Suzannah Richards is a CFP® with 18 years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Fort Lauderdale, FL. She has held roles at multiple firms, including Richards Financial Services, Inc. and Mahoney Financial Organization, LLC. Richards serves as a director of the Women's Ecommerce Association International. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and delivers advice via multiple program types, including financial plans, fee-based hourly advice, and retirement plan consulting.

John Lukehart is a financial advisor with Eagle Strategies (New York Life) in Weston, FL. He holds Series 63 and Series 65 designations and has 53 years of industry experience. He has been affiliated with New York Life Insurance Company, NYLife Securities LLC, and Lukehart & Lukehart since 1988. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Michael Mendes is a financial advisor with Integrity Alliance, LLC in Davie, FL, holding Series 65 and Series 66 designations and 18 years of industry experience. He previously held roles at Bankers Life and related entities from 2007 to 2025 before joining Integrity Alliance and American Senior Benefits in 2025. Outside of his advisory work, Mendes is involved in insurance sales and agency development, including roles as president of My Citadel Insurance and regional sales manager at American Senior Benefits, and he provides estate planning guidance through third-party software. Integrity Alliance serves a broad client base, including individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets through a large network of independent advisors. The firm offers a range of advisory and brokerage services, employing varied investment approaches and supporting both discretionary and non-discretionary account management.

Daniel Nelson is a financial advisor with Guardian Life, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at CITIGROUP, Vanderbilt Securities, and The Pinnacle Financial Group. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients, utilizing both proprietary and third-party investment advisory programs.

Kara Bimston is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with TIAA-CREF since 2016. Outside of her advisory role, she serves as Secretary for the Emory Townhomes Homeowner's Association, assisting in managing community affairs. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Michael Lavelanet is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing nine years of industry experience. He has worked at TIAA-CREF since 2022, following roles at Wells Fargo Clearing and Wells Fargo Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Francis Peirce is a financial advisor at PNC Wealth Management with Series 63 and Series 66 licenses. He joined PNC Wealth Management in 2024 and has prior experience at PNC Bank and Consolidated Credit Solutions. Outside of finance, he has worked briefly in the food service industry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessments and third-party managed investment strategies.

Marc Schliefer is a CFP® professional affiliated with CWM, LLC and has 43 years of experience in the financial services industry. His career includes roles at EPI Wealth Management, Cetera Wealth Services, and LPL Financial, among others. Schliefer is also involved in operating Equity Planning, Inc. and Equity Planning Institute, Inc., which have been active since the late 1970s. He serves as president and owner of EPI Wealth Management, Inc., a business focused on expense management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, typically managing accounts on a discretionary basis with model portfolios overseen by an in-house Investment Committee.

Amy Szarenski is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to her current role, she worked for Broward County Public Schools and has been a Rodan + Fields Skincare consultant since 2017. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.

Remy Jeanneau is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 17 years of industry experience. Prior to joining Truist in 2025, Remy worked at J.P. Morgan Securities and RBC Capital Markets. 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, to deliver customized investment solutions.

Aaron Jackson is a CFP® professional with 30 years of industry experience, currently serving at Valic Financial Advisors since 1999. He also holds Series 63 and Series 66 licenses and has a role at Agia since 2022. Outside of his advisory work, he is President and CEO of TWESKARD PROPERTIES, LLC, where he oversees financing, investment, and renovation of residential properties. Valic Financial Advisors primarily serves U.S.-based 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 to construct client portfolios.

Eric Weinsier is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Truist Investment Services since 2003 and has been with Truist Advisory Services since 2016. 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 employs a combination of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools as part of its investment process.

Hector Hernandez is a financial advisor with Principal Financial Services in Weston, FL, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Principal Securities and Principal Life Insurance Company since 2006. Hector also serves as a bank officer supporting Principal’s retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

William Calaca is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 designations and bringing 26 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank for five years each before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

Erin Donofrio is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill, Bank of America, Lexx Healthcare, Weatherby Healthcare, and Florida Brokers Realty. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and supports exposure to alternative and digital-asset products while maintaining significant institutional scale and specialized market roles.

Peter Stevens is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and 28 years of industry experience. He has worked at Stevens Financial Inc. since 2008 and held prior roles at Summit Financial Group, Cetera, and Cary Stamp & Co. Stevens also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform with managed-account programs, third-party asset manager access, and custody services.

Patricia Tyler is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Brown Brothers Harriman. Between 2022 and 2023, she served as a caregiver to family members. 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 portfolio management, financial planning, and consulting services, operating both as an advisor and a registered broker-dealer with a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Tara Elmaleh is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC since 2019 and Steinberg Global Asset Management from 2000 to 2019. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Luz Castre is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Citigroup since 2017, previously working at HSBC Bank USA. 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 employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Debra Veselitza is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds the Series 63 designation and has previously worked at Morgan Stanley Smith Barney. Outside of her advisory role, she operates an independent business selling vintage items on eBay. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.