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.

Michael Santo is a financial advisor at Wealthspire Advisors with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Bank of America Private Bank for 17 years. Wealthspire Advisors serves a diverse client base including individuals, high net worth individuals, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary investment management primarily through a wrap-fee separately managed account program. The firm customizes portfolios to client objectives and emphasizes strategic asset allocation across multiple investment vehicles.

Robert Spak is a ChFC®-designated financial advisor with Eagle Strategies (New York Life) and has 43 years of industry experience. He has worked at The Bridge Group, Inc. and operated his own firm, Spak Financial Services, prior to his current affiliation. Spak serves as president of R.I.S. Insurance Inc. and is a member of the finance committee for the Jewish Association for Residential Care, an organization supporting individuals with developmental challenges. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm delivers tailored advice through multiple program types, placing emphasis on non-discretionary asset management and fiduciary responsibilities within an integrated New York Life affiliate structure.

David Mc Corison is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 21 years of industry experience. Prior to joining Independent Financial Group in 2025, he spent 15 years with IC Advisory Services, Inc. and The Investment Center Inc. Outside of his advisory role, he is a managing partner at Rain Advisors LLC and assists with operations at a local restaurant. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm provides financial planning, portfolio management, and retirement plan services through a mix of firm- and third-party models, combining passive and active exposures across standard risk profiles.

Karl Ross is a financial advisor at Valic Financial Advisors based in Boca Raton, FL, holding a Series 66 designation. He has recently started his career in the industry, with experience at Ameriprise, Advanced Consulting Group, and Little Masa. Outside of advising, he is also an agent authorized to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-domiciled 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Michael Herzberg is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm uses a Private Advisor model and a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and broker-dealer services.

John Iervolino is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Janney in various capacities since 2016. 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, corporate and retirement plan sponsors, and charitable and municipal organizations, offering brokerage, financial planning, consulting, and advisory programs.

Armando Vazquez is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with VALIC Financial Advisors since 2006 and has also worked at Agia since 2022. Outside of his advisory role, Vazquez is the president and founder of Guaya, Inc., a casual sports apparel business. 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. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Vincent Gerardi is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. His prior experience includes roles at Wells Fargo Clearing, BNY Mellon Securities Corporation, and Morgan Stanley Dw Inc. Based in Boca Raton, FL, he holds Series 63 and Series 65 licenses. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

Alvise Pugliese is a financial advisor with Valic Financial Advisors, holding Series 66 and Series 63 licenses. He has been with the firm since 2025 and is based in Boca Raton, FL. Prior to his advisory role, he has experience working at Florida Atlantic University, Strom Engineering Florida, and Palm Beach State College. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account services through a large network of investment advisor representatives.

Peter Weisberg is a CFP® credentialed financial advisor with 24 years of experience at Money Concepts Capital Corp and over 34 years as a CPA. He also provides tax preparation and trust services through his CPA practice and serves as an officer for several corporations in related areas. Weisberg is based in Delray Beach, FL. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven, asset-allocation strategies and utilizes a combination of proprietary models and third-party managers to manage approximately $4.07 billion in client assets.

Kara Koch is a financial advisor with Principal Financial Services in Wellington, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked with Principal Life Insurance Company and Princor Financial Services Corporation since 2002. In addition to her advisory role, she serves as a bank trust officer for Principal Bank and Trust Company, managing retirement plan account relationships across insurance, broker-dealer, and bank trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Warren is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has held roles at multiple firms, including Lawless Edwards & Warren LLC, where he has been a partner since 1995, and CCG Advisors as an investment banker and referral source. Warren also serves on the advisory board of Ovation Home Insurance Reciprocal Exchange. 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 employs a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.

Michael Gisonda is a financial advisor with Eagle Strategies (New York Life) in Boca Raton, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at Mahoney Financial Organization and The Bridge Group, Inc., through which he sells New York Life products and non-registered insurance. He serves as a board member for The ARC of Palm Beach County, an organization providing support and training for individuals with developmental disabilities. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers a range of advisory solutions, emphasizing tailored recommendations and managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeffrey Schnee is a financial advisor with Janney Montgomery Scott in Boca Raton, FL. He holds the Series 63 and Series 65 designations and has 43 years of industry experience. His prior work includes ten years at UBS Financial Services before joining Janney Montgomery Scott in 2003, and he has been with Alphasights since 2025. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs with a mix of in-house and third-party portfolio management.

Melisa Komarek Mcclure is a financial advisor at Valic Financial Advisors with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab, and Wells Fargo Clearing. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing a centralized technology platform and model solutions.

Victoria Lindsay is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 24 years of industry experience. She has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2015. Outside of her advisory work, Lindsay has engaged in community support by making and donating hand-sewn PPE masks and owns a small event coordinating and decorating business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and manager selection through the AMC Advantage program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Mark Kravietz is a CFP® with 39 years of experience in financial services. He has been with Hightower Advisors since 2013 and previously worked at UBS Financial Services for 19 years. He is based in Boca Raton, FL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes multi-manager solutions and manager selection, offering access to proprietary research, alternative investments, and tailored portfolio management strategies.

Paul Lawless is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes longstanding roles with Ameritas-affiliated entities since 2003 and leadership at Lawless, Edwards and Warren-Wealth Management since 1994. Outside of advisory services, he serves as president of Lord Management Corporation, which applies analytical and quantitative methods in luxury real estate and other industries, and holds several board and consulting roles in diverse businesses. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified portfolio management using model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and affiliated entities that expand its investment product offerings.