Edward Boulbol is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as an active executor or co-executor in estate matters. 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 emphasizes a structured financial planning process supported by advanced analytical tools.

Fernando Gonzalez is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wealthcare Advisory Partners, LPL Financial, Gaines Financial Group, and Ameriprise. Gonzalez is the vice president of a business networking group focused on marketing referrals. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation, portfolio optimization, and both discretionary and third-party managed strategies.

Bradley Rubin is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 66 and Series 65 credentials and has worked at UBS since 2016, following seven years at Morgan Stanley. Outside of his advisory role, Rubin volunteers as a Recreation Commissioner in Marlboro Township, New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services delivered by a large network of financial advisors.

Christian Morales is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Private Client Wealth LLC, Guardian Life, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority. The firm’s advisory process incorporates systematic quantitative screens, qualitative research, and an ESG eligibility framework.

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 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several notable firms including Citigroup Global Markets and Wells Fargo Clearing. Outside of advisory work, he is a principal owner of SHALLOM GP LLC, a merchant partnership based in Minnetonka, MN. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with options for clients to implement these through various brokerage or advisory programs.

James Kiley is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank NA, Merrill, and Chase Investment Services Corp. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods to construct portfolios and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

James Reeves is a CFP® with 12 years of industry experience, currently advising at J.P. Morgan Securities in Boca Raton, FL. His prior experience includes roles at Bank of America, Merrill, and Lord, Abbett & Co. LLC. 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 within a non-discretionary advisory program.

Christina Schrant is a financial advisor with Raymond James & Associates in Lake Worth, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, she worked at Wells Fargo Clearing and internationally with LIM France, Devoucoux. She serves on the advisory board of South Florida Divers Inc., where she contributes to social media efforts and member recruitment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Michele Novoth is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 10 years before joining Morgan Stanley Smith Barney LLC in 2026. 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 supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Donna Timmerman is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2006. Outside of her advisory work, she is involved with Comprehensive Planning-Goodman LLC, focusing on life insurance policy sales. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs to deliver tailored investment solutions.

Eric Diamond is Vice President and Private Wealth Management Advisor at Fidelity Investments, where he has worked since 2008. In his current role since 2015, he focuses on helping multigenerational families develop personalized wealth strategies that address growth, preservation, and transfer of assets. Eric collaborates with a team of specialists, including an Investment Manager, Advanced Planning members, and a Trust Officer, to deliver comprehensive wealth management services tailored to clients' needs. Prior to his current position, he served as a Senior Account Executive at Fidelity Investments from 2008 to 2015. Outside of his professional duties, Eric enjoys family activities, exploring culinary interests, and playing golf.

James Robustelli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services, LLC, Robert Half, ProPark, and the University of Central Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Richard Ehrlich is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over four decades of experience in investment management, serving high-net-worth families since 1977 and institutional clients since 1982, with combined investable assets exceeding $3 billion. Richard specializes in wealth management strategies that utilize sophisticated techniques aimed at increasing returns while reducing risk. In addition to his advisory role, Richard contributes to the development of the team's thought leadership on financial strategy and macroeconomic outlook. He is adept at translating complex Wall Street research into clear insights that inform portfolio decisions. Prior to joining Merrill Lynch, he was Senior Vice President of the high-net-worth division at a major investment bank, where he developed and marketed the firm's first billion-dollar investment management product. Richard has also been a keynote speaker at the Merrill Princeton Campus for Wealth Planning and Asset Allocation Modeling, appeared on financial television programs, and co-authored multiple books. Richard earned a Bachelor of Science degree in Finance from Syracuse University in 1977 and holds the Personal Investment Advisor (PIA) designation.

Wendy Liebowitz is a CFP® with 24 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2023. She has held prior roles at Fidelity in various capacities over two decades and maintains co-ownership positions in two family LLCs related to vacation properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized reporting supported by a centralized due diligence process.

Christopher Duffey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. His career includes prior roles at UBS Financial Services and Citigroup Global Markets. He serves as a board member of the New Floresta Nome Owners Association in Boca Raton, FL. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that cater to clients who meet a net-worth threshold. The firm combines advisory services with other financial product offerings through a large network of financial advisors.

Beatrice Rauch is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 66 licenses. Rauch has held roles at several firms including NewBridge Securities Corporation and Valic Financial Advisors, and she is also involved in business ownership with Groove Recruiting Solutions Inc. and has extensive experience in real estate and mortgage services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment platforms and model portfolios.

Vincent Whatley is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including PNC Wealth Management, BB&T Investment Services, and TD Ameritrade. Outside of his advisory role, he has a 50% ownership interest in JCW Investments and Management Services LLC, a real estate investment and property management business. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Greg Sansum is a Series 66-licensed financial advisor with over 21 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Cambridge Investment Research Advisors, Whole Brain Investing, VOYA Financial Advisors, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Adam Klein is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a centralized team to provide written, non-discretionary recommendations that integrate research, modeling, and tax-efficiency analysis, emphasizing Ameriprise-managed accounts and a range of advisory, brokerage, and insurance solutions.