Kenneth Green is a financial advisor at Oppenheimer with 24 years of industry experience. He has held his current position at Oppenheimer since 2016. He holds a Series 63 designation. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Andrea Item is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. She holds the Series 66, Series 65, and Series 63 credentials. Her prior experience includes roles at UBS Financial Services Inc, SunTrust Advisory Services LLC, SUNTRUST BANK, and Quorum Investment Counsel, LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that incorporates strategic asset allocation, manager selection, and both active and passive strategies across various asset classes and alternatives.

Donald Balderson is a financial advisor with Transamerica Financial Advisors, holding a Series 65 credential and nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and has worked with the Transamerica Agency Network since 1996, serving as a Regional Vice President overseeing an insurance sales team. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a network of advisors and multiple program platforms, implementing advisory models primarily through model portfolios and third-party managers.

Anthony Uvari is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Wells Fargo Bank, PurePoint Financial, and J.P. Morgan Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its services.

Alan Bernstein is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked in various roles including tax preparation and coaching through his involvement with the CT Institute of Finance and Sound Coaching Inc. Prior to joining Centaurus Financial in 2017, he was with American Portfolios Financial Services, Inc. from 2011 to 2017. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of advisory and brokerage services with a focus on financial planning, portfolio management, and retirement-plan consulting, employing both discretionary and non-discretionary investment approaches.

Philomene Stanley is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2007. Outside of her advisory role, she is the managing member of Philke Internation Limitada, a non-investment related business based in Costa Rica. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies overseen by internal standards and committees, and operates with large institutional scale including roles as a swap dealer and futures commission merchant.

Ilona Dominguez is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also involved with LSPN Pro, LLC, providing communication, marketing, and client referral services, as well as Aurich, LLC. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Jacqueline Dheere is a financial advisor with Primerica Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked with PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Outside of her advisory role, she is involved in yacht brokerage through Pop Yachts and owns Juliette Delta Enterprises, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm’s approach includes independent manager due diligence and uses BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and curated third-party asset managers.

William Bandel is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Chris Kolasinski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 25 years of experience in financial advising, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Chris emphasizes personalized wealth management strategies that align with clients' values and goals, facilitating ongoing collaboration to help clients pursue their financial objectives and plan their legacies. Born in Poland and raised in the United States, Chris developed an early passion for investing while studying Finance at the University of Florida, where he earned his bachelor's degree. Over his career, he obtained the CERTIFIED FINANCIAL PLANNER (CFP®) designation and serves as a Personal Investment Advisor (PIA). Committed to community involvement, Chris volunteers with local organizations, reflecting the Merrill tradition of service. His personal interests include basketball, soccer, swimming, and tennis.

Adam Gillam is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup. Gillam is based in West Palm Beach, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that encompass broad retail and institutional offerings.

Thomas Santangelo is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Ameriprise and entrepreneurial involvement with JM Golf Carts. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Jessica Fiorillo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMORGAN Chase Bank, Cantor Fitzgerald, First Franklin Financial Services, and Sl Green Realty Corporation. J.P. Morgan Securities provides institutional consulting services to 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Taveira is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 credential and has worked at JPMorgan Chase Bank, N.A. and PNC Bank, among other roles. Outside of his financial career, he was involved with We Speak Portuguese from 2012 to 2018. 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 an ESG eligibility framework in its investment approach.

Jeremy Lurier is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2018, he worked at Trejos Cantina and Urban Outfitters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options based on diversification principles and modern portfolio theory.

David Samick is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 27 years of industry experience. He worked at Bay Financial Advisors, Inc. for 16 years and has been with LPL Financial or its predecessor since 2004. In addition to his advisory role, he provides tax preparation and accounting services as a CPA on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Douglas Frizzell is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 14 years before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by Wells Fargo research and integrates advisory services with various financial products and referral channels.

Thomas Kazazes is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he serves as Secretary, Treasurer, and Director of Sibyl Vision, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and a variety of advisory programs.

Jeffrey Sohm is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has worked at Morgan Stanley since 2018 and was previously with Samlyn Capital LLC from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research.

John Marvin is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 40 years of industry experience. He previously worked for UBS Financial Services Inc. for 19 years before joining Wells Fargo in 2026. Outside of his advisory role, he is a partner in Jersey Boy, LLC, a real estate investment firm in Costa Rica. 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 offers both brokerage and advisory solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.