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.

Camila Moulin is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Principal Securities Inc. and Principal Life Insurance since 2015. Camila also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

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.

Craig Richman is a financial advisor at Kestra Advisory with 42 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Commonwealth Equity Services, Inc. for 27 years. Outside of finance, he is a registered yoga teacher. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support client needs.

Vincent Gerardi is a CFP® with 33 years of industry experience, currently serving as a financial advisor at &Partners since 2025. His prior roles include nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analyses, utilizing proprietary and third-party strategies for ongoing portfolio management.

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.

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 40 years of industry experience. His career includes roles at multiple Ameritas affiliates 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 provides analytical and quantitative services for luxury real estate, aircraft, and marine industries, and holds board and consulting roles with several other companies. 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 model portfolios, mutual funds, ETFs, and other investment vehicles while leveraging third-party technology and affiliates to deliver comprehensive financial solutions.

Howard Brachfeld is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 50 years of industry experience and has worked with Guardian Life Insurance Company since 1977, Primerica Advisors since 1999, and Park Avenue Securities since 2024. He serves as a trustee for a testamentary trust and is the treasurer of the Woodbridge Homeowners Association. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with multiple proprietary and third-party investment programs and supports a range of account-level solutions such as lending and donor-advised funds.

Andrew Hackett is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Colony Group, Core Wealth Management, Advisors Asset Management, Lincoln Financial Advisors, and The Vanguard Group. Focus Partners serves individual, high-net-worth, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Steven Kao is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 66 licenses and having four years of industry experience. His prior roles include positions at Morgan Stanley and Sigma Financial Corporation. He is also involved in trader education through Cycles Edge, LLC, where he serves as a strategist and writer for a trader education newsletter. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.