Rosary Whitlock is a financial advisor at Rockefeller Financial LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with 40 years of industry experience. She has worked previously at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Whitlock joined Rockefeller Capital Management in 2025 before continuing with Rockefeller Financial LLC. 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 providing securities transactions, variable insurance products, placement, and investment banking services.

Ricardo Wilson Reyes is a financial advisor with Eagle Strategies (NY Life) and holds the Series 66 designation. He has 13 years of industry experience, including 20 years at Citibank N.A. before joining Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company in 2025. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers various advisory programs, emphasizing tailored recommendations and managing a majority of assets on a non-discretionary basis.

Philip Verde is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Truist Advisory Services since 2016 and holds additional roles at Truist BANKS, INC. and Truist Investment Services, Inc. outside of his advisory work, he serves on the board of the Broward County Film Society, a nonprofit organization that operates cinemas and organizes the Fort Lauderdale International Film Festival, and he is involved in private investments related to film production. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager selection through its AMC Advantage program, utilizing a combination of discretionary manager relationships and third-party platform arrangements.

Dennis King is a financial advisor with Eagle Strategies (NY Life) in Sunrise, FL, holding the ChFC® designation and a Series 63 license. He has 42 years of industry experience, including ten years with New York Life and Eagle Strategies. Dennis is listed as the owner of a dormant entity, Forest Dell Properties, LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client and plan sponsor objectives, managing the majority of its assets on a non-discretionary basis and maintaining fiduciary responsibilities to retirement investors.

Juan Samperio Suarez is a CFP® and CFA® credentialed financial advisor with nine years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Mariner Wealth Advisors, JP Morgan Securities, and Charles Schwab. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs an investment approach based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a variety of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Steven Fraser is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has previously worked with Wells Fargo and Northwestern Mutual and is also employed as a delivery driver for Papa John's. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Mark Baniewicz is a CFP® and Series 66 licensed advisor at Corient with 20 years of industry experience. He previously worked for Socius Family Office, LLC for 17 years prior to joining Corient in 2024. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Tyler Singler is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Merrill Lynch, Allstar Health Care, VOLTUS, and Publix. Tyler is based in Boca Raton, Florida. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jonathan Antunes is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup since 2019, following roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of advising, he owns Tierone LLC, a business focused on selling athletic youth apparel. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and specialized market roles, enabling it to provide comprehensive advisory and execution solutions.

Hector Evangelista is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and leverages its institutional scale and unique market roles to provide customized solutions, including discretionary portfolios and alternative investments.

Patrick Durham is a financial advisor with Fifth Third Securities, Inc. based in Boca Raton, FL. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior firms include JP Morgan Securities, Ameriprise Financial Services, and Morgan Stanley. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple program types via its Passageway Managed Account platform, providing clients access to mutual fund and ETF models, SMA strategies, tax-overlay services, and direct-indexing options.

Thomas Christensen is a CFA® charterholder with 14 years of experience in the financial industry. He has been affiliated with New York Life Insurance Co. and Nylife Securities LLC since 2012 and joined Eagle Strategies in 2022. Outside of his advisory role, he is a member of TACJR, LLC, which facilitates payroll for agent staff employees. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Kiniry is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2019 and previously held positions at several firms, including Minnesota Life and Osaic FS, Inc. Outside of his advisory role, he is involved in multi-line insurance sales and service through his work with 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual SEC-registered adviser and FINRA-member broker-dealer platform, providing discretionary and non-discretionary investment management with access to third-party asset managers.

Georgea Tingas is a Series 66-licensed financial advisor with Valic Financial Advisors in Boca Raton, FL, bringing six years of industry experience. She has worked at Valic Financial Advisors since 2020 and holds a concurrent position at Agia involving non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Michael Brown is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with First Command Advisory Services since 2015 and has also worked at affiliated First Command entities since 2007. Brown is the owner of MGENTRY LLC, an investment-related business established in 2024. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Mathew Valentine is a financial advisor at Oppenheimer with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory offerings across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Elyssa Gelsino is a financial advisor with Truist Advisory Services in Boca Raton, FL, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has been with SunTrust Advisory Services since 2016 and has worked at SunTrust Bank and Suntrust Investment Services, Inc. since 2012. 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 uses both discretionary and non-discretionary approaches and incorporates third-party manager arrangements alongside AI-enabled tools to support investment decisions.

Veronica Martinez is a financial advisor at Cresset Asset Management, LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience at UBS Financial Services and SunTrust Advisory Services. Outside of her advisory role, she works as a coach motivating individuals on workout and eating plans. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach across public equities, fixed income, and alternative investments.

Michael Steiner is a CFP® professional with 21 years of industry experience. He is currently associated with Corient and has previously worked at RegentAtlantic for over two decades. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based investment approach with a combination of in-house strategies and third-party managers, supported by continuous portfolio monitoring and risk management tools.

William Merrigan is a financial advisor with Truist Advisory Services holding a Series 66 designation and 14 years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney LLC, E*Trade Capital Management LLC, and J.P. Morgan Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, supported by third-party platforms and manager relationships, to implement customized investment solutions.