John Sanders is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill and Atlantic Wealth Advisors, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a wide range of managed-account programs, access to third-party asset managers, and comprehensive back-office support, offering various investment options including mutual funds, ETFs, individual securities, and personalized indexing.

Daniel Owens is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and previously worked with HD Vest Advisory Services and National Life Group. Outside of financial services, Owens is the lead singer and frontman for The Mae West Band, performing rock and country music. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Brooke West is a CFP®-certified financial advisor with Truist Advisory Services, bringing 27 years of industry experience. She has worked with Truist Investment Services since 1999 and joined Truist Advisory Services in 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and comprehensive supervisory oversight.

Raymond Thomas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2011. Outside of his advisory role, he owns Legacy Yacht Charters, a boat rental business in Lauderdale-by-the-Sea, Florida. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs.

Eric Cohen is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at B. Riley Wealth Advisors, Stoever Glass Wealth Management, Herbert J. Sims & Co., and The GMS Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, compliance testing, and employee education, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Gregory Edwards is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked with several firms, including Lawless, Edwards, and Warren LLC since 1994, Ameritas Life Insurance since 2006, and Alliant Group since 2022. In addition to his advisory roles, Edwards is involved in investment and trust management activities and owns a land investment through A Green Flash, LLC. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing in-house model portfolios, third-party managers, and a platform integrated with Ameritas affiliates.

Mitchell Altro is a financial advisor with Janney Montgomery Scott in Boca Raton, FL, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Janney Montgomery Scott since 2014. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Jaime Sklawer is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Mahoney Financial Organization and operating JLS Financial Group, LLC. He serves as Group Leader for the Boca1 group of Provisors, a national business networking organization. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samantha Zapoleon is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Morgan Stanley in various roles. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, with a focus on customized strategies using both in-house and third-party managers.

Eliahou Haroun is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with TIAA-CREF and its predecessor entities since 2006, with a two-year break prior to rejoining in 2022. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected through TIAA-administered employer retirement plans. The firm provides both model-based and customized portfolio management services and serves as adviser to a donor-advised fund.

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.

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 in Boca Raton, FL, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Mosaic Wealth Management Group. Outside of finance, he has worked at Duffy's Sports Grill and was affiliated with the University of Central Florida. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through a diversified mix of investment vehicles and subject to centralized oversight.

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 at &PARTNERS with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He is based in Boca Raton, Florida. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, combining proprietary and third-party strategies with fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolio management.

Jeffrey Libman is a financial advisor with \u0026PARTNERS in Boca Raton, FL, holding Series 63 and Series 65 licenses with 39 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Additionally, he serves as co-trustee for multiple family trusts. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm operates as both a registered investment advisor and broker-dealer, providing a range of services such as portfolio management, financial planning, and investment banking.

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.