Andrew Francisco is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He has been with Commonwealth since 2018 and previously worked at Rochester City Schools District for two years. Francisco is a co-owner and vice president of BUB Unlimited, LLC, a private entity involved in real estate ownership. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, supporting a range of investment strategies and products.

Theodore Boyes is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Kestra Financial Services, Inc. from 2016 to 2018. In addition to his role at Integrity Alliance, he is also an advisor at Legend Wealth Management, LLC, where he provides investment management and financial planning services. Integrity Alliance is a large advisor network offering advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through a range of portfolio management strategies and third-party sub-advisers, and operates with unique features such as dual registration as an SEC-registered investment adviser and broker-dealer.

Robert D'angelo is a CFA charterholder with 15 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2022, following roles at Altrius Capital Management Inc., GAM Services Inc., and AllianceBernstein L.P. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and active and passive implementation across a range of asset classes including alternatives.

Christine Sloboth is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Cresset in 2026, she spent 11 years with UBS Financial Services. Cresset Asset Management manages approximately $78.9 billion in client assets and serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive implementation across multiple asset classes, including alternatives.

Francis Schanne V is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He has been with Commonwealth and Cary Stamp & Company since 2018. Prior to his advisory career, he worked at Sacred Heart University for four years. Commonwealth Financial Network is a registered investment adviser that supports a national network of nearly 3,000 advisors and their clients by providing a range of advisory programs, technology, and practice-management services. The firm offers discretionary model portfolios and customizable investment solutions while serving both retail and institutional clients.

Carlos Farelo is a CFP® professional with 21 years of experience in the financial services industry. He is currently with OSAIC Institutions, Inc., where he has worked since 2025, following prior roles at Ameriprise and Royal Alliance. Carlos serves on the Board of Directors and acts as Treasurer for The Academy of Finance at William T Dwyer High School. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, retirement plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary assets under management.

Katherine Barnhart is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Investment Services. 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, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Shaena Mcpadden is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Gregory Harvey is a financial advisor with GWN Securities Inc. in Fort Pierce, Florida, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at CoreCap Investments, Ameritas Investment Corp., and CCF Investments, Inc. Outside of his advisory work, he participates in the Dave Ramsey SmartVestor Pro program, connecting with clients through this advertising platform. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, supported by a network of approximately 423 advisors.

John Lahoud is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Rockefeller Capital Management since 2025 and was previously with Bank of America and Merrill from 2013 to 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 a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services through a Private Advisor model and a consolidated investment platform.

Mark Foley is a financial advisor with Janney Montgomery Scott in Jupiter, FL, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Foley volunteers with the Framingham Food Pantry, assisting with donation management and distribution. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base—including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients—and offers a range of brokerage, financial planning, and advisory services through in-house portfolio management, third-party managers, and multiple wrap programs.

Taylor Northrop is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, Northrop volunteers as a football coach at Princeton University and runs the Taylor Northrop Kicking Academy. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm supports a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Federico Barreto is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and its affiliated private bank. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services with a focus on strategic asset allocation, manager selection, and a variety of investment products. The firm acts as a qualified custodian and provides both discretionary and non-discretionary investment management programs.

Evan Bozymski is a financial advisor at Planmember Securities Corporation with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Highgtower Advisors, Tramec, LLC, and Deutsche Bank Securities Inc. He is based in West Palm Beach, FL. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Nelson Gomez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains large institutional scale alongside specialized market roles such as swap dealing and futures commission merchant activities.

Michael Becker is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has held prior positions at Bank of America, N.A., and SunTrust Investment Services. Becker serves as a board member for Meals on Wheels of the Palm Beaches, a nonprofit organization providing free meals to seniors in need. Citigroup Global Markets serves a broad range of individual and institutional clients, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and specialized market roles including swap dealing and futures commission merchant activities.

Dominick Vender III is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Truist Bank and J.P. Morgan Securities. Outside of finance, he has been involved with Ital Bowls, a business venture. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Terisa Heine is a financial advisor with First Citizens Investor Services, Inc. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Wilmington Trust and Regions Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate entities. The firm employs a client-centered process led by Investment Adviser Representatives to assess financial needs and allocate assets using fundamental, quantitative, and technical analysis across various investment vehicles.

Keith Vanderveen is a financial advisor at &Partners with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC in prior roles. Outside of his advisory work, he is involved with a hunter jumper horse farm managed by a trainer and grooms. &Partners serves a diverse client base that includes high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and municipal advisory services, employing a combination of fundamental, technical, and quantitative strategies across both discretionary and non-discretionary accounts.

Meghan Bright is a Series 66 licensed financial advisor with three years of industry experience. She currently works with Transamerica Retirement Advisors, LLC and has previously held roles at Cetera Investment Advisers, Cetera Wealth Services, and Zoetis, among others. Meghan is based in West Palm Beach, Florida. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed in partnership with Morningstar Investment Management to provide personalized asset allocation and retirement guidance.