Luis Rosario is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2014. Based in Fort Lauderdale, FL, he works within one of the firm's large teams of advisors. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, investment consulting, retirement services, and financial planning, utilizing a range of asset allocation and investment strategies tailored to client objectives.

Laura Raybin Miller is a financial advisor with Rockefeller Financial LLC in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at UBS Financial Services Inc. from 2013 to 2025. Miller serves on the board of directors for Kids In Distress, a nonprofit focused on child abuse prevention, family preservation, and foster care. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and integrated investment platform, and uniquely operates as a registered broker-dealer offering securities transactions, insurance products, and investment banking services.

Diego Lutz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and entering his first year in the industry. His prior experience includes roles at JTC Group, Citi Group, and Scotia Wealth Management. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting for a diverse client base, including individuals, institutional clients, and governmental entities, delivering advice on a non-discretionary basis supported by an extensive affiliate network and a notable focus on municipal and public finance.

Maria Mejia is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of her advisory role, she is a partner and owner of Omega Group Management Inc., a real estate business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence to support non-discretionary investment decisions.

Antonio Barbosa is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and HSBC Securities (USA) Inc. Outside of his advisory work, he co-owns real estate investment properties with his wife. Raymond James & Associates provides financial planning and investment consulting to a diverse client base that includes individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Desmond Bascombe Jr. is a financial advisor with Merrill in Pembroke Pines, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Bank of America, Charles Schwab, TD Ameritrade, Mass Mutual Life Insurance Company, and others. Outside of his advisory work, he is involved as a general partner and managing member in several private business entities focused on property management and development. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

Lindsay Lehn is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Bank of America and Merrill since 2014. Outside of her advisory role, she serves on the Board of Directors for The Stranahan House, a nonprofit dedicated to preserving Fort Lauderdale's oldest historic structure. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

Paul Goldbach is a financial advisor with LPL Financial in Coral Springs, FL, holding a Series 63 designation and 41 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2000. Outside of his advisory role, he is involved in creating and publishing original music content for commercial distribution. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party subadvisors, and research services.

Jonathan Urban is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding the Series 66 designation and two years of industry experience. His prior roles include working at myWorld America and Ricoh USA, as well as consulting positions. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer structure. The firm utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Michael Herman is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and accumulating eight years of industry experience. Prior to joining J.P. Morgan Securities in 2024, he worked at RBC Capital Markets for seven years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

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 at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Peter Millar, Civitas Institute, and the University of North Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery, and maintains a distinctive advisory role with multiple registered investment companies.

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.