David Loeb is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 credentials and has 31 years of industry experience. His career includes roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., as well as First Republic Investment Management, Inc. and First Republic Securities Company, LLC. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary recommendations supported by an in-house manager solutions team and centralized due diligence.

Michael Iacobelli is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 12 years of industry experience. His prior work includes ten years at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside broad retail and institutional offerings.

Elyssa Kupferberg is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Stifel since 2015. Kupferberg serves on several nonprofit boards, including the Florida Atlantic University School of Social Work Advisory Board, the Jewish Federation of South Palm Beach County, and the Israel Cancer Association. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Anthony Lucido is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has three years of industry experience and previously worked at The Benjamin School and has been involved with Dirtbags Baseball, Palm Beach Gardens Recreation, and Publix in various capacities. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying extensively on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Ryan Beliveau is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with Cetera Investment Advisers LLC since 2024 and previously with Allied Wealth Partners and Minnesota Life Insurance Co. Outside of his advisory roles, he is involved in educational health coaching through the Holistic Wholeness Institute and owns a tax reporting entity. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a large network of advisors and manages over $256 billion in assets.

David Grossbard is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Avantax Insurance Agency, Sylvan Financial Advisors, and The Investment Center, Inc. In addition to his advisory work, he has involvement with Otterstedt Insurance Agency, where he refers clients for property and casualty insurance. Cetera Investment Advisers LLC serves 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 various discretionary and non-discretionary program options.

William Browne is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2016. Based in Boca Raton, FL, he has worked within one of the largest firms in the industry. 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 the Wells Fargo Investment Institute.

Frederick Rioles III is a Series 66-credentialed financial advisor with two years of experience, currently with Ameriprise in Boca Raton, FL. His prior work history includes roles at the Boston Red Sox and Uber, as well as involvement in entrepreneurial ventures such as Surfside Succulents. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Daniel Leon is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously worked at Axa Advisors from 2017 to 2020. Daniel also has experience at Florida Atlantic University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm participates in LPL-sponsored programs and endorsed third-party manager platforms to deliver both advisory and brokerage solutions.

Miranda Bennett is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She previously worked at ZIMMERMANN for two years and spent eight years with Jennifer Miller. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a range of discretionary and non-discretionary services and model portfolios built from mutual funds, ETFs, and ETPs.

Michael Robbins is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 17 years at Summit Financial Group Inc. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Priscilla Sabates is a Series 66-licensed financial advisor with UBS Financial Services in Boca Raton, FL, where she has worked since 2013. She has 16 years of industry experience. Sabates serves as Vice President and Treasurer on the Board of Directors for her local homeowners association. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Jenny Quimbayo is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior work includes roles at HSBC and PNC Bank. Outside of her advisory work, she is involved with a medical billing company serving a chiropractor’s office. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Elizabeth Bedinger is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Raymond James & Associates since 2007. 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, investment consulting, and institutional advisory services.

Lucia Boxer is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 license and having 26 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 that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with services centered on advisory capacity without providing individual security recommendations as part of standalone planning.

Stephen Jurist is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he owns Oceans and Mountains, LLC, an investment-related business based in Boca Raton, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, supporting clients through diverse services such as retirement, education, and business-owner transition planning.

Frederick Yankee is a financial advisor with OSAIC, holding a Series 63 designation and over 42 years of industry experience. His career includes long tenures at Investacorp Advisory Services and Securities America Advisors. He is also CEO of Time Financial Service, a tax preparation and insurance business based in Delray Beach, FL. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.

Edward Ostrowski III is a financial advisor with Fidelity Investments, holding a Series 66 designation and 12 years of industry experience. Prior to joining Fidelity, he worked for Kovack Advisors, Inc. and Kovack Securities, Inc. for seven years. He serves as a trustee of an irrevocable trust. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers specialized advisory roles with a focus on institutional and fund clients.

Sharon Shear is a Series 66 licensed financial advisor with 18 years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she has worked for three years, and previously worked at Merrill and Bank of America. She also serves as Music Director for The Neshamah Institute, a religious organization in Boca Raton, Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating ESG criteria in its investment recommendations.

Michael Keith is a financial advisor with OSAIC based in Boca Raton, FL, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Sii from 2015 to 2018. Keith is also involved as a producer and investment advisor representative at Signature Financial Solutions LLC, where he conducts securities, investment advisory, and insurance business. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary terms.