Jack Boyland is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at Raymond James & Associates and Truist Advisory Services. He is involved with the Raymond F. Kravis Center for the Performing Arts as a member of its Young Friends Board and Executive Committee. Cerity Partners provides customized wealth management services to a diverse national clientele, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

David Allen is a CFP® professional with 38 years of industry experience, currently serving at Valic Financial Advisors since 1998. He also holds a position as an agent at Agia, where he works with 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, offering managed-account programs, financial planning, and brokerage services.

Rachel Toscano is a CFP® and Registered Investment Adviser with Sequoia Financial Group, L.L.C. in Boca Raton, FL. She has four years of industry experience, including prior roles at AGW Capital Advisors and Charles Schwab & Co., Inc. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm utilizes a combination of model portfolios and custom solutions, drawing on multiple research methodologies and offering a range of investment options including mutual funds, ETFs, private funds, and alternative investments.

Jeff Bank is a financial advisor at Citigroup Global Markets with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory role, he is also a financial advisor at Centennial Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains a large institutional scale with unique market roles, including in-house research and swap dealer functions.

Salvatore Labarbera is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and bringing 12 years of industry experience. He has been affiliated with Kestra Investment Services and Kestra Advisory Services since 2016. Labarbera operates under the DBA BlueLake Wealth Advisors for certain registered representative and advisory activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment management, serving clients with more than $79 billion in assets under management and catering to large institutional investors including sovereign wealth funds.

Daniel Ponce is a financial advisor with Eagle Strategies (NY Life) based in Boca Raton, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, he worked at Starbucks Coffee Company for five years. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis.

Bashar Baraz is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at MML Investors Services LLC and MassMutual Life Insurance Company. Baraz is also involved in financial consulting through a partnership with Karp Financial Strategies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and oversees a platform that features third-party asset managers and both discretionary and non-discretionary accounts.

Craig Fichtenbaum is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Benjamin F. Edwards since 2019 and previously held positions at Valic Financial Advisors and Northwestern Mutual. Benjamin F. Edwards & Company, Inc. serves a broad client base including individuals, pension and profit-sharing plans, and institutions, offering financial planning, investment management, and retirement consulting through fee-based wrap programs and customized portfolio strategies.

Scott Lanza is a CFP® professional with 30 years of industry experience, currently serving at Independent Financial Partners. He previously worked at LPL Financial from 2005 to 2019. Lanza is a trustee of the Nancy Lanza Trust, a family fiduciary role he performs with limited time involvement. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement plan services through a decentralized platform of independent advisors. The firm supports a large client base including individual, charitable, corporate, and high-net-worth clients and is notable for its formal retirement plan advisory and pension consulting capabilities.

Vincent Fiori is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he coaches youth baseball. 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, and consulting, operating uniquely as both an investment adviser and a registered broker-dealer with integrated trust, insurance, and asset management services.

Suzannah Richards is a CFP® with 18 years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Fort Lauderdale, FL. She has held roles at multiple firms, including Richards Financial Services, Inc. and Mahoney Financial Organization, LLC. Richards serves as a director of the Women's Ecommerce Association International. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and delivers advice via multiple program types, including financial plans, fee-based hourly advice, and retirement plan consulting.

Dominique Mathurin is a financial advisor with Commonwealth Financial Network in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining Commonwealth in 2022, Mathurin worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of financial services, Mathurin is a co-owner of several businesses including Statewide Windows & Doors, Statewide Roofing Partners, and a media holding company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, enabling advisors to offer customized portfolio solutions and access to discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.

Michael Lavelanet is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing nine years of industry experience. He has worked at TIAA-CREF since 2022, following roles at Wells Fargo Clearing and Wells Fargo Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates point-in-time planning services from ongoing discretionary portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Francis Peirce is a financial advisor at PNC Wealth Management with Series 63 and Series 66 licenses. He joined PNC Wealth Management in 2024 and has prior experience at PNC Bank and Consolidated Credit Solutions. Outside of finance, he has worked briefly in the food service industry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessments and third-party managed investment strategies.

Marc Schliefer is a CFP® professional affiliated with CWM, LLC and has 43 years of experience in the financial services industry. His career includes roles at EPI Wealth Management, Cetera Wealth Services, and LPL Financial, among others. Schliefer is also involved in operating Equity Planning, Inc. and Equity Planning Institute, Inc., which have been active since the late 1970s. He serves as president and owner of EPI Wealth Management, Inc., a business focused on expense management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, typically managing accounts on a discretionary basis with model portfolios overseen by an in-house Investment Committee.

Aaron Jackson is a CFP® professional with 30 years of industry experience, currently serving at Valic Financial Advisors since 1999. He also holds Series 63 and Series 66 licenses and has a role at Agia since 2022. Outside of his advisory work, he is President and CEO of TWESKARD PROPERTIES, LLC, where he oversees financing, investment, and renovation of residential properties. Valic Financial Advisors primarily serves U.S.-based 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-developed UMA models to construct client portfolios.

Joseph Canadeo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2015. Outside of his advisory role, he manages agricultural activities related to tree farming through his involvement with BDM LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, utilizing third-party platforms and AI-enabled research tools as part of its integrated service model.

Robert Lewis is a financial advisor at Capital Group Private Client Services, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Capital Bank and Trust Company. Lewis is based in Boca Raton, FL. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager approach known as the “Capital System” that incorporates separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Martin Waldman is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2018, following nine years at Raymond James & Associates. Outside of his advisory role, he serves as a board member and secretary of the Ferrari Club of America, Palm Beach Chapter, a nonprofit organization for car enthusiasts. Oppenheimer serves a diverse clientele, including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with a variety of investment strategies, and it acts as a qualified custodian while managing both discretionary and non-discretionary accounts.

William Calaca is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 designations and bringing 26 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank for five years each before joining Citigroup in 2021. 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 and maintains in-house research and market roles that distinguish it from peers.