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.

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.

Jordan Rae is a financial advisor with Hightower Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. In addition to his advisory role, he is involved with Capstone Strategic Wealth Advisors, LLC, an administrative services company related to his RIA practice. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Colton Outcalt is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. He receives commission compensation from an individual insurance company unrelated to his advisory work. 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, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Gary Kreps is a financial advisor at TLG Advisors, Inc. based in Fort Lauderdale, FL, with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Marathon Capital Management, Pruco Securities, Merrill, and Bank of America. In addition to his advisory role, Kreps is an independent insurance agent who educates clients on the role of insurance within financial planning. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm offers investment supervisory services and financial planning, emphasizing manager selection and diversified portfolio construction using fundamental analysis and Modern Portfolio Theory.

Eulette Edwards is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with New York Life Insurance Company and its affiliated entities since 2014 and operates her own firm, Eulette Edwards & Associates, Financial and Insurance Services, LLC, brokering insurance products. Additionally, she serves as an independent contractor facilitating mindset training through The Pacific Institute. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mason Liu is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, Merrill, and the University of Miami. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Steven Weinkle is a financial advisor with Eagle Strategies (NY Life) who holds the ChFC® and Series 63 designations and has 32 years of industry experience. He has worked at Eagle Strategies since 2024 and concurrently operates W Financial LLC, where he brokers non-New York Life, non-registered insurance products. He has been associated with New York Life Insurance Co. and its affiliated firms since 1991. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions via multiple program types, with the majority of its assets managed on a non-discretionary basis.

David Willis is a financial advisor at &PARTNERS with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and J.P. Morgan Securities. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, providing investment management, financial and tax planning, and brokerage services. The firm employs a range of analytical methods and third-party strategies, offering both discretionary and non-discretionary management through its platforms.

Alina Akchurina is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Adam Kristol is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors. Prior to his advisory career, he was involved in real estate consulting. Outside of his advisory role, Kristol is active in managing family real estate investments through various business entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Jason Palmadesso is a financial advisor with Eagle Strategies (NY Life) based in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has served in various consulting and insurance brokerage roles under several DBAs, including Mahoney Financial Organization, LLC, The Bridge Group, Inc., and M&A Executive Benefit Insurance Solutions, LLC. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis while offering a range of advisory programs tied to insurance and annuity products.

Shiloh Markus is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, he worked at Fourthought Private Wealth and Sarasota County Government. Markus also has a background in education, having spent six years in full-time education and four years affiliated with Florida Gulf Coast University. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investment opportunities, utilizing tailored asset allocation and proprietary quantitative screening.

Barbara Blacklock is a financial advisor at &PARTNERS with 45 years of industry experience. She holds a Series 63 designation and has worked at &PARTNERS since 2024, following eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors. She serves on the External Advisory Board for Southern Illinois University’s College of Business, advising on strategic planning and curriculum development. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.

Anthony D'ascoli is a financial advisor with Oppenheimer, holding a Series 66 designation and 25 years of industry experience. He has been with Oppenheimer since 2013. Outside of his advisory role, he serves as president of A.R.D. Enterprises, a real estate holding company. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions, with a distinctive mix of discretionary and non-discretionary management programs.

Clare Morris is a financial advisor at Equity Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 registrations. Her prior experience includes roles at National Life Group, Mass Mutual Investors Services, and MetLife Securities. Morris is also a fixed insurance agent with Florida Financial & 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 utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Kimberly Etchings Dolce is a financial advisor with Principal Financial Services in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Principal Securities Inc and Principal Life Insurance Company since 2014. Outside of her advisory role, she owns Etchings Consulting, a business coaching and consulting firm serving business owners. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, 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.

Sean Erickson is a CFP® and holds a Series 65 license with 16 years of industry experience. He has worked at The Colony Group, LLC since 2019 and previously spent 12 years at Steinberg Global Asset Management. He is based in Boca Raton, FL. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and integrates multiple asset strategies across managed and held-away accounts.

Abbey Ledoux is a financial advisor at Kestra Advisory with 17 years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors and National Asset Management. Ledoux also serves as an operations manager at Wealth Empowerment Financial Strategies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers comprehensive services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients ranging from private funds to sovereign wealth funds.