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.

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.

Elizabeth Tremaglio is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley for 10 years and Wells Fargo Clearing for one year. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with a distinctive Private Advisor model and a consolidated investment platform.

Lorraine Hernandez Forbes is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., JP Morgan Securities, LLC, and PNC Investments. She is based in Fort Lauderdale, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm utilizes strategic and tactical asset allocation through TD Managed Portfolios, combining investments from affiliated and third-party sub-managers.

Steven Giacona is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He previously worked at Round Table Wealth Management from 1999 to 2022. Outside of his advisory role, he holds financial interests in P Shares LLC and CV Management Group, LLC, both involved in private investments. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolio strategies.

Steven Rothenberg is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at The Colony Group, LLC, Steinberg Global Asset Management Ltd, Carl Domino Inc., and Cypress Capital Group. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled vehicles. 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.

Sandra Lashmit is a financial advisor at Janney Montgomery Scott in Boca Raton, FL, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has worked at Janney Montgomery Scott since 2016 and previously held roles at Raymond James & Associates and Wells Fargo Clearing. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs that combine in‑house portfolio management with third‑party managers.

Santiago Cruz is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his advisory role, he served in the U.S. Army at Fort Sill, Fort Bliss, and Cadet Command from 2013 to 2024. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select funds and third-party managers from approved lists.

Daniel Singer is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior work includes 13 years at Summit Equities, Inc. and 12 years at Summit Financial Resources, Inc. Since 2018, he has been a board member of Big Apple Performing Arts. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves very large institutional investors and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Michael Rosenzweig is a financial advisor at Hornor, Townsend & Kent, LLC with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Hornor, Townsend & Kent, Inc. and Penn Mutual Life since 1979. Outside of advisory work, he is an author and serves on several boards, including the Anti-Defamation League Florida Board and the Morikami Museum and Japanese Gardens, and participates in charitable foundations supporting financial professionals and hospice care. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a range of discretionary and non-discretionary investment solutions supported by third-party asset managers.

Melissa Grochal is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. She previously worked at Ulin & Co Wealth Management for two years and Mantis Funding LLC for nine years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers and sponsored advisory programs.

Rachel Frame is a Series 65-credentialed financial advisor at Wealthspire Advisors with two years of industry experience. She has previously worked at Ballentine Partners, Wealthstream Advisors, Charles Schwab, and Rainey & Randall Investment Management. Rachel is based in Boca Raton, FL. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets. The firm serves individuals, including high-net-worth clients, corporate and pension plans, nonprofits, and foundations, providing wealth management, portfolio management, financial planning, and retirement-plan consulting through an institutional-style asset allocation framework.

Russell Herman is a financial advisor at Kestra Advisory with 56 years of industry experience. He holds a Series 63 designation and has worked at firms including UBS Financial Services, National Securities Corp, and B. Riley Wealth Advisors. In addition to his advisory role, he is involved with Wealth Empowerment Financial, which includes insurance-related activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Steven Hart is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of his financial services career, he has been involved in photography and art services through Brett Hart Photography for over two decades. Hart also participates in wine and food charity events and serves as a Wine Ambassador for the American Fine Wine Competition. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and investment advisory programs.

Elisa Rojas is a financial advisor at TLG Advisors, Inc. with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked at several firms, including The Leaders Group Inc and Brokers International Financial Services. In addition to her advisory role, she serves as president and CEO of Everlasting Wealth Strategies LLC and is active as an insurance agent with AFLAC. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and financial planning. The firm uses fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with many accounts managed through sub-advisors and program platforms, and also provides a digital investment program called Starlight Portfolios.

Saul Sadinsky is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He has been with Janney Montgomery Scott since 1992 and holds a Series 63 designation. Janney Montgomery Scott LLC 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, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Susan Stabley is a financial advisor with Janney Montgomery Scott in Ft. Lauderdale, FL, holding a Series 66 designation and 12 years of industry experience. She 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 approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.