Deneen Morgia is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. Her prior roles include positions at Level Four Financial, Truist (formerly Suntrust), and Merrill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branches nationwide.

Lisa Mccoy is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and uses research-driven strategies based on diversification and modern portfolio theory.

Brion Lawler is a CFP® certificant with 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at First Command Brokerage Services, Inc. from 2006 to 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Felipe Gonet is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, and previously spent one year at Citigroup Global Markets. Outside of his advisory role, he is involved in property management as a sole proprietor of rental real estate in Coconut Creek, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Gerrard Weigold is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes supported by firm-approved tools and analysis.

Sara Roth is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with UBS since 1998. Roth is also involved as a member of a committee with management and supervisory functions for a family LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor strategies to client goals.

Adam Schwalb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has previously worked at Citigroup Global Markets from 2001 to 2006 before joining Wells Fargo in 2016. Based in Boca Raton, FL, he has been with Wells Fargo Clearing for over a decade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Joseph Danahy is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. His career includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company prior to joining J.P. Morgan. He has also been involved with educational institutions such as Jupiter Christian School and Franklin Academy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Nuri Benturk is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets, LLC since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Christopher Grennon is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at UBS since 1995. Grennon serves on the investment committee of Maine Health and Education. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and offering a range of financial planning and portfolio management solutions.

Rory Ronzano is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held various roles including positions at Lynn University and TransMedia Group. He also manages an advisory business through CSWMG Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Hartigan is a financial advisor at UBS Financial Services with 52 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. from 2009 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Camille La Grange is a financial advisor with Merrill, holding a Series 66 designation and having one year of industry experience. Her previous work includes roles at Bank of America, New York Life Insurance, and various organizations related to education and networking. She is also the owner of You Already Are LLC, an art business focused on painting, photography, and creating an online gallery of handmade pieces. Merrill, together 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, and institutional investors.

Jeffrey Pietrzak is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been affiliated with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

David Schneider is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including financial planning and estate strategies, managing approximately $2.74 trillion in client assets, and employs structured planning tools and modeling techniques as part of its advisory process.

Kelly Boyle is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2005. Outside of advising, she owns several businesses including an entertainment company and a photography business, and serves on the boards of the American Disabilities Foundation, Inc. and South Florida Tech Hub. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors to provide written Recommendation Reports utilizing proprietary research and algorithmic tools.

Joaquin Gamero Pendola is a financial advisor at UBS Financial Services, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he was involved in the food service industry, including roles at Alacruz Grill and C'est Si Bon Catering. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides a wide range of services including fee-based financial planning, portfolio management, and capital markets services, leveraging proprietary research and institutional trading capabilities.

Sharon Dvir is a financial advisor at Cetera with 10 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Prior to joining Cetera, she worked at several firms including Raymond James Financial Services, PNC Private Bank, and SunTrust Investment Services. Dvir also serves as a board member for SafeSpace, a domestic violence nonprofit. Cetera Investment Advisers LLC is an SEC-registered firm that offers financial planning and portfolio management services through a nationwide network of independent advisors. The firm serves individual, corporate, and institutional clients, providing access to a range of investment programs and third-party managers.

Todd Kissel is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of advisory work, he has involvement in rental real estate investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management strategies supported by firm research and affiliated sub-advisers.

Ilya Yeverovich is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at Raymond James since 2018 and was previously with Leumi Investment Services Inc. from 2015 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.