Jonathan Antunes is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Citigroup Global Markets since 2019 and previously held positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Citibank N.A. Outside of his advisory work, Antunes owns Tierone LLC, a business selling athletic youth apparel online. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and derivatives services.

Hector Evangelista is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and leverages its institutional scale and unique market roles to provide customized solutions, including discretionary portfolios and alternative investments.

Patrick Durham is a financial advisor with Fifth Third Securities, Inc. in Boca Raton, FL, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Ameriprise Financial Services, JP Morgan Securities, RBC Capital Markets, and Wells Fargo. Outside of his primary role, he is also employed as a financial advisor with Comerica in Boca Raton. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types via the Passageway Managed Account Platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor with approximately $10.9 billion in assets under management and a broad client base.

Ann Ruane is a financial advisor with Truist Advisory Services holding a ChFC® designation and Series 63 and 65 licenses, and she has 27 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Citigroup Global Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Thomas Christensen is a CFA® charterholder with 14 years of experience in the financial industry. He has been affiliated with New York Life Insurance Co. and Nylife Securities LLC since 2012 and joined Eagle Strategies in 2022. Outside of his advisory role, he is a member of TACJR, LLC, which facilitates payroll for agent staff employees. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Kiniry is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 65 and Series 63 licenses. He has 38 years of industry experience, including prior roles at Penn Mutual Life Insurance Company and Minnesota Life. In addition to his advisory work, Kiniry is involved in multi-line insurance sales and service through an insurance brokerage. Hornor, Townsend & Kent serves individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of custodial, execution, and brokerage services alongside investment advice.

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.

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.

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.