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 bringing nine years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Company, and Capital Financial Strategies. Baraz is also involved in insurance brokerage activities under the firms BarazFin and 1847Financial, focusing on insurance sales and service, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of custody, execution, and brokerage capabilities with 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 licenses and has nine years of industry experience. Prior to joining Benjamin F. Edwards in 2019, he worked at Valic Financial Advisors and several Northwestern Mutual entities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a variety of advisory programs and investment strategies that include firm-developed and third-party models with oversight from an Investment Strategy Committee.

Scott Lanza is a CFP® professional with 29 years of industry experience, currently serving at Independent Financial Partners since 2019. He previously worked at LPL Financial for 14 years. Lanza serves as a trustee for a family residuary trust related to the Nancy Lanza Trust. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Vincent Fiori is a Series 66 licensed advisor with nine years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he coaches children in baseball-related activities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and brokerage services. The firm operates a Private Advisor model and a consolidated investment platform providing discretionary and non-discretionary solutions across multiple asset classes.

Frank Ballinger is a financial advisor at Centaurus Financial, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capitol Securities Management, Inc. and Aegis Capital Corp. Since 2024, he has also been involved in insurance and annuity sales as a licensed insurance agent. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuities and variable life sub-accounts.

Michael Brown is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Prior to joining Hightower in 2026, he worked at Journey Strategic Wealth LLC, Magnus Financial Group, Purshe Kaplan Sterling Investments, and Dynasty Wealth Management. Outside of advisory work, he serves as a director for HOPE & HEROES, a charitable organization supporting childhood cancer research, and is involved with several nonprofit boards and community initiatives, including a youth hockey program in Florida. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing an advisory model that emphasizes manager selection and multi-manager solutions, including proprietary research and access to both affiliated and third-party managers.

Dominique Mathurin is a financial advisor with Commonwealth Financial Network in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining Commonwealth in 2022, Mathurin worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of financial services, Mathurin is a co-owner of several businesses including Statewide Windows & Doors, Statewide Roofing Partners, and a media holding company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, enabling advisors to offer customized portfolio solutions and access to discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.

Jennifer Lopez is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, she worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2017. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, corporations, and institutional investors. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Michael Lavelanet is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing nine years of industry experience. He has worked at TIAA-CREF since 2022, following roles at Wells Fargo Clearing and Wells Fargo Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Aaron Jackson is a CFP® professional with 30 years of industry experience, currently serving at Valic Financial Advisors since 1999. He also holds Series 63 and Series 66 licenses and has a role at Agia since 2022. Outside of his advisory work, he is President and CEO of TWESKARD PROPERTIES, LLC, where he oversees financing, investment, and renovation of residential properties. 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-developed UMA models to construct client portfolios.

Joseph Canadeo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2015. Outside of his advisory role, he manages agricultural activities related to tree farming through his involvement with BDM LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, utilizing third-party platforms and AI-enabled research tools as part of its integrated service model.

Robert Lewis is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 designation and 21 years of industry experience. He previously worked at Capital Bank and Trust Company before joining Capital Group Private Client Services in 2021. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in assets. The firm employs a fundamental research-driven, long-term investment approach and utilizes a multi-manager system that allocates portfolio segments to individual managers and analysts.

Martin Waldman is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018, following nine years at Raymond James & Associates. Outside of his advisory role, he serves as a board member and secretary of the Ferrari Club of America, Palm Beach Chapter, a nonprofit organization for car enthusiasts. Oppenheimer serves a diverse clientele, including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with a variety of investment strategies, and it acts as a qualified custodian while managing both discretionary and non-discretionary accounts.

Marc Russell is a financial advisor at Mariner with 20 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. Prior to joining Mariner in 2022, he spent eight years at AdvicePeriod, LLC. Outside of his advisory role, he serves as Secretary and Treasurer for the nonprofit Bloom Here, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and external managers, and offers integrated tax and accounting services alongside traditional portfolio management.

Thomas Anderson III is a financial advisor at Davenport & Company LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Davenport since 2019, following five years at Oppenheimer. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a variety of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing multiple investment strategies managed by dedicated portfolio teams and committees.