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 26 years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2026. His prior roles include positions at Ameriprise Financial Services, Comerica Securities, and Atlantic Capital Advisors. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs, including the Passageway Managed Account Program with various portfolio management options and tax-efficient strategies.

Eric Wertheim is a financial advisor with Empower Advisory Group in Delray Beach, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he served in the Army National Guard for over ten years as a Field Artillery Officer. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and managed account solutions.

Loren Ben is a financial advisor at Oppenheimer & Co. Inc with 50 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as a trustee for BP Enterprises, a family limited partnership. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and offers a range of investment products while acting as a qualified custodian.

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 27 years of industry experience. He has worked across several related firms since 2003, including Montgomerie Financial, where he serves as president, and Lawless, Edwards & Warren, where he is director of advanced planning. He is also an executor for revocable trusts, overseeing probate and estate matters. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs utilizing in-house and third-party managers, with a platform integrating multiple advisory and investment solutions.

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 financial advisor at Equity Services, Inc. with three years of industry experience. He holds a Series 65 designation and has previously worked at National Life Group, APIF Consulting Inc, Appreciation Financial, Aflac, and Corsair. Janitelli is also involved as an agent in fixed insurance sales through the Florida Financial and Insurance Agency. Equity Services, Inc., doing business 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 that combine long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

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.

Macord Foran is a financial advisor at Creative Planning with a Series 66 designation and five years of industry experience. His prior roles include positions at Entrewealth, Thurston Springer Financial, Wells Fargo Advisors, and The Vanguard Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, utilizing a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure. The firm manages over $295 billion in client assets and offers a range of institutional and retirement plan services through a large network of advisors.

Michael Griffith is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. since 2003 and CIBC World Markets since 1992. He is based in Fort Lauderdale, FL. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and multiple investment strategies tailored to client objectives.

Ali Zafar is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Edward Jones, and Proshares Advisors. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection and various investment products to address client objectives.

Chad Speziale is a CFP® with 30 years of industry experience, currently serving at Independent Financial Partners since 2019. He previously worked at LPL Financial, LLC from 2005 to 2019. Outside of his advisory role, he is involved with Chadwick Wealth Management, Inc., a business entity used for tax and investment purposes, and is a licensed agent for fixed insurance products. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform managing over $12.5 billion in assets and is noted for its retirement-plan advisory and pension consulting capabilities, including ERISA services and compliance with Department of Labor rollover guidance.

Mitchell Brill is a CFP® credentialed financial advisor with 23 years of industry experience. He is currently with Hightower Advisors and has previously worked at Mass Mutual and Altium Wealth Management LLC. In addition to his advisory work, he has authored a book. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both proprietary and third-party investment options alongside financial planning and retirement consulting services.

Susan Stephens is a financial advisor with Oppenheimer in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection and various investment vehicles to meet client objectives, and acts as a qualified custodian for client assets.

Lisa Tarshis is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment and insurance products.

Jonathan Ulin is a CFP® professional with 23 years of industry experience, currently affiliated with NewEdge Advisors. He has previously worked with IFP Securities, Independent Financial Partners, and LPL Financial. Ulin also operates Ulin & Co. Wealth Management, a business focused on wealth management and non-variable insurance products including fixed annuities and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving a wide range of clients including individuals, pension plans, corporations, and charitable organizations. The firm provides various portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.