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.

Theodore Mpatsios Pappas is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Equitable Advisors, and Northwestern Mutual. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform, while also operating as a registered broker-dealer providing a range of investment and placement services.

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.

Giuliana Pelletier is a financial advisor at PNC Wealth Management with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform that uses algorithmic risk assessments and delegated portfolio management employing mutual funds and ETFs.

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.

Paulo Quintana is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked nine years with Wells Fargo Bank and Wells Fargo Clearing and spent one year at JPMorgan Chase Bank before joining Truist. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

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.

Manuel Figueroa is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and bringing 31 years of industry experience. His prior roles include positions at Brokers International Financial Services and MML Investors Services Inc/MassMutual, where he worked for over a decade. Outside of advising, he serves as a police officer and is a board member for both the Police Officer Assistance Trust and the Coconut Grove Arts Festival. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

William Carey is a financial advisor at Prime Capital Financial with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Prime Capital Investment Advisors, 20/20 Capital Management, Inc., 2020 Financial Advisors, and Ameritas Investment Corp. Carey 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. The firm offers a range of services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing a mix of investment strategies and tax-efficient rebalancing tools.

Christopher Law is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for seven years. Prior to his advisory career, he spent nine years in full-time education. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated entities.

Randy Stark is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes roles at BB&T Securities, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He has been with Truist since 2017, including the firm’s earlier and current iterations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manages the AMC Advantage program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced equity research.

Sondra Goldstein is a financial advisor with Guardian Life and Park Avenue Securities in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career history includes long-term roles at both Guardian Life Insurance Company and Park Avenue Securities. She also provides insurance products through Guardian and other brokerages. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs that include both proprietary and third-party strategies.

Peter Triolo is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has two years of industry experience, with prior roles at The Bridge Group, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he volunteers as a lacrosse coach for a local club program in Boca Raton, Florida. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

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.

Stephen Young is a CFP® with eight years of industry experience currently serving at Brookstone Capital Management LLC since 2021. He previously worked at Crown Capital Securities, LP and has been affiliated with National Life Group since 2011. Outside of investment advisory, he works as an independent contractor in insurance sales focusing on fixed annuities and life insurance. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset allocation models and a range of investment strategies, offering discretionary portfolio management through its turnkey platform and acting as a sub-advisor to other advisory programs.

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.