Stanley Alpert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 48 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. Alpert serves on investment committees for the Milburn-Short Hills Volunteer First Aid Squad and Temple Sharey Tefilo-Israel. 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 advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Brandin Bryant is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Florida Atlantic University and in the National Football League. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Philip Gribbons is a financial advisor with Raymond James Financial, holding a Series 66 designation and over 21 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 18 years before joining Raymond James in 2023. Outside of his advisor role, he is president and sole financial advisor of Leeward PSG, providing financial planning and advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a broad network of advisors with specialized programs including municipal and SIMPLE IRA consulting.

Franz Koch is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America for 11 years before joining Wells Fargo in 2022. 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 combines research and analytics with a broad range of brokerage and advisory solutions, operating at a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Christopher Relyea is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 credential and three years of industry experience. He has been with Equitable Advisors since 2026 and has concurrently worked with Broward County Schools for 20 years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm primarily uses third-party asset managers and advisory programs to implement investment models while offering ERISA fiduciary services to qualified plans.

Stephan Rogers is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently affiliated with LPL Financial and previously worked at firms including Grove Point Advisors, Bolton Securities Corporation, Wells Fargo Advisors, and Morgan Stanley. Rogers also serves as a senior investment advisor in insurance through Rogers Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Dana Bernard is a financial advisor with OSAIC, holding Series 63 and Series 65 registrations and over 33 years of industry experience. She has been with OSAIC since 1993 and has operated her own sole proprietorship since 1988, where she also acts as a broker and offers life, long-term care, and disability insurance as part of comprehensive financial planning. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization across various advisory and brokerage programs.

Robin Perkins is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. Before joining Raymond James in 2018, Perkins worked at Youfit Health Clubs, Severn Trent through Robert Half, and Tunie's Natural Vitamin & Grocery Store. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Martin Rico-Ortega is a Wealth Management Planning Consultant at Fidelity Investments. He has held various roles within Fidelity, including Planning Consultant from 2024 to 2026, Relationship Manager from 2022 to 2024, and Financial Representative from 2021 to 2022. Prior to joining Fidelity, Martin worked as a Registered Personal Banker II at Wells Fargo from 2013 to 2021. Martin focuses on helping clients make decisions about their wealth by understanding their individual needs and concerns. He collaborates with clients to develop strategies they can feel confident and proud of as they approach and move through retirement, continuously monitoring and adjusting plans as goals and needs evolve. Outside of his professional work, Martin enjoys activities such as spending time at the beach, camping, family activities, football, outdoor adventures, and traveling.

Raymond Curtin is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Sagepoint Financial, Inc., OSAIC Services, Inc., Sunamerica Securities, Inc., and Wells Fargo Clearing. Outside of advisory roles, he owns an independent insurance claims adjustment company and operates an insurance agency. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various risk and portfolio management tools.

Michael Rothenberg is a financial advisor with Wells Fargo Clearing based in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. He also serves as co-trustee for his late father’s business and family trusts. 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 and offers both brokerage and advisory solutions.

Kristina Olsen is a financial advisor at Morgan Stanley in Boca Raton, FL, with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its Private Bank since 2016, after four years at Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Shannon Leavey is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, Leavey worked at Starbucks and Burberry, among other positions. 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, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.

Adam Rothstein is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank, Truist Advisory Services, and BB&T Securities. Outside of his advisory role, he acts as a travel advisor with Fora Travel, providing research and planning for family trips. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that combine in-house and third-party managers, providing tailored portfolio management and financial planning services.

Joseph Lagriola is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 designations and 44 years of industry experience. He has been with Equitable Advisors since 2005, including during the period when the firm was known as AXA Advisors. Equitable Advisors serves a broad client base that includes individuals ranging from non-high-net-worth to high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of firm-offered and third-party advisory solutions.

Ronald Radner is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Morgan Stanley. He is also the CEO of Radner Financial Services, a support company for his Raymond James business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting client implementation through various advisory programs.

Christopher Fluehr Jr. is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has worked at multiple Raymond James entities since 2014, with a brief tenure at The Gartner Inc. prior to that. He is based in Boca Raton, FL. 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 diverse client base including individuals, institutional investors, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services.

Sarah Filipowski is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 66 designation and nine years of industry experience. She has worked with various branches of Raymond James since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary, tailored advice supported by extensive research and diverse portfolio management styles.

Joshua Pasahow is a CFP® professional with 17 years of industry experience, currently with Raymond James & Associates since 2017. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Pasahow is based in Boca Raton, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and provides municipal advisory services alongside a broad range of portfolio management styles.

Maureen Amritt is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she is listed on a family tax preparation business operated by her husband, though she has no active role in that business. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.