Mitchell Altro is a financial advisor with Janney Montgomery Scott in Boca Raton, FL, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Janney Montgomery Scott since 2014. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Michael Macdonald is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2026. He previously worked at UBS Financial Services for 11 years. Outside of his advisory role, he is a partner and manager of a family real estate partnership. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, employing a disciplined, risk-aware approach that integrates strategic asset allocation, active and passive implementation, and a range of alternatives.

Vincent Martorello III is a financial advisor with TIAA-CREF, holding Series 65 and Series 66 licenses and with one year of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans. The firm serves many clients with existing relationships through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund.

Samantha Zapoleon is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Morgan Stanley, including Morgan Stanley Private Bank. 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 employs a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and placement and investment banking services through its broker-dealer registration.

Evan Blake is a CFA® charterholder with 14 years of experience in the financial industry. He is currently with Cresset Asset Management, LLC and has previously worked at UBS Financial Services and J.P. Morgan Securities. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive investment strategies across multiple asset classes.

Eddie Jackson II is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior work includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank. Outside of advisory work, he manages two rental properties alongside his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Alison Vento is a ChFC®-credentialed financial advisor with 13 years of industry experience, currently with Lincoln Investment since 2025. She previously worked at Edward Jones, Western International Securities, Inc., and J.P. Morgan Securities. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services utilizing both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Jason Daniels is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Gabriel Sareli is a financial advisor at &PARTNERS with Series 66 credentials. He joined the firm in 2024 and has no prior industry experience. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and brokerage services, employing a mix of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Devon Baker is a financial advisor at Hightower Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at The Northern Trust Company and The Baker Group Financial Services. His background also includes time at Michigan State University and De La Salle Collegiate. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to offer a wide range of investment options.

Jordan Busco is a financial advisor with Citizens Securities, Inc. in West Palm Beach, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a total of 11 years before joining Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm combines a digital advisory program with managed accounts and operates as a broker-dealer and insurance agency.

Richard Olson is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Legacy Probate International, Citizens Securities, Agia, and Valic Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within selected plan lineups.

Casey Hardy is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wealthspire Advisors since 2020. Prior to joining Wealthspire, Casey was employed at Charles Schwab & Co., Inc. and Mosaic Wealth Management Group. He also has experience outside of finance working at Duffy's Sports Grill and at the University of Central Florida. Wealthspire Advisors is an SEC-registered investment adviser overseeing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm offers wealth management, portfolio management, financial planning, and retirement-plan consulting using an institutional-style asset allocation approach and provides additional services such as trustee offerings and bookkeeping.

Michael Petrizzi is a CFP® with 35 years of industry experience, currently serving at Truist Advisory Services. He has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research.

Eli Wolfson is a CFP® and holds a Series 66 license with 34 years of industry experience. He has been with Valic Financial Advisors since 1998 and also works with Agia, where he is involved in non-securities insurance products. 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 portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Joel Kaplan is a financial advisor with &PARTNERS in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a variety of investment strategies and manages accounts both directly and through third-party managers, with services supported by platforms such as Envestnet and NFS brokerage infrastructure.

Melinda Swartzbaugh is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and bringing 20 years of industry experience. Her career includes roles at First Bank, Infinex Investments, Inc., and First Brokerage America, LLC. She also serves as president of The Benefits Advisor, a home-based insurance sales business. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Jeffrey Libman is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Libman also serves as co-trustee for multiple family trusts. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.

Tayiba Jannat is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and has held various roles within Truist and its affiliated entities since 2023. Prior to her advisory career, Jannat worked in diverse positions including consulting and corporate roles, as well as involvement with the University of Florida and Club Pilates. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jenifer Bollinger is a financial advisor at Valic Financial Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services, MassMutual, Hornor Townsend & Kent, and Penn Mutual Life Insurance. Outside of her advisory role, she serves on the Wildcat Band Parent Association board, supporting band program activities and performances. 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.