Kyle Faro is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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, operating both as a registered investment advisor and broker-dealer with integrated investment banking and insurance services.

William Rusch is a CFP® professional with 27 years of industry experience, currently serving at J.W. Cole Advisors, Inc. since 2022. His prior experience includes roles at Omni Financial Services Inc., Securian Financial Services Inc., and Minnesota Life. He is also a partner at Camory Wealth Management Group. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Michael Donohue is a financial advisor at &PARTNERS with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors, Bank of America, Merrill, Wells Fargo Clearing, and Prudential Equity Group. Donohue owns and operates Donohue Group, LLC, an investment-related business. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts and maintains dual registration as both a registered investment adviser and broker-dealer.

Kyle Wright is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., before joining Citi. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke discretionary solutions for large relationships.

Devon Baker is a financial advisor at Hightower Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at The Northern Trust Company and The Baker Group Financial Services. His background also includes time at Michigan State University and De La Salle Collegiate. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to offer a wide range of investment options.

Eli Wolfson is a CFP® and holds a Series 66 license with 34 years of industry experience. He has been with Valic Financial Advisors since 1998 and also works with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors serves 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 discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Amanda Miranda Torres is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 credentials. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with diverse market roles, including swap dealing and futures commission merchant activities.

Joel Kaplan is a financial advisor with &PARTNERS in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a variety of investment strategies and manages accounts both directly and through third-party managers, with services supported by platforms such as Envestnet and NFS brokerage infrastructure.

Jeffrey Libman is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Libman also serves as co-trustee for multiple family trusts. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.

Jenifer Bollinger is a financial advisor at Valic Financial Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services, MassMutual, Hornor Townsend & Kent, and Penn Mutual Life Insurance. Outside of her advisory role, she serves on the Wildcat Band Parent Association board, supporting band program activities and performances. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Renato Teixeira is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at Citibank N.A. for 18 years before joining Citigroup in 2024. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and commercial arrangements.

William Seago Jr. is a CFP® professional with 27 years of industry experience, currently with Fifth Third Securities, Inc. in Ft. Lauderdale, FL. His prior roles include positions at Ameriprise Financial Services, Comerica Securities, Atlantic Capital Advisors, and LPL Financial. Outside of his advisory work, he is involved with MAESTRO money market, a cash management platform serving corporate and institutional clients. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, providing clients access to various portfolio management strategies and services.

Loren Ben is a financial advisor at Oppenheimer with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc since 2003. Outside of his advisory role, he serves as a trustee for BP Enterprises, Family Limited Partnership. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across various portfolio types, with both discretionary and non-discretionary management options.

Nathan Keeney is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. His prior work includes roles at Keeney Financial Group and Chesapeake Corporate Advisors, as well as experience outside finance with Huber Engineered Woods and a university position at John Hopkins University. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, and retirement-plan services to individual investors, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Russell Montgomerie is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He serves as president of Montgomerie Financial, a firm engaged in the sale and servicing of fixed insurance products, and is director of advanced planning at Lawless, Edwards & Warren, where he provides overall financial planning services. Montgomerie also acts as an executor for revocable trusts, assisting with estate management. Ameritas Advisory Services offers investment advisory and financial planning services to individual and institutional clients through a network of Investment Adviser Representatives. The firm provides a variety of managed account programs, consulting services, and fee-based management of variable annuity and universal life subaccounts, supported by third-party partners and multiple custodial platforms.

Zanneisha Morrison is a financial advisor with Eagle Strategies (NY Life) in Sunrise, FL. She holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Eagle Strategies, she worked at JP Morgan Chase Bank and Synovus Bank. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice and multiple service programs, focusing primarily on non-discretionary asset management and supporting a diverse client base including retirement plan sponsors.

Cody Koletic is a CFP® professional with 11 years of experience in financial advising, currently with Sequoia Financial Group, L.L.C. since 2022. His prior roles include positions at Facet Wealth, Atlantic Wealth Partners, and Valic Financial Advisors. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Paul Janitelli is a Series 65 licensed financial advisor with three years of industry experience, currently with Equity Services, Inc. in Boca Raton, FL. His prior experience includes roles at National Life Group, APIF Consulting Inc, Appreciation Financial, and Aflac. He also maintains an agent role with a Florida financial and insurance agency. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently employs third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Edward Livrieri Jr. is a CFP® professional with over 32 years of experience in the financial industry. He is affiliated with Private Advisor Group, LLC and LPL Financial, LLC, serving since 2012, and has operated Livrieri & Golub Inc. since 1999, a firm involved in accounting and tax preparation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm employs a fiduciary advisory model and integrates technology platforms and third-party managers to provide customized investment solutions.

Medzer St Jean is a Series 66 credentialed financial advisor with one year of industry experience, currently with Valic Financial Advisors. His prior positions include roles at Thrivent Financial, IG Wealth Management, and Fidelity Investments Canada ULC. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and emphasizes centralized technology and model solutions in its client service approach.