Michael Zalkind is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2026 before joining Raymond James in 2026. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, providing non-discretionary planning and portfolio recommendations supported by extensive research and municipal finance capabilities.

Marc Engelman is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2016 to 2019. 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 combines research and analytics with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions.

Christine Sjoblom is a Series 66 credentialed financial advisor with 18 years of industry experience. She has been with Cambridge Investment Research Advisors since 2014. Outside of her advisory role, she serves as a coordinator for the Adopt a Class program at Harbordale Elementary School and works as a public speaker focused on professional development. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary model strategies and access to third-party managers, with both discretionary and non-discretionary implementation options tailored to client objectives.

Garrick Gomez is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including HSBC Bank USA, Wells Fargo, and Strategic Wealth Designers. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

William Fischer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and totaling 30 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Kimberly Loney is a CFP® and ChFC® with three years of industry experience. She currently works at Edelman Financial Engines and previously held roles at Edward Jones and several other financial services firms. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Erik Sanchez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2020, previously working at Wells Fargo Clearing and Wells Fargo Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers customized solutions delivered by Wealth Advisors on a non-discretionary basis, focusing on approved funds and strategies.

Rachell Comunale is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. She has worked at Bank of America and Merrill since 2017 and 2018, respectively, and previously spent one year at W Fort Lauderdale. 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 diverse client base that includes individuals, high-net-worth clients, and institutional accounts.

David Savitz serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He brings 28 years of experience in financial consulting, specializing in creating personalized financial planning and investment strategies. David and his team work closely with clients to understand their unique financial situations and priorities, aiming to build long-term strategies that address their goals. His career includes progressive roles in financial services, including positions at Fidelity Investments since 2012, and earlier experience at MetLife Securities Inc., Wells Fargo Advisors, LLC, and Merrill Lynch dating back to 1998. Throughout his career, David has focused on holistic financial planning and investment management. Outside of his professional work, David enjoys attending concerts, participating in social events with friends, and engaging in recreational activities such as golf, tennis, outdoor adventures, and traveling.

Henry Grinberg is a financial advisor with Raymond James & Associates in Aventura, FL, holding a Series 66 designation and 23 years of industry experience. Prior to joining Raymond James in 2018, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner of Green Mountain Group LLC, a business venture he has managed since 2012. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Dana Brown is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He has held his current position since 2012 and holds a Series 63 designation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Matthew Kenigsberg is a financial advisor at Edward Jones in Bal Harbour, FL, holding the CFP® and CFA® designations with five years of industry experience. Prior to joining Edward Jones in 2024, he worked at Fidelity Investments from 2007 to 2024. He is the owner of Precedence Consulting LLC, a currently dormant part-time consulting business. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carola Cohen is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011, as well as Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market-based estimates.

Janet Hibson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at JPMorgan Chase Bank and JPMorgan Securities since 2022. Prior to her financial services career, she held positions in chiropractic wellness and education. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to serve its clients.

Javier Briceno is a financial advisor with UBS Financial Services in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is involved with Ritzy Room Corp., a family-held corporation related to a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, integrating proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

James Jackson is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Ameriprise Financial Services, LLC and previously spent eight years at Janney Montgomery Scott and four years at Bank of America and Merrill. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing annual updates, focusing on dependable income and tax-aware withdrawal strategies.

Liana Shapiro is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. She joined UBS in 2026 following her graduation from Auburn University in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

David Olson is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Jonathan Sharbani is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 65 and Series 63 licenses with 27 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, National Association. Outside of his advisory role, Sharbani serves on the boards of NY Virtuosi, the New York chapter of the US Indian American Chamber of Commerce, and the American Sephardi Federation, a nonprofit cultural organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Michael Odzer is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL. He holds a Series 66 license and has been in the industry since 2024, with prior experience at NYLIFE Securities LLC, Coastal Wealth, and Naim Consulting. Outside of finance, he has been involved with Hover Brothers LLC since 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.