John Duane III is a financial advisor at Rockefeller Capital Management with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Merrill and Bank of America. Duane has been with Rockefeller Financial and its affiliated entities since 2021. Rockefeller Capital Management is an enterprise firm serving a broad range of clients with comprehensive wealth and investment management solutions.

Joseph Gass is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses, and has four years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC, and has additional experience outside finance in accounting and culinary fields. Gass also works as an independent contractor for DG Accounting, Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs with discretionary and non-discretionary options.

Theodore Panagiotopoulos is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. for eight years. Outside of advising, he owns and oversees residential real estate investments through property management companies. Mercer Global Advisors serves individuals, families, small business owners, and nonprofit organizations, offering comprehensive investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using a mix of ETFs, index funds, separate accounts, and private funds.

Jeffrey Zapoleon is a financial advisor at Rockefeller Financial LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Morgan Stanley Private Bank, National Association, among other firms. 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 provides access to alternative and private investments alongside traditional asset management solutions.

Stuart Mcgeough is a financial advisor with TIAA-CREF in Boca Raton, FL, holding a Series 66 designation and 22 years of industry experience. He has been with TIAA-CREF and its affiliate TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options under a fiduciary standard.

John Zaia is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citigroup Global Markets since 2012. 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 through both discretionary and non-discretionary programs and maintains large institutional capabilities including in-house research and unique market roles.

Michelle Adler is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at National Asset Management and National Securities Corporation, both in 2017. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for very large relationships.

John Schott is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He has worked at The Colony Group, LLC since 2019 and previously spent 25 years at Steinberg Global Asset Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across multiple asset types.

Jacques Elmaleh is a CFA® charterholder based in Boca Raton, FL, with 18 years of industry experience. He has worked at The Colony Group, LLC since 2019 and previously spent 15 years at Steinberg Global Asset Management. He is a financial advisor with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Reginald Johnson is a financial advisor at TD Private Client Wealth LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Truist Advisory Services, IFP Securities, Citi, Cambridge Investment Research, and TIAA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Christopher Cavallaro is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach supplemented by shorter-term trades and using both internal management and third-party asset managers.

Stephen Good is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and MassMutual, among others. Outside of his advisory work, he serves as a youth sports coach and participates on the board of directors for Aurelius Legacy Partners, assisting with complex estate planning and life insurance strategies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of investment and brokerage capabilities along with third-party asset manager relationships.

John Kubs Jr. is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 1997 and also holds a position as an agent with Agia, focusing on non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Antonio Cannataro is a financial advisor with Commonwealth Financial Network in Miami, FL, holding a Series 63 designation and 20 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 17 years before joining Commonwealth in 2022. Cannataro is also co-owner of Lealata Private Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including customized portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Julio Castillo is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Transamerica Investors Securities Corporation and Scottrade, Inc. Outside of his advisory role, Castillo is involved in real estate sales and investments. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, and corporate entities. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Marc Kleiman is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Valic Financial Advisors since 2011 and also works as a driver for Barrett-Jackson Auction and as an agent for Agia, engaging in non-securities insurance activities. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services through a large network of advisors.

Samantha Miranda is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Her prior work history includes roles at American Express and Valic Financial Advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale along with unique market roles such as operating as a swap dealer and futures commission merchant.

Brandon Fiske is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Northwestern Mutual and Agia, where he was an agent for non-securities insurance products. Outside of finance, he works as a bartender at a local family restaurant, Tin Cup Bar and Grill. 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 UMA models to construct client portfolios.

Milagritos Sosna is a financial advisor with TD Private Client Wealth LLC holding a Series 66 license and 25 years of industry experience. She previously worked at JP Morgan Securities, LLC, and Charles Schwab Bank. Sosna is based in Fort Lauderdale, FL. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients and high-net-worth individuals. The firm offers portfolio management, financial planning support, and access to various investment products through a combination of affiliated and third-party sub-managers.

Jovany Noy is a financial advisor at First Citizens Investor Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bci Securities, Amerant Investments, Amerant Bank, and CITIGROUP. Noy serves as a finance board member for the Sigma Phi Epsilon Alumni Association and Marist Brothers International, both nonprofit organizations. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations, employing a range of portfolio management and financial planning strategies with both discretionary and non-discretionary management options.