Jack Boyland is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Cerity Partners LLC with four years of industry experience. His prior roles include positions at Raymond James & Associates, Truist Advisory Services, UBS Financial Services, and Truist Investment Services, Inc. Boyland is also a member of the Young Friends Board and Executive Committee at the Raymond F. Kravis Center for the Performing Arts, where he participates in events and provides feedback on performances. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, charitable institutions, and other entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with a focus on tailored investment profiles, asset allocation, and access to alternative and private market solutions.

David Sterling is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined in 2026. His prior experience includes roles at LPL Financial, First Horizon Advisors, UBS Financial Services, Merrill, Credit Suisse Securities, and Lehman Brothers. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining a range of third-party portfolio managers and investment options.

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 license and nine years of industry experience. Prior to joining Hornor, Townsend & Kent in 2025, he worked at MML Investors Services LLC and MassMutual Life Insurance Company for six years, among other roles across financial services and insurance firms. He is also active as an insurance agent managing insurance brokerage businesses in Boca Raton and conducts financial consulting through 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 operates a dual-registered advisory and broker-dealer platform, leveraging third-party asset manager relationships and providing both discretionary and non-discretionary account options.

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.

Sarah Ponczek is a CFP®-certified financial advisor at Cresset Asset Management, LLC with five years of industry experience. Prior to joining Cresset in 2026, she worked at UBS Financial Services and Bloomberg LP. She also serves as a consultant for GenUnion, an organization focused on mentoring and providing career opportunities to underrepresented individuals pursuing careers in financial services. Cresset Asset Management is a multi-disciplinary firm managing approximately $78.9 billion in client assets, serving individuals, families, retirement plans, and institutional clients. The firm employs a risk-aware investment approach that combines strategic asset allocation, active and passive management, and alternative investments, supported by tools such as artificial intelligence and ongoing client reviews.

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 12 years of industry experience. His work history includes positions at Wells Fargo Bank NA and Wells Fargo Clearing. Outside of financial advising, he is a co-owner of several businesses, including a window and door sales and installation company, a roofing repair and replacement firm, and a media holding company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and serves individual and institutional clients managing over $200 billion in assets. The firm offers a range of managed-account programs, access to third-party asset managers, and a comprehensive adviser-support platform that includes custody and clearing services.

Daniel Nelson is a financial advisor with Guardian Life, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at CitiGroup, Vanderbilt Securities, and Park Avenue Securities. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm offers a combination of discretionary management, model-based strategies, and digital advisory solutions, along with access to insurance products and alternative investments.

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 with 43 years of experience in the financial services industry. He is affiliated with Carson Wealth and holds roles at multiple firms, including ownership of Equity Planning, Inc. and Equity Planning Institute, Inc., both established in 1979. Schliefer also manages EPI Wealth Management, Inc., an expense management business. Carson Wealth operates as an SEC-registered enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, retirement services, and tailored investment solutions supported by an Investment Committee and integrated custodial and technology partnerships.

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 39 years of industry experience. His prior roles include positions at Oppenheimer, Wells Fargo Clearing, and Banc of America Investment Services. Outside of his advisory work, he is the managing member of BDM LLC, an agricultural venture focused on tree farming and land management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary solutions along with third-party manager arrangements.

Eric Weinsier is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Truist Investment Services since 2003 and has been with Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools as part of its investment process.