Robert Waxman is a financial advisor with Ameriprise in North Miami, FL, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, Waxman serves on the Board of Directors of the American Jewish Committee. Ameriprise provides retirement-income planning services primarily for individuals with at least $1,000,000 in net investable assets, offering tailored recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services through a centralized consulting team in partnership with client advisors.

Sherrill Elrod Jr. is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with UBS since 2009. Elrod also serves on the board of his homeowners association, Lago Mar Colony, with a possible future role as treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products while leveraging proprietary research and model-based asset allocations.

Harvey Kadden is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he serves as a trustee for several investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and market outlooks.

Jose Salvidea Rello is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank. Outside of his advisory work, he serves on the board of directors of SVA Marine LTD, a company involved in boat ownership. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Richard De Luca is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2019 and was previously employed by Bank of America and Merrill Lynch. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a broad range of retail and institutional investment offerings.

Adam Uhlan is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. He joined Merrill Lynch in 1989 and focuses on providing personalized wealth management solutions tailored to clients' unique financial needs. His core areas of expertise include managed money services, retirement planning and 401(k) services, asset preservation strategies, life insurance analysis and funding, wealth preservation and transfer services, as well as personal financing, custom lending solutions, corporate cash management, and treasury services through Bank of America. Adam holds a Bachelor of Arts degree in Anthropology and History from the State University of New York at Stony Brook. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 1998, the Chartered Retirement Planning Counselor™ (CRPC®) designation in 2008, and the Certified Plan Fiduciary Advisor® (CPFA®) designation in 2018. He is also a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Adam is a longstanding member of the Greater Fort Lauderdale Alliance, Broward County's official economic development partnership, reflecting his involvement in the local business community. Outside of his professional work, Adam enjoys biking, boating, cooking, hiking, music, reading, singing, traveling, writing, and spending time with his family.

Alison Mcentee is a Series 66 licensed financial advisor with UBS Financial Services in Ft. Lauderdale, FL. She has 13 years of industry experience and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Javier Himelstein is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. He is based in Hallandale Beach, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Walter Alfredo Leon Diaz is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked at various Citibank entities from 2010 to 2022 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Rocky Kassim is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Michael O'Neil III is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning using structured discovery conversations and advanced modeling tools, operating primarily in an advisory capacity.

Scott Edelman is a financial advisor with OSAIC based in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and having 30 years of industry experience. His prior work includes roles at Signator Investors, Inc. and John Hancock Life Insurance Company from 2004 to 2018. Edelman is also president of several related businesses, including Edelman Wealth Management Group Inc. and Edelman Insurance Management LLC, which involve insurance brokerage and wealth management services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various portfolio construction tools across multiple asset classes, supporting discretionary and non-discretionary management and third-party investment solutions.

Ana Maimon is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and municipal entities, offering financial planning and consulting services through various programs and drawing on multiple portfolio management styles and affiliated research.

Abigail Rodriguez is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Miami Beach, FL. She has seven years of industry experience, including roles at J.P. Morgan Securities since 2018 and prior work at Bank of America. Outside of finance, she was involved with Third Times A Charm Vintage from 2016 to 2020. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Pablo Serrano is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America/Merrill Lynch, Pierce, Fenner & Smith Inc. Outside of his advisory role, he is involved in managing rental properties through his ownership of Marpa Estates LLC. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Brian Rothman is a financial advisor with Morgan Stanley in Miami Beach, FL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and previously spent 23 years with Mercer Allied Company. Outside of his advisory role, Rothman is a partner at Warren Boys Pharma LLC, an investment and finance company based in New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and investment committee insights.

Jeffrey Solodkin is a financial advisor with LPL Financial in Hollywood, FL, holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience, including prior roles at Kestra Financial Services and his own firm, FDR Group, Inc. He is also a licensed agent in life and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with various investment strategies, technology tools, and affiliated financial services.

Gabriel Dias is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024, following prior roles at Charles Schwab Bank and Charles Schwab & Co. His background also includes positions at Sprint, Lockheed Martin, and the University of Central Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ryan Kruss is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Bank of America Merrill Lynch and Goldman Sachs. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gary Burwick is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. In addition to his advisory role, he serves as power of attorney for his father in matters related to investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.