Stephen Cheifetz is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2024. Prior to this, he worked at Kades & Cheifetz, LLC and Kades Financial, Inc. from 2014 to 2024. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Christopher Nuhn is a financial advisor at Steward Partners Investment Advisory, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services and JP Morgan Chase. Nuhn serves as an advisory board member for Institutional Real Estate, Inc., contributing to editorial coverage of the Real Assets Adviser. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm provides investment advisory and financial planning services to individuals, institutions, and charitable organizations, offering a range of portfolio management solutions through both in-house and third-party managers.

Juan Samperio Suarez is a CFP® and CFA® credentialed financial advisor with nine years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Mariner Wealth Advisors, JP Morgan Securities, and Charles Schwab. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs an investment approach based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a variety of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Steven Fraser is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has previously worked with Wells Fargo and Northwestern Mutual and is also employed as a delivery driver for Papa John's. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Tyler Singler is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Merrill Lynch, Allstar Health Care, VOLTUS, and Publix. Tyler is based in Boca Raton, Florida. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jonathan Antunes is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup since 2019, following roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of advising, he owns Tierone LLC, a business focused on selling athletic youth apparel. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and specialized market roles, enabling it to provide comprehensive advisory and execution solutions.

Patrick Durham is a financial advisor with Fifth Third Securities, Inc. based in Boca Raton, FL. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior firms include JP Morgan Securities, Ameriprise Financial Services, and Morgan Stanley. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple program types via its Passageway Managed Account platform, providing clients access to mutual fund and ETF models, SMA strategies, tax-overlay services, and direct-indexing options.

Arnold Rozany is a financial advisor with Benjamin F. Edwards & Company, Inc. in Delray Beach, FL. He holds a Series 63 designation and has 50 years of industry experience. Prior to joining Benjamin F. Edwards in 2010, he worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He also serves as an attorney in fact for his son in an investment-related capacity. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of advisory programs, financial planning, investment management, brokerage services, and insurance products.

David Kiniry is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2019 and previously held positions at several firms, including Minnesota Life and Osaic FS, Inc. Outside of his advisory role, he is involved in multi-line insurance sales and service through his work with 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual SEC-registered adviser and FINRA-member broker-dealer platform, providing discretionary and non-discretionary investment management with access to third-party asset managers.

Georgea Tingas is a Series 66-licensed financial advisor with Valic Financial Advisors in Boca Raton, FL, bringing six years of industry experience. She has worked at Valic Financial Advisors since 2020 and holds a concurrent position at Agia involving non-securities insurance products. 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.

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 credentials and has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory offerings across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Luis Mendoza is a Series 66-registered financial advisor with Truist Advisory Services, bringing 25 years of industry experience. His career includes roles at HSBC Securities (USA) Inc. and Morgan Stanley DW Inc. before joining Truist, where he has been employed since 2004 in various capacities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering specialized support in asset allocation, fiduciary services, and third-party manager selection through its AMC Advantage program.

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.

Veronica Martinez is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience at UBS Financial Services and SunTrust Advisory Services. Outside of her advisory role, she works as a coach motivating individuals on workout and eating plans. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach across public equities, fixed income, and alternative investments.

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 with Cerity Partners LLC, holding a Series 63 license and 24 years of industry experience. He worked at Round Table Wealth Management from 1999 to 2022 before joining Cerity Partners in 2022. Outside of his advisory role, he holds financial interests in private investment entities including P Shares LLC and CV Management Group, LLC. Cerity Partners advises a wide range of clients—including high-net-worth individuals, families, trusts, and institutional investors—offering customized wealth management services such as investment management, financial planning, and retirement consulting. The firm combines proprietary quantitative screening with direct security selection and access to alternative and private market solutions, supporting a broad spectrum of client investment needs.

Steven Rothenberg is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at The Colony Group, LLC, Steinberg Global Asset Management Ltd, Carl Domino Inc., and Cypress Capital Group. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Sandra Lashmit is a financial advisor at Janney Montgomery Scott in Boca Raton, FL, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has worked at Janney Montgomery Scott since 2016 and previously held roles at Raymond James & Associates and Wells Fargo Clearing. 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 charitable organizations, offering brokerage services, financial planning, and advisory programs that combine in‑house portfolio management with third‑party managers.