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.

Frederick Tan is a CFP® with 18 years of industry experience currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Goldman Sachs, RBC Wealth Management, and BNY Mellon Wealth Management. Outside of his advisory work, he manages Heart Themes, LLC, a retail organization, and owns Meditations and Mindfulness, a health and wellness business. Cerity Partners advises a diverse client base including individuals, families, trusts, charitable institutions, and institutional investors, overseeing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles and asset allocation, combining proprietary screening, manager selection, and access to alternative and private market solutions.

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 CFP® professional with 34 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2014 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Boynton Beach, FL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of services including financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory.

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.

Zachary Ventrice is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He previously worked at UBS Financial Services, Inc. from 2024 to 2026. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that includes strategic asset allocation, manager selection, and a combination of active and passive strategies across public equities, fixed income, and alternative investments.

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.

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 with Cresset Asset Management, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Cresset in 2026. 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 through a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive investment strategies across various asset classes.

Steven Villanueva is a financial advisor with Truist Advisory Services holding a Series 66 designation. He has one year of industry experience and previously worked in broadcast media at FOX 29 TV and WPTV NBC 5. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plans, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and employs AI-enabled tools to supplement traditional equity research.

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 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth management segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a combination of large institutional scale and specialized market roles.

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.

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.

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.