Christian Martinez is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Valic Financial Advisors since 2015 and also serves as an agent for Agia, providing non-securities insurance products. Additionally, he has authorization to sign for a permit running service related to construction and remodeling projects. Valic Financial Advisors primarily serves U.S.-based individual investors, including 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 UMA models and operating at scale with over 1,200 advisors nationwide.

Fredrik Virgin is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, he is an owner and instructor of a martial arts business. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating as both an advisory firm and a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Carlos Orozco is a financial advisor with PNC Wealth Management in Wellington, FL, holding Series 63, 65, and 66 licenses and five years of industry experience. He has been with PNC Bank and its affiliates since 2014. Outside of his advisory role, he serves as a goalkeeper coach for the Wellington Waves Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio management platform for employees, which uses algorithmic risk assessment and third-party strategies executed via mutual funds and ETFs.

Zachary Mohr is a financial advisor at Hightower Advisors with one year of industry experience. He previously worked at Journey Strategic Wealth and has a background that includes five years of service in the United States Navy. Outside of his advisory work, Zachary is involved with Pine Tree Golf Club, where he occasionally sells golf clubs on an appointment basis. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions and discretionary portfolio management, utilizing both affiliated and third-party managers along with proprietary research.

Melissa Guijarro Mayoral is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. Her background includes roles at Goldman Sachs and various positions related to law and accounting, including at the University of Miami School of Law and accounting firms such as H&CO, LLP and Deloitte Tax, LLP. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and integrates offerings across affiliated entities, delivering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Timothy Ratty is a financial advisor with Janney Montgomery Scott, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Cambridge Investment Research. Outside of his advisory work, he volunteers on the Elder Fraud Committee of the Florida Securities Dealer Association and assists with event organizing for the Trustbridge Hospice Foundation. 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 clientele, including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

C Rassler is a financial advisor with Eagle Strategies (NY Life) in Boca Raton, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. With 47 years of industry experience, Rassler has worked at several firms including NYLife Securities LLC and M&A Executive Benefit Insurance Solutions, LLC. He serves on multiple nonprofit boards such as Junior Achievement of South Florida, Paul L. Rodensky Foundation for the Arts, and Nova Southeastern University, and owns The Creative Learning Center, LLC. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis.

Daniel Higashi is a financial advisor with Citizens Securities, Inc., holding Series 63, 65, and 66 designations and four years of industry experience. His work history includes multiple roles within Citizens and Citizens Securities since 2017, as well as two years at U.S. Bank. He is also an Ohio Notary, providing complementary notary services to Citizens customers at his branch. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, with activities spanning discretionary and non-discretionary business through its ownership by Citizens Bank, N.A.

Brian Szytel is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Hightower Advisors and Hightower Securities, LLC since 2015. Outside of his advisory role, he serves as president of BTS Properties, LLC, a real estate company. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting.

Justin Gelbman is a CFP® with 20 years of industry experience and has been with Oppenheimer since 2006. He holds Series 63 and Series 65 licenses and is based in Boca Raton, Florida. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services with investment solutions tailored through strategic asset allocation, manager selection, and various investment vehicles.

Corey Tiller is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Rockefeller, he worked at Spearhead Capital Advisors, LLC and Northern Trust. 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 through a Private Advisor model and an integrated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Lauren Gooding is a financial advisor at Cerity Partners LLC with 10 years of industry experience. She holds a Series 65 designation and previously worked at Round Table Wealth Management for 14 years before joining Cerity Partners in 2022. Outside of her advisory role, she has a financial interest in P Shares LLC, a private investment business. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on customized, diversified portfolios and private market programs for qualified clients.

Terri Krueger is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. She holds the ChFC® designation and Series 63 license and has been with Private Advisor Group and LPL Financial since 2014. Outside of her advisory role, she serves as a notary and has consulting experience with a home-based body shop business. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, utilizing various investment strategies and a broad range of industry affiliations.

George Clark Jr. is a Series 65-licensed financial advisor at Brookstone Capital Management LLC with six years of industry experience. He has been with Brookstone since 2020 and concurrently holds a position at AmeriLife, where he has worked since 2012. Clark is also a licensed insurance agent in Florida, focusing on life, health, and annuity sales. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory services.

Jared Bridgewater is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and 65 licenses and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bank of America, and Allstate Financial Services. Outside of financial services, he has been involved with NuBridge Rental LLC. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management and financial planning through a large network of advisors. The firm uses discretionary unified managed accounts and offers tax-aware and impact-focused overlay services, operating at scale with a strong emphasis on centralized technology and model-based investment solutions.

John Mullins Jr. is a financial advisor with Independent Financial Partners, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has worked with firms including LPL Financial and founded Mullins Financial, where he is engaged in non-variable insurance and related financial services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Jan Von Buelow is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns a rental property in Miami, FL. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Samantha Vassallo is a financial advisor with Truist Advisory Services in Boca Raton, FL, holding a Series 66 designation and 18 years of industry experience. She has worked with SunTrust Advisory Services and related entities since 2016. Vassallo serves on the Philanthropic Advisory Council for the Community Foundation for Palm Beach and Martin Counties, where she facilitates connections between philanthropists and nonprofit organizations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program supported by AI-enabled research and integrated inter-affiliate service arrangements.

Thomas Tabor is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. He has 11 years of industry experience, including roles at Bank of America, N.A., Merrill, and Rockefeller Capital Management. He is based in Boca Raton, FL. 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 provides portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform that offers solutions across equities, fixed income, and alternatives.

Tony Wong is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in caregiving activities, including assisting with his daughter’s school transportation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.