Jonatan Alvarez is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, Citigroup, and Guerra Advisors Inc. Alvarez is based in Boca Raton, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms.

Frank Toth is a financial advisor with Independent Financial Partners in Boca Raton, FL, holding a Series 66 credential and 25 years of industry experience. He has worked with Independent Financial Partners since 2011 and with IFP Securities, LLC since 2019, previously serving at LPL Financial. Outside of his advisory role, Toth serves on the board of a family business, Toth Speech Services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with capabilities that include formal retirement-plan advisory and pension consulting services.

Cynthia Speno is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fahnestock & Co. Inc. for 23 years. She serves as a trustee of the Lawrence Moochler Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs, including asset management, consulting, and retirement services, with advisory services that span equity, balanced, and fixed-income portfolios using strategic and tactical approaches.

Andrew Perez is a financial advisor with TLG Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include analyst and assistant to the president at Mandel Family Office. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering portfolio management through sub-advisors and direct-to-consumer digital programs.

John Sanders is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill and Atlantic Wealth Advisors, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a wide range of managed-account programs, access to third-party asset managers, and comprehensive back-office support, offering various investment options including mutual funds, ETFs, individual securities, and personalized indexing.

Daniel Owens is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and previously worked with HD Vest Advisory Services and National Life Group. Outside of financial services, Owens is the lead singer and frontman for The Mae West Band, performing rock and country music. Equity Services, Inc. provides financial planning, consulting, and asset management 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 strategies with options for shorter-term trading and specialized instruments.

Brooke West is a CFP®-certified financial advisor with Truist Advisory Services, bringing 27 years of industry experience. She has worked with Truist Investment Services since 1999 and joined Truist Advisory Services in 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and comprehensive supervisory oversight.

Leonard Suskind is a financial advisor at Rockefeller Financial LLC with 43 years of industry experience. He holds a Series 63 designation and previously worked for UBS Financial Services Inc. for 12 years. Suskind serves on the board of directors for the David Poznak Jewish Community Center. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning, and brokerage services through a consolidated investment platform and a Private Advisor model.

Raymond Thomas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2011, and previously held positions at Merrill and Banc of America Investment Services. Outside of his advisory role, he owns Legacy Yacht Charters, a boat rental business in Lauderdale-by-the-Sea, FL. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm utilizes a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Eric Cohen is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at B. Riley Wealth Advisors, Stoever Glass Wealth Management, Herbert J. Sims & Co., and The GMS Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, compliance testing, and employee education, serving a diverse client base that includes large institutional investors and sovereign wealth funds.

Gregory Edwards is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with multiple firms, including Lawless, Edwards, and Warren LLC since 1994 and Ameritas-related entities since 2003. Outside of his advisory role, he is an owner of A Green Flash, LLC, which holds a vacant piece of land in the Bahamas. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and utilizes multiple custodial platforms and third-party tools to support portfolio construction, monitoring, and trading.

Emma Jones is a CFP® and holds a Series 65 license with four years of industry experience. She is currently an advisor at Mercer Global Advisors Inc. and previously worked at Paragon Wealth Strategies, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, tax management, and the use of low-cost index vehicles.

Mitchell Altro is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Janney Montgomery Scott since 2016. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Jaime Sklawer is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Mahoney Financial Organization and operating JLS Financial Group, LLC. He serves as Group Leader for the Boca1 group of Provisors, a national business networking organization. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samantha Zapoleon is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Morgan Stanley, including Morgan Stanley Private Bank. 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 employs a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and placement and investment banking services through its broker-dealer registration.

Eliahou Haroun is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with TIAA-CREF and its predecessor entities since 2006, with a two-year break prior to rejoining in 2022. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected through TIAA-administered employer retirement plans. The firm provides both model-based and customized portfolio management services and serves as adviser to a donor-advised fund.

Eddie Jackson II is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior work includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank. Outside of advisory work, he manages two rental properties alongside his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Alberto Castaner is a financial advisor at Oppenheimer with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Morgan Stanley and Popular Securities. He serves as trustee and executor for a family trust, managing investment accounts on behalf of his nephews. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of advisory programs and investment services on both discretionary and non-discretionary bases, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Alison Vento is a ChFC® and Series 66–registered financial advisor with 13 years of industry experience. She currently serves at Lincoln Investment and has previously worked at Edward Jones, Western International Securities, J.P. Morgan Securities, Merrill, and Ameriprise. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer that serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive investment strategies.

Maximiliano Agosta is a financial advisor with TIAA-CREF, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, employing a fiduciary standard for its RIA services and utilizing model and customized portfolios.