Joseph Chalom is a financial advisor with Planmember Securities Corporation in Coral Springs, FL, holding Series 65 and Series 66 licenses and over 40 years of industry experience. He has served as president of Retirement Council, Inc. since 1991 and holds leadership roles in several nonprofit organizations, including NAIFA-Broward and the NAIFA Florida Education Foundation. Chalom also trains volunteers as Team Commander for the Coral Springs Community Emergency Response Team and teaches financial education workshops. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation through risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling while operating as both a broker-dealer and investment adviser.

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.

Timothy Ratty is a financial advisor with Janney Montgomery Scott and holds Series 63, 65, and 66 credentials. He has 27 years of industry experience, including prior roles at Cambridge Investment Research Advisors and Wells Fargo Clearing. Outside of his advisory work, he volunteers with the Florida Securities Dealer Elder Fraud Committee and the Trustbridge Hospice Foundation. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, and advisory programs, utilizing a combination of in-house portfolio management and third-party managers.

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.

Sammie Kreindel is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 26 years of industry experience. She has been with PNC Investments and PNC Bank since 2011. PNC Wealth Management provides retail brokerage and advisory services, offering model-based investment programs including a digital discretionary model account available through an employee-only pilot. The firm employs algorithm-driven portfolio selection and delegates portfolio implementation to third-party strategists.

Justin Gelbman is a CFP® professional with 21 years of industry experience, currently serving at Oppenheimer since 2006. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a broad range of programs combining discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a notable share of assets managed on a non-discretionary basis.

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. Gooding has a financial interest in a private investment business called P Shares LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm employs a customized investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Terri Krueger is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license, with 17 years of industry experience. She has been with Private Advisor Group and LPL Financial since 2014. Outside of her advisory work, she serves as a notary and is involved in consulting and home-based roles with Pampered Chef. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates client goals and risk tolerances, utilizing both proprietary and third-party strategies alongside technology platforms like Orion and Pontera.

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 CFP® with 39 years of industry experience, currently affiliated with Independent Financial Partners. He has held roles at Mullins Financial, LPL Financial, and IFP Securities, and maintains activities related to non-variable insurance and brokerage services through his own entities. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving a diverse client base with a decentralized advisory model and formal retirement-plan and pension consulting services.

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.

Richard Maurisma Sr. is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has 18 years of industry experience and has worked at firms including AGIA, FTB Advisors, Axa Advisors, and Wells Fargo. He serves as a director for two nonprofit foundations that award scholarships to college-bound students who have lost a parent and provide grants to widows affected by gun violence. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts with third-party model managers and provides overlay services focused on tax and ESG considerations.

Gregory Monaco is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. He has worked at Commonwealth Financial Network since 2013, with brief tenures at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. in 2024. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Reed Lipsey is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role since 2025, he worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2018 to 2025, and at Citigroup from 2014 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and extensive market roles.

Paulo Quintana is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Wells Fargo Bank and JPMorgan Chase Bank. Quintana is based in Boca Raton, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Gerald Barbalatt is a financial advisor with Commonwealth Financial Network in Boca Raton, FL, holding the CFP® designation and Series 63 license. He has 34 years of industry experience and has been associated with Commonwealth Equity Services, Inc. since 1996 and Parker Allen and Company, LLC since 1989, where he serves as President and Owner. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options, serving both retail and institutional clients.