Bartley Casey is a CFP® professional with over 30 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 1995 and currently holds an agent position at Agia, focusing on non-securities insurance products. He is based in Boca Raton, FL. 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-developed UMA models to construct client portfolios.

Mark Egidio is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been a principal at Egidio Lennon Wealth Management, LLC since 2005 and has maintained longstanding roles at Teachers Financial Advisory Services, LLC and Commonwealth Equity Services, Inc. since 1999, as well as a relationship with State Mutual Companies since 1989. Outside of advisory work, he serves as president and director of MLE Properties Inc., a private real estate holding company. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a comprehensive platform that includes advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios developed by its Investment Management and Research team.

Jodie Young is a financial advisor at Valic Financial Advisors with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Bank of America, Merrill, Morgan Stanley, E*TRADE, and TD Ameritrade. Outside of her advisory role, she 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, utilizing Envestnet-developed UMA models for portfolio construction.

Edward Boll is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has previously worked at Guggenheim Securities, LLC, SRT Securities LLC, and serves as Non-Executive Chairman of EAB Investment Group, where he has been involved since 2011. Boll is also a passive partner in Easterly EAB Risk Solutions LLC, an asset management firm focused on institutional accounts. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, with a mix of strategic and tactical asset allocation, and manages approximately $36.7 billion in assets under management as of the end of 2025.

Jordan Foe is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. His career background includes roles at Penn Mutual Life Insurance Company, MassMutual Life Insurance Company, and prior service with the West Palm Beach Police Department and the United States Army Reserves. He is also involved in financial consulting and insurance brokerage through Aurelius Legacy Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Christopher Ure is a financial advisor with Hightower Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and insurance companies. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

David Goodless is a CFA®-designated financial advisor with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at CNR Securities, Assetmark Financial, and Global Financial Private Capital. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Mary Susan Van Bergen is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, LLC and Steinberg Global Asset Management Ltd. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Stephen Cheifetz is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2024. Prior to this, he worked at Kades & Cheifetz, LLC and Kades Financial, Inc. from 2014 to 2024. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Ricardo Wilson Reyes is a financial advisor with Eagle Strategies (NY Life) and holds the Series 66 designation. He has 13 years of industry experience, including 20 years at Citibank N.A. before joining Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company in 2025. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers various advisory programs, emphasizing tailored recommendations and managing a majority of assets on a non-discretionary basis.

Christopher Nuhn is a financial advisor at Steward Partners Investment Advisory, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services and JP Morgan Chase. Nuhn serves as an advisory board member for Institutional Real Estate, Inc., contributing to editorial coverage of the Real Assets Adviser. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm provides investment advisory and financial planning services to individuals, institutions, and charitable organizations, offering a range of portfolio management solutions through both in-house and third-party managers.

Dennis King is a financial advisor with Eagle Strategies (NY Life) in Sunrise, FL, holding the ChFC® designation and a Series 63 license. He has 42 years of industry experience, including ten years with New York Life and Eagle Strategies. Dennis is listed as the owner of a dormant entity, Forest Dell Properties, LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client and plan sponsor objectives, managing the majority of its assets on a non-discretionary basis and maintaining fiduciary responsibilities to retirement investors.

Juan Samperio Suarez is a CFP® and CFA® credentialed financial advisor with nine years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Mariner Wealth Advisors, JP Morgan Securities, and Charles Schwab. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs an investment approach based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a variety of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Steven Fraser is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has previously worked with Wells Fargo and Northwestern Mutual and is also employed as a delivery driver for Papa John's. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Tyler Singler is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He has experience working at Merrill Lynch and VOLTUS, among other firms, and has been with Focus Partners Wealth since 2022. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside various distinct investment offerings.

Hector Evangelista is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and leverages its institutional scale and unique market roles to provide customized solutions, including discretionary portfolios and alternative investments.

Patrick Durham is a financial advisor with Fifth Third Securities, Inc. in Boca Raton, FL, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, JP Morgan Securities, RBC Capital Markets, and Wells Fargo. Outside of his primary role, he is also employed as a financial advisor with Comerica in Boca Raton. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types via the Passageway Managed Account Platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor with approximately $10.9 billion in assets under management and a broad client base.

Arnold Rozany is a financial advisor at Benjamin F. Edwards & Company, Inc. with 49 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards since 2010. Outside of his advisory role, he serves as an attorney in fact for his son in Danbury, Connecticut. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing strategic oversight.

Thomas Christensen is a CFA® charterholder with 14 years of experience in the financial industry. He has been affiliated with New York Life Insurance Co. and Nylife Securities LLC since 2012 and joined Eagle Strategies in 2022. Outside of his advisory role, he is a member of TACJR, LLC, which facilitates payroll for agent staff employees. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Kiniry is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 registrations and bringing 38 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and multiple financial services firms. He also operates an insurance brokerage under the name 1847Financial, focusing on multi-line insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing over $8 billion in discretionary assets through a platform that includes third-party asset manager relationships.