Mitchell Brill is a CFP® credentialed financial advisor with 23 years of industry experience. He is currently with Hightower Advisors and has previously worked at Mass Mutual and Altium Wealth Management LLC. In addition to his advisory work, he has authored a book. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both proprietary and third-party investment options alongside financial planning and retirement consulting services.

Lisa Tarshis is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment and insurance products.

Jonathan Ulin is a CFP® professional with 23 years of experience in the financial services industry. He is currently an investment advisor representative at NewEdge Advisors, having worked previously with IFP Securities, Independent Financial Partners, LPL Financial, and Ameriprise. He has operated Ulin & Co. Wealth Management as a DBA associated with NewEdge Advisors, focusing exclusively on investment advisory services and related insurance products. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Michael Levin is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2005, following prior roles at UBS Financial Services and Advest, Inc. Levin serves on the board of the Florence Fuller Child Development Centers in Boca Raton, FL, where he is the treasurer and reviews financial budgets. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, offering investment advice through a combination of in-house portfolio management and third-party managers across various programs.

Daniel Soud is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equity Services since 1989 and concurrently operates Mackoul Dist. Inc. since 1982. In addition to his advisory role, Soud is an insurance agent selling life, health, and disability insurance products. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Daniel Elmore is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Wealth Management Company and Benjamin Kapusta. Outside of his advisory role, he assists with insurance sales and service related to Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Noah Wills is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at several firms, including Raymond James Financial Services and Mass Mutual Life Insurance Company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment and financial planning services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.

Stephen Karp is a financial advisor at Hornor, Townsend & Kent, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with firms including OSAIC, SagePoint Financial, MassMutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he owns Karp Solutions, providing business consulting and HR strategy coaching. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering discretionary and non-discretionary investment management with approximately $8.37 billion in discretionary assets under management.

Daniel Hernandez is a financial advisor with Valic Financial Advisors in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Valic Financial Advisors, he worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Wells Fargo, and Treasure Island Antiques Inc. 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 wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on a centralized technology platform.

George Temel is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63 license, and has 40 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, Clarity Financial Planning Inc, and FSC Securities Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm follows a fiduciary-based advisory model, utilizing multiple strategies and technology platforms, and offers both proprietary and third-party managed account solutions.

William Berkowitz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He previously worked at BPU Investment Management Inc. for 35 years and at LPL Financial for five years before joining Wealth Enhancement Advisory Services in 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Karolyn Wotring is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and Penn Mutual Life Insurance Company. Outside of advising, she serves as Secretary and Board Member for the Women’s Executive Club of South Florida, a nonprofit networking organization. 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 combines advisory and broker-dealer services, providing clients with custody, execution, and brokerage capabilities alongside investment advice.

Michael Greco is a financial advisor at Equity Services, Inc. with one year of experience in the industry. He holds Series 63 and Series 65 licenses and has prior experience at National Life Group and Greco & O'Neal Wealth Strategies. Outside of advisory roles, he is involved as an insurance agent with the Florida Financial and Insurance Agency. Equity Services, Inc., operating 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 using a combination of long-term strategies and third-party asset managers.

Benjamin Kapusta is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Northwestern Mutual in various capacities from 2015 to 2025. In addition to advisory work, he is involved in business planning and consulting, including conducting business risk analysis and delivering public speaking engagements. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm combines SEC-registered advisory capabilities with broker-dealer services, managing approximately $8.37 billion in discretionary assets as of the end of 2025.

Kenneth Pritzker is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He 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 serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Jeffrey Rivlin is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Oppenheimer since 2003 and worked previously at CIBC World Markets Corp. from 1998 to 2003. Rivlin serves as a trustee for multiple family trusts and is a general partner in a family partnership focused on managing investments. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs that include strategic asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Joshua Dadan II is a financial advisor with Truist Advisory Services in Lake Worth, FL. He holds Series 63 and Series 65 designations and has 16 years of industry experience. He has worked at SunTrust Advisory Services and related entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and manager-selection programs through a combination of discretionary and non-discretionary approaches.

Ettore Ventrice is a CFP® designated financial advisor with 34 years of industry experience. He currently works at Cresset Asset Management, LLC and has held prior positions at UBS Financial Services, Oppenheimer, Stanford Group Company, Stillpoint Wealth Management, LLC, and Citigroup Global Markets. Outside of his advisory role, he serves on the boards of the Impact 100 charity and the FAU Foundation, and is involved in the audit committee at the Royal Palm Yacht & Country Club. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets, serving a wide range of clients including individuals, high-net-worth clients, and institutions. The firm uses a risk-aware investment approach combining strategic asset allocation, active and passive management, and alternative investments, and offers services such as wealth management, retirement plan consulting, and advisory support to private funds.

Michael Elzahr is a CFA® charterholder with 10 years of industry experience. He currently works at Focus Partners Wealth, LLC and was previously with The Colony Group, LLC and Steinberg Global Asset Management. Focus Partners Wealth serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

James Papadakos is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds the Series 63 and Series 65 designations. He has worked at firms including National Life Group, MML Investors Services LLC, MassMutual Life Insurance Co, and Northwestern Mutual. Outside of his advisory role, he serves as president of a homeowners association and works as an executive coach assisting senior leaders with professional development. Equity Services, Inc., operating 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 combines long-term investment strategies with options for shorter-term trading, utilizing multiple advisory platforms and third-party asset managers.