Velia Daniel is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Citi Personal Wealth Management. She is based in Fort Lauderdale, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through its TD Managed Portfolios and guided portfolio offerings.

Laura Raybin Miller is a financial advisor with Rockefeller Financial LLC in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 27 years of industry experience. She previously worked at UBS Financial Services Inc. for 12 years before joining Rockefeller in 2025. Miller serves on the board of directors for Kids In Distress, a nonprofit focused on child abuse prevention and foster care, where she participates in governance and investment oversight. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and investment banking services. The firm operates a Private Advisor model supported by its consolidated investment platform, providing discretionary and non-discretionary solutions across various asset classes.

Diego Lutz is a financial advisor at Raymond James & Associates with a Series 66 designation and experience in the industry since 2025. Prior to joining Raymond James, he worked at JTC Group, Citi Group, and Scotia Wealth Management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Maria Mejia is a Series 66 credentialed financial advisor with 16 years of industry experience. She currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and is also a partner in Omega Group Management Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Antonio Barbosa is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 credential and has worked at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, HSBC Securities (USA) Inc., and HSBC Bank USA, N.A. outside of his current role. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, advisory programs, and institutional consulting, combining fact-based planning with a variety of portfolio management styles and affiliated research.

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. He has previously worked at Bank of America, Charles Schwab, TD Ameritrade, Mass Mutual, and MML Investors Services. Outside of his advisory role, he is a general partner and managing member of several privately held companies focused on property management and development. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Charles Dougherty is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Wachovia Securities, and Prudential Equity Group. Outside of his advisory role, he serves as an officer and director of Rainy Lake Houseboats, a boat rental business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and the Global Investment Committee’s analyses.

Shawn Wooden is a financial advisor at OSAIC in Ft. Lauderdale, FL, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Securities America Advisors and Principal Securities. Wooden is also involved in several non-investment related activities, serving as a board member for the Maxwell Football Club, Miami Dolphins Alumni Advisory Board, and Holtz's Heroes Foundation, and participates in autograph signings and football-related appearances. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach uses model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

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 14 years. Outside of advising, he oversees a company called BUMPINTOME and serves on the investment committee for the JETT Foundation. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

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 over 41 years of industry experience. He has been with LPL Financial (and its predecessor LINSCO/Private Ledger Corp.) since 2000. Outside of his advisory role, he is involved in creating, performing, and publishing original music content for commercial release. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm’s platform includes financial planning, third-party asset management, and institutional programs, supported by a large network of investment adviser representatives and advanced operational tools.

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 with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining J.P. Morgan Securities in 2024, he worked at RBC Capital Markets, LLC for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

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 with Morgan Stanley in Fort Lauderdale, FL. He holds a Series 66 credential and has one year of industry experience, having worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by advanced analytical tools.

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 four years of industry experience. His work history includes roles at Fidelity Investments, Peter Millar, and the Civitas Institute. Massana has experience in various sectors, including electoral boards and education. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

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.