Eddie Jackson II is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior work includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank. Outside of advisory work, he manages two rental properties alongside his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Alison Vento is a ChFC®-credentialed financial advisor with 13 years of industry experience, currently with Lincoln Investment since 2025. She previously worked at Edward Jones, Western International Securities, Inc., and J.P. Morgan Securities. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services utilizing both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Maximiliano Agosta is a financial advisor with TIAA-CREF, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, employing a fiduciary standard for its RIA services and utilizing model and customized portfolios.

Kyle Wright is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., before joining Citi. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke discretionary solutions for large relationships.

Devon Baker is a financial advisor at Hightower Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at The Northern Trust Company and The Baker Group Financial Services. His background also includes time at Michigan State University and De La Salle Collegiate. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to offer a wide range of investment options.

Casey Hardy is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wealthspire Advisors since 2020. Prior to joining Wealthspire, Casey was employed at Charles Schwab & Co., Inc. and Mosaic Wealth Management Group. He also has experience outside of finance working at Duffy's Sports Grill and at the University of Central Florida. Wealthspire Advisors is an SEC-registered investment adviser overseeing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm offers wealth management, portfolio management, financial planning, and retirement-plan consulting using an institutional-style asset allocation approach and provides additional services such as trustee offerings and bookkeeping.

Eli Wolfson is a CFP® and holds a Series 66 license with 34 years of industry experience. He has been with Valic Financial Advisors since 1998 and also works with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Amanda Miranda Torres is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 credentials. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with diverse market roles, including swap dealing and futures commission merchant activities.

Joel Kaplan is a financial advisor with &PARTNERS in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a variety of investment strategies and manages accounts both directly and through third-party managers, with services supported by platforms such as Envestnet and NFS brokerage infrastructure.

Jeffrey Libman is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Libman also serves as co-trustee for multiple family trusts. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.

Jenifer Bollinger is a financial advisor at Valic Financial Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services, MassMutual, Hornor Townsend & Kent, and Penn Mutual Life Insurance. Outside of her advisory role, she serves on the Wildcat Band Parent Association board, supporting band program activities and performances. 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.

Renato Teixeira is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at Citibank N.A. for 18 years before joining Citigroup in 2024. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and commercial arrangements.

Eric Wertheim is a financial advisor with Empower Advisory Group in Delray Beach, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he served in the Army National Guard for over ten years as a Field Artillery Officer. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and managed account solutions.

Nathan Keeney is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. His prior work includes roles at Keeney Financial Group and Chesapeake Corporate Advisors, as well as experience outside finance with Huber Engineered Woods and a university position at John Hopkins University. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, and retirement-plan services to individual investors, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Russell Montgomerie is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked across several related firms since 2003, including Montgomerie Financial, where he serves as president, and Lawless, Edwards & Warren, where he is director of advanced planning. He is also an executor for revocable trusts, overseeing probate and estate matters. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs utilizing in-house and third-party managers, with a platform integrating multiple advisory and investment solutions.

Cody Koletic is a CFP® professional with 11 years of experience in financial advising, currently with Sequoia Financial Group, L.L.C. since 2022. His prior roles include positions at Facet Wealth, Atlantic Wealth Partners, and Valic Financial Advisors. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Paul Janitelli is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at National Life Group, APIF Consulting Inc, Appreciation Financial, Aflac, and Corsair. Janitelli is also involved as an agent in fixed insurance sales through the Florida Financial and Insurance Agency. 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 that combine long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Medzer St Jean is a Series 66 credentialed financial advisor with one year of industry experience, currently with Valic Financial Advisors. His prior positions include roles at Thrivent Financial, IG Wealth Management, and Fidelity Investments Canada ULC. 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. The firm manages approximately $29.2 billion and emphasizes centralized technology and model solutions in its client service approach.

Macord Foran is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. His prior roles include positions at Entrewealth, Thurston Springer Financial, Wells Fargo Advisors, and The Vanguard Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, utilizing a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure. The firm manages over $295 billion in client assets and offers a range of institutional and retirement plan services through a large network of advisors.

Ali Zafar is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Edward Jones, and Proshares Advisors. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection and various investment products to address client objectives.