Elizabeth Tremaglio is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley for 10 years and Wells Fargo Clearing for one year. 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 also as a registered broker-dealer with a distinctive Private Advisor model and a consolidated investment platform.

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 at Hornor, Townsend & Kent, LLC with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Hornor, Townsend & Kent, Inc. and Penn Mutual Life since 1979. Outside of advisory work, he is an author and serves on several boards, including the Anti-Defamation League Florida Board and the Morikami Museum and Japanese Gardens, and participates in charitable foundations supporting financial professionals and hospice care. 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 investment solutions supported by third-party asset managers.

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 for two years and Mantis Funding LLC for nine years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers and sponsored advisory programs.

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 56 years of industry experience. He holds a Series 63 designation and has worked at firms including UBS Financial Services, National Securities Corp, and B. Riley Wealth Advisors. In addition to his advisory role, he is involved with Wealth Empowerment Financial, which includes insurance-related activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

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 worked at Independent Financial Partners since 2011 and previously at LPL Financial. Stein serves as trustee for multiple family trusts. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and provides retirement-plan advisory and pension consulting services alongside discretionary and non-discretionary account management options.

Howard Kramer is a CFP® professional with 39 years of industry experience. He has been with Commonwealth Financial Network since 1998, except for a brief period at Merited Wealth, LLC from 2021 to 2022. He also serves as president of H.A. Kramer & Associates, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a variety of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Jeffrey Klatzko is a financial advisor at Equity Services, Inc. with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Northwestern Mutual. Outside of his advisory role, he is involved with the Palm Beach Gardens Youth Athletic Association and serves on the board of the William T. Dwyer High School Finance Academy. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers, combining long-term strategies with options for shorter-term trading.

Mitchell Rubin is a CFP® professional with 29 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 2025. He has previously worked at Next Financial Group, Inc. for 14 years and has been involved with ProWealthOne since 2010. Rubin holds board positions with several nonprofit organizations, including the Small Business Council of America and the Metropolitan Equestrian Team, and he manages equestrian activities through The Lara Group, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside a platform that incorporates third-party asset managers for discretionary and non-discretionary portfolio management.

Mitchell Smith is a financial advisor at TLG Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at The Leaders Group Inc and Kestra Financial Services, Inc. He is also a managing principal and partner at Vanbridge, where he oversees business operations. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm’s investment approach emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, with many accounts managed through sub-advisors and program platforms.