Christian Conelly is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Equitable Advisors and Newbridge Securities Corporation. His career also includes a period at Holistic Pet Cuisine, reflecting a diverse employment background. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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 66 and Series 63 licenses and seven years of industry experience. His career includes roles at Fidelity Investments, Robinhood Financial, WSNE Inc, and Wells Fargo Clearing LLC. He is based in Boca Raton, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios and oversight of affiliated and unaffiliated sub-advisers.

Joseph Eppy is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He has been with MML Investors Services since 1994 and with Massachusetts Mutual Life Insurance Company since 1993. Outside of his advisory role, he is the founder and CEO of Stress-Free Parenting LLC and serves as a board member for Oakstone Academy, a special needs school for children with autism. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved analytical tools and provides educational seminars alongside various investment programs.

Jason Berk is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boca Raton, FL, holding Series 65 and Series 63 licenses and with 19 years of industry experience. His prior roles include positions at Kestra Advisory, LPL Financial, and Clearlight Capital. He is also the CEO of Peak Strategies LLC, a consulting firm, and part owner of an entertainment public relations company for estate planning purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network, with specialized municipal and public finance capabilities.

Kenneth Nemery is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Morgan Stanley and Wells Fargo Clearing. He serves as a board member and finance committee member for the Stonebridge Country Club Property Owners Association in Boca Raton, FL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that include retirement, education, and specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with various financial products and referral channels.

Sergio Marquez is a Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2000. In his current role since 2006, he works closely with clients to help them plan for and achieve their financial goals. Prior to this, he served as a Financial Consultant from 2002 to 2006 and as a Financial Representative from 2000 to 2002. Over his tenure at Fidelity Investments, Mr. Marquez has developed professional relationships with many clients and families, supporting them through personalized financial planning. His work leverages Fidelity's brand, technology, and cost-efficient investment options to provide tailored financial guidance.

Darren Stance is a financial advisor with Mass Mutual Investors Services in Boca Raton, FL, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He previously worked at Charles Schwab for 14 years before joining Mass Mutual in 2025. In addition to his advisory role, he is an insurance broker involved in outside insurance sales through Sentinel Solutions, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering event-driven and specialized planning programs alongside standard investment advisory services.

James Feit is a financial advisor at Raymond James & Associates with 48 years of industry experience. He has been with Raymond James & Associates since 1999. Feit holds the Series 63 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Harris Katz Jr. is a Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting individuals and families with long-term financial strategies aligned with their goals. His client focus areas include family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, sports & entertainment, and retirement income. He holds a Bachelor's Degree from the University of Central Florida and carries the Personal Investment Advisor (PIA) designation. Harris is committed to building meaningful relationships by understanding each client's unique financial needs and providing thoughtful guidance that helps them make informed decisions with confidence. His mission is to provide personalized financial guidance that helps clients build, preserve, and manage their wealth with confidence. Outside of his professional work, Harris enjoys basketball, boating, fishing, football, pickleball, running, swimming, traveling, and watching movies.

Eric Behr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, where he spent a combined 16 years. Outside of finance, he is involved in music production through a joint ownership of Wildmare Productions LLC. 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 employs a research-driven approach and offers both brokerage and advisory solutions across a broad range of financial products.

Brian Lum is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Lum is involved as a brand ambassador and affiliate marketer for several companies in healthcare and retail, including PlatinumLED Therapy Lights, Moment Pickleball, Piurify, and Honey Stinger. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored plans supported by firm-approved planning tools and a structured process, serving a broad range of clients through various investment and advisory programs.

Bernard Budd is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wachovia Bank, N.A. since 1999. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bennett Gordon is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior work includes roles at Wells Fargo Clearing, Oppenheimer, and Charles Schwab. He is a part-owner of MJMEH LLC and Wealth Management Group LLC, investment-related ventures based in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with various financial products and referral channels.

Elias Mellul is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at PNC Investments, Leumi Investment Services Inc., and Fiduciary Financial Partners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Troy Goldberg is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at several firms, including National Securities Corporation and B. Riley Wealth Advisors, and currently manages United Team Wealth Management as a DBA associated with Avantax. Outside of his advisory role, Goldberg serves as president of a homeowners association and manages a business entity for administrative purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing assets exceeding $256 billion.

Daniel Klonsky is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials and 48 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Morgan Stanley DW Inc. He is based in Boca Raton, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.