Eric Wagner is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 designations and 26 years of industry experience. He worked previously at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company from 1996 to 2018. In addition to his advisory role, he operates a sole proprietorship financial advisory business and has experience as an insurance broker. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes and supports multiple advisory platforms and third-party managed-account solutions.

Adam Tekel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Bank of America, Merrill, RBC Capital Markets, City National Bank, and JPMorgan Chase Bank. 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 investment recommendations.

Thomas Branchini is a financial advisor at LPL Enterprise with 44 years of industry experience. He holds a Series 66 designation and has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC over a 51-year span before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual investors, high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

Adam Rudikoff is a CFP® professional with 18 years of industry experience, currently affiliated with Ameriprise Financial Services, LLC since 2016. He has held positions within Ameriprise for his entire advisory career. Outside of his advisory role, he teaches an "Intro to Finance & Accounting" course at American Heritage School, a private K-12 institution. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing tax-aware planning. The firm’s approach integrates proprietary investment research and third-party data, with recommendations focused on income sources, withdrawal strategies, and Social Security options.

Alexandra Huston is a financial advisor with Stifel in Boca Raton, FL. She holds the Series 66 designation and has been with Stifel since 2025. Prior to joining the firm, she worked at JPMorgan Chase for seven years and has experience in freelance graphic design. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and government entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking analyses to assist client decision-making.

Jesse Hed is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2013. Outside of advisory work, he owns and manages several private business interests including a private wealth management firm and merchant partnerships. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Joshua Calisti is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and Securian Financial Services. He is based in Boca Raton, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nicholas Russo is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, he worked at Magic Leap and Genisis Global Workforce Solutions, among other roles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by 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 with employers.

Ricardo Alvarado is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2012. Based in Boca Raton, FL, he operates within a large institution known for its extensive managed account services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Noelle Nixon is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Merrill and The Boca Raton. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client engagements and corporate financial planning agreements.

Stanley Smith Jr. is a financial advisor at Cetera with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated entities since 2019, following earlier roles at Summit Financial Group, Summit Brokerage Services, and Wells Fargo Advisors. Outside of advisory work, he is involved in managing a personal trust that provides mortgage and refinancing bridge loans. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to various program platforms delivered through a large national network of advisors.

Brian Campbell is a financial advisor at Morgan Stanley in Boca Raton, FL, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Zeus Financial and Atlas Financial, and has a background that includes positions at Benedictine University and Pompano Beach High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

David Conrad is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1996, he has served in various leadership roles including Market Executive positions for the North Metro Detroit Market, the Chicago North Market, and the Boca Tropics Market. He has over 30 years of experience in the financial services and wealth management industry. David uses a holistic goals-based planning approach to provide customized wealth management strategies and investment advice. His expertise encompasses corporate executive services, family wealth management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, investment strategy, tax minimization, and retirement income. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®). David earned a Bachelor's degree in Business Administration with a major in Marketing from Western Illinois University and a Master's degree in Business Administration from Loyola University Chicago. He serves on the Board of Directors of Student Aces, a Palm Beach County organization focused on character and leadership development for high school student athletes. David lives in Delray Beach, Florida with his wife Jen and their three children. His personal interests include cooking, football, golfing, spending time with family, and traveling.

David Simon is a financial advisor at Morgan Stanley with 43 years of industry experience. He previously worked at UBS Financial Services from 1993 to 2020 before joining Morgan Stanley in 2020. Outside of his advisory role, he contributes to the Endowment Committee of Temple Bat Yam of East Ft. Lauderdale, assisting with their Investment Policy Statement and third-party manager platform. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools combined with Global Investment Committee resources to support client financial plans.

Dominick Dibona is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2019. He serves as an acting trustee for Garber, overseeing account activities. 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, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Juan Lopez is a Series 66-licensed advisor with six years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank and has prior experience at Bank of America, Merrill, and served one year in the United States Navy. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its investment recommendations.

Lee Turmail is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he owns Turmail Enterprises LLC, a tax preparation business, and serves as secretary on the board of directors for Finally Home Inc. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and integrates algorithmic automation overseen by a specialized committee.

Robert Podolsky is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1981, gaining experience at Merrill and Shearson Lehman Brothers, where he developed expertise in operations and investing. Since joining Merrill Lynch Wealth Management in 2016, he has served a loyal client base, emphasizing experience, insights, and integrity in his wealth management relationships. Robert’s work includes assisting longstanding clients as well as individuals referred by accountants and attorneys during challenging life transitions such as divorce or the loss of a loved one. He holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from Forest Hills High School. Robert currently resides in Manhattan and is a father of two children.

Richard Ebaugh is a financial advisor with Edward Jones in Wellington, FL, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Marc Feldman is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Feldman holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.