Mitchell Tordjman is a financial advisor with Morgan Stanley in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Citigroup Global Markets for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling techniques, serving clients through both direct relationships and employer-sponsored financial planning agreements.

Julia Sivitilli is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Morgan Stanley and its Private Bank affiliate since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and modeling techniques to support its advisory process while generally acting in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Michael Manuel is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at several firms including LPL Financial, BMO Bank NA, and Truist Investment Services. Manuel is also a notary in West Palm Beach, FL. Cetera Investment Advisers LLC is a multi-manager platform that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with access to both affiliated and third-party managers, overseeing more than $256 billion in assets.

Philip Mccarthy is a Senior Financial Advisor based in the 200 Park Avenue office of Merrill Lynch Wealth Management in New York City. He specializes in delivering tailored advice and guidance on his clients' investments and financial needs throughout their careers and into retirement. His approach integrates Merrill Lynch investment research and Bank of America’s banking and lending solutions to formulate personalized wealth management strategies. Philip's expertise encompasses areas such as college education planning, divorce transition planning, international wealth management, LGBT wealth planning, liquidity management, retirement income, tax minimization, and portfolio management services. He holds a Personal Investment Advisor (PIA) designation. His educational background includes a Juris Doctor from Duke University School of Law, an MBA from The University of Chicago, an AB from Cornell University, a high school diploma from Deerfield Academy, and a Grand Diplome from the French Culinary Institute. Philip is fluent in English and French. Outside of his financial advisory role, Philip enjoys utilizing his professional culinary training by cooking for friends and family. He is active in the alumni networks of Deerfield Academy, Cornell University, Duke Law School, and the University of Chicago Booth School of Business. His personal interests also include antiquing, gardening, genealogy, interior decorating, reading, tennis, watching movies, and spending time with his family.

Timothy Fry is a financial advisor with Edward Jones in Wellington, FL, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he operates a lawn service business. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments, offering a range of advisory strategies and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Todd Galinko is a financial advisor with LPL Financial in West Palm Beach, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Kelley West is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2002. 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 a range of brokerage and advisory solutions supported by research and analytics.

Barbara Phipps is a financial advisor at Osaic with 23 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 24 years before joining Osaic in 2025. Outside of advisory services, she is involved in insurance sales, including accident, health, life insurance, disability insurance, and annuities. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services through a wide network of affiliated advisors. The firm employs various asset allocation tools and third-party platforms to construct portfolios incorporating a range of investment products and supports both discretionary and non-discretionary account management.

Edward Montagna is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and more than 33 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Sorrento Pacific Financial, LLC for 11 years and OceanFirst Bank for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Thomas Branca is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs and KPMG. Outside of finance, he performs as a pianist under the name Tom Branca Piano. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Marco Bruno is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 66 registrations and seven years of industry experience. His work history includes roles at JPMorgan Securities LLC and HSBC Bank, NA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Guy Lamour is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 65 and Series 63 licenses and with 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors is a firm that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Christopher Rankin is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial in Delray Beach, FL. His prior work includes roles at South State Bank and NBC Securities Inc., each spanning six years. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting with a range of discretionary and non-discretionary management options.

Ryan Criste is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Palm Beach, FL. He has approximately one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and Emerald Advisers. Outside of his advisory work, he has previous experience at Lancaster Country Club and Stephenson Equipment Inc. 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 an ESG eligibility framework.

Brandon Murray is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in goals-based wealth management strategies and managing custom investment strategies on a discretionary basis. Brandon has been with Merrill Lynch since 2018, focusing on portfolio management and financial planning. He holds a Bachelor's degree and an MBA from the College of Charleston. Brandon is a CERTIFIED FINANCIAL PLANNER® and a Personal Investment Advisor (PIA). Prior to joining Merrill Lynch, he gained experience at Northwestern Mutual and Banker's Life, enhancing his expertise in insurance planning and long-term care solutions. Brandon is a former collegiate and professional baseball player and is involved with the College of Charleston Alumni Association. He enjoys baseball, basketball, billiards, golfing, reading, soccer, swimming, and traveling. He lives with his wife Carly and their two children, Riley and Ryan.

Anita Patel is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of services including retail and institutional investment options.

Samuel Faria is a CFP® with nine years of industry experience, currently with Wells Fargo Clearing. His prior roles include positions at Charles Schwab & Co., Inc., Regions/Florida Health Group, Valor Investment Management, and Northwestern Mutual. Outside of his advisory work, he is involved as the owner of Cozy Vacation Rentals, LLC. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Timothy Smith is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS and JPMorgan in various capacities since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment solutions.

Elizabeth Rosero is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 19 years of industry experience. She has been with Cetera since 2007 and previously worked at ADP, Inc. for 10 years. In addition to her advisory role, she operates a tax and accounting practice as a CPA and serves as a notary public. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services utilizing multiple program platforms and both affiliated and third-party managers.

Blaine Middlebrook is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Raymond James, he held positions in various hospitality and service roles and worked at the University of Central Florida. Raymond James & Associates serves a broad client base including individuals, pension and profit-sharing plans, corporations, and governmental entities. The firm provides wealth advisory planning and investment consulting through its Wealth Advisory Services Program on a non-discretionary basis, supported by a large affiliate network and capabilities in municipal and public finance.