Jake Latourette is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Equitable Advisors, and AXA Advisors, LLC. He is also active as a life insurance agent through firms such as 1847 Financial and Aurelius Legacy Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of investment and custody solutions that include third-party asset manager relationships and discretionary and non-discretionary account options.

Debra Veselitza is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds the Series 63 designation and has previously worked at Morgan Stanley Smith Barney. Outside of her advisory role, she operates an independent business selling vintage items on eBay. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Evan Farrell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Investment Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management with third-party platforms and employs AI-enabled tools to support its investment research and manager selection.

Lizette Rodriguez Hernandez is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2014, currently based in Ft. Lauderdale, FL. Outside of her advisory role, she owns and manages GO ME!HEADBANDS, a sports headband business based in Puerto Rico. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and maintains unique market roles, including swap dealing and futures commission merchant activities.

Jane Luke is a financial advisor at VOYA Financial Advisors, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with VOYA since 2014. In addition to her advisory role, she works as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to deliver client-focused investment solutions, emphasizing both discretionary and non-discretionary account management.

Lisa Prevost is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2007. Based in Ft. Lauderdale, FL, she serves clients within a large enterprise firm known for its extensive advisory programs and institutional capabilities. Citigroup Global Markets serves individual and institutional clients across private banking, workplace, and wealth management segments. The firm employs multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles such as derivatives dealing and futures commission merchant services.

Ed Pennington is a Series 65 licensed advisor with Brookstone Capital Management LLC and has 22 years of experience in the financial industry. He has operated Pennington Financial Services, LLC since 2013, focusing on estate planning, retirement planning, Medicaid, and VA planning. Additionally, Pennington is a licensed life and health insurance producer and serves as a Louisiana notary public. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a range of investment strategies, including strategic and dynamic asset allocation models, options-enhanced strategies, and proprietary funds.

Robert Engler is a financial advisor with Eagle Strategies (NY Life) in Boca Raton, FL, holding a Series 66 credential and over 12 years of industry experience. He has worked with Eagle Strategies, New York Life Insurance Company, NYLIFE Securities LLC, and The Rae Group Insurance Services since 2018. Engler is also the owner of Galleros Robinson, CPA's LLP, an accounting firm he has been affiliated with since 1995, and he owns Pretty In Paper, LLC, a custom invitation company. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across multiple program types, with a strong emphasis on fiduciary responsibility and managing the majority of its assets on a non-discretionary basis.

Andre Jeboo is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A., Citigroup, and TD Private Client Wealth LLC throughout his career. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers ongoing portfolio management along with financial planning support.

Michael Santo is a financial advisor at Wealthspire Advisors with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Bank of America Private Bank for 17 years. Wealthspire Advisors serves a diverse client base including individuals, high net worth individuals, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary investment management primarily through a wrap-fee separately managed account program. The firm customizes portfolios to client objectives and emphasizes strategic asset allocation across multiple investment vehicles.

Robert Spak is a ChFC®-designated financial advisor with Eagle Strategies (New York Life) and has 43 years of industry experience. He has worked at The Bridge Group, Inc. and operated his own firm, Spak Financial Services, prior to his current affiliation. Spak serves as president of R.I.S. Insurance Inc. and is a member of the finance committee for the Jewish Association for Residential Care, an organization supporting individuals with developmental challenges. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm delivers tailored advice through multiple program types, placing emphasis on non-discretionary asset management and fiduciary responsibilities within an integrated New York Life affiliate structure.

David Mc Corison is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 21 years of industry experience. Prior to joining Independent Financial Group in 2025, he spent 15 years with IC Advisory Services, Inc. and The Investment Center Inc. Outside of his advisory role, he is a managing partner at Rain Advisors LLC and assists with operations at a local restaurant. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm provides financial planning, portfolio management, and retirement plan services through a mix of firm- and third-party models, combining passive and active exposures across standard risk profiles.

Karl Ross is a financial advisor at Valic Financial Advisors based in Boca Raton, FL, holding a Series 66 designation. He has recently started his career in the industry, with experience at Ameriprise, Advanced Consulting Group, and Little Masa. Outside of advising, he is also an agent authorized to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-domiciled 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Michael Herzberg is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm uses a Private Advisor model and a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and broker-dealer services.

John Iervolino is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Janney in various capacities since 2016. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal organizations, offering brokerage, financial planning, consulting, and advisory programs.

Camila Moulin is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Principal Securities Inc. and Principal Life Insurance since 2015. Camila also serves as a bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Armando Vazquez is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with VALIC Financial Advisors since 2006 and has also worked at Agia since 2022. Outside of his advisory role, Vazquez is the president and founder of Guaya, Inc., a casual sports apparel business. VALIC Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Avi Mesch is a financial advisor with Principal Financial Services based in Coral Springs, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. since 1997, and prior employment with CRG Financial Group. Outside of his advisory work, he is the owner of AJM Financial Inc., a corporation established for business administrative purposes, and he refers health insurance business through DBG Financial Group and collaborates with other advisors and insurance providers via One Source Advisory. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes financial planning and retirement plan consulting with access to third-party money managers through a variety of advisory and promoter arrangements.

Craig Richman is a financial advisor at Kestra Advisory with 42 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Commonwealth Equity Services, Inc. for 27 years. Outside of finance, he is a registered yoga teacher. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support client needs.

Vincent Gerardi is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. His prior experience includes roles at Wells Fargo Clearing, BNY Mellon Securities Corporation, and Morgan Stanley Dw Inc. Based in Boca Raton, FL, he holds Series 63 and Series 65 licenses. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a mix of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.