Tyler Gunderson is a CFP® certificant with 11 years of experience in financial services. He joined \u0026PARTNERS in 2025 after nine years at Wells Fargo Clearing and has prior experience with RBC Capital Markets and Ameriprise. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through discretionary and non-discretionary approaches, utilizing a range of analytical methods and both proprietary and third-party strategies.

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.

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 at VOYA Financial Advisors, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with VOYA since 2014. In addition to her advisory role, she works as an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to deliver client-focused investment solutions, emphasizing both discretionary and non-discretionary account management.

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 licenses. He has been with Empower since 2026 and is based in Fort Lauderdale, FL. Grant has no prior industry experience before joining Empower and held roles outside the financial services sector, including at RightClick Recruiting and JTB International Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as retail IRA and brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within 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 financial advisor with Eagle Strategies (NY Life) in Boca Raton, FL, holding a Series 66 credential and over 12 years of industry experience. He has worked with Eagle Strategies, New York Life Insurance Company, NYLIFE Securities LLC, and The Rae Group Insurance Services since 2018. Engler is also the owner of Galleros Robinson, CPA's LLP, an accounting firm he has been affiliated with since 1995, and he owns Pretty In Paper, LLC, a custom invitation company. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across multiple program types, with a strong emphasis on fiduciary responsibility and managing the majority of its assets on a non-discretionary basis.

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 and holds a Series 66 designation. His career includes roles at Bank of America, Merrill, CitiGroup, Morgan Stanley, and J.P. Morgan Securities. Outside of his advisory work, he owns a rental property in Black Mountain, NC, which he also uses as an Airbnb. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and more. The firm offers a broad range of investment programs and advisory services with both discretionary and non-discretionary approaches, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

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.