Robin Malatino is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63, 65, and 66 licenses and having 24 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Malatino is involved in agricultural and equine businesses, including ownership and management of horse breeding operations and founding the Sugar Plum Farm Foundation, which focuses on children and youth. He also serves on the board of a technology company, Captuure Inc. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and an advisory approach centered on client responsibility for implementation and updates.

Vincent Montanti is a financial advisor at LPL Financial with 19 years of industry experience. He holds the CFP® and CFA® designations as well as a Series 66 license. His prior experience includes roles at Merrill and FSC Securities Corp, and he has operated Montanti Advisory Services since 2011. In addition to his advisory work, he is a licensed life insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with investment strategies that incorporate both discretionary and non-discretionary approaches.

Amal Benbrahim is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2016, following prior roles at Astoria Bank, Wells Fargo Clearing, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Meryll Bangsil is a CFP®-designated financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Barry Dershaw is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Ameriprise and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Walter Jones Jr. is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2001 and is also involved with the Walter E Jones Family Trust Agreement. Jones serves as a committee member providing oversight to the Endowment Fund of St. Gregorys Episcopal Church. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Gregory Miseyko is a financial advisor with Ameriprise in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Bank of America and Merrill for over a decade each. Miseyko serves on the Board of Directors for Ligonier Ministries and participates annually as a judge in the American Fine Wine Competition. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Eric Lubitz is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley DW Inc. From 2011, he has been a partner in Sungria LLC, a company involved in produce wine cocktails. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Robert Chen is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including SagePoint Financial, Inc. and Princor Financial Services Corporation. Chen is also president of RMC Wealth Strategics & Financial Services LLC, an outside business activity noted in his SEC filings. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms.

Andrew Rifkin is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is involved as a member and manager in an estate planning LLC. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling.

Mariana De Campos Salles Gregori is a financial advisor with UBS Financial Services in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. She previously worked at UBS Switzerland AG for 16 years before joining UBS Financial Services in 2024. UBS Financial Services serves individual, corporate, and institutional clients through 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 investment strategies.

Daniel Waldman is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His previous positions include roles at Insperity, BFS Capital, and Cantey Tech Consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Gregory Heninger is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, E*Trade, TD Ameritrade, and Interactive Trader. Outside of finance, he was involved with Swirls Donuts LLC for nine years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates unique regulatory registrations enabling broader derivatives and commodities capabilities.

Ernst Mahler III is a financial advisor at OSAIC with Series 63 and Series 65 licenses and 42 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Managed Account Services, Independent Portfolio Consultants, and Citigroup Global Markets. He serves as a trustee for family trusts, overseeing trust terms and estate tax payments. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering a variety of advisory and brokerage services through a multi-advisor platform. The firm employs a model-based investment approach with portfolio optimization tools and supports both discretionary and advisor-managed strategies.

Elyse Jurman is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and bringing 28 years of industry experience. She has been with Cetera Advisors LLC since 2014 and currently owns EJ Designs LLC, which focuses on interior decorating. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and advisory services, supporting over 10,000 advisors and managing more than $256 billion in assets.

Vincent Gregoire is a financial advisor with J.P. Morgan Securities holding the Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Northwestern Mutual and JPMorgan Chase Bank. He serves on the board of directors and as general manager of Financiere Givey SAS, a holding company for a metal sheet factory in the south of France. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Thomas Reid is a financial advisor at LPL Financial with 19 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Northern Lights Distributors, Astor Investment Management, Sterling Capital Management, Nuveen Asset Management, and U.S. Bancorp Asset Management. Outside of his advisory work, he has experience as a high school teacher and coach in Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its investment adviser representatives with research model portfolios, third-party subadvisors, and customizable strategies, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Alfredo Rosas is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Truist Advisory Services, BB&T Securities, Morgan Stanley, and J.P. Morgan Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides both discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Leonard Kaplan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long tenures at UBS Financial Services and Morgan Stanley Smith Barney before his current role at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Louis Lo Franco is a Series 66 licensed financial advisor with Edward Jones in Wellington, FL, where he has worked since 2014, accumulating 11 years of industry experience. He serves as a volunteer board member for BridgePrep Academy in Miami, FL. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.