Frank Toth is a financial advisor with Independent Financial Partners in Boca Raton, FL, holding a Series 66 credential and 25 years of industry experience. He has worked with Independent Financial Partners since 2011 and with IFP Securities, LLC since 2019, previously serving at LPL Financial. Outside of his advisory role, Toth serves on the board of a family business, Toth Speech Services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with capabilities that include formal retirement-plan advisory and pension consulting services.

Andrew Perez is a financial advisor with TLG Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include analyst and assistant to the president at Mandel Family Office. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering portfolio management through sub-advisors and direct-to-consumer digital programs.

John Sanders is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill and Atlantic Wealth Advisors, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a wide range of managed-account programs, access to third-party asset managers, and comprehensive back-office support, offering various investment options including mutual funds, ETFs, individual securities, and personalized indexing.

Daniel Owens is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds Series 65 and Series 63 licenses. He has 17 years of industry experience and has worked at Equity Services since 2019, following prior roles at National Life Group and HD Vest. Outside of finance, Owens is the lead singer and frontman of The Mae West Band, a rock and country music group. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a range of long-term and shorter-term investment strategies, often incorporating third-party asset managers and model portfolios.

Brooke West is a CFP®-certified financial advisor with Truist Advisory Services, bringing 27 years of industry experience. She has worked with Truist Investment Services since 1999 and joined Truist Advisory Services in 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and comprehensive supervisory oversight.

Shelley Fromm is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. She previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Fromm holds a Series 63 designation. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, retirement plan consulting, and investment management using both proprietary strategies and third-party models.

Raymond Thomas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2011, and previously held positions at Merrill and Banc of America Investment Services. Outside of his advisory role, he owns Legacy Yacht Charters, a boat rental business in Lauderdale-by-the-Sea, FL. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm utilizes a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Eric Cohen is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at B. Riley Wealth Advisors, Stoever Glass Wealth Management, Herbert J. Sims & Co., and The GMS Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, compliance testing, and employee education, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Gregory Edwards is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He is also the owner of Lawless, Edwards, and Warren LLC, where he has worked since 1994, and maintains involvement with firms including Alliant Group and A Green Flash, LLC. His other business activities include serving as an independent insurance agent and trustee of an irrevocable trust. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a range of portfolio models, mutual funds, ETFs, and individual securities across multiple program platforms.

Mitchell Altro is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Janney Montgomery Scott since 2016. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Michael Macdonald is a CFP® with 33 years of experience in the financial industry. He currently works at Cresset Asset Management, LLC and has previously held positions at UBS Financial Services, Oppenheimer, Stanford Group Company, Stillpoint Wealth Management, and Citigroup Global Markets. Outside of his advisory role, he is a partner and manager in a family real estate partnership. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations, offering services such as wealth management, financial planning, and family office solutions through an affiliate.

Jaime Sklawer is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Mahoney Financial Organization and operating JLS Financial Group, LLC. He serves as Group Leader for the Boca1 group of Provisors, a national business networking organization. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samantha Zapoleon is a financial advisor with Rockefeller Financial LLC in Boca Raton, FL, holding a Series 63 designation and 29 years of industry experience. Her career includes positions at Wells Fargo Advisors, Morgan Stanley (and its related entities), and Citigroup Global Markets. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering both discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a consolidated investment platform that includes direct portfolio management, third-party managers, and personalized managed account services.

Evan Blake is a CFA charterholder with 14 years of industry experience. He is currently with Cresset Asset Management, LLC and has previously worked at UBS Financial Services and J.P. Morgan Securities. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public equities, fixed income, and alternatives.

Eliahou Haroun is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with TIAA-CREF and its predecessor entities since 2006, with a two-year break prior to rejoining in 2022. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected through TIAA-administered employer retirement plans. The firm provides both model-based and customized portfolio management services and serves as adviser to a donor-advised fund.

Eddie Jackson II is a financial advisor with Truist Advisory Services in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior experience includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, SunTrust Bank, and Wells Fargo Clearing. Outside of his advisory work, he is involved in managing rental properties alongside his wife. 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 combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled research tools and inter-affiliate service arrangements to support its investment approach.

Alison Vento is a ChFC® and Series 66–registered financial advisor with 13 years of industry experience. She currently serves at Lincoln Investment and has previously worked at Edward Jones, Western International Securities, J.P. Morgan Securities, Merrill, and Ameriprise. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer that serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive investment strategies.

Maximiliano Agosta is a financial advisor with TIAA-CREF, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, employing a fiduciary standard for its RIA services and utilizing model and customized portfolios.

Michael Donohue is a financial advisor with &PARTNERS in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 35 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Bank of America, Merrill, Wells Fargo Clearing, and Prudential Equity Group. Donohue also owns and operates Donohue Group, LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.

Kyle Wright is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., before joining Citi. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke discretionary solutions for large relationships.