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.

Roberto Torres is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research, derivatives services, and bespoke solutions for large client relationships.

Bernice Rolle Lewis is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Independent Advisor Alliance since 2019 and previously with Independent Financial Partners and LPL Financial. Outside of advisory work, she has served as a temporary substitute teacher for Broward County Public Schools. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model with several hundred advisory representatives, provides both discretionary and non-discretionary portfolio management, and leverages technology platforms to integrate and manage client assets and estate planning.

Daniel Featherston is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank over an 11-year span before joining Truist in 2026. 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 combines discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and other investment solutions.

Jose Gautier is a CFA® charterholder with 18 years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having joined in 2025. His prior positions include roles at Santander Bank, Santander Securities, Lincoln Investment, Gabor Financial Solutions, Jhfn Sii, and Edward Jones. Outside of his advisory work, Gautier is the sole owner and artist of GautierArt, an art business he operates in Miami Beach. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers and uses a technology platform provided by Envestnet with custody services through Pershing.

Christopher Cavallaro is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach supplemented by shorter-term trades and using both internal management and third-party asset managers.

Luis Perez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Citigroup since 2014, including the firm’s enterprise segment since 2024. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialty market roles, including in-house research and security pricing, and provides a broad set of advisory, execution, and custody services.

Julio Castillo is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Transamerica Investors Securities Corporation and Scottrade, Inc. Outside of his advisory role, Castillo is involved in real estate sales and investments. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, and corporate entities. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Samantha Miranda is a financial advisor at Citigroup Global Markets with a Series 66 license and one year of industry experience. Her prior work includes roles at American Express and Valic Financial Advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities alongside specialized market roles.

Jovany Noy is a financial advisor at First Citizens Investor Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bci Securities, Amerant Investments, Amerant Bank, and CITIGROUP. He serves as a finance board member for the Sigma Phi Epsilon Alumni Association and Marist Brothers International, both nonprofit organizations, providing financial guidance on their committees. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-centered process that integrates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Timothy Church is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Northwestern Mutual and Wells Fargo. In addition to his advisory work, he serves as a police officer for the Town of Davie. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisors, offering financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary account options. The firm combines SEC-registered advisory services with broker-dealer capabilities.

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.

Andrew Fairchild is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Newbridge Securities Corporation, Kovack Advisors, Inc., Kovack Securities, Inc., and Investacorp Inc. He is also the president of Fairchild Financial Retirement Solutions, Inc., a business involved in fixed insurance products. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional investors. The firm employs a combination of firm- and third-party models for portfolio management, utilizing both passive and active strategies tailored to client risk profiles.

Steven Wiltshire is a financial advisor with Truist Advisory Services in Coral Springs, FL. He holds Series 63 and Series 65 designations and has 31 years of industry experience. Since 2013, he has worked with Truist Investment Services and Truist Advisory Services. Outside of financial advising, he owns SAV Group LLC, a business involved in wholesale jewelry purchases and sales. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm delivers services including asset allocation, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches supported by third‑party platforms and AI‑enabled research.

James Provenzano is a financial advisor with Empower Advisory Group in Pompano Beach, FL. He holds Series 65 and Series 66 licenses and has 17 years of industry experience. Prior to joining Empower Financial Services, Inc. in 2024, he worked for Laidlaw & Co (Uk) Ltd. for 16 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time planning and managed account 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.

Norman Caldwell is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2016. In addition to his advisory role, he is the owner of Citrus Consulting, Inc., which provides business and personal coaching as well as marketing services. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm uses a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, tax-loss harvesting, and selective private market exposure.

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.

Katia Pecci is a financial advisor at Truist Advisory Services with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist and its predecessor firms since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Salvatore Labarbera is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and bringing 12 years of industry experience. He has been affiliated with Kestra Investment Services and Kestra Advisory Services since 2016. Labarbera operates under the DBA BlueLake Wealth Advisors for certain registered representative and advisory activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment management, serving clients with more than $79 billion in assets under management and catering to large institutional investors including sovereign wealth funds.