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.

Amber Bautz is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been associated with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, National Association since 2015. Bautz also serves as a trustee/co-trustee for a trust in Lake Worth, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

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.

Gabriela Payot Borges is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wells Fargo in 2017, she worked at Citigroup from 2016 to 2018. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

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.

Bernard Budd is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC and a long-standing association with Wachovia Bank, N.A. since 1999. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wider range of financial products such as insurance-related vehicles and bank deposit sweep options.

Bennett Gordon is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the CFP® and CFA® designations as well as the Series 66 license. Prior to joining Wells Fargo Advisors in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2011 to 2024. Outside of his advisory role, he is involved in wealth management through his partial ownership of MGR Wealth Management Group LLC and sole ownership of MJMEH LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm provides a broad range of planning services including retirement, education, and special-needs analysis, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Elias Mellul is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various roles at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Investments, and Leumi Investment Services. J.P. Morgan Securities LLC 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, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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.

Bryan Defrances is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and possessing 26 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at J.P. Morgan Securities and JPMorgan Chase Bank NA from 2014 to 2019. He is based in Palm Beach, FL. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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 research from Wells Fargo Investment Institute and third-party analytics.

Jennifer Bailey is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing two years of industry experience. Her background includes roles at JPMorgan Chase Bank and JPMorgan Securities, as well as involvement in other business activities as an owner and partner of Four Cheese Holdings LLC, a personal real estate investment entity. J.P. Morgan Securities 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 in its offerings.

Aisha Ali is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Sanford C Bernstein & Co LLC and JPMorgan Chase Bank, N.A., as well as experience in the technology and cosmetics sectors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Fernando Gonzalez is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 66 designation and has worked with firms including LPL Financial and Wealthcare Advisory Partners. Gonzalez serves as Vice President of a business networking group focused on marketing and referral development. OSAIC serves a diverse client base comprising retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and managed account solutions. The firm employs various asset-allocation tools and supports multiple advisory platforms, including third-party model portfolios and managed-account programs.

Bradley Rubin is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 65 and Series 66 licenses and 27 years of industry experience. He has been with UBS since 2016. Outside of his advisory work, he serves as a volunteer recreation commissioner in Marlboro Township, NJ. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Christian Morales is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including TD Private Client Wealth LLC and Guardian Life. Morales is based in Delray Beach, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Vahe Boyajian is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Outside of his advisory role, Boyajian coaches youth soccer, including training and coaching for Boynton Beach Knights FC and running a summer soccer camp through The Florida Soccer School LLC. Merrill, along 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 strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Bianca Rodriguesde Oliveira is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. Her work history includes roles at Bank of America and Astra Acquisitions, among others. She has also been involved with El Sol Jupiter's Resource Center. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Opher Shallom is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, he has a controlling interest in a merchant partnership, SHALLOM GP LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by firm research and planning tools.

James Kiley is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment structures, including model portfolios, fund advisory, and multi-manager funds, and is notable for its use of advanced methodologies and its role as an advisor to registered investment companies.

Ronald Simpson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2020 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Outside of his advisory role, he is the owner and sole member of Ronnie C. Simpson, LLC, an investment and technology-related business, and serves as a board member for Solomon Institute Inc., a community organization focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both individual agreements and corporate financial planning partnerships.