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 with Ameritas Advisory Services since 2021 and has been involved with Ameritas Investment Corp and Salley Wealth Management since 2016. Outside of his advisory role, Salley is the CEO and owner of The Salley Foundation, a nonprofit baseball league. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house and third-party investment solutions.

Ali Zafar is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Edward Jones, and Proshares Advisors. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection and various investment products to address client objectives.

Chad Speziale is a CFP® with 29 years of industry experience, currently affiliated with Independent Financial Partners and IFP Securities, LLC since 2019. He previously worked at LPL Financial, LLC for 14 years. Outside of his advisory role, he is involved in fixed insurance product sales as an agent. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and provides specialized retirement-plan advisory and pension consulting services.

Mitchell Brill is a CFP® credentialed financial advisor with 23 years of industry experience. He is currently with Hightower Advisors and has previously worked at Mass Mutual and Altium Wealth Management LLC. In addition to his advisory work, he has authored a book. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both proprietary and third-party investment options alongside financial planning and retirement consulting services.

Lisa Tarshis is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 29 years of industry experience. She worked at Merrill from 1995 to 2021 before joining Rockefeller Financial in 2021. 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 through integrated trust, insurance, brokerage, and placement services.

Jonathan Ulin is a CFP® with 23 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2024. His prior experience includes roles at IFP Securities, Independent Financial Partners, and LPL Financial. He also operates Ulin & Co. Wealth Management, a registered DBA for NewEdge Advisors, focused on investment advisory services in Boca Raton, Florida. 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.

Michael Levin is a financial advisor at Janney Montgomery Scott in Boca Raton, FL, holding Series 63 and Series 65 credentials with 45 years of industry experience. He has been continuously associated with Janney Montgomery Scott since 2005. Levin serves as a board member and treasurer of the Florence Fuller Child Development Centers, a children’s charity, where he reviews financial budgets. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and advisory programs through a combination of in-house management and third-party managers.

Daniel Soud is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equity Services since 1989 and concurrently operates Mackoul Dist. Inc. since 1982. In addition to his advisory role, Soud is an insurance agent selling life, health, and disability insurance products. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Noah Wills is a financial advisor at Oppenheimer with Series 63 and 65 credentials and seven years of industry experience. His prior roles include positions at NSW Capital LLC, Raymond James Financial Services, and Mass Mutual Life Insurance Company. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches including strategic and tactical asset allocation, manager selection, and periodic rebalancing across multiple strategies.

Stephen Karp is a financial advisor with Hornor, Townsend & Kent, LLC and holds the Series 63 and Series 66 licenses. He has 22 years of industry experience, with prior roles at OSAIC, Sagepoint Financial, Inc., and Mass Mutual Investors Services. Outside of advising, he owns Karp Solutions, LLC, which provides business consulting and HR strategy coaching. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options and maintaining relationships with third-party asset managers.

Daniel Hernandez is a financial advisor with Valic Financial Advisors in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Valic Financial Advisors, he worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Wells Fargo, and Treasure Island Antiques Inc. 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 wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on a centralized technology platform.

William Berkowitz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He previously worked at BPU Investment Management Inc. for 35 years and at LPL Financial for five years before joining Wealth Enhancement Advisory Services in 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Karolyn Wotring is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Penn Mutual Life Insurance Company. She serves on the board of directors and acts as secretary for the Women’s Executive Club of South Florida, a nonprofit networking organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm manages the majority of client assets on a non-discretionary basis and offers financial planning, consulting, and retirement plan advisory services through third-party asset manager platforms.

Michael Greco is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Equity Services in 2025, he worked at Greco & O'Neal Wealth Strategies and National Life Group. Outside of his advisory work, he is involved in the insurance business through Florida Financial and Insurance Agency, where he serves as an agent for fixed insurance products. 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 and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Kenneth Pritzker is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC since 2019, following a 19-year tenure at Steinberg Global Asset Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, 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, separate account managers, private funds, mutual funds, and ETFs.

Jeffrey Rivlin is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Oppenheimer since 2003. Outside of his advisory work, he serves as a general partner in a family partnership and acts as trustee for multiple family trusts, managing investment decisions without compensation. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services that encompass discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to meet client objectives.

Joshua Dadan II is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with SunTrust Advisory Services since 2016. Outside of his advisory role, he is a landlord for a residency property in Greenacres, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platform relationships.

Michael Elzahr is a CFA® charterholder with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Steinberg Global Asset Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, 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 and offers specialized solutions such as Options Income Overlay and trend-following sleeves.

James Papadakos is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds the Series 63 and Series 65 designations. He has worked at firms including National Life Group, MML Investors Services LLC, MassMutual Life Insurance Co, and Northwestern Mutual. Outside of his advisory role, he serves as president of a homeowners association and works as an executive coach assisting senior leaders with professional development. 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 combines long-term investment strategies with options for shorter-term trading, utilizing multiple advisory platforms and third-party asset managers.