Tyler Gunderson is a CFP® professional with 11 years of industry experience, currently working at \u0026PARTNERS since 2025. Prior to joining \u0026PARTNERS, he spent nine years at Wells Fargo Clearing. He holds the Series 66 designation and is based in Boca Raton, Florida. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning using a combination of fundamental, technical, and quantitative analysis, with services delivered through both discretionary and non-discretionary accounts.

Patricia Tyler is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Brown Brothers Harriman. Between 2022 and 2023, she served as a caregiver to family members. 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 portfolio management, financial planning, and consulting services, operating both as an advisor and a registered broker-dealer with a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Arnold Kiman is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. He holds the Series 66 designation and is based in Boca Raton, FL. Outside of his advisory role, he is an owner of a rental property in Boca Raton. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Tara Elmaleh is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC since 2019 and Steinberg Global Asset Management from 2000 to 2019. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jeffrey Grinspoon is a financial advisor with Hightower Advisors in Delray Beach, FL, holding a Series 66 designation and 28 years of industry experience. He has been with Hightower Securities and Hightower Advisors for 15 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers with a range of investment vehicles and strategies.

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 with VOYA Financial Advisors, Inc. and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, including 12 years with VOYA Financial Advisors. In addition to her advisory role, she is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base that includes retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and various advisory programs, primarily providing non-discretionary recommendations across multiple program structures.

Darren Auster is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. His work history includes roles at Eagle Strategies, The Bridge Group, Inc., Auster Financial Group, Nylife Securities Inc., and New York Life Insurance Company. He operates Auster Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Timothy Mcdermott is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2018, following two years at PNC Financial Services Group. 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, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Ian Grant is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials. Based in Fort Lauderdale, FL, he joined the firm in 2026 and has less than one year of industry experience. His prior work includes roles outside the financial advisory field, such as positions at University of Maryland Global Campus and RightClick Recruiting. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, plan participants, and certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and plan lineups selected by plan sponsors.

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.

Antonio Naddeo is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL. He holds Series 63 and Series 65 credentials and has six years of industry experience. He is also co-owner of American Wise Management Services LLC, a company assisting mainly Italian clients with residential real estate in Southeast Florida by conducting property inspections and coordinating maintenance issues. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

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 Series 66-licensed financial advisor with Eagle Strategies (NY Life) in Boca Raton, FL, bringing 12 years of industry experience. He has been with Eagle Strategies, New York Life Insurance Company, NYLIFE Securities LLC, and The Rae Group Insurance Services since 2018. Prior to this, he worked at AXA Advisors, LLC for four years and has owned and operated the accounting firm Galleros Robinson, CPA's LLP since 1995. Outside of financial advising, he owns a custom invitation company called Pretty In Paper, LLC. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services largely through non-discretionary accounts, and operates within an integrated New York Life affiliate structure emphasizing tailored advice aligned with client and plan sponsor objectives.

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.

Cristian Rubiano is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Citigroup, and Morgan Stanley. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment strategies tailored to client objectives.

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.