Lise Gurian is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 designation and bringing 43 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary modeling techniques in its financial planning process.

Lewis Cohen is a financial advisor at UBS Financial Services with 43 years of industry experience. He has been with UBS since 1990 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market assumptions and research to tailor investment plans and provides a range of services including portfolio management, financial planning, and institutional trading capabilities.

Daniela Brink is a Financial Advisor affiliated with Merrill Lynch Wealth Management and a member of the Glover Brink Henderson Group, which collectively has over 50 years of investment management experience. Originally from Brazil, she earned a Bachelor’s degree in Business Administration from Metropolitan State University. Daniela began her career in banking, following in her father's footsteps, and has spent many years working in private and business banking. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Fluent in Portuguese and English, Daniela has resided in Boynton Beach, Florida since 2004. Her client focus areas include college education planning, employee benefits planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, and portfolio management services among others. Daniela is actively involved in the Palm Beach community and contributes to the organization Caridad. Outside of her professional work, she enjoys traveling, gathering with friends, playing tennis, biking, cooking, dancing, interior decorating, photography, pickleball, soccer, and spending time with her family.

Robin Smith is a Wealth Management Advisor with Merrill Lynch Wealth Management. She holds the position of Senior Vice President and has over 27 years of experience in the financial services industry. Robin's expertise includes wealth planning, retirement planning, and investment strategy and review, with a focus on assisting families, individuals, and business owners in the development of long-term financial strategies tailored to their specific needs, goals, and risk tolerance. Robin holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) credential. She earned her bachelor's degree from the University of Maryland at College Park with a major in Psychology. Her professional approach emphasizes providing exemplary service and advice to clients, aiming to become a lifetime resource and essential advisor to those she serves. Outside of her professional role, Robin is involved with organizations such as Susan G. Komen Breast Cancer and the Jewish National Fund. She resides in Pikesville, MD with her husband, Dr. Samuel Smith, and enjoys spending time with her family, including her two sons, two stepdaughters, and five grandchildren.

David Gordon is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Good Life Advisors, LPL Financial, Wells Fargo Advisors, and Morgan Stanley. He serves as Treasurer on the Board of Directors for The Aria Condominium in Philadelphia. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service which provides ongoing, tax-aware withdrawal strategies and personalized recommendation reports.

Antonio Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with individuals, families, and business owners to align their wealth with their goals, values, and vision for the future. His approach places clients at the center of his work, focusing on preserving assets, navigating financial complexities, and creating lasting legacies. Antonio's expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background includes an Associate's Degree from Johnson & Wales University, an Accredited Certificate Program from Gold Coast Real Estate School, and a Bachelor's Degree from Florida International University. Fluent in Spanish and English, Antonio is involved in his community through AYSO Region 1370. He enjoys basketball, football, and soccer in his personal time.

John Piotrowski is a CFP® with 21 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He worked at Ameriprise for 18 years prior to joining Raymond James in 2023. Outside of advising, he owns and manages several marine-related businesses including The Dock Experts and Expert Pile Drivers. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical modeling tools.

John Shutowick is a CFP® professional with 36 years of industry experience, currently associated with Cetera. He has held roles at Summit Financial Group Inc and John Hancock Mutual Life Insurance Co., and co-founded Shutowick Wealth Management, a financial services firm. He also serves as an elected board member of the Fox Ridge Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Gabrielle Bird is a Series 66-licensed financial advisor with Morgan Stanley in Boca Raton, FL, and has 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a planning process using firm-approved tools and modeling techniques.

Carla Bashan is a financial advisor at Merrill with 31 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1997, totaling 29 years at the firm in Boca Raton, Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mario Ponczek is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including 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 client solutions.

Stephanie Midler is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2024, and previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities from 2001 to 2024. She serves on the finance and investment committee of the Adolph and Rose Levis Jewish Community Center in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, using proprietary research and tools, with discretionary implementation through brokerage or advisory programs as optional.

Alexis Rivero is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Delray Beach, Florida. She is part of the Rubin Wealth Management Group, working alongside Kevin Hammer and Barry Rubin. Alexis assists clients with a broad range of financial services including pre- and post-retirement planning, risk management, wealth transfer strategies, concentrated stock positions, charitable giving, trust and estate planning services, personalized asset management, and access to the firm's alternative investments platform. She focuses on serving business owners, professionals, and families, providing strategies that address employee benefits planning, executive compensation, equity compensation services, family wealth management, services for endowments, foundations, non-profits, LGBT wealth planning, personal retirement planning, small business strategies, women and wealth, and tax minimization. Alexis serves clients both nationally and internationally and communicates fluently in English and Spanish. Alexis is a first-generation college graduate with a Bachelor of Science degree in Business Administration, majoring in Finance, from the University of Central Florida's School of Business. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of her professional career, Alexis is active in community volunteer work with non-profit organizations and enjoys music, soccer, hiking, and international travel.

Stephanie Smith is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and totaling 26 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved in a personal business focused on making and decorating sugar cookies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process that employs firm-approved tools and modeling techniques.

Anh Nguyen is a financial advisor with MassMutual Investors Services in Ft. Lauderdale, FL, holding the CFP® and CFA® designations with 14 years of industry experience. Prior to joining MassMutual Investors Services in 2017, Nguyen worked at MetLife Securities Inc. from 2011 to 2017. Outside of advisory work, Nguyen owns AV Wealth Group LLC. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes detailed client data analysis and collaborative annual planning engagements supported by firm-approved tools.

Kelly Ferrarese is a financial advisor with UBS Financial Services in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. Prior to joining UBS in 2021, Ferrarese worked at Wells Fargo Clearing for five years and has been associated with Wachovia Bank, N.A. since 2002. Outside of her advisory role, she serves as a Board Director and Secretary for the Florence Fuller Child Development Centers, a local nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a range of products including discretionary portfolio management, financial planning, and alternative investments.

Igor Feldman is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Morgan Stanley in various roles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Balestriere is a CFP® professional currently with Edelman Financial Engines, located in Boca Raton, FL, with 22 years of experience in the industry. His work history includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services Llc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary services focused on diversified portfolios and long-term investment strategies.

David Mc Pherson is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His career includes roles at Pfs Investments Inc., American Express, and COMERICA BANK. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily through model-driven strategies developed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, offering a range of investment models including recently added cryptocurrency ETF allocations.

Youssef Habib Abdelsaid is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Merrill, and Wells Fargo Bank. He has a business interest as a 50% owner of Lighthouse Tax Services LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.