Michael Donohue is a financial advisor with &PARTNERS in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 35 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Bank of America, Merrill, Wells Fargo Clearing, and Prudential Equity Group. Donohue also owns and operates Donohue Group, LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.

Kyle Wright is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., before joining Citi. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke discretionary solutions for large relationships.

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 with Empower Advisory Group holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Legacy Probate International and Citizens Private Wealth. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its adviser headcount.

Casey Hardy is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wealthspire Advisors since 2020. Prior to joining Wealthspire, Casey was employed at Charles Schwab & Co., Inc. and Mosaic Wealth Management Group. He also has experience outside of finance working at Duffy's Sports Grill and at the University of Central Florida. Wealthspire Advisors is an SEC-registered investment adviser overseeing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm offers wealth management, portfolio management, financial planning, and retirement-plan consulting using an institutional-style asset allocation approach and provides additional services such as trustee offerings and bookkeeping.

Michael Petrizzi is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His career includes roles at SunTrust Advisory Services, Citigroup Global Markets, and Merrill. He is based in Lake Worth, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to implement their advice.

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 licenses and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Kaplan is based in Boca Raton, FL. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services utilizing a combination of proprietary and third-party strategies, with additional capabilities in municipal advisory and brokerage services.

Jeffrey Libman is a financial advisor at &Partners with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, J.P. Morgan Securities, and RBC Capital Markets. He serves as co-trustee for several family trusts. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs both discretionary and non-discretionary investment approaches using a combination of fundamental, technical, and quantitative analysis.

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, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Empower, he has served in the Army National Guard since 2016, currently as a Field Artillery Officer with the rank of Captain. He also has experience with Ramah Sports Academy and Ramah Day Camp. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Russell Montgomerie is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 27 years of industry experience. He serves as president of Montgomerie Financial, a firm engaged in the sale and servicing of fixed insurance products, and is the director of advanced planning at Lawless, Edwards & Warren, providing comprehensive financial planning services. Ameritas Advisory Services, LLC delivers investment advisory and planning solutions to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations, utilizing a variety of investment vehicles and program platforms to tailor portfolios and manage assets.

Joumana Jordi is a financial advisor at PNC Wealth Management with 18 years of industry experience. She has held her current role since 2016 and holds Series 65 and Series 63 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach involves algorithmic risk assessment and use of approved model strategies managed internally or by third parties, with portfolio implementation delegated to external firms.

Lynn Balch is a financial advisor with Lincoln Investment in Wellington, FL, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. Prior to joining Lincoln Investment in 2017, Balch spent 12 years at Legend Equities Corporation. Outside of advisory work, Balch serves as a board member and Club Service Chair for a local Rotary Club and is involved as an endowment chair with the Penn State University alumni association. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plan participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages dynamic investment strategies.

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 Series 65 licensed financial advisor with three years of industry experience, currently with Equity Services, Inc. in Boca Raton, FL. His prior experience includes roles at National Life Group, APIF Consulting Inc, Appreciation Financial, and Aflac. He also maintains an agent role with a Florida financial and insurance agency. Equity Services, Inc., operating 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 and frequently employs third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

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.

Macord Foran is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. His prior roles include positions at Entrewealth, Thurston Springer Financial, Wells Fargo Advisors, and The Vanguard Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, utilizing a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure. The firm manages over $295 billion in client assets and offers a range of institutional and retirement plan services through a large network of advisors.

David Salley is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameritas Investment Corp since 2016 and has been involved with Salley Wealth Management since the same year. Outside of his advisory work, he is the CEO and owner of The Salley Foundation, a nonprofit baseball league. 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 using model portfolios, mutual funds, ETFs, interval funds, and individual securities, and operates various program platforms supported by third-party technology and managers.

Ali Zafar is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Edward Jones, and Proshares Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of investment programs and advisory services, with a notable emphasis on both discretionary and non-discretionary management, maintaining custody of client assets as a qualified custodian.