Michael Smith 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 worked at Valic Financial Advisors since 2016 and is also associated with AGIA, where he is involved with non-securities insurance products. 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 portfolio management, financial planning, and consulting services through a large network of advisors and utilizes a technology-driven approach with discretionary unified managed accounts and tax-aware overlay services.

Michael Sullum is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Advisors for 15 years before joining Commonwealth and Aegis Consulting. Outside of advisory work, he is co-owner of several holding companies, including Dream Properties Fly Eagles Fly, LLC and Boundless Valley Ranch, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operational, compliance, and practice-management support to affiliated advisors.

David Bleznak is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as CEO and managing partner of Secure Planning Advisors, LLC. Outside of his advisory roles, he is involved in insurance sales through multiple related business activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, through a variety of management platforms and third-party solutions.

Thomas Avazian is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill, where he spent over three decades. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection to tailor client solutions, and acts as a qualified custodian with distinctive features including commission-based advisory programs and affiliated pooled vehicles.

Alan Schnall is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2007. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and a range of investment strategies tailored to client objectives.

Christina Proscia is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Valic Financial Advisors since 2021 and previously spent 13 years with TIAA and TIAA-CREF. Outside of her advisory role, she serves as Treasurer and board member for the Waterford Maintenance Association, part of the larger Crystal Pointe Homeowners association. 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 and operating with a large network of advisors nationwide.

Rebecca Leitner is a CFP® professional at Focus Partners Wealth, LLC with experience starting in 2021. Prior to joining Focus Partners Wealth in 2025, she worked at PNC and held various roles including at Indiana University and the Scripps Ranch Swim and Racquet Club. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies alongside private and registered funds.

Siddi Hussain is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and has one year of industry experience. His prior work includes roles at Charles Schwab, The Bridge Group, and NYLife Securities. Outside of advising, he is involved with Zenithal LLC, an online retail business offering clothing and jewelry, and he works as an independent contractor for both Uber and Lyft. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Brendon Walsh is a financial advisor at Equity Services, Inc. with 14 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Northwestern Mutual, Merrill Lynch, and MassMutual. Outside of his advisory work, he is involved in the insurance business as an agent for fixed insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, and charitable organizations. The firm offers multiple advisory platforms with a combination of long-term investment strategies and options for shorter-term trading, utilizing various third-party asset managers and model portfolios.

Steven Rosenberg is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rock & Co LLC, Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Rosenberg is also an investor in Tupero Homey Care, a restaurant in North Carolina. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and specializes in alternative and private investments, acting as a placement agent and distributor under the Rockefeller Global Family Office platform.

Frederick Tan is a CFP® professional with 17 years of experience in the financial industry. He is currently with Cerity Partners LLC and has previously worked at Goldman Sachs, RBC Wealth Management, and BNY Mellon Wealth Management. Outside of his advisory role, he manages Heart Themes, LLC, a retail organization, and owns Meditations and Mindfulness, a health and wellness business. Cerity Partners LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Christian Calabro is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds a Series 65 credential and has worked with firms including Innovative Financial Concepts, LLC and 1847 Financial. Calabro serves as a board director for the Greater Fort Lauderdale Chamber of Commerce and co-chairs the Junior Achievement of South Florida League, where he mentors public school students. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

Jordan Rae is a financial advisor with Hightower Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. In addition to his advisory role, he is involved with Capstone Strategic Wealth Advisors, LLC, an administrative services company related to his RIA practice. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Steven Brill is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2014. He holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that blend firm-developed and third-party strategies.

Colton Outcalt is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Rockefeller Financial and Rock & Co LLC. Outside of his advisory role, he receives commission income from a group health policy through an individual insurance company relationship. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and is noted for its institutional ownership structure and role as a distributor and placement agent for private funds.

Frankie Portugal is a financial advisor with Fifth Third Securities, Inc. in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, LPL Financial, Northwestern Mutual, and Amherst Pierpont Securities LLC. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a platform featuring discretionary managed-account programs, direct indexing, and tax-overlay services.

Mason Liu is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, Merrill, and Score At The Top. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a range of in-house and third-party managers.

David Willis is a financial advisor at &Partners with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining &Partners, Willis worked at Wells Fargo Clearing and held multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank from 2012 to 2025. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, retirement plan consulting, and investment banking, utilizing a blend of proprietary models and third-party managers through platforms such as Envestnet.

Alina Akchurina is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Adam Kristol is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors. Prior to his advisory career, he was involved in real estate consulting. Outside of his advisory role, Kristol is active in managing family real estate investments through various business entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.