Eric Wertheim is a financial advisor with Empower Advisory Group in Delray Beach, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he served in the Army National Guard for over ten years as a Field Artillery Officer. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and managed account solutions.

Joumana Jordi is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic questionnaires to recommend investment risk bands and employs mutual funds and ETFs with annual rebalancing.

Lynn Balch is a financial advisor with Lincoln Investment in Wellington, FL, holding Series 63 and Series 65 licenses and with 41 years of industry experience. Prior to joining Lincoln Investment in 2017, she spent 12 years at Legend Equities Corporation. She serves as a board member and Club Service Chair for a local Rotary club and is involved with the Penn State University alumni association as an endowment chair. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, using a mix of strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

Cody Koletic is a CFP® professional with 11 years of experience in financial advising, currently with Sequoia Financial Group, L.L.C. since 2022. His prior roles include positions at Facet Wealth, Atlantic Wealth Partners, and Valic Financial Advisors. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Brent Fykes is a Certified Financial Planner® and Chartered Financial Analyst® with 21 years of industry experience. He has been with CIBC Private Wealth Management since 2014 and serves as a trustee of the James C. Dismuke Trust. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving internal teams and committees to deliver customized portfolios and offers a range of strategies including options hedges and structured notes.

Robert Slawinski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having nine years of industry experience. His career includes roles at World Financial Group, Aligned Benefits Group, and involvement with the National Association of Registered Social Security Analysts. Outside of his advisory work, he serves as president of the Hambleton Estates Civic Association and hosts international students attending The King’s Academy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach combined with third-party managers and digital platforms to deliver its services.

Alaa Ali is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Securities LLC, PNC Investments LLC, and StateTrust Investments, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes strategic and tactical asset allocation combined with investments from affiliated and third-party sub-managers to construct client portfolios.

Medzer St Jean is a Series 66 credentialed financial advisor with one year of industry experience, currently with Valic Financial Advisors. His prior positions include roles at Thrivent Financial, IG Wealth Management, and Fidelity Investments Canada ULC. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and emphasizes centralized technology and model solutions in its client service approach.

Macord Foran is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. His prior roles include positions at Entrewealth, Thurston Springer Financial, Wells Fargo Advisors, and The Vanguard Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, utilizing a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure. The firm manages over $295 billion in client assets and offers a range of institutional and retirement plan services through a large network of advisors.

David Salley is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Investment Corp and Salley Wealth Management since 2016. Outside of his advisory role, Salley is the CEO and owner of The Salley Foundation, a nonprofit baseball league. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house and third-party investment solutions.

Ali Zafar is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Edward Jones, and Proshares Advisors. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection and various investment products to address client objectives.

Mark Feliciano is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 11 years of industry experience. He has been with Bankers Life in various capacities since 2005, including his current role at Bankers Life Advisory Services since 2020. Feliciano also serves as a Unit Sales Manager, recruiting and training insurance agents and supporting the sale of Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations aligned with clients’ objectives and risk tolerances.

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.

Frank Sweeney is a financial advisor with Commonwealth Financial Network in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Commonwealth Financial Network since 2016 and also maintains a role at Capital Management Partners, LLC. Outside of advising, he teaches the CFP Education Program as an instructor for Dalton Educational. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing 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 industry experience, currently affiliated with NewEdge Advisors. He has previously worked with IFP Securities, Independent Financial Partners, and LPL Financial. Ulin also operates Ulin & Co. Wealth Management, a business focused on wealth management and non-variable insurance products including fixed annuities and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving a wide range of clients including individuals, pension plans, corporations, and charitable organizations. The firm provides various portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Jamel Parks is a financial advisor at Citizens Securities, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His career includes roles at Fifth Third Securities and Fifth Third Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program alongside managed accounts and functions as a broker-dealer and insurance agency.

Michael Levin is a financial advisor at Janney Montgomery Scott in Boca Raton, FL, holding Series 63 and Series 65 credentials with 45 years of industry experience. He has been continuously associated with Janney Montgomery Scott since 2005. Levin serves as a board member and treasurer of the Florence Fuller Child Development Centers, a children’s charity, where he reviews financial budgets. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and advisory programs through a combination of in-house management and third-party managers.

Noah Wills is a financial advisor at Oppenheimer with Series 63 and 65 credentials and seven years of industry experience. His prior roles include positions at NSW Capital LLC, Raymond James Financial Services, and Mass Mutual Life Insurance Company. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches including strategic and tactical asset allocation, manager selection, and periodic rebalancing across multiple strategies.

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.