David Sterling is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined in 2026. His prior experience includes roles at LPL Financial, First Horizon Advisors, UBS Financial Services, Merrill, Credit Suisse Securities, and Lehman Brothers. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining a range of third-party portfolio managers and investment options.

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.

Salvatore Labarbera is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and bringing 12 years of industry experience. He has been affiliated with Kestra Investment Services and Kestra Advisory Services since 2016. Labarbera operates under the DBA BlueLake Wealth Advisors for certain registered representative and advisory activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment management, serving clients with more than $79 billion in assets under management and catering to large institutional investors including sovereign wealth funds.

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 license and nine years of industry experience. Prior to joining Hornor, Townsend & Kent in 2025, he worked at MML Investors Services LLC and MassMutual Life Insurance Company for six years, among other roles across financial services and insurance firms. He is also active as an insurance agent managing insurance brokerage businesses in Boca Raton and conducts financial consulting through 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 operates a dual-registered advisory and broker-dealer platform, leveraging third-party asset manager relationships and providing both discretionary and non-discretionary account options.

Craig Fichtenbaum is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 designations and has 10 years of industry experience. His prior roles include positions at Valic Financial Advisors and multiple entities within Northwestern Mutual. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and certain M&A advisory services.

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.

Sarah Ponczek is a CFP®-certified financial advisor at Cresset Asset Management, LLC with five years of industry experience. Prior to joining Cresset in 2026, she worked at UBS Financial Services and Bloomberg LP. She also serves as a consultant for GenUnion, an organization focused on mentoring and providing career opportunities to underrepresented individuals pursuing careers in financial services. Cresset Asset Management is a multi-disciplinary firm managing approximately $78.9 billion in client assets, serving individuals, families, retirement plans, and institutional clients. The firm employs a risk-aware investment approach that combines strategic asset allocation, active and passive management, and alternative investments, supported by tools such as artificial intelligence and ongoing client reviews.

Michael Brown is a financial advisor with Hightower Advisors and holds Series 63 and Series 65 credentials. He has 46 years of industry experience, having previously worked at firms including Journey Strategic Wealth LLC, Purshe Kaplan Sterling Investments, and Merrill. Outside of his advisory role, he serves as a director for HOPE & HEROES, a charitable organization focused on funding childhood cancer research, and is involved in several nonprofit boards and advisory roles, including youth hockey development and education. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services supported by proprietary research.

Dominique Mathurin is a financial advisor with Commonwealth Financial Network in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His work history includes positions at Wells Fargo Bank NA and Wells Fargo Clearing. Outside of financial advising, he is a co-owner of several businesses, including a window and door sales and installation company, a roofing repair and replacement firm, and a media holding company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and serves individual and institutional clients managing over $200 billion in assets. The firm offers a range of managed-account programs, access to third-party asset managers, and a comprehensive adviser-support platform that includes custody and clearing services.

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.

Marc Schliefer is a CFP® professional with 43 years of experience in the financial services industry. He is affiliated with Carson Wealth and holds roles at multiple firms, including ownership of Equity Planning, Inc. and Equity Planning Institute, Inc., both established in 1979. Schliefer also manages EPI Wealth Management, Inc., an expense management business. Carson Wealth operates as an SEC-registered enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, retirement services, and tailored investment solutions supported by an Investment Committee and integrated custodial and technology partnerships.

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.

Joseph Canadeo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and 39 years of industry experience. His prior roles include positions at Oppenheimer, Wells Fargo Clearing, and Banc of America Investment Services. Outside of his advisory work, he is the managing member of BDM LLC, an agricultural venture focused on tree farming and land management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary solutions along with third-party manager arrangements.

Robert Lewis is a financial advisor at Capital Group Private Client Services, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Capital Bank and Trust Company. Lewis is based in Boca Raton, FL. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager approach known as the “Capital System” that incorporates separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Martin Waldman is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 23 years of industry experience. His prior firms include Raymond James & Associates and Northern Trust Securities. He serves as a board member and secretary of the Ferrari Club of America, Palm Beach Chapter, a nonprofit organization for car enthusiasts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and services, including discretionary and non-discretionary portfolio management across various asset classes.