Michael Douglass is a financial advisor at Oppenheimer with 23 years of industry experience. He has held a Series 66 designation and has been with Oppenheimer since 2005, following two years at Morgan Stanley DW Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and provides both discretionary and non-discretionary advisory services that include strategic asset allocation, manager selection, and tailored investment policy development.

Tara Gurr is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, JP Morgan Securities LLC, and JP Morgan Chase Bank. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that utilizes affiliated funds.

Andreas Ispas is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation. He has prior experience at Brancov Financial Services and PlanMember Securities Corporation, and his industry experience includes roles supporting investment and insurance services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, managing a multi-billion-dollar advisory platform with a range of account options and third-party asset manager relationships.

Seth Ripple is a CFP® with 33 years of industry experience, currently serving at Rockefeller Financial LLC. He joined Rockefeller in 2025 after 12 years at UBS Financial Services. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a range of investment and advisory services through its Private Advisor model and consolidated investment platform.

Bruce Garber is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including National Asset Management, National Securities Corp, and Questar Capital Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Candida Langsdale is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at VALIC Financial Advisors since 2012 and also serves as an agent for Agia, focusing on non-securities insurance products. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Guibens Youte is a financial advisor at Oppenheimer with five years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2021. Prior to that, his work experience includes roles at Robert Half, Amazon, and the University of Connecticut. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other entities. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Sybilla Koch is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. She has been with Valic Financial Advisors since 2008 and also serves as an agent for Agia, focusing on non-securities insurance products. 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.

Sam Spaulding is a financial advisor at GWN Securities Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Voya Financial Advisors for eight years. In addition to his advisory role, he is involved in insurance sales and represents a firm that provides tax-related site analysis reports to real estate investors. GWN Securities offers investment advisory services to individual and corporate clients through managed account programs, financial planning, and introduction to third-party managers. The firm employs a combination of discretionary portfolio management and model portfolios, with a focus on asset allocation and the use of market-timing and momentum-based strategies in certain programs.

William Bryant Jr. is a CFP® certificant and Series 63 license holder currently with TIAA-CREF. He has been with TIAA since 2014 and has one year of experience specifically with TIAA-CREF. He is based in Boca Raton, FL. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through model and customized portfolios, operating under a fiduciary standard in its registered investment adviser services.

Ryan Schultz is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and previously worked at Regions Bank and Cetera Investment Services LLC. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight committees and provides both discretionary and non-discretionary solutions, including exposure to alternative and digital-asset products.

Jordan Waxman is a financial advisor with Hightower Advisors, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Hightower Securities and Hightower Advisors since 2012. Outside of his advisory role, Waxman serves as trustee for multiple family trusts and manages several private placement life insurance assets and insurance-dedicated investment funds. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm emphasizes portfolio construction with a variety of investment vehicles and offers services such as discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Evaggelia Hatzimanolis is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Lido Advisors, Goldman Sachs & Co LLC, United Capital Financial Advisers, and TIAA-CREF. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and various managed account services.

Daniel Marlborough is a financial advisor with Independent Financial Partners in Fort Lauderdale, FL, holding a Series 66 license and 14 years of industry experience. His prior work includes roles at Fidelity Brokerage Services, Bank of America, and Merrill. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Denes Rentas Gonzalez is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Brokerage Services and Wells Fargo. Gonzalez joined Empower Advisory Group in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

John Maffe Jr. is a financial advisor with Equity Services, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equity Services since 1995. Outside of his advisory role, he is involved in the management oversight of several restaurant entities under Square Peg Pizzeria Enterprises LLC and serves as a board member of the Goodwin University Foundation. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Albert Nassar is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Heller Private Wealth LLC, Ameriprise Financial Services, LLC, Bank of America, and Merrill Lynch. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, with advisory services delivered on both discretionary and non-discretionary bases.

David Willett II is a financial advisor with Creative Planning in West Palm Beach, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Matthew Mc Kean is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Fiduciary Trust, JPMorgan Securities LLC, and Merrill, where he spent over two decades. He is based in Fort Lauderdale, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships supported by AI-enabled research tools and a multi-affiliate operating structure.

Thomas Bartolomeo Jr. is a financial advisor at NewEdge Advisors with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and Morgan Stanley. Bartolomeo also operates as an independent insurance agent outside of his advisory work. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.