Michael Elzahr is a CFA® charterholder with 10 years of industry experience. He currently works at Focus Partners Wealth, LLC and was previously with The Colony Group, LLC and Steinberg Global Asset Management. Focus Partners Wealth serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Adam Hawkins is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 credential and has eight years of industry experience. Prior to joining First Citizens Investor Services in 2024, he worked at Truist Investment Services and BB&T in various advisory roles. First Citizens Investor Services serves individual clients—including high-net-worth individuals—as well as pension plans, charitable organizations, and businesses. The firm offers a range of advisory and brokerage services, emphasizing client-specific financial needs through portfolio management, model portfolios, and tax-aware strategies.

James Papadakos is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds the Series 63 and Series 65 designations. He has worked at firms including National Life Group, MML Investors Services LLC, MassMutual Life Insurance Co, and Northwestern Mutual. Outside of his advisory role, he serves as president of a homeowners association and works as an executive coach assisting senior leaders with professional development. 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 combines long-term investment strategies with options for shorter-term trading, utilizing multiple advisory platforms and third-party asset managers.

Michael Smith is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Valic Financial Advisors since 2016 and is also associated with AGIA, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves 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 consulting services through a large network of advisors and utilizes a technology-driven approach with discretionary unified managed accounts and tax-aware overlay services.

Jeffrey Oliverio is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2018, including prior roles at Wells Fargo Advisors. Outside of his advisory work, he serves as the Finance Director on the executive board of My Hollywood Pride, a nonprofit organizing an annual LGBTQ Pride festival in Hollywood, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate integrations.

Daniel Rodriguez is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 63 credentials and 20 years of industry experience. His prior roles include positions at United Capital Financial Advisers, LLC, Cetera Advisor Networks LLC, and Girard Securities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

Fernando Rodriguez is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup since 2017, following a year at HSBC Bank USA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains extensive in-house research and market roles, combining institutional scale with unique market functions.

Rusbel Trujillo is a financial advisor at Eagle Strategies (NY Life) with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Eagle Strategies since 2021. Prior to that, he worked with NYLife Securities LLC and New York Life Insurance Company starting in 2012 and 2014, respectively. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm offers various program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client needs and plan sponsor criteria.

Amarilis Larragoity is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Citigroup since 2020, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors, and also managed Dorado Style, Inc. for ten years. Citigroup Global Markets serves individual and institutional clients across a wide range of segments, offering a variety of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale alongside unique market roles such as operating as a swap dealer and futures commission merchant.

Antonio Vilallonga is a CFP®-certified financial advisor with 19 years of industry experience. He currently works at Valic Financial Advisors and has previously held roles at Vilallonga & Associates, IG Networks, USAA Financial Planning Services, and MissionSquare Retirement. 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, utilizing centralized technology and model solutions.

Christina Proscia is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Valic Financial Advisors since 2021 and previously spent 13 years with TIAA and TIAA-CREF. Outside of her advisory role, she serves as Treasurer and board member for the Waterford Maintenance Association, part of the larger Crystal Pointe Homeowners association. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating with a large network of advisors nationwide.

Rebecca Leitner is a CFP® professional with one year of industry experience, currently with Focus Partners Wealth, LLC. She previously worked at PNC for four years and has held roles in various organizations including Indiana University and Scripps Ranch Swim and Racquet Club. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies and integrates multiple portfolio management tools and legacy strategies.

Forrest Faro is a financial advisor with Rockefeller Financial LLC in Fort Lauderdale, FL. He holds a Series 66 designation and has 26 years of industry experience. His prior work includes roles 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.

Siddi Hussain is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and has one year of industry experience. His prior work includes roles at Charles Schwab, The Bridge Group, and NYLife Securities. Outside of advising, he is involved with Zenithal LLC, an online retail business offering clothing and jewelry, and he works as an independent contractor for both Uber and Lyft. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Brendon Walsh is a financial advisor at Equity Services, Inc. with 14 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Northwestern Mutual, Merrill Lynch, and MassMutual. Outside of his advisory work, he is involved in the insurance business as an agent for fixed insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, and charitable organizations. The firm offers multiple advisory platforms with a combination of long-term investment strategies and options for shorter-term trading, utilizing various third-party asset managers and model portfolios.

Steven Rosenberg is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is an investor in a restaurant business located in North Carolina. 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 offers a range of portfolio management, financial planning, and consulting services and operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Carolyn Kitzel is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mariner since 2025. Her prior roles include positions at Corbett Road and Capital Wealth Advisors, as well as independent consulting for 501(c)(3) organizations in consulting and marketing. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized portfolio strategies combining in-house research and third-party managers, with notable integration of tax and accounting services alongside administrative CFO capabilities.

Neal Slafsky is a financial advisor with Osaic Advisory Services, LLC, holding CFP® and ChFC® designations and bringing 38 years of industry experience. His career includes roles at United Capital Financial Advisers, Girard Securities, and Cetera Advisor Networks. In addition to his advisory work, he is a managing member of RABSCO, LLC. Osaic Advisory Services serves a broad client base, including individuals, corporations, pension plans, trusts, and charities, offering investment management, financial planning, and related services through multiple program models. The firm employs a combination of proprietary and third-party platforms to manage portfolios and provides clients access to alternative investments and specialized lending solutions.

Frederick Tan is a CFP® professional with 17 years of experience in the financial industry. He is currently with Cerity Partners LLC and has previously worked at Goldman Sachs, RBC Wealth Management, and BNY Mellon Wealth Management. Outside of his advisory role, he manages Heart Themes, LLC, a retail organization, and owns Meditations and Mindfulness, a health and wellness business. Cerity Partners LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Christian Calabro is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds a Series 65 designation and has worked in various capacities including at Innovative Financial Concepts, LLC and 1847 Financial. Outside of his advisory roles, Calabro serves on the board of the Greater Fort Lauderdale Chamber of Commerce and co-chairs the League for Junior Achievement of South Florida, where he volunteers to mentor public school students. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning, retirement consulting, and access to third-party asset managers. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a full range of custody, execution, and brokerage services.