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 39 years of industry experience. His prior roles include positions at Oppenheimer, Wells Fargo Clearing, and Banc of America Investment Services. Outside of his advisory work, he is the managing member of BDM LLC, an agricultural venture focused on tree farming and land management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary solutions along with third-party manager arrangements.

Robert Lewis is a financial advisor at Capital Group Private Client Services, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Capital Bank and Trust Company. Lewis is based in Boca Raton, FL. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager approach known as the “Capital System” that incorporates separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Martin Waldman is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 23 years of industry experience. His prior firms include Raymond James & Associates and Northern Trust Securities. He serves as a board member and secretary of the Ferrari Club of America, Palm Beach Chapter, a nonprofit organization for car enthusiasts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and services, including discretionary and non-discretionary portfolio management across various asset classes.

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.

Brian Lobman is a financial advisor with TD Private Client Wealth LLC, holding Series 66 and Series 65 credentials and nine years of industry experience. His prior work includes roles at TD Bank N.A., Charles Schwab Bank, Bank of America, Merrill, and Northwestern Mutual. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Thomas Anderson III is a financial advisor at Davenport & Company LLC with 32 years of industry experience. He has worked at Davenport since 2019 and previously spent five years at Oppenheimer. He holds Series 63 and Series 65 licenses. Davenport serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team, overseeing a variety of strategies including separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.

Tyler Gunderson is a CFP® certificant with 11 years of experience in financial services. He joined \u0026PARTNERS in 2025 after nine years at Wells Fargo Clearing and has prior experience with RBC Capital Markets and Ameriprise. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through discretionary and non-discretionary approaches, utilizing a range of analytical methods and both proprietary and third-party strategies.

Patricia Tyler is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Brown Brothers Harriman. Between 2022 and 2023, she served as a caregiver to family members. 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 portfolio management, financial planning, and consulting services, operating both as an advisor and a registered broker-dealer with a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Arnold Kiman is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. He holds the Series 66 designation and is based in Boca Raton, FL. Outside of his advisory role, he is an owner of a rental property in Boca Raton. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Tara Elmaleh is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds a Series 65 designation and has worked with The Colony Group, LLC since 2019 and Steinberg Global Asset Management from 2000 to 2019. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, financial planning, and employee benefit consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Jeffrey Grinspoon is a financial advisor with Hightower Advisors in Delray Beach, FL, holding a Series 66 designation and 28 years of industry experience. He has been with Hightower Securities and Hightower Advisors for 15 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers with a range of investment vehicles and strategies.

Jake Latourette is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Equitable Advisors, and AXA Advisors, LLC. He is also active as a life insurance agent through firms such as 1847 Financial and Aurelius Legacy Partners. 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 investment and custody solutions that include third-party asset manager relationships and discretionary and non-discretionary account options.

Debra Veselitza is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds the Series 63 designation and has previously worked at Morgan Stanley Smith Barney. Outside of her advisory role, she operates an independent business selling vintage items on eBay. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Evan Farrell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Investment Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management with third-party platforms and employs AI-enabled tools to support its investment research and manager selection.

Sean Boner is a CFA® charterholder and holds a Series 65 license with two years of industry experience. He is currently with Corient in Palm Beach, FL, having joined the firm in 2026. Prior to Corient, he worked at LGL Partners, LLC and FFT Wealth Management, LLC, with earlier experience at AM Global Family Investment Office. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolio exposures with client objectives.

Jane Luke is a financial advisor at VOYA Financial Advisors, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with VOYA since 2014. In addition to her advisory role, she works as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to deliver client-focused investment solutions, emphasizing both discretionary and non-discretionary account management.

Robert Engler is a financial advisor with Eagle Strategies (NY Life) in Boca Raton, FL, holding a Series 66 credential and over 12 years of industry experience. He has worked with Eagle Strategies, New York Life Insurance Company, NYLIFE Securities LLC, and The Rae Group Insurance Services since 2018. Engler is also the owner of Galleros Robinson, CPA's LLP, an accounting firm he has been affiliated with since 1995, and he owns Pretty In Paper, LLC, a custom invitation company. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across multiple program types, with a strong emphasis on fiduciary responsibility and managing the majority of its assets on a non-discretionary basis.