Cheyenne Knueppel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Insite Group, Bank of America, Merrill, and Robinhood Markets. Outside of finance, she has been involved in several small business ventures, including nightclub and concert venue operations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Yujie Zhou is a financial advisor with PNC Wealth Management in Pompano Beach, FL, holding a Series 66 designation and six years of industry experience. Prior to joining PNC Investments LLC in 2023, Zhou worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., as well as JPMorgan Chase Bank, N.A., and J.P. Morgan Securities between 2019 and 2023. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that utilizes algorithm-driven risk assessment and implements portfolios with approved mutual funds and ETFs.

David Levee is a financial advisor with Eagle Strategies (New York Life) based in Delray Beach, FL, holding a Series 63 and Series 66 license and bringing 44 years of industry experience. His career includes roles at BACK9 Strategies and Levee Financial Group, alongside long-term affiliations with Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves on the finance committee of a private country club in Delray Beach and has investment interests in a drug and alcohol rehabilitation facility as well as a restaurant and bar. Eagle Strategies serves a diverse client base including individual investors, retirement plans, charitable, and corporate clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management, operating within an integrated structure tied to New York Life affiliates.

Joseph Markham is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds a Series 65 designation and has prior career experience including roles at Legend FMO and BBR Sales. Outside of his advisory work, he is president of a commercial roofing business and a boat rental company, where he occasionally captains vessels on weekends. Integrity Alliance is a large advisor network serving a broad client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through various platforms, employing a range of investment approaches.

Michael Bober is a CFP® professional with 34 years of industry experience, currently serving at Cresset Asset Management, LLC since 2026. His prior roles include positions at UBS Financial Services, Oppenheimer, Stanford Group Company, Stillpoint Wealth Management, and Citigroup Global Markets. He serves as a trustee on the board of Saint Andrews School in Boca Raton, Florida. 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 through wealth management, portfolio management, retirement consulting, and family office services, employing a risk-aware investment approach across public equities, fixed income, and various alternatives.

Paul Tunink is a financial advisor with Ameritas Advisory Services, LLC based in Deerfield Beach, FL. He holds a Series 66 designation and has 14 years of industry experience. His work history includes roles at VALIC Financial Advisors and Arrow Equity, LLC, where he is involved in equipment rental operations. Tunink is also owner of Arrow Wealth, LLC, focusing on financial planning and business operations. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers various investment programs using model portfolios, mutual funds, ETFs, and individual securities, and operates multiple platforms supported by third-party technology and managers.

Robert Nicotra is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with unique market roles and proprietary research capabilities.

Maureen Hoover is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and bringing 32 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney for 11 years prior to joining Rockefeller Financial and Rock & Co LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that delivers discretionary and model-driven investment solutions.

Paul Abbott is a financial advisor with Equity Services, Inc. in Boca Raton, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at National Life Group, MassMutual Life Insurance Co., The Prudential Insurance Company of America, Global Trust Asset Management, Bank of America, and Merrill Lynch. Abbott is also licensed to sell fixed and health insurance products. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a mix of long-term strategies and specialized instruments, using both discretionary and non-discretionary management approaches.

Alfred Bonardi is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at Oppenheimer for 15 years before joining NewEdge Advisors in 2022. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services and utilizes multiple program structures that combine in-house and third-party manager selection with advanced technology tools.

John Duane III is a financial advisor with Rockefeller Financial LLC based in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. His work history includes positions at Merrill from 1980 to 2021 and Bank of America from 2009 to 2021 before joining Rockefeller Financial in 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, while also functioning as a registered broker-dealer involved in securities transactions, insurance products, and investment banking services.

William Marino is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Cresset Asset Management, LLC and previously spent 10 years at UBS Financial Services. 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 through a disciplined, risk-aware approach that incorporates strategic asset allocation, manager selection, and a mix of active and passive investments across equities, fixed income, and alternatives.

Michael Kleinstein is a financial advisor with TLG Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at The Leaders Group Inc, FSG, Alt Fund Distributors LLC, Catalyst Funds, and BNY Mellon Securities Corporation. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering services via independent advisors, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Theodore Panagiotopoulos is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. for eight years. Outside of advising, he owns and oversees residential real estate investments through property management companies. Mercer Global Advisors serves individuals, families, small business owners, and nonprofit organizations, offering comprehensive investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using a mix of ETFs, index funds, separate accounts, and private funds.

Jeffrey Zapoleon is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Wells Fargo Clearing. He is based in Boca Raton, FL. 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 uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

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.

John Zaia is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Citigroup since 2012, following five years at HSBC Securities (USA) Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Michelle Adler is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities and Chase Investment Services Corp. She has been with Citigroup Global Markets since 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, and it maintains unique market roles such as derivative and futures services.

John Schott is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He has worked at The Colony Group, LLC since 2019 and previously spent 25 years with Steinberg Global Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Jacques Elmaleh is a CFA® charterholder with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Steinberg Global Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and financial planning services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.