Steven Rosenberg is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is an investor in a restaurant business located in North Carolina. 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 a range of portfolio management, financial planning, and consulting services and operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Dana Pineda is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has been with Citigroup since 2014. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

John Merendino is a financial advisor with TD Private Client Wealth LLC in West Palm Beach, FL. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, PNC Investments, Cetera Investment Services, and several other firms. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation across affiliated and third-party managers, offering ongoing portfolio management, financial planning, and custody through established technology and custodian platforms.

Frederick Tan is a CFP® professional with 17 years of experience in the financial industry. He is currently with Cerity Partners LLC and has previously worked at Goldman Sachs, RBC Wealth Management, and BNY Mellon Wealth Management. Outside of his advisory role, he manages Heart Themes, LLC, a retail organization, and owns Meditations and Mindfulness, a health and wellness business. Cerity Partners LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Christian Calabro is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds a Series 65 designation and has worked in various capacities including at Innovative Financial Concepts, LLC and 1847 Financial. Outside of his advisory roles, Calabro serves on the board of the Greater Fort Lauderdale Chamber of Commerce and co-chairs the League for Junior Achievement of South Florida, where he volunteers to mentor public school students. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning, retirement consulting, and access to third-party asset managers. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a full range of custody, execution, and brokerage services.

Jordan Rae is a financial advisor with Hightower Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. In addition to his advisory role, he is involved with Capstone Strategic Wealth Advisors, LLC, an administrative services company related to his RIA practice. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Steven Brill is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs and investment management services, utilizing both in-house and third-party strategies across mutual funds, ETFs, separately managed accounts, and custom portfolios.

Colton Outcalt is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. He receives commission compensation from an individual insurance company unrelated to his advisory work. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Justin Farley is a financial advisor at Brookstone Capital Management LLC in Palm Beach, FL. He holds the CFA® designation along with Series 65 and Series 63 licenses. Prior to joining Brookstone Capital Management and Amerilife in 2026, Farley worked at Ship Sticks for 14 years. Brookstone Capital Management provides fee-based asset management and financial planning services to a wide range of clients, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models alongside a variety of investment vehicles, and it serves as both a primary advisor and sub-advisor through a turnkey asset management platform.

Zachary Ventrice is a financial advisor at Cresset Asset Management, LLC with one year of industry experience and holds the Series 66 designation. He previously worked at UBS Financial Services, Inc and has a diverse background including roles at The Hakimian Organization and Tishman. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, offering wealth management, portfolio management, retirement consulting, and family office services through an affiliate.

Frankie Portugal is a financial advisor with Fifth Third Securities, Inc. in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, LPL Financial, Northwestern Mutual, and Amherst Pierpont Securities LLC. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide a platform featuring discretionary managed-account programs, direct indexing, and tax-overlay services.

Robert D'angelo is a CFA charterholder with 15 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2022, following roles at Altrius Capital Management Inc., GAM Services Inc., and AllianceBernstein L.P. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and active and passive implementation across a range of asset classes including alternatives.

Mason Liu is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, Merrill, and the University of Miami. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Christine Sloboth is a financial advisor at Cresset Asset Management, LLC with 13 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Cresset in 2026, she spent 11 years with UBS Financial Services. Cresset Asset Management manages approximately $78.9 billion in client assets and serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive implementation across multiple asset classes, including alternatives.

David Willis is a financial advisor at &PARTNERS with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and J.P. Morgan Securities. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, providing investment management, financial and tax planning, and brokerage services. The firm employs a range of analytical methods and third-party strategies, offering both discretionary and non-discretionary management through its platforms.

Alina Akchurina is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Adam Kristol is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors. Prior to his advisory career, he was involved in real estate consulting. Outside of his advisory role, Kristol is active in managing family real estate investments through various business entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Shaena Mcpadden is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Shiloh Markus is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, he worked at Fourthought Private Wealth and Sarasota County Government. Markus also has a background in education, having spent six years in full-time education and four years affiliated with Florida Gulf Coast University. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investment opportunities, utilizing tailored asset allocation and proprietary quantitative screening.

Barbara Blacklock is a financial advisor at &PARTNERS with 45 years of industry experience. She holds a Series 63 designation and has worked at &PARTNERS since 2024, following eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors. She serves on the External Advisory Board for Southern Illinois University’s College of Business, advising on strategic planning and curriculum development. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.