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® with 29 years of industry experience, currently with Hornor, Townsend & Kent, LLC. He previously worked at Next Financial Group, Inc. for 14 years and has operated an insurance brokerage and pension plan administration business. Rubin serves on the boards of several nonprofit organizations, including the Small Business Council of America and the Metropolitan Equestrian Team, and is involved in equestrian activities through his ownership of The Lara Group, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, featuring third-party asset manager relationships and discretionary and non-discretionary account options.

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.

Abraham Ser is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2019. Prior to this, he was associated with Agia, where he also serves as an agent for non-securities insurance products. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Craig Kirsner is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at AE Wealth Management since 2017 and leads Kirsner Wealth Management since 2022. Outside of his advisory role, Kirsner is the owner of OutstandingEbooks, Inc., an internet-based eBook sales business, and is an author of investment-related books. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining AEWM-managed, third-party, and advisor-managed models, along with services such as financial planning, discretionary asset management, and plan consulting.

Asher Lieblich is a financial advisor with Commonwealth Financial Network, holding the CFP® and Series 63 designations and bringing 36 years of industry experience. His career includes long tenures at Avantax Advisory Services and Avantax Investment Services, as well as operating his own firm, A Lieblich & Co, since 1980. Outside of advising, he provides tax preparation and accounting services through Lieblich Financial Services. Commonwealth Financial Network serves a national network of advisors and their clients, offering various advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management resources, while providing access to a broad range of investment products and discretionary model portfolios.

Ryan Malfitano is a CFP® professional with 16 years of industry experience, currently serving at Ameritas Advisory Services, LLC. He has held roles at several Ameritas affiliates since 2012 and is also an independent insurance agent licensed to sell fixed insurance products through Lawless, Edwards & Warren LLC. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to a diverse clientele, including individuals, corporations, and institutional clients. The firm utilizes both in-house and third-party investment strategies and offers a range of discretionary and non-discretionary programs.

Robert Liebman is a financial advisor at Equity Services, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Life Group, Innovation Partners LLC, and Mutual of Omaha Investor Services. Additionally, he serves as CEO and President of Florida Financial & Insurance Agency, Inc., which focuses on life insurance sales. 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 utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Altair Gobo is a CFP® professional with 43 years of industry experience, currently affiliated with Kestra Advisory where he has worked since 2016. His prior work includes roles at Kestra Investment Services, LLC and U.S. Financial Services, LLC. Gobo serves as an advisor to the CFP program at Fairleigh Dickinson University and is a member of the Montclair State University Board of Advisors. He is also an author and has co-trustee responsibilities for the Petrocelli Trusts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Cheyenne Knueppel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Insite Group, Bank of America, Merrill, and Robinhood Markets. Outside of finance, she has been involved in several small business ventures, including nightclub and concert venue operations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Yujie Zhou is a financial advisor with PNC Wealth Management in Pompano Beach, FL, holding a Series 66 designation and six years of industry experience. Prior to joining PNC Investments LLC in 2023, Zhou worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., as well as JPMorgan Chase Bank, N.A., and J.P. Morgan Securities between 2019 and 2023. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that utilizes algorithm-driven risk assessment and implements portfolios with approved mutual funds and ETFs.

David Levee is a financial advisor with Eagle Strategies (New York Life) based in Delray Beach, FL, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His career includes roles at BACK9 Strategies, Levee Financial Group, and New York Life Insurance Company dating back to 1967. Outside of advising, he serves on the finance committee of a private country club and has been involved as an investor in businesses such as a drug and alcohol rehabilitation facility and a restaurant and bar. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis, operating within the integrated structure of New York Life affiliates.

Joseph Markham is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at Legend FMO and BBR Sales and is involved in multiple business ventures, including serving as president of a commercial roofing company and a boat rental business where he also captains on weekends. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches across various custodial platforms.

Paul Tunink is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at VALIC Financial Advisors and Agia, among other firms, and is involved in a business providing equipment rental services. Ameritas Advisory Services delivers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, using a combination of in-house and third-party managers across various discretionary and non-discretionary programs.

Robert Nicotra is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with unique market roles and proprietary research capabilities.

Maureen Hoover is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley Smith Barney and Rock & Co LLC. Based in Boca Raton, FL, she has been with Rockefeller Financial and Rock & Co LLC since 2020. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including individuals, families, family offices, charities, corporations, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan consulting, integrating wealth, trust, and insurance services through its Rockefeller Global Family Office platform.

Paul Abbott is a financial advisor with Equity Services, Inc. in Boca Raton, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at National Life Group, MassMutual Life Insurance Co., The Prudential Insurance Company of America, Global Trust Asset Management, Bank of America, and Merrill Lynch. Abbott is also licensed to sell fixed and health 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 with a mix of long-term strategies and specialized instruments, using both discretionary and non-discretionary management approaches.

Hal Lippman is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and over 32 years of industry experience. His career includes roles at LPL Financial, Grove Point Investments, CETERA Advisor Networks, and Summit Financial Group. Outside of advisory work, he is an officer and director at SLR Accounting, Inc., a tax preparation and accounting firm. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party managers, managing approximately $11.3 billion in assets with both discretionary and non-discretionary account options.

Alfred Bonardi is a financial advisor at NewEdge Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 15 years before joining NewEdge Advisors in 2022. 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, using a combination of mutual funds, ETFs, and individual securities with regular portfolio reviews.

Roberto Recine is a financial advisor with Eagle Strategies (New York Life) in Sunrise, FL, holding a Series 63 designation and over 31 years of industry experience. He has been with Eagle Strategies since 2004, and his career also includes long-standing roles at Nylife Securities LLC and New York Life Insurance Company dating back to the mid-1990s. Outside his advisory work, he is an investor in Ashbry Inc., a company that offers personalized messages and gifts signed by celebrity athletes and musicians. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate entities, providing financial planning, investment management, and retirement plan advisory services. The firm delivers services through various program models and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis under an integrated New York Life affiliate structure.