Charles Dougherty is a financial advisor with Morgan Stanley Wealth Management in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Wachovia Securities. Outside of his financial career, he serves as an officer and director of Rainy Lake Houseboats, a boat rental business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and financial planning services to individuals and institutional clients. The firm uses structured planning tools and investment models to support tailored financial plans.

Shawn Wooden is a financial advisor with OSAIC in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Securities America Advisors, Principal Securities, and running his own firm, Wooden Wealth Strategies. Outside of finance, he serves on the boards of the Maxwell Football Club, Miami Dolphins Alumni Advisory Board, and Holtz's Heroes Foundation, and participates in autograph signings and football-related appearances. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Tiffany Bryant is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and eight years of industry experience. She has worked in various roles including at PFS Investments Inc. and Primerica Financial Services since 2015, and has held positions outside of finance in education and other sectors. She is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies and offers discretionary management with support from BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets across a large advisor network.

Lindsay Lehn is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. Outside of her advisory role, she serves on the Board of Directors for The Stranahan House, a historic preservation nonprofit in Fort Lauderdale, where she participates in event planning and fundraising. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Leo Robinson Jr. is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley, with a combined tenure of about 14 years. Outside of his advisory role, he oversees a business named BUMPINTOME and serves on the investment committee of the JETT Foundation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and employing diversification and modern portfolio theory approaches.

Marlon Bustos is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he is involved with Arlemar Real Estate, LLC, a private real estate investment company. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a range of investment solutions.

Jonathan Urban is a Series 66-credentialed financial advisor with Equitable Advisors in Ft. Lauderdale, FL, and has two years of industry experience. His prior roles include four years with myWorld America and thirteen years at Ricoh USA. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Michael Herman is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for seven 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.

Scott Kauffman is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He has served in leadership roles, including directing the Coral Springs office from 2004 to 2014 and the Weston, Florida office since 2014, and has been a financial advisor with Merrill Lynch since 1997. Scott leads a professional team and focuses on providing comprehensive wealth management services tailored to client needs. Scott is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor™ (CRPC®), and a Certified Plan Fiduciary Advisor (CPFA™). His expertise encompasses areas such as college education planning, divorce transition planning, legacy planning, managing new wealth, retirement income, and tax minimization. He also applies his qualifications as a Portfolio Manager to build and manage personalized investment strategies for clients. A graduate of the University of South Florida, Scott is involved in mentoring and training other financial advisors and wealth management teams. Outside of his professional pursuits, he enjoys boating, hiking, skiing, traveling, and spending time with his wife and three children in Weston, Florida.

Jordan Hatz is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation. He began his career with Morgan Stanley in 2025 and has one year of industry experience. Prior to that, he was unemployed from 2003 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Daniel Stabile is a Series 66-registered advisor at Fidelity with one year of industry experience. His prior positions include roles at Insight Global, West Marine, and Haight and Ashbury. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Samuel Rothberg is a financial advisor with Ameriprise in Hollywood, FL, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory work, he serves as a part-time rabbi at Temple Sinai of North Dade. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Carlos Massana is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Peter Millar and the Civitas Institute, as well as positions at university and election boards. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Chris Pendrak is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 66 designation and bringing 22 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary capital market research with both discretionary and non-discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad platform that includes financial planning and alternative product distribution.

Bradley Haring is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with both RBC Capital Markets and City National Bank since 2016. Outside of his advisory role, he is involved in estate planning through an active ownership role in Tarpon River LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles, utilizing both in-house and third-party investment resources.

Kevin King is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He assists clients in working toward achieving and securing their financial futures by understanding their objectives, concerns, and financial situations. Kevin provides personalized strategies through tailored investment guidance and holistic financial planning. Kevin's professional experience includes roles at Fidelity Investments since 2023, progressing from Workplace Planning Consultant I to II before his current position. Prior to joining Fidelity, he worked as an Insurance Producer at Farmers Insurance from 2021 to 2022 and as a Financial Representative at Northwestern Mutual in 2021.

Heather Berry is a Series 66-licensed financial advisor with Morgan Stanley in Aventura, Florida, and has 24 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she serves as a successor trustee for a trust in Miami. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools to model financial outcomes, serving clients primarily in an advisory capacity.

Brandon Cuenca is a financial advisor with Merrill in Miami Beach, FL, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Merrill, Wells Fargo, and Bank United. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional entities.

Taylor Jeziorski is a financial advisor with LPL Financial in Hollywood, FL, holding the CFA® designation and Series 66 license, with two years of industry experience. He previously worked at JPMorgan Chase for nine years and is also associated with FDR Financial Group Inc. Jeziorski maintains involvement with FDR Financial Group Inc. alongside his role at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services.

Catherine Murphy Leopold is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Morgan Stanley and Prudential entities prior to joining Equitable Advisors in 2023. She serves on the Greater Sunrise Chamber of Commerce board, teaches undergraduate literature and disciplinary studies as an adjunct professor at Nova Southeastern University, and is an advisory board member for the Salvation Army in Fort Lauderdale. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and charitable clients. The firm utilizes a network of Investment Adviser Representatives and both proprietary and third-party programs to deliver customized investment solutions.