York Life Insurance Company. He is also an agent for Agia, involved in non-securities insurance products. Valic Financial Advisors serves primarily 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 overlay services on a centralized technology platform.

Jack Boyland is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Cerity Partners LLC with four years of industry experience. His prior roles include positions at Raymond James & Associates, Truist Advisory Services, UBS Financial Services, and Truist Investment Services, Inc. Boyland is also a member of the Young Friends Board and Executive Committee at the Raymond F. Kravis Center for the Performing Arts, where he participates in events and provides feedback on performances. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, charitable institutions, and other entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with a focus on tailored investment profiles, asset allocation, and access to alternative and private market solutions.

David Sterling is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined in 2026. His prior experience includes roles at LPL Financial, First Horizon Advisors, UBS Financial Services, Merrill, Credit Suisse Securities, and Lehman Brothers. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining a range of third-party portfolio managers and investment options.

David Allen is a CFP® professional with 38 years of industry experience, currently serving at Valic Financial Advisors since 1998. He also holds a position as an agent at Agia, where he works with 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, offering managed-account programs, financial planning, and brokerage services.

Rachel Toscano is a CFP® and Registered Investment Adviser with Sequoia Financial Group, L.L.C. in Boca Raton, FL. She has four years of industry experience, including prior roles at AGW Capital Advisors and Charles Schwab & Co., Inc. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm utilizes a combination of model portfolios and custom solutions, drawing on multiple research methodologies and offering a range of investment options including mutual funds, ETFs, private funds, and alternative investments.

Jeff Bank is a financial advisor at Citigroup Global Markets with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory role, he is also a financial advisor at Centennial Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains a large institutional scale with unique market roles, including in-house research and swap dealer functions.

Mark Geschwind is a financial advisor with Centaurus Financial, Inc. in Boynton Beach, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience and has been with Centaurus Financial since 2002. Additionally, he serves as president of Complete Corporate Benefits, Inc., where he works with group health insurance clients. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Daniel Ponce is a financial advisor with Eagle Strategies (NY Life) based in Boca Raton, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, he worked at Starbucks Coffee Company for five years. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis.

Bashar Baraz is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and nine years of industry experience. Prior to joining Hornor, Townsend & Kent in 2025, he worked at MML Investors Services LLC and MassMutual Life Insurance Company for six years, among other roles across financial services and insurance firms. He is also active as an insurance agent managing insurance brokerage businesses in Boca Raton and conducts financial consulting through Karp Financial Strategies. 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 a dual-registered advisory and broker-dealer platform, leveraging third-party asset manager relationships and providing both discretionary and non-discretionary account options.

Craig Fichtenbaum is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 designations and has 10 years of industry experience. His prior roles include positions at Valic Financial Advisors and multiple entities within Northwestern Mutual. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and certain M&A advisory services.

Vincent Fiori is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he coaches youth baseball. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting, operating uniquely as both an investment adviser and a registered broker-dealer with integrated trust, insurance, and asset management services.