Anthony Solfaro is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC in Boca Raton, FL. He worked at UBS Financial Services for 10 years prior to joining Rockefeller. Outside of advising, 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, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Dominick Delvalle is a financial advisor at Hightower Advisors with a Series 66 credential and one year of industry experience. Prior to joining Hightower Advisors in 2025, he held various roles including internships and part-time positions at Florida Atlantic University, The Lerner Group, Whole Foods, and The LEGO Store. Hightower Advisors provides investment advisory and planning services to a diverse client base, ranging from individual investors to institutional clients such as pension plans, charitable organizations, and corporations. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

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 his advisory role, Levine owns Levine Insurance Brokers, a business focused on non-variable life insurance sales. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach that incorporates proprietary quantitative screens, third-party managers, and individual securities, alongside offerings in private markets and affiliated consulting and insurance services.

William Donovan is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at New York Life Insurance Company and NYLife Securities, LLC. He is also an insurance agent with Agia, focusing on non-securities insurance products. 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 UMA models and a range of investment options to tailor client portfolios.

Jack Boyland is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Raymond James & Associates and Truist Advisory Services. He is involved with the Raymond F. Kravis Center for the Performing Arts as a member of its Young Friends Board and Executive Committee. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

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 designation and nine years of industry experience. His prior roles include positions at MML Investors Services LLC and MassMutual Life Insurance Company. Baraz is also involved in financial consulting through a partnership with 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 combines SEC-registered advisory services with broker-dealer capabilities and oversees a platform that features third-party asset managers and both discretionary and non-discretionary accounts.

Craig Fichtenbaum is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Benjamin F. Edwards since 2019 and previously held positions at Valic Financial Advisors and Northwestern Mutual. Benjamin F. Edwards & Company, Inc. serves a broad client base including individuals, pension and profit-sharing plans, and institutions, offering financial planning, investment management, and retirement consulting through fee-based wrap programs and customized portfolio strategies.

Scott Lanza is a CFP® professional with 30 years of industry experience, currently serving at Independent Financial Partners. He previously worked at LPL Financial from 2005 to 2019. Lanza is a trustee of the Nancy Lanza Trust, a family fiduciary role he performs with limited time involvement. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement plan services through a decentralized platform of independent advisors. The firm supports a large client base including individual, charitable, corporate, and high-net-worth clients and is notable for its formal retirement plan advisory and pension consulting capabilities.

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.

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.