Mitchell Altro is a financial advisor with Janney Montgomery Scott in Boca Raton, FL, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Janney Montgomery Scott since 2014. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Samantha Zapoleon is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Morgan Stanley in various roles. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, with a focus on customized strategies using both in-house and third-party managers.

Eddie Jackson II is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior work includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank. Outside of advisory work, he manages two rental properties alongside his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Alison Vento is a ChFC®-credentialed financial advisor with 13 years of industry experience, currently with Lincoln Investment since 2025. She previously worked at Edward Jones, Western International Securities, Inc., and J.P. Morgan Securities. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services utilizing both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Maximiliano Agosta is a financial advisor with TIAA-CREF, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, employing a fiduciary standard for its RIA services and utilizing model and customized portfolios.

Devon Baker is a financial advisor at Hightower Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at The Northern Trust Company and The Baker Group Financial Services. His background also includes time at Michigan State University and De La Salle Collegiate. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to offer a wide range of investment options.

Richard Olson is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Legacy Probate International, Citizens Securities, and Valic Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Casey Hardy is a financial advisor at Wealthspire Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Mosaic Wealth Management Group. Outside of finance, he has worked at Duffy's Sports Grill and was affiliated with the University of Central Florida. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through a diversified mix of investment vehicles and subject to centralized oversight.

Michael Petrizzi is a CFP® with 35 years of industry experience, currently serving at Truist Advisory Services. He has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Eli Wolfson is a CFP® and holds a Series 66 license with 34 years of industry experience. He has been with Valic Financial Advisors since 1998 and also works with Agia, where he is involved in non-securities insurance products. 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 discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Joel Kaplan is a financial advisor at &PARTNERS with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He is based in Boca Raton, Florida. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, combining proprietary and third-party strategies with fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolio management.

Jeffrey Libman is a financial advisor with \u0026PARTNERS in Boca Raton, FL, holding Series 63 and Series 65 licenses with 39 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Additionally, he serves as co-trustee for multiple family trusts. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm operates as both a registered investment advisor and broker-dealer, providing a range of services such as portfolio management, financial planning, and investment banking.

Jenifer Bollinger is a financial advisor at Valic Financial Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services, MassMutual, Hornor Townsend & Kent, and Penn Mutual Life Insurance. Outside of her advisory role, she serves on the Wildcat Band Parent Association board, supporting band program activities and performances. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Eric Wertheim is a financial advisor with Empower Advisory Group in Delray Beach, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he served in the Army National Guard for over ten years as a Field Artillery Officer. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and managed account solutions.

Russell Montgomerie is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked across several related firms since 2003, including Montgomerie Financial, where he serves as president, and Lawless, Edwards & Warren, where he is director of advanced planning. He is also an executor for revocable trusts, overseeing probate and estate matters. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs utilizing in-house and third-party managers, with a platform integrating multiple advisory and investment solutions.

Joumana Jordi is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic questionnaires to recommend investment risk bands and employs mutual funds and ETFs with annual rebalancing.

Lynn Balch is a financial advisor with Lincoln Investment in Wellington, FL, holding Series 63 and Series 65 licenses and with 41 years of industry experience. Prior to joining Lincoln Investment in 2017, she spent 12 years at Legend Equities Corporation. She serves as a board member and Club Service Chair for a local Rotary club and is involved with the Penn State University alumni association as an endowment chair. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, using a mix of strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

Cody Koletic is a CFP® professional with 11 years of experience in financial advising, currently with Sequoia Financial Group, L.L.C. since 2022. His prior roles include positions at Facet Wealth, Atlantic Wealth Partners, and Valic Financial Advisors. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Paul Janitelli is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at National Life Group, APIF Consulting Inc, Appreciation Financial, Aflac, and Corsair. Janitelli is also involved as an agent in fixed insurance sales through the Florida Financial and Insurance Agency. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Medzer St Jean is a Series 66 credentialed financial advisor with one year of industry experience, currently with Valic Financial Advisors. His prior positions include roles at Thrivent Financial, IG Wealth Management, and Fidelity Investments Canada ULC. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and emphasizes centralized technology and model solutions in its client service approach.