Claudia Balarezo is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth LLC and TD Bank N.A. since 2013. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Willis Adams II is a financial advisor at Empower Advisory Group with 40 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Morgan Stanley and SS&C Technologies. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach centers on integrated service delivery tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Jeffrey Lapidus is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Outside of his primary advisory role, he owns and operates an insurance agency offering fixed annuities, life, health, accident, and group employee benefits. Private Advisor Group serves a diverse client base including individuals, trusts, business entities, and charitable organizations, providing portfolio management, financial planning, and retirement plan consulting through various advisory programs and access to third-party asset managers and managed account platforms.

Denville Loney is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at TD Private Client Wealth LLC since 2020 and at TD Bank N.A. since 2018, with prior experience at American Income Life from 2012 to 2018. Outside of his advisory role, he is involved in food manufacturing through the American Bread Company, where he works part-time on the production line and as a heavy equipment operator. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm offers portfolio management, access to mutual funds, ETFs, and separately managed accounts, combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Kyle Youngblood is a CFA® charterholder with 21 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2016. Based in Vienna, VA, he holds a Series 63 license. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail investors. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Theodore Sarantos is a financial advisor with TD Private Client Wealth LLC in Sarasota, FL, holding Series 63 and Series 65 registrations and five years of industry experience. He has worked at TD Bank N.A. since 2016 and joined TD Private Client Wealth LLC in 2021. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm offers portfolio management, financial planning support, and custodial services, utilizing a combination of affiliated and third-party sub-managers in its investment approach.

Gerard Rocchi is a financial advisor with Eagle Strategies (New York Life) based in Venice, FL. He holds the Series 63 and Series 65 designations and has 37 years of industry experience. Rocchi has been affiliated with New York Life and its related entities since 1999. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm employs multiple advisory programs and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Raymond Dinkel is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Jose Acosta is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He previously worked at Bank of America and Merrill from 2013 to 2025. Outside of his advisory role, he is involved in playing and teaching the tuba. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and custody services through affiliated and third-party managers.

Eric King is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2016. His prior roles include positions at Signator Investors, Inc. and My Financial Group, Ltd., along with operating King Financial Services since 1990. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, enabling advisors to implement portfolios using both internal models and outsourced solutions.

Nicolas Hernandez is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for ten years. Outside of his advisory role, he is a co-owner of Sabor Supplements LLC, a protein supplement brand sold online. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and access to various investment products through a combination of strategic and tactical asset allocation.

Matthew Jimenez is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including TD Bank N.A., Morgan Stanley, Royal Alliance Associates, and LPL Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody via third-party custodians.

Steven Wong is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses. He has been with Fifth Third Securities since 2025 and has prior experience working at FIFTH THIRD BANK since 2022. Before entering the financial industry, he worked at Laishley Crabhouse from 2009 to 2022. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple managed-account options and features such as direct indexing and tax-overlay services.

Paul Soto Mendoza is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, J.P. Morgan Securities, and U.S. Bancorp Investments. Outside finance, he owns a steel and metal subcontracting business managed by his family. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering access to diversified portfolios through affiliated and third-party managers.

Wendy Namack is a CFP® professional with 29 years of industry experience, currently affiliated with Commonwealth Financial Network. She has operated Namack Portfolio Investment Professionals, LLC since 2009, serving as its sole owner. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions. The firm provides extensive operational, technology, and compliance support while allowing advisors discretion in portfolio construction.

Ricky Smith is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at TD Bank, N.A. and TD Private Client Wealth LLC since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Kandi Lynn is a financial advisor with TD Private Client Wealth LLC based in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America, N.A. prior to her current role at TD Private Client Wealth LLC and TD Bank N.A. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and provides services including portfolio management, financial planning support, and custody through third-party custodians.

Nicolas Duran is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at TD Bank, Trustco Bank, and WFG Transamerica. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm integrates strategic and tactical asset allocation using both affiliated and third-party managers and offers financial planning support alongside custody and reporting services.

Ronald Anno is a financial advisor at AE Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with several firms, including Financial & Tax Architects, Inc and Horter Investment Management, LLC. Outside of his advisory role, he is an author currently writing a book. AE Wealth Management serves a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-based approach featuring model portfolio solutions, discretionary asset management, and financial planning services.

Robin Howard is a financial advisor at TD Private Client Wealth LLC with 12 years of industry experience. He previously worked at J.P. Morgan Securities from 2013 to 2025 before joining TD in 2026. Howard holds Series 66 and Series 63 designations and is based in Sarasota, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers across its portfolio offerings.