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.

Elizabeth Tremaglio is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Rockefeller Financial LLC since 2020, following prior roles at Wells Fargo Clearing and Morgan Stanley. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a distinctive ownership structure and a platform that combines wealth, trust, and insurance capabilities.

Lorraine Hernandez Forbes is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., JP Morgan Securities, LLC, and PNC Investments. She is based in Fort Lauderdale, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm utilizes strategic and tactical asset allocation through TD Managed Portfolios, combining investments from affiliated and third-party sub-managers.

Steven Giacona is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He previously worked at Round Table Wealth Management from 1999 to 2022. Outside of his advisory role, he holds financial interests in P Shares LLC and CV Management Group, LLC, both involved in private investments. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolio strategies.

Steven Rothenberg is a financial advisor with Focus Partners Wealth, LLC in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Focus Partners, he 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, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Sandra Lashmit is a financial advisor with Janney Montgomery Scott in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Janney Montgomery Scott since 2016 and previously worked at IIS Group LLC. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a variety of brokerage, financial planning, and advisory services.

Michael Rosenzweig is a financial advisor with Hornor, Townsend & Kent, LLC and holds the ChFC® designation and Series 63 license. He has 43 years of industry experience, having been associated with Hornor, Townsend & Kent and Penn Mutual Life since 1979. He is also an author of the book "Regenerating Success," published by the American College in 2014. Rosenzweig serves on several boards, including the Anti-Defamation League Florida board and the Greater Boca Raton Estate Planning Council, and is a trustee of the Morikami Museum and Japanese Gardens. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary investment management solutions.

Melissa Grochal is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. She previously worked at Ulin & Co Wealth Management and Mantis Funding LLC. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Rachel Frame is a Series 65-credentialed financial advisor at Wealthspire Advisors with two years of industry experience. She has previously worked at Ballentine Partners, Wealthstream Advisors, Charles Schwab, and Rainey & Randall Investment Management. Rachel is based in Boca Raton, FL. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets. The firm serves individuals, including high-net-worth clients, corporate and pension plans, nonprofits, and foundations, providing wealth management, portfolio management, financial planning, and retirement-plan consulting through an institutional-style asset allocation framework.

Russell Herman is a financial advisor at Kestra Advisory with 55 years of industry experience. He holds a Series 63 designation and has worked at firms including B. Riley Wealth Management, National Securities Corp, and UBS Financial Services. Herman is involved with Wealth Empowerment Financial, an insurance-related business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Steven Hart is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of his financial services career, he has been involved in photography and art services through Brett Hart Photography for over two decades. Hart also participates in wine and food charity events and serves as a Wine Ambassador for the American Fine Wine Competition. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and investment advisory programs.

Elisa Rojas is a financial advisor at TLG Advisors, Inc. with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked at several firms, including The Leaders Group Inc and Brokers International Financial Services. In addition to her advisory role, she serves as president and CEO of Everlasting Wealth Strategies LLC and is active as an insurance agent with AFLAC. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and financial planning. The firm uses fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with many accounts managed through sub-advisors and program platforms, and also provides a digital investment program called Starlight Portfolios.

Padraic Spain is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and has worked previously at firms including Fidelity Investments and Singer Wealth. Spain’s background also includes a long tenure at Shepherd Kaplan Krochuk from 2006 to 2022. 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’s approach emphasizes long-term portfolio returns and integrates tightly with Empower’s recordkeeping and administrative platforms.

Harvey Stein is a ChFC® credentialed financial advisor with Independent Financial Partners, bringing 42 years of industry experience. He has held roles at IFP Securities, LLC since 2019 and has been with Independent Financial Partners since 2011. Stein serves as a trustee for several family trusts, including the Melvin Siegel Credit Shelter Trust and other non-investment related life insurance trusts. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of about 261 independent advisors. The firm offers a decentralized advisory model with discretionary and non-discretionary management options and is noted for its retirement-plan advisory and pension consulting capabilities.

Evelyn Tai is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL. She holds the ChFC® designation and Series 63 license, with 29 years of industry experience. She has been associated with New York Life and Nylife Securities Inc. since 1996. Outside of her advisory role, she is a shareholder in a reinsuring company related to life insurance products and an officer in a real estate investment company. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored solutions across multiple program types, emphasizing non-discretionary management and fiduciary responsibilities, particularly in retirement plan services.

Alfredo Martinez is a financial advisor at HighTower Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with HighTower since 2016. Martinez is also involved with Capstone Strategic Wealth Advisors, LLC, providing administrative services related to RIA practices. HighTower Advisors delivers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Zain Mir is a financial advisor with Truist Advisory Services holding a Series 66 license and one year of industry experience. He has worked within the Truist organization since 2015 in various roles across Truist Bank and Truist Investment Services. 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 support investment decisions and fiduciary responsibilities.