Matthew Jorgensen is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, First Republic Investment Management, and HQ Digital LLC. 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 portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Cary Kortze is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Advisors. Kortze is a partner in Kortze Brothers Wealth Management Group and serves as an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services along with portfolio management through various Steward Partners-branded and third-party solutions.

Gerard Zopfi Jr. is a CFP® professional with 14 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement Group and its advisory affiliate since 2016. In addition to his advisory role, he provides tax preparation and consulting services through Wealth Enhancement Tax and Consulting Services. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach blending passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and services.

Jeffrey Fitz is a financial advisor at Stratos Wealth Partners, Ltd with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at firms including Raymond James Financial Services, Boston Harbor Wealth Advisors, Bank of America, and Merrill Lynch. Fitz also operates Fitz Wealth Management, a business focused on investment advisory services. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians and sub-advisors.

Shane Kelly is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Janney Montgomery Scott in 2026, he worked at Oppenheimer & Co. Inc for eight years, and held roles at Commonwealth Financial Network and NFP Advisor Services. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Michael Beloff is a financial advisor at Stratos Wealth Partners, Ltd with 24 years of industry experience. He holds the CFP® and ChFC® designations and has held roles at LPL Financial, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE SECURITIES Inc. He serves as a member of the American Funds ABLE Advisory Council. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture platform supporting both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Gianni Dimeglio is a CFP® credentialed financial advisor with 19 years of industry experience. He is currently with William Blair, where he has worked since 2021. Prior to this, he spent nine years at TD Bank, N.A. and TD Private Client Wealth LLC. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Timothy Drinkall is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Essentia Analytics, Dauntless Management, Clear Harbor Asset Management LLC, and Morgan Stanley. He also serves as an adjunct professor at Fairfield University, teaching Principles of Investing. Oppenheimer provides advisory and brokerage services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation, manager selection, and a range of investment products, offering both discretionary and non-discretionary management programs.

John Buffa is a financial advisor with Hightower Advisors in White Plains, NY, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has worked at Hightower Advisors since 2017 and previously spent nearly a decade at Morgan Stanley in various capacities, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a range of investment vehicles, serving clients through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Daniel Leskowitz is a financial advisor with Commonwealth Financial Network in Tarrytown, NY, holding a Series 66 designation and three years of industry experience. He has previously worked at Morgan Stanley, Barclays, and Lazard Asset Management. Leskowitz also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and comprehensive back-office support, including operations, trading, technology, and compliance, enabling advisors to offer diversified investment and insurance solutions.

Steven Bender is a CFP® professional with 11 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. His prior experience includes work at Ameriprise Financial Services and co-owning a CPA firm, Liverzani and Bender. Outside of advisory services, he is the sole proprietor of Bender & Associates, CPAs, and serves as CFO of IG Fruit, an importer and marketer of fresh fruit. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary and plan-level investment services. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Ralph Yovane is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Oppenheimer since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies tailored to client objectives.

Mark Rader is a financial advisor with Commonwealth Financial Network in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Bailey & Beatty Financial Services and Commonwealth Financial Network since 2005. Outside of his advisory role, he is involved in selling fixed insurance products. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Marc Ferraiola is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, E*TRADE Capital Management LLC, Worden Capital Management LLC, and the University of Buffalo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles and provides advisory, execution, custody, and specialized lending services.

Ryan Hayes is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has one year of industry experience. Prior to joining Stratos, he worked at Rockefeller Financial LLC and LPL Financial. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Brian McDermott is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a range of investment strategies to meet client objectives, while also acting as a qualified custodian and providing both discretionary and non-discretionary management programs.

Robert Sack is a CFP® professional with 55 years of industry experience, currently affiliated with Kestra Advisory Services, LLC since 2016. He has also been associated with Kestra Investment Services, LLC and Fusion Financial Group since 2003. Sack operates a registered representative business under the name Robert Sack Financial Services, focusing on financial planning activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan design, benchmarking, and employs multiple management platforms and third-party solutions within a supervisory framework.

Christina Dziadzio is a ChFC® and Series 66 credentialed advisor with 17 years of industry experience. She has worked at Kestra Advisory since 2016 and has been involved with Kestra Investment Services, LLC since 2009. Christina also manages client relationships and serves as a lead advisor in associated financial service activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a wide range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving a client base that includes large institutional investors.

Kevin Degabriel is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 29 years of industry experience. He has worked at Commonwealth and Clear Path Private Wealth since 2018 and previously spent 13 years at Ameriprise Financial Services, Inc. Degabriel is also involved in fixed insurance sales as an ancillary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, allowing them discretion in portfolio construction alongside managed model portfolios and distinct program structures.

Sydney Moerler is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 designation. Moerler has four years of industry experience, including roles at GE Capital and Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets across a large advisor network, using a diversified investment process that blends passive and active strategies overseen by an internal Investment Committee.