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.

Daniel Nelson is a financial advisor with Guardian Life, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at CITIGROUP, Vanderbilt Securities, and The Pinnacle Financial Group. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients, utilizing both proprietary and third-party investment advisory programs.

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.

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.

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.

Robert Lewis is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 designation and 21 years of industry experience. He previously worked at Capital Bank and Trust Company before joining Capital Group Private Client Services in 2021. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in assets. The firm employs a fundamental research-driven, long-term investment approach and utilizes a multi-manager system that allocates portfolio segments to individual managers and analysts.

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.

Marc Russell is a financial advisor at Mariner with 20 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. Prior to joining Mariner in 2022, he spent eight years at AdvicePeriod, LLC. Outside of his advisory role, he serves as Secretary and Treasurer for the nonprofit Bloom Here, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and external managers, and offers integrated tax and accounting services alongside traditional portfolio management.

Thomas Anderson III is a financial advisor at Davenport & Company LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Davenport since 2019, following five years at Oppenheimer. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a variety of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing multiple investment strategies managed by dedicated portfolio teams and committees.

Erin Donofrio is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill, Bank of America, Lexx Healthcare, Weatherby Healthcare, and Florida Brokers Realty. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and supports exposure to alternative and digital-asset products while maintaining significant institutional scale and specialized market roles.

Tyler Gunderson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. Prior to this, he spent nine years at Wells Fargo Clearing and one year at Wells Fargo Advisors, LLC. &PARTNERS serves a diverse client base that includes individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, ERISA consulting, and investment banking, utilizing both proprietary models and third-party solutions across discretionary and non-discretionary portfolio management.

Patricia Tyler is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes positions at Morgan Stanley, Morgan Stanley Private Bank, and Brown Brothers Harriman. She also spent time as a caregiver to family members. 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, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Arnold Kiman is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. He holds the Series 66 designation and is based in Boca Raton, FL. Outside of his advisory role, he is an owner of a rental property in Boca Raton. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Tara Elmaleh is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC since 2019 and Steinberg Global Asset Management from 2000 to 2019. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jeffrey Grinspoon is a financial advisor with Hightower Advisors in Delray Beach, FL, holding a Series 66 designation and 28 years of industry experience. He has been with Hightower Securities and Hightower Advisors for 15 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers with a range of investment vehicles and strategies.

Jake Latourette is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Equitable Advisors, and AXA Advisors. Outside of his advisory work, Latourette is involved in life insurance brokerage through 1847 Financial and Aurelius Legacy Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily on a non-discretionary basis through third-party asset manager platforms and consulting. The firm combines traditional investment approaches with retirement plan consulting and maintains dual registration as both an SEC-registered investment adviser and broker-dealer.