Jared Bridgewater is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and 65 licenses and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bank of America, and Allstate Financial Services. Outside of financial services, he has been involved with NuBridge Rental LLC. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management and financial planning through a large network of advisors. The firm uses discretionary unified managed accounts and offers tax-aware and impact-focused overlay services, operating at scale with a strong emphasis on centralized technology and model-based investment solutions.

John Mullins Jr. is a CFP® with 39 years of industry experience, currently affiliated with Independent Financial Partners. He has held roles at Mullins Financial, LPL Financial, and IFP Securities, and maintains activities related to non-variable insurance and brokerage services through his own entities. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving a diverse client base with a decentralized advisory model and formal retirement-plan and pension consulting services.

Jan Von Buelow is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns a rental property in Miami, FL. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Samantha Vassallo is a financial advisor with Truist Advisory Services in Boca Raton, FL, holding a Series 66 designation and 18 years of industry experience. She has worked with SunTrust Advisory Services and related entities since 2016. Vassallo serves on the Philanthropic Advisory Council for the Community Foundation for Palm Beach and Martin Counties, where she facilitates connections between philanthropists and nonprofit organizations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program supported by AI-enabled research and integrated inter-affiliate service arrangements.

Thomas Tabor is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. He has 11 years of industry experience, including roles at Bank of America, N.A., Merrill, and Rockefeller Capital Management. He is based in Boca Raton, FL. 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 portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform that offers solutions across equities, fixed income, and alternatives.

Tony Wong is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in caregiving activities, including assisting with his daughter’s school transportation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Richard Maurisma Sr. is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has 18 years of industry experience and has worked at firms including AGIA, FTB Advisors, Axa Advisors, and Wells Fargo. He serves as a director for two nonprofit foundations that award scholarships to college-bound students who have lost a parent and provide grants to widows affected by gun violence. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts with third-party model managers and provides overlay services focused on tax and ESG considerations.

Gregory Monaco is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. He has worked at Commonwealth Financial Network since 2013, with brief tenures at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. in 2024. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Reed Lipsey is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role since 2025, he worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2018 to 2025, and at Citigroup from 2014 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and extensive market roles.

Paulo Quintana is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Wells Fargo Bank and JPMorgan Chase Bank. Quintana is based in Boca Raton, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Gerald Barbalatt is a financial advisor with Commonwealth Financial Network in Boca Raton, FL, holding the CFP® designation and Series 63 license. He has 34 years of industry experience and has been associated with Commonwealth Equity Services, Inc. since 1996 and Parker Allen and Company, LLC since 1989, where he serves as President and Owner. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support. The firm offers a range of investment solutions including discretionary model portfolios and personalized indexing options, serving both retail and institutional clients.

William Carey is a financial advisor with Prime Capital Financial in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes positions at Ameritas Investment Corp and Equitable Advisors, among others. He is also licensed as an independent insurance agent to sell fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a mix of core/satellite, thematic, and tactical investment strategies and provides tax planning, consolidated reporting, and financial administration through affiliated subsidiaries.

Sondra Goldstein is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes multiple roles with Park Avenue Securities and Guardian Life, spanning over a decade. She also provides insurance products through Guardian and other brokerages. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm features advisor-led discretionary management combined with model-based strategies, access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Christopher Whalen is a financial advisor at Integrated Wealth Concepts LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Integrated Wealth Concepts in 2021, he worked at MML Investors Services LLC, MassMutual Life Insurance Company, and Signature Resources Capital Management, LLC. Whalen also maintains an individual life and group life insurance agency role. Integrated Wealth Concepts LLC 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, consulting, and family office services, using a combination of internal management and third-party asset managers with a long-term investment approach.

Paul Harvey is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) with 10 years of industry experience and holds the Series 66 designation. His prior roles include positions at Prudential Financial Planning Services, Bankers Life, Royal Alliance Associates, and Signator Investors. Outside of his advisory work, he is involved as an insurance agent with Florida Financial & Insurance Agency. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Jonathan Gassman is a CFP® and PFS™ with 17 years of industry experience, currently serving at NewEdge Advisors. His prior work includes roles at Prager Metis CPAs, American Portfolios Financial Services, G&G Planning Concepts, and Gassman & Gassman CPA PC. Outside of advisory services, he is President of Shymoose Holdings Inc., a holding company for Hippo Leadership Campus. 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 advisers. The firm offers a variety of portfolio management and consulting services, utilizing technology and a range of program structures combining in-house and third-party strategies.

Grant West is a financial advisor at Valic Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Valic Financial Advisors since 2016 and at Agia since 2022. Outside of his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily 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 wrap programs, utilizing discretionary unified managed accounts and overlay services through a large network of advisors.

Alfonso Reda is a financial advisor at Guardian Life with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life and Park Avenue Securities since 2000. In addition to his advisory work, he is a partner at Reda, Romano & Co., LLP, a full-service accounting firm, and serves as a volunteer committee member at Westchester Hills Golf Club. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, as well as access to insurance products and alternative investments.

William Tricarico is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Cerity Partners, and Morgan Stanley. Outside of finance, he operated Sole Swap Sneakers, a business related to sneaker trading. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blended active and passive strategy framework and provides a range of financial, tax, and business management solutions.

Ross Price is a financial advisor at Valic Financial Advisors with 33 years of industry experience. He holds the Series 66, Series 63, and Series 65 credentials. Prior to joining Valic Financial Advisors in 2025, he spent 20 years at Fifth Third Securities and also managed a small business, Price Renovations LLC, for one year. Additionally, he is appointed 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 discretionary unified managed accounts through an extensive network of advisors and emphasizes the use of centralized technology and model solutions.