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.

Jonathan Antunes is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Citigroup Global Markets since 2019 and previously held positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Citibank N.A. Outside of his advisory work, Antunes owns Tierone LLC, a business selling athletic youth apparel online. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and derivatives services.

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, managing investment-related matters. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, nonprofits, and corporations. The firm offers a range of investment strategies and financial services through both discretionary and non-discretionary wrap programs, supported by a large team of advisors and significant assets under management.

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 and holds Series 65 and Series 63 licenses. He has 38 years of industry experience, including prior roles at Penn Mutual Life Insurance Company and Minnesota Life. In addition to his advisory work, Kiniry is involved in multi-line insurance sales and service through an insurance brokerage. Hornor, Townsend & Kent serves individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of custodial, execution, and brokerage services alongside investment advice.

Georgea Tingas is a Series 66-credentialed financial advisor with Valic Financial Advisors, based in Boca Raton, FL, with six years at Valic and five years of industry experience overall. She has prior work experience with Hillstone Restaurant Group and Tom's Auto Service. She is also an insurance agent with Agia, focusing on non-securities insurance products. 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 and other wrap programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Michael Hepner is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC since 2018. His prior experience includes roles at Global Financial Private Capital, LLC and Virtue Capital Management, LLC. He also owns Hepner Inc and is co-owner of Legacy Retirement Advisors Inc, both involved in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm employs a platform-driven approach with discretionary model portfolios and supports a large client roster through standardized investment solutions.

Mathew Valentine is a financial advisor at Oppenheimer with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2015. Based in West Palm Beach, FL, he operates within a large enterprise firm. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and a variety of investment vehicles tailored to client objectives.

Elyssa Gelsino is a financial advisor with Truist Advisory Services in Boca Raton, FL, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has been with SunTrust Advisory Services since 2016 and has worked at SunTrust Bank and Suntrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses both discretionary and non-discretionary approaches and incorporates third-party manager arrangements alongside AI-enabled tools to support investment decisions.