Daniel Featherston is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank over an 11-year span before joining Truist in 2026. 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 combines discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and other investment solutions.

Jacques Elmaleh is a CFA® charterholder with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Steinberg Global Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and financial planning services. 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.

Jose Gautier is a CFA® charterholder with 18 years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having joined in 2025. His prior positions include roles at Santander Bank, Santander Securities, Lincoln Investment, Gabor Financial Solutions, Jhfn Sii, and Edward Jones. Outside of his advisory work, Gautier is the sole owner and artist of GautierArt, an art business he operates in Miami Beach. 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 combines strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers and uses a technology platform provided by Envestnet with custody services through Pershing.

Christopher Cavallaro is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach supplemented by shorter-term trades and using both internal management and third-party asset managers.

Stephen Good is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and MassMutual Financial Group. Outside of financial advising, he is involved as a youth sports coach and serves on the board of directors for Aurelius Legacy Partners, focusing on life insurance and estate planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm offers both discretionary and non-discretionary accounts, integrating third-party asset managers within a framework that includes custody, execution, and brokerage capabilities.

John Kubs Jr. is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 1997 and also holds a position as an agent with Agia, focusing on non-securities insurance products. 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-developed UMA models to construct client portfolios.

Antonio Cannataro is a financial advisor with Commonwealth Financial Network in Miami, FL, holding a Series 63 designation and 20 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 17 years before joining Commonwealth in 2022. Cannataro is also co-owner of Lealata Private Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including customized portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Luis Perez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Citigroup since 2014, including the firm’s enterprise segment since 2024. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialty market roles, including in-house research and security pricing, and provides a broad set of advisory, execution, and custody services.

Julio Castillo is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Transamerica Investors Securities Corporation and Scottrade, Inc. Outside of his advisory role, Castillo is involved in real estate sales and investments. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, and corporate entities. The firm offers a range of advisory services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Marc Kleiman is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Valic Financial Advisors since 2011 and also works as a driver during the Barrett-Jackson Auction events. Additionally, he is an agent for non-securities insurance products with Agia. Valic Financial Advisors is an SEC-registered investment adviser serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing technology and third-party model managers at scale.

Samantha Miranda is a financial advisor at Citigroup Global Markets with a Series 66 license and one year of industry experience. Her prior work includes roles at American Express and Valic Financial Advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities alongside specialized market roles.

Brandon Fiske is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Northwestern Mutual and Agia, where he was an agent for non-securities insurance products. Outside of finance, he works as a bartender at a local family restaurant, Tin Cup Bar and Grill. 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, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Jovany Noy is a financial advisor at First Citizens Investor Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bci Securities, Amerant Investments, Amerant Bank, and CITIGROUP. He serves as a finance board member for the Sigma Phi Epsilon Alumni Association and Marist Brothers International, both nonprofit organizations, providing financial guidance on their committees. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a client-centered process that integrates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Timothy Church is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Northwestern Mutual and Wells Fargo. In addition to his advisory work, he serves as a police officer for the Town of Davie. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisors, offering financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary account options. The firm combines SEC-registered advisory services with broker-dealer capabilities.

Anthony Rosetti is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022. His prior experience includes roles at Round Table Wealth Management, Morgan Stanley, UBS Financial Services, and Merrill Lynch. Cerity Partners LLC is an SEC-registered investment adviser serving a broad range of clients, including high-net-worth individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in client assets. The firm offers customized portfolios emphasizing diversified asset allocation and provides a variety of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Lori Julian Murphy is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and has been with SunTrust Investment Services, Inc. since 2009. 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 utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Andrew Fairchild is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Newbridge Securities Corporation, Kovack Advisors, Inc., Kovack Securities, Inc., and Investacorp Inc. He is also the president of Fairchild Financial Retirement Solutions, Inc., a business involved in fixed insurance products. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional investors. The firm employs a combination of firm- and third-party models for portfolio management, utilizing both passive and active strategies tailored to client risk profiles.

Steven Wiltshire is a financial advisor with Truist Advisory Services in Coral Springs, FL. He holds Series 63 and Series 65 designations and has 31 years of industry experience. Since 2013, he has worked with Truist Investment Services and Truist Advisory Services. Outside of financial advising, he owns SAV Group LLC, a business involved in wholesale jewelry purchases and sales. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm delivers services including asset allocation, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches supported by third‑party platforms and AI‑enabled research.

Jacob Holt is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previous work experience at Agia and Baptist Health South Florida. Holt is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and a range of overlay services.

Anthony Solfaro is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC in Boca Raton, FL. He worked at UBS Financial Services for 10 years prior to joining Rockefeller. Outside of advising, he is the managing member of Haole Boy LLC, a private holding company for private investments. 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, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.