Marc Schliefer is a CFP® professional affiliated with CWM, LLC and has 43 years of experience in the financial services industry. His career includes roles at EPI Wealth Management, Cetera Wealth Services, and LPL Financial, among others. Schliefer is also involved in operating Equity Planning, Inc. and Equity Planning Institute, Inc., which have been active since the late 1970s. He serves as president and owner of EPI Wealth Management, Inc., a business focused on expense management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, typically managing accounts on a discretionary basis with model portfolios overseen by an in-house Investment Committee.

Remy Jeanneau is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 17 years of industry experience. Prior to joining Truist in 2025, Remy worked at J.P. Morgan Securities and RBC Capital Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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, to deliver customized investment solutions.

Aaron Jackson is a CFP® professional with 30 years of industry experience, currently serving at Valic Financial Advisors since 1999. He also holds Series 63 and Series 66 licenses and has a role at Agia since 2022. Outside of his advisory work, he is President and CEO of TWESKARD PROPERTIES, LLC, where he oversees financing, investment, and renovation of residential properties. Valic Financial Advisors primarily serves U.S.-based 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-developed UMA models to construct client portfolios.

Joseph Canadeo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2015. Outside of his advisory role, he manages agricultural activities related to tree farming through his involvement with BDM LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, utilizing third-party platforms and AI-enabled research tools as part of its integrated service model.

Eric Weinsier is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Truist Investment Services since 2003 and has been with Truist Advisory Services since 2016. 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 employs a combination of discretionary and non-discretionary manager relationships and utilizes third-party platforms and AI-enabled research tools as part of its investment process.

Hector Hernandez is a financial advisor with Principal Financial Services in Weston, FL, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Principal Securities and Principal Life Insurance Company since 2006. Hector also serves as a bank officer supporting Principal’s retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Robert Lewis is a financial advisor at Capital Group Private Client Services, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Capital Bank and Trust Company. Lewis is based in Boca Raton, FL. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager approach known as the “Capital System” that incorporates separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Martin Waldman is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 23 years of industry experience. His prior firms include Raymond James & Associates and Northern Trust Securities. He serves as a board member and secretary of the Ferrari Club of America, Palm Beach Chapter, a nonprofit organization for car enthusiasts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and services, including discretionary and non-discretionary portfolio management across various asset classes.

William Calaca is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 designations and bringing 26 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank for five years each before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

Thomas Anderson III is a financial advisor at Davenport & Company LLC with 32 years of industry experience. He has worked at Davenport since 2019 and previously spent five years at Oppenheimer. He holds Series 63 and Series 65 licenses. Davenport serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team, overseeing a variety of strategies including separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.

Erin Donofrio is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill, Bank of America, Lexx Healthcare, Weatherby Healthcare, and Florida Brokers Realty. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and supports exposure to alternative and digital-asset products while maintaining significant institutional scale and specialized market roles.

Peter Stevens is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and 28 years of industry experience. He has worked at Stevens Financial Inc. since 2008 and held prior roles at Summit Financial Group, Cetera, and Cary Stamp & Co. Stevens also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform with managed-account programs, third-party asset manager access, and custody services.

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 20 years of industry experience. She holds a Series 65 designation and has worked with The Colony Group, LLC since 2019 and Steinberg Global Asset Management from 2000 to 2019. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, financial planning, and employee benefit consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

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.