Jordan Phelps Castro is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 and Series 63 designations. His prior roles include positions at Northwestern Mutual Investment Services and Charles Schwab & Co., Inc. Outside the financial sector, he has experience working with O.H.S.O Distillery & Brewery and Teffler Music. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Annette Blair is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has 25 years of industry experience, including over two decades with New York Life Insurance Company. Blair is also involved in brokering with various insurance carriers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and corporate clients. The firm offers multiple program types and focuses on tailored solutions, with a significant portion of assets managed on a non-discretionary basis.

Timothy Ratty is a financial advisor with Janney Montgomery Scott and holds Series 63, 65, and 66 credentials. He has 27 years of industry experience, including prior roles at Cambridge Investment Research Advisors and Wells Fargo Clearing. Outside of his advisory work, he volunteers with the Florida Securities Dealer Elder Fraud Committee and the Trustbridge Hospice Foundation. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, and advisory programs, utilizing a combination of in-house portfolio management and third-party managers.

C Rassler is a financial advisor with Eagle Strategies (NY Life) in Boca Raton, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. With 47 years of industry experience, Rassler has worked at several firms including NYLife Securities LLC and M&A Executive Benefit Insurance Solutions, LLC. He serves on multiple nonprofit boards such as Junior Achievement of South Florida, Paul L. Rodensky Foundation for the Arts, and Nova Southeastern University, and owns The Creative Learning Center, LLC. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis.

Sammie Kreindel is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 26 years of industry experience. She has been with PNC Investments and PNC Bank since 2011. PNC Wealth Management provides retail brokerage and advisory services, offering model-based investment programs including a digital discretionary model account available through an employee-only pilot. The firm employs algorithm-driven portfolio selection and delegates portfolio implementation to third-party strategists.

Gerald Berman is a financial advisor at Oppenheimer with 44 years of industry experience. He holds the Series 63 designation and has worked at Oppenheimer since 2013. His prior experience includes roles at Janney Montgomery Scott and Advest, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a noteworthy portion of assets managed on a non-discretionary basis.

Justin Gelbman is a CFP® professional with 21 years of industry experience, currently serving at Oppenheimer since 2006. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a broad range of programs combining discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a notable share of assets managed on a non-discretionary basis.

Lauren Gooding is a financial advisor at Cerity Partners LLC with 10 years of industry experience. She holds a Series 65 designation and previously worked at Round Table Wealth Management for 14 years before joining Cerity Partners in 2022. Gooding has a financial interest in a private investment business called P Shares LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm employs a customized investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Jared Bridgewater is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and 65 licenses and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bank of America, and Allstate Financial Services. Outside of financial services, he has been involved with NuBridge Rental LLC. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management and financial planning through a large network of advisors. The firm uses discretionary unified managed accounts and offers tax-aware and impact-focused overlay services, operating at scale with a strong emphasis on centralized technology and model-based investment solutions.

Guillermo Hernandez is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL. He holds Series 66 and Series 63 licenses and has one year of experience in the financial services industry. Prior to his current role, he worked at Microsoft Corp and Metaswitch Networks. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Mullins Jr. is a CFP® with 39 years of industry experience, currently affiliated with Independent Financial Partners. He has held roles at Mullins Financial, LPL Financial, and IFP Securities, and maintains activities related to non-variable insurance and brokerage services through his own entities. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving a diverse client base with a decentralized advisory model and formal retirement-plan and pension consulting services.

Jan Von Buelow is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns a rental property in Miami, FL. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Theodore Mpatsios Pappas is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Equitable Advisors, and Northwestern Mutual. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform, while also operating as a registered broker-dealer providing a range of investment and placement services.

Samantha Vassallo is a financial advisor with Truist Advisory Services in Boca Raton, FL, holding a Series 66 designation and 18 years of industry experience. She has worked with SunTrust Advisory Services and related entities since 2016. Vassallo serves on the Philanthropic Advisory Council for the Community Foundation for Palm Beach and Martin Counties, where she facilitates connections between philanthropists and nonprofit organizations. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program supported by AI-enabled research and integrated inter-affiliate service arrangements.

Thomas Tabor is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. He has 11 years of industry experience, including roles at Bank of America, N.A., Merrill, and Rockefeller Capital Management. He is based in Boca Raton, FL. 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 portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform that offers solutions across equities, fixed income, and alternatives.

Giuliana Pelletier is a financial advisor at PNC Wealth Management with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform that uses algorithmic risk assessments and delegated portfolio management employing mutual funds and ETFs.

Tony Wong is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in caregiving activities, including assisting with his daughter’s school transportation. 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 employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Richard Maurisma Sr. is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has 18 years of industry experience and has worked at firms including AGIA, FTB Advisors, Axa Advisors, and Wells Fargo. He serves as a director for two nonprofit foundations that award scholarships to college-bound students who have lost a parent and provide grants to widows affected by gun violence. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts with third-party model managers and provides overlay services focused on tax and ESG considerations.

Gregory Monaco is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. He has worked at Commonwealth Financial Network since 2013, with brief tenures at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. in 2024. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Paulo Quintana is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Wells Fargo Bank and JPMorgan Chase Bank. Quintana is based in Boca Raton, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.