Ryan Schultz is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and previously worked at Regions Bank and Cetera Investment Services LLC. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight committees and provides both discretionary and non-discretionary solutions, including exposure to alternative and digital-asset products.

Jordan Waxman is a financial advisor with Hightower Advisors, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Hightower Securities and Hightower Advisors since 2012. Outside of his advisory role, Waxman serves as trustee for multiple family trusts and manages several private placement life insurance assets and insurance-dedicated investment funds. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm emphasizes portfolio construction with a variety of investment vehicles and offers services such as discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Evaggelia Hatzimanolis is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Lido Advisors, Goldman Sachs & Co LLC, United Capital Financial Advisers, and TIAA-CREF. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and various managed account services.

Denes Rentas Gonzalez is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Brokerage Services and Wells Fargo. Gonzalez joined Empower Advisory Group in 2024. 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 are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

John Maffe Jr. is a financial advisor with Equity Services, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equity Services since 1995. Outside of his advisory role, he is involved in the management oversight of several restaurant entities under Square Peg Pizzeria Enterprises LLC and serves as a board member of the Goodwin University Foundation. 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, frequently uses third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Fabrizio Sanchez is a financial advisor at Fifth Third Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including LPL Financial, Citigroup Global Markets, and Synovus Bank. He is based in Boynton Beach, FL. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs on the Passageway platform, combining third-party portfolio managers with customizable investment strategies.

Jamie Tobins is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 66 designations. He has 26 years of industry experience, including ten years at Raymond James and Associates and four years at Raymond James & Associates, Inc. Outside of his advisory role, Tobins provides consulting support for Pillow Fighting Championship/Gladiatrix, LLC following the passing of his husband. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

David Willett II is a financial advisor with Creative Planning in West Palm Beach, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Thomas Bartolomeo Jr. is a financial advisor at NewEdge Advisors with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and Morgan Stanley. Bartolomeo also operates as an independent insurance agent outside of his advisory work. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Patrick Lapadat is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and has 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Empower Financial Services, Inc. and subsequently Empower Advisory Group. 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 certain retail brokerage clients. The firm offers a single point-in-time financial plan alongside optional managed account solutions, operating within an integrated platform tied to Empower’s recordkeeping and administrative services.

Robin Fernandez is a financial advisor with Truist Advisory Services in Boca Raton, FL, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Mutual of America Financial Group, Merrill, and Fidelity Brokerage Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Adam Gutman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has worked at Citigroup Global Markets since 2012, and previously held positions at Harrisdirect LLC and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Gianni Papazoglou is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc., The Tempositions Group of Companies, Park Street Imports, and Interinvestments Realty. He 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, with client portfolios constructed using Envestnet-developed UMA models.

Scott Wetherby is a financial advisor with Citigroup Global Markets in Boca Raton, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior work includes roles at Wells Fargo Clearing, PNC Wealth Management, Merrill, and Banc of America Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealer and futures commission merchant.

Holden Granet is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. His prior work history includes roles at Northwestern Mutual, Sonovia Ltd, and several other firms. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with a consolidated investment platform that delivers a range of portfolio solutions across equities, fixed income, and alternatives.

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 in Delray Beach, FL, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has managed Egidio Lennon Wealth Management, LLC since 2005 and previously worked at Teachers Financial Advisory Services, LLC. Outside of his advisory work, he serves as president and director of a private real estate holding company that owns his branch’s building. Commonwealth Financial Network is a nationally registered broker/dealer and investment adviser supporting approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, allowing advisors to implement portfolios through both internal model portfolios and external platforms.

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.

Bernard Salamone is a CFP® professional with 25 years of experience in financial advising. He is currently with Mercer Global Advisors Inc. and has previously worked at Leigh Baldwin & CO., LLC, Mirsky Financial Management Corp., and has operated Salamone & Salamone since 1992. In addition to his advisory work, he owns and operates a law firm specializing in real estate and estate planning matters. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering comprehensive investment advisory and financial planning services. The firm applies a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and other strategies while providing specialized consulting and educational programs.

Ami Friedman is a financial advisor with Lincoln Investment in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation from 2014 to 2019. Outside of her advisory role, she participates in her community as an unofficial lector at Chabad Lubavitch of Greater Boynton Beach. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that designs strategic model portfolios and adaptive strategies.