George Gladman is a financial advisor at Morgan Stanley with 22 years of industry experience and holds a Series 66 designation. His prior roles include positions at Bank of America, Merrill, RBC Capital Markets, and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and investment advisory services supported by structured planning tools and a wide range of program offerings.

David Samick is a financial advisor with LPL Financial in Boynton Beach, FL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Bay Financial Advisors, Inc. for 16 years and Veravest Investment Advisors, Inc. for 3 years. In addition to his advisory work, he provides tax preparation and accounting services as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various strategies including model portfolios, third-party subadvisors, and customized approaches.

Dean Dignoti is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Valic Financial Advisors. He is also an independent agent involved in the sales and service of fixed insurance products. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, often implemented through third-party managers, and offers ERISA fiduciary services to qualified plans.

Jordan Sandler is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. and Equitable Advisors, LLC. Outside of his advisory role, he is involved with Sandler and Sandler Tax and Accounting Services, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Friedman is a financial advisor at Equitable Advisors with 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory work, he coaches Little League Baseball in Florida. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of investment models and third-party managers to tailor solutions for its clients.

Edward Venezia is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, from 2015 to 2021. Venezia holds Series 63 and Series 65 designations and is based in Boca Raton, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics.

Brian Garrette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Hartford Funds Distributors, LLC, Charles Schwab, Eastern Point Advisors Inc., and Potomac. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a range of investment models and third-party advisory programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jeff Chanin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Jeff earned his Bachelor's Degree from Florida Atlantic University. His professional role involves providing investment guidance and wealth management services to clients.

Nestor Miranda is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset‑allocation modeling, centralized due diligence, and an ESG eligibility framework to make recommendations, delivering services on a non‑discretionary basis.

Brian Sirota is a financial advisor at LPL Financial with 31 years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC and Sagepoint Financial, among other firms. Outside of his advisory role, he owns and operates BES Financial, which offers insurance products and investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advisor tools and a broad non-advisory financial services platform.

Scott Doyno is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was employed at the Palm Beach County School District and worked in the plumbing and air conditioning industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Dwight Campbell is a financial advisor with Raymond James Financial in Boca Raton, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including over 17 years with Raymond James Financial and 26 years with Raymond James Financial Services. He is president of Campbell Financial Holding Inc. and MCM Advisors Corp., where he manages and operates a Raymond James Financial Services branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes, support for wrap-fee advisory programs, and specialized municipal and retirement plan advisory services.

Ralph Munroe is a financial advisor with LPL Financial in Coconut Creek, FL, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, BB&T Investment Services, and Wells Fargo Clearing. Munroe operates Munroe Wealth Management LLC as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers comprehensive advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced research tools and a broad range of financial products.

Thera Elliott is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining Raymond James, Elliott worked at Wells Fargo Clearing and Wells Fargo Advisors. She is also president of Elliott Wealth Strategies LLC, a support company related to her work at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christian Conelly is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Equitable Advisors, Newbridge Securities Corporation, and Northwestern Mutual. He also has experience outside finance, having worked with Holistic Pet Cuisine. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Hallie Brenis is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through both in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

Vickie Bartholomew is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.

Keith Aebischer is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1999 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery conversations and planning tools, with investment guidance supported by the Global Investment Committee’s analyses and modeling techniques.

Loretta (Lori) Wilkinson is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Primerica Financial Services since 2011 and PFS Investments Inc. since 2012, alongside her role at Signs of Excellence since 2017. In addition to her advisory work, Wilkinson is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Stephane Alcius is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Fidelity Investments, Robinhood Financial, WSNE Inc, and Wells Fargo Clearing LLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies and fund-of-funds.