Evan Blake is a CFA charterholder with 14 years of industry experience. He is currently with Cresset Asset Management, LLC and has previously worked at UBS Financial Services and J.P. Morgan Securities. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public equities, fixed income, and alternatives.

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 in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior experience includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, SunTrust Bank, and Wells Fargo Clearing. Outside of his advisory work, he is involved in managing rental properties alongside his wife. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled research tools and inter-affiliate service arrangements to support its investment approach.

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.

John Keeney is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Beacon Pointe Advisors since 2024 and previously spent 14 years at LPL Financial and nine years at Keeney Financial Group Inc. Outside of advisory services, he is also an agent with Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

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 with &PARTNERS in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 35 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Bank of America, Merrill, Wells Fargo Clearing, and Prudential Equity Group. Donohue also owns and operates Donohue Group, LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios.

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.

Casey Hardy is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wealthspire Advisors since 2020. Prior to joining Wealthspire, Casey was employed at Charles Schwab & Co., Inc. and Mosaic Wealth Management Group. He also has experience outside of finance working at Duffy's Sports Grill and at the University of Central Florida. Wealthspire Advisors is an SEC-registered investment adviser overseeing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm offers wealth management, portfolio management, financial planning, and retirement-plan consulting using an institutional-style asset allocation approach and provides additional services such as trustee offerings and bookkeeping.

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 at &Partners with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Kaplan is based in Boca Raton, FL. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services utilizing a combination of proprietary and third-party strategies, with additional capabilities in municipal advisory and brokerage services.

Jeffrey Libman is a financial advisor at &Partners with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, J.P. Morgan Securities, and RBC Capital Markets. He serves as co-trustee for several family trusts. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs both discretionary and non-discretionary investment approaches using a combination of fundamental, technical, and quantitative analysis.

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.