Shiloh Markus is a financial advisor at Cerity Partners LLC in Boca Raton, FL, holding a Series 65 designation. Markus has previously worked at Fourthought Private Wealth and Sarasota County Government, and spent several years in education at Florida Gulf Coast University. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services, combining quantitative screening, manager selection, and access to alternative and private market solutions through affiliated businesses.

Barbara Blacklock is a financial advisor at &PARTNERS with 45 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Since 2010, she has served on the External Advisory Board for the Southern Illinois University College of Finance, providing strategic and curricular guidance. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and institutions. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies supported by fundamental, technical, and quantitative analysis.

Anthony D'ascoli is a financial advisor at Oppenheimer with 26 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2013, following previous roles at UBS Financial Services and Merrill. Outside of advisory work, he serves as president of A.R.D. Enterprises, a real estate holding company. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs involving equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, with both discretionary and non-discretionary advisory services.

Clare Morris is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior work includes roles at National Life Group, Mass Mutual Investors Services, MetLife Securities, Ameriprise, and MSI Financial Services. She also acts as a fixed insurance agent with Florida Financial & Insurance Agency. 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 that combine long-term strategies with options for shorter-term trading and works with third-party asset managers and model portfolios.

Evan Bozymski is a financial advisor at Planmember Securities Corporation with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Highgtower Advisors, Tramec, LLC, and Deutsche Bank Securities Inc. He is based in West Palm Beach, FL. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Michael Mracna is a financial advisor with Lincoln Investment in Lake Worth, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2008 and Capital Analysts, LLC since 2023. Outside of finance, he serves as president of Rainman Sprinklers Corp, an irrigation business. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans, including a longstanding focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a fiduciary role in ERISA/retirement advice.

Keith Vanderveen is a financial advisor at &Partners with 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he is involved with Hunter Jumer Horse Farm, a recreational horse farm managed on weekends. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting through discretionary and non-discretionary strategies, combining fundamental, technical, and quantitative analysis with both proprietary and third-party approaches.

Sean Erickson is a CFP® professional with 16 years of experience in the financial advisory industry. He has worked at The Colony Group, LLC since 2019 and previously spent 12 years with Steinberg Global Asset Management. Erickson is based in Boca Raton, FL and holds a Series 65 license. He is affiliated with Focus Partners Wealth, LLC, an enterprise-level firm serving individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and business management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, quantitative analysis, and proprietary tools within an enhanced open architecture framework.

Abbey Ledoux is a financial advisor at Kestra Advisory with 17 years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors and National Asset Management. Ledoux also serves as an operations manager at Wealth Empowerment Financial Strategies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers comprehensive services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients ranging from private funds to sovereign wealth funds.

Lutfi Cezairli is a CFA® charterholder affiliated with Mercer Global Advisors Inc., with industry experience beginning in 2015 across several firms including Garanti BBVA Securities and Istanbul Portfoy. He has been with Mercer Global Advisors since 2026. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach emphasizing global diversification, multi-factor tilts, and regular rebalancing, utilizing low-cost ETFs, index funds, separate accounts, and private fund platforms.

Vincent Aimetti is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds the ChFC® designation and maintains Series 63 and 65 licenses. His prior work includes roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and National Legacy Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers multiple advisory platforms with a focus on long-term strategies and utilizes both discretionary and non-discretionary management, serving a broad client base through its dual registration as a broker-dealer and SEC-registered investment adviser.

John Ruggiero is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott since 2009. Outside of his advisory role, he is a partner in a family-owned LLC that invests in and manages rental properties. Janney Montgomery Scott 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, estates, and institutional clients, delivering investment advice through both in-house and third-party managers across multiple wrap programs and unified managed accounts.

Debra Targett is a CFP® with 42 years of industry experience, currently serving at Benjamin F. Edwards & Company, Inc. since 2014. She previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of her advisory role, she is an Independent Sales Consultant for Pampered Chef. 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 a broad range of advisory and brokerage services.

Victor Rojas Diaz is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has prior experience at firms including Stifel, Nicolaus & Company, 1st Financial Inc, Morgan Stanley/Prideone, American Express, Bank of America, and TD Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

Roxann Murphy is a financial advisor at Valic Financial Advisors with 10 years of industry experience and holds a Series 65 credential. She has been with Valic Financial Advisors since 2016 and has prior experience at AGIA. Outside of her advisory role, she works as a per diem occupational therapist, providing therapy and education to patients and school-age children. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts and overlay services, managing approximately $29.2 billion and serving nearly 300,000 clients.

Kelly Warner is a financial advisor with NewEdge Advisors in Delray Beach, FL, holding Series 63, 65, and 66 licenses and has 39 years of industry experience. Prior to joining NewEdge Advisors and Securities in 2022, Warner worked at Oppenheimer & Co. Inc. for 15 years and Citigroup Global Markets for 6 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm provides diverse portfolio management and consulting services, employing multiple program structures and leveraging technology and centralized due diligence to support advisor and client needs.

Paul Mcfeeley is a financial advisor at Hightower Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer and Citigroup Global Markets. He is based in Boca Raton, FL. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes multi-manager solutions and uses both affiliated and third-party managers, incorporating proprietary research and a range of investment vehicles.

Elaine Israel is a financial advisor at Oppenheimer with 31 years of industry experience. She holds a Series 63 designation and has worked at Oppenheimer since 2014, following prior roles at Deutsche Bank Securities, Morgan Stanley, and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

James Hopler is a CFP® with 28 years of experience in the financial advisory industry. He has been with VALIC Financial Advisors since 1998 and also holds a position as an agent at Agia, where he is involved with non-securities insurance products. Based in Boca Raton, FL, he holds Series 63 and Series 65 licenses. 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.

Belle Bennett is a Series 65-licensed financial advisor with Wealthspire Advisors, based in Boca Raton, FL. She has one year of industry experience and previously worked at Michigan State University. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion across about 220 advisors and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, and nonprofits, using an institutional-style asset allocation framework and centralized investment oversight.