Tara Gurr is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, JP Morgan Securities LLC, and JP Morgan Chase Bank. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that utilizes affiliated funds.

Bruce Garber is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Asset Management, National Securities Corp, and Questar Capital Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Candida Langsdale is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at VALIC Financial Advisors since 2012 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Guibens Youte is a financial advisor at Oppenheimer & Co. Inc. with five years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2021. Prior to this, he held roles at Robert Half and Amazon. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored to specific programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

Sybilla Koch is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. She has been with Valic Financial Advisors since 2008 and also serves as an agent for 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-developed UMA models to construct client portfolios.

Sam Spaulding is a financial advisor with GWN Securities Inc. holding Series 65 and Series 63 licenses and 12 years of industry experience. His previous roles include eight years at Voya Financial Advisors and ongoing involvement with Capital Insurance Agency, where he sells fixed insurance products. He is also involved with Spaulding Financial Group as a registered representative and serves as a local agent for Cost Segregation Services Incorporated, assisting real estate investors with accelerated depreciation studies. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses asset allocation strategies grounded in Modern Portfolio Theory, with certain legacy programs focusing on market-timing and momentum-based trading approaches.

William Bryant Jr. is a CFP® certificant and Series 63 license holder currently with TIAA-CREF. He has been with TIAA since 2014 and has one year of experience specifically with TIAA-CREF. He is based in Boca Raton, FL. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through model and customized portfolios, operating under a fiduciary standard in its registered investment adviser services.

Ryan Schultz is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and previously worked at Regions Bank and Cetera Investment Services LLC. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight committees and provides both discretionary and non-discretionary solutions, including exposure to alternative and digital-asset products.

Jordan Waxman is a financial advisor with Hightower Advisors, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Hightower Securities and Hightower Advisors since 2012. Outside of his advisory role, Waxman serves as trustee for multiple family trusts and manages several private placement life insurance assets and insurance-dedicated investment funds. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm emphasizes portfolio construction with a variety of investment vehicles and offers services such as discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Evaggelia Hatzimanolis is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Lido Advisors, Goldman Sachs & Co LLC, United Capital Financial Advisers, and TIAA-CREF. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and various managed account services.

Denes Rentas Gonzalez is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC and Wells Fargo in various capacities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

John Maffe Jr. is a financial advisor with Equity Services, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses with 31 years of industry experience, all spent at Equity Services since 1995. Outside of his advisory work, he is involved in multiple business ventures including managing a group of restaurants under the Square Peg Pizzeria brand and serving on the board of the Goodwin University Foundation. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management for individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm uses multiple advisory platforms, often incorporating third-party asset managers and model portfolios, and integrates both discretionary and non-discretionary management strategies.

David Willett II is a financial advisor with Creative Planning in West Palm Beach, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Thomas Bartolomeo Jr. is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and over 34 years of industry experience. His prior roles include positions at Savior Wealth, Purshe Kaplan Sterling Investments, The Harvest Group Wealth Management, and Wells Fargo Advisors. Outside of his advisory work, he is also an independent insurance agent. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Robin Fernandez is a financial advisor at Truist Advisory Services with six years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at firms including Mutual of America Financial Group, Fidelity Brokerage Services, Merrill, and Bank of America. Truist Advisory Services provides investment consulting and advisory solutions to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and leverages third-party platforms and AI-enabled research tools to support its investment process.

Anna Rifkin is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, TIAA, and Citizens Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Adam Gutman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and security-pricing activities.

Gianni Papazoglou is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc., The Tempositions Group of Companies, Park Street Imports, and Interinvestments Realty. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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, with client portfolios constructed using Envestnet-developed UMA models.

Scott Wetherby is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2017, previously working at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is the managing owner of Wetherby Management LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Holden Granet is a Series 66-credentialed financial advisor at Rockefeller Financial LLC with one year of industry experience. His prior roles include positions at Northwestern Mutual, Sonovia Ltd, and various other firms. 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, operating as both an investment adviser and registered broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking.