Armando Vazquez is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with VALIC Financial Advisors since 2006 and has also worked at Agia since 2022. Outside of his advisory role, Vazquez is the president and founder of Guaya, Inc., a casual sports apparel business. 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 UMA models for portfolio construction.

Avi Mesch is a financial advisor with Principal Financial Services based in Coral Springs, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. since 1997, and prior employment with CRG Financial Group. Outside of his advisory work, he is the owner of AJM Financial Inc., a corporation established for business administrative purposes, and he refers health insurance business through DBG Financial Group and collaborates with other advisors and insurance providers via One Source Advisory. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes financial planning and retirement plan consulting with access to third-party money managers through a variety of advisory and promoter arrangements.

Craig Richman is a financial advisor at Kestra Advisory with 42 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Commonwealth Equity Services, Inc. for 27 years. Outside of finance, he is a registered yoga teacher. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support client needs.

Vincent Gerardi is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. His prior experience includes roles at Wells Fargo Clearing, BNY Mellon Securities Corporation, and Morgan Stanley Dw Inc. Based in Boca Raton, FL, he holds Series 63 and Series 65 licenses. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

Alvise Pugliese is a financial advisor with Valic Financial Advisors, holding Series 66 and Series 63 licenses. He has been with the firm since 2025 and is based in Boca Raton, FL. Prior to his advisory role, he has experience working at Florida Atlantic University, Strom Engineering Florida, and Palm Beach State College. 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 unified managed account services through a large network of investment advisor representatives.

Richard Bonchick is a financial advisor with Guardian Life in Coral Springs, FL, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has worked with Guardian Life since 1992 and with Alliance Financial Corp. since 1992 as well. Outside of his advisory work, he serves on the Broward County Small Business Advisory Board and advises business owners on marketing and operational efficiency through his separate consultancy. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, businesses, and institutions. The firm offers a combination of advisor-led discretionary management, model-based strategies, and a digital advisory platform, serving a diverse client base with tailored financial planning, consulting, and access to various investment solutions.

Peter Weisberg is a CFP® credentialed financial advisor with 24 years of experience at Money Concepts Capital Corp and over 34 years as a CPA. He also provides tax preparation and trust services through his CPA practice and serves as an officer for several corporations in related areas. Weisberg is based in Delray Beach, FL. Money Concepts Advisory Service offers investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven, asset-allocation strategies and utilizes a combination of proprietary models and third-party managers to manage approximately $4.07 billion in client assets.

Christopher Warren is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has held roles at multiple firms, including Lawless Edwards & Warren LLC, where he has been a partner since 1995, and CCG Advisors as an investment banker and referral source. Warren also serves on the advisory board of Ovation Home Insurance Reciprocal Exchange. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.

Michael Gisonda is a financial advisor with Eagle Strategies (New York Life) in Boca Raton, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at Mahoney Financial Organization and The Bridge Group, Inc., through which he sells New York Life products and non-registered insurance. He serves as a board member for The ARC of Palm Beach County, an organization providing support and training for individuals with developmental disabilities. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers a range of advisory solutions, emphasizing tailored recommendations and managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeffrey Schnee is a financial advisor with Janney Montgomery Scott in Boca Raton, FL. He holds the Series 63 and Series 65 designations and has 43 years of industry experience. His prior work includes ten years at UBS Financial Services before joining Janney Montgomery Scott in 2003, and he has been with Alphasights since 2025. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs with a mix of in-house and third-party portfolio management.

Melisa Komarek Mcclure is a financial advisor at Valic Financial Advisors with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab, and Wells Fargo Clearing. Valic Financial Advisors primarily serves 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 a centralized technology platform and model solutions.

Victoria Lindsay is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 24 years of industry experience. She has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2015. Outside of her advisory work, Lindsay has engaged in community support by making and donating hand-sewn PPE masks and owns a small event coordinating and decorating business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and manager selection through the AMC Advantage program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Mark Kravietz is a CFP® with 39 years of experience in financial services. He has been with Hightower Advisors since 2013 and previously worked at UBS Financial Services for 19 years. He is based in Boca Raton, FL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes multi-manager solutions and manager selection, offering access to proprietary research, alternative investments, and tailored portfolio management strategies.

Paul Lawless is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes longstanding roles with Ameritas-affiliated entities since 2003 and leadership at Lawless, Edwards and Warren-Wealth Management since 1994. Outside of advisory services, he serves as president of Lord Management Corporation, which applies analytical and quantitative methods in luxury real estate and other industries, and holds several board and consulting roles in diverse businesses. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified portfolio management using model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and affiliated entities that expand its investment product offerings.

Howard Brachfeld is a financial advisor with Guardian Life, holding the ChFC® designation and Series 63 and 65 licenses, and has 51 years of industry experience. He has been with Guardian Life in various capacities since 1977 and is currently affiliated with Park Avenue Securities. Outside of his advisory role, he serves as a trustee for a testamentary trust and is the treasurer of the Woodbridge Homeowners Association. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing clients with tailored financial planning and access to proprietary and third-party investment solutions.

Andrew Hackett is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Colony Group, Core Wealth Management, Advisors Asset Management, Lincoln Financial Advisors, and The Vanguard Group. Focus Partners serves individual, high-net-worth, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Steven Kao is a financial advisor with AE Wealth Management, LLC, holding Series 65 and Series 66 licenses and having four years of industry experience. His prior roles include positions at Morgan Stanley and Sigma Financial Corporation. He is also involved in trader education through Cycles Edge, LLC, where he serves as a strategist and writer for a trader education newsletter. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.

Emmanuelle Le Tertre is a financial advisor with Eagle Strategies (NY Life) in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Eagle Strategies in 2023, she worked with Super Luxury Group and spent six years in education at St Francois Xavier Middle School and High School. She is also associated with The Bridge Group, which provides insurance and financial product services. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis, with a focus on both retail and institutional relationships within the integrated New York Life affiliate structure.

Samual Carroll is a financial advisor at Creative Planning with a Series 65 designation and nine years of industry experience. He previously worked at Waddell & Reed from 2016 to 2018 before joining Creative Planning in 2018. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach combining low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Jonatan Alvarez is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and Citigroup. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and an in-house Equity Research team.