Laura Restrepo Botero is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, she worked at Enterprise Mobility for one year and competed as a professional golfer on the Epson Tour and Ladies European Tour for nine years. She continues to participate in professional golf tournaments on a part-time basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with involvement in managing and consulting on fund structures and model portfolios.

Adam Weiss is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee managing investment-related matters for family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach 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.

Steven Johnson is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding a Series 66 credential and 12 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and has been with JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he competes professionally as a bowler in tournaments. 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. The firm applies an ESG eligibility framework in recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Gwen Smith is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 63 designation and 45 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, she serves as Treasurer on the Board of Directors for Pine Tree Country Club Estates and is active as a freelance musician. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, providing tailored, research-based recommendations supported by algorithmic tools and a centralized consulting team.

Barry Mordis is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1998, he has focused on goals-based wealth management for affluent individuals, families, and private foundations. His team emphasizes long-term planning strategies and consistent communication to help clients pursue their financial objectives. Barry holds a Bachelor's Degree from Indiana University and is a CERTIFIED FINANCIAL PLANNER® certificant. He also holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. He has been named to the Forbes magazine "Best-in-State Wealth Advisor" list annually from 2018 through 2026. His client focus areas include college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. In his spare time, Barry enjoys reading, golfing, yoga, hiking, music, running, and running marathons. He is involved in professional and community organizations such as the Rotary Club of Boca Raton/Sunrise, Congregation Bnai Israel in Boca Raton, and Seagate Country Club in Delray Beach.

David Coleman is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to tailor solutions to clients’ goals.

Bert Costales is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance based on forward-looking capital market assumptions.

Jeff Kaplan is a Financial Advisor with Merrill Lynch Wealth Management. He provides tailored guidance on investment management strategies, retirement planning, lending, and wealth management aimed at maximizing assets and helping clients achieve financial security and success. Jeff's expertise spans corporate benefits, education planning, employee benefits planning, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, special needs planning strategies, tax minimization, and retirement income. He utilizes a relationship-driven approach that incorporates thoughtful tax strategies, risk management, and legacy planning. Jeff leverages the investment insights of Merrill Lynch and the banking and lending capabilities of Bank of America to help clients pursue their financial goals through personalized wealth management strategies. He holds a Bachelor's Degree from Florida State University and carries professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Outside of his professional work, Jeff enjoys basketball, chess, fishing, football, golfing, running, tennis, traveling, volleyball, and spending time with his family.

Eitan Aharon is a Financial Advisor with Merrill Lynch Wealth Management, where he focuses on developing personalized financial strategies for individuals, families, and business owners. He works collaboratively with clients to understand their unique goals, priorities, and financial situations, aiming to help them with wealth accumulation, retirement planning, wealth preservation, and legacy considerations. Eitan holds the CERTIFIED FINANCIAL PLANNER® certification and earned a Master of Business Administration (MBA) with a concentration in Finance from Bar Ilan University. He has been active in the financial services industry since 2014 and joined Merrill Lynch in 2026. His approach emphasizes building long-term relationships based on trust, communication, and personalized service. Outside of his professional role, Eitan enjoys spending time with his wife and three daughters. He has interests in basketball, music, movies, Florida's beaches, and competitive backgammon. Fluent in English, Hebrew, French, and Farsi, Eitan integrates his diverse background into his work with clients.

Brian Johnston Jr. is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Northwestern Mutual from 2015 to 2017. Outside of advisory work, he is engaged in life and health insurance sales through Lenox Advisors. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Russell Bailenson is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the Board and is Director of Membership for the Northwestern University Alumni Club of Southeast Florida. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Zina Barsoom is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various Wells Fargo entities since 2013. Outside of her advisory role, she has a minority ownership interest in a Lebanese restaurant in Bethesda, Maryland. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with integrated advisory services alongside other financial products.

Stacey Strandberg is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools in its financial planning process.

Rod Aronson is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 designations and 36 years of industry experience. He has been associated with various Morgan Stanley entities since 2005, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory role, he is the sole proprietor of P.A.T.C.H. LLC, an education-related business based in Palm Beach Shores, Florida. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and market modeling techniques.

Assunta Siniscalchi is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2015. In addition to her advisory role, she serves as an executor for a non-family estate and is transitioning to a fee-based practice with XV Capital Wealth Inc. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Justin Hanlon is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith, Inc. He is based in Boca Raton, FL. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Lawrence Silver is a ChFC®-designated financial advisor with 38 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2018. His prior experience includes roles at Voya Financial Advisors and extensive ownership and leadership of independent insurance agencies dating back to 1977. He serves as chairman of the board for the Lake Osborne Estates Civic Association. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals, employing both proprietary and third-party strategies tailored to client objectives.

Kolsen Bender is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of America/Merrill Lynch for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily 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.

Tsun Yen Luo is a financial advisor at Morgan Stanley with 19 years of industry experience. He previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities Inc. for ten years before joining Morgan Stanley in 2020. Luo holds the Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone services.

Steven Altholtz is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining RBC in 2017, he worked at Morgan Stanley in various roles from 2009 to 2017, including Morgan Stanley Private Bank, National Association. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.