Robert Hope is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024, following seven years at Buckingham Strategic Wealth, LLC, and four years at PNC Bank and PNC Investments. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Susan Forman is a CFP® credentialed financial advisor with 41 years of industry experience. She has been with Kestra Advisory since 2016 and Kestra Investment Services since 2006. Outside of her advisory role, she serves as an administrative assistant at Wealth Preservation Solutions, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Bailie Slevin is a financial advisor with Guardian Life and holds a Series 66 designation, bringing 12 years of industry experience. Slevin has worked at Park Avenue Securities and Guardian Life in multiple roles since 2007. Outside of advisory work, Slevin teaches a financial literacy class at California State University, Fullerton. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led management with model-based strategies through proprietary and third-party programs.

Chelsea Shin is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022. Her prior work experience includes roles at Towneplace Suites Cal Expo 24/7 Hotels, Sacramento City College, CSU of Sacramento, and Han's Cleaners. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Harrison Till is a financial advisor at Integrated Wealth Concepts LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Bank of America, and Merrill. Till also operates Till Advisory and Capital Management, LLC. Integrated Wealth Concepts 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, family office, and retirement plan advisory services, focusing on customized portfolios employing a combination of mutual funds, ETFs, individual equities, and fixed income with a primarily long-term approach.

Zaki Saoud is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 15 years of industry experience. His prior experience includes roles at Valic Financial Advisors, J.P. Morgan Securities, and PNC Wealth Management. He is the owner of a rental property business, ZAKIS REALTY LLC. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing TIAA-administered employer retirement plans. The firm’s advisory approach separates point-in-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Mark Homsi is a CFP® with 25 years of industry experience, currently affiliated with Principal Financial Services. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2006. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Eli Boussi is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes seven years at UBS Financial Services before joining Rockefeller Financial, where he has worked since 2014. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm combines a Private Advisor model with the Rockefeller Global Investment Management platform to provide discretionary and non-discretionary portfolio management, financial planning, and investment banking services, including offerings unique to enterprise advisors such as broker-dealer registration and alternative investment placements.

Stephen Craffen is a CFP® professional with 22 years of experience in financial advising. He currently works with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously served at Atlas Fiduciary Financial and Stonegate Wealth Management, LLC. Outside of advising, he is the owner of a Retro Fitness franchise in Ringwood, NJ. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Nancy Greene is a financial advisor with Money Concepts Capital Corp in Ringwood, NJ, holding a Series 63 designation and over 30 years of industry experience. She has been with Money Concepts Capital Corp since 1995. Outside of her advisory role, she serves as Vice President and Secretary of LCG Tax Services, LLC, and is involved in non-investment-related businesses including group health insurance and payroll services as well as Medicare supplement and Medicare Advantage insurance through Integrity Family Resources Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages multiple programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Rowland Pepito is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at Wealth Enhancement Advisory Services, LLC. His background includes roles at American Century Investment Services, Inc., Northwestern Mutual Investment Services LLC, and Ernst and Young. Wealth Enhancement Advisory Services manages over $122 billion in assets through a large advisor network, offering financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach that combines passive and active managers alongside quantitative, momentum, and fundamental analysis.

Victoria Mc Mahon Croce is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and with eight years of industry experience. She has worked at various affiliated Bankers Life entities since 2007 and currently manages and trains new agents as part of her role as an insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, periodic rebalancing, and tax efficiency. The firm integrates investment management with affiliated broker-dealer and insurance services and emphasizes individual client relationships.

Jason Burklow is a CFP® and ChFC® credentialed advisor with Steward Partners Investment Advisory, LLC, bringing three years of industry experience. His prior roles include positions at Ameriprise and Burklow & Rotella, LLC. Outside of finance, he has experience working in education and hospitality sectors. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both in-house and third-party solutions.

Ellen Montemayor is a ChFC® credentialed financial advisor with 24 years of industry experience. She has been with New York Life since 2002 and joined Eagle Strategies (NY Life) in 2026. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Matthew Ludmer is a financial advisor at Concurrent Investment Advisors, LLC with 43 years of industry experience. He has previously worked at Spire Investment Partners, LLC and currently serves as an Investment Advisor Representative of Spire Wealth Management through the affiliated firm Aligned Wealth. Outside of his advisory role, he founded the Aligned Center, a membership-based community organization focused on personal growth. Concurrent Investment Advisors, LLC is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services using customized, primarily long-term portfolios with ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Kelly Zemaites is a Series 66 licensed financial advisor with 14 years of industry experience, currently serving clients at TIAA-CREF since 2016. She is based in Hackensack, NJ. Outside of her advisory role, Zemaites is involved in managing real estate investment properties with her family through several partnerships. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected through employer retirement plans. The firm offers a range of portfolio management options, including model-based and customized portfolios, and acts as adviser to a donor-advised fund.

Giovanni Valle is a CFP® professional with two years of industry experience, currently affiliated with Cetera Planning Partners. His background includes roles at several firms such as Avantax Planning Partners, Facet Wealth, Mariner Wealth Advisors, and Beacon Trust Company. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, providing investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach focuses on diversified allocations using mutual funds and ETFs aligned with client objectives, supported by additional services including tax planning, bookkeeping, and estate-planning offerings.

John O'Keeffe is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has held roles at Kestra Investment Services, Trust Financial Services, Capitas Financial, O'Keeffe Financial Partners, and Raymond James Financial Services. O'Keeffe is the owner of O'Keeffe Financial Partners LLC and serves as an independent contractor specializing in life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions to support its services.

Christina Bouphavan is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Michael Grofsick is a financial advisor at Valic Financial Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley DW Inc., Agia, and LPL Financial, LLC. His other business activity includes serving as an agent for non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using third-party model managers and centralized technology across a large network of advisors.