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 at Raymond James & Associates with 38 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at UBS Financial Services Inc. from 2008 to 2019. Outside of his advisory role, he serves as an acting trustee for Garber, overseeing accounts. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

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.

Mohammed Ansari is a financial advisor with Raymond James Financial Services Advisors, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. He has held roles at firms including Marcum Wealth, LLC and Doyens Capital Management Inc. Ansari is also the founder and CEO of the Ansari Foundation, a nonprofit organization focused on charitable, religious, and educational contributions. Additionally, he owns Experito Forensics Inc., providing forensic accounting, tax consulting, and related services. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm emphasizes non-discretionary, tailored advisory services and maintains a notable presence in municipal and public finance through its affiliated departments.

Eduardo De Carvalho is a financial advisor at Morgan Stanley with 26 years of industry experience. He has held roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2013. He holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analyses.

Fabiola Hooker is a financial advisor with Merrill based in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior experience includes roles at Charles Schwab and TD Ameritrade Investment Management, where she worked for a combined 17 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates into Bank of America’s corporate platform, providing access to a wide set of products and services beyond typical managed account offerings.

Otavio Cordioli is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to joining the firm, he was employed by the Consulate General of Brazil in Miami and spent a decade at Servico Nacional de Aprendizagem Comercial (SENAC). Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers customized financial planning and manages approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and simulations.

Mehwish Sana is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, BOKF, N.A., and Capital One. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

John Petrison is a Financial Consultant at Fidelity Investments. In his current role, he collaborates with clients to understand their financial objectives and shares Fidelity's perspective on strategies that may align with their goals. He facilitates the development and implementation of holistic financial plans. John has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, and now Financial Consultant. His experience spans over several years within the firm, focusing on client financial planning and investment strategies.

Matthew McClellan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Express Legal Services from 2016 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

James Pace is a financial advisor with Thrivent Investment Management in Delray Beach, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he serves as an elected board member at Trinity Lutheran Church and School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, estate, and special needs without implementation of recommendations. The firm combines goal-based analyses with managed-account programs under a consolidated billing option called “WealthPlan,” focusing on client planning rather than discretionary portfolio management.

Steven Duryee is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jeffrey Phipps II is a Wealth Management Advisor SVP at Merrill Lynch Wealth Management, where he has been serving clients since 2008. He co-leads client relationships for The Phipps-Scholl Group, focusing on developing customized wealth management strategies tailored to individual client circumstances and long-term goals. Jeff has over 30 years of experience in the financial services industry, providing expertise in areas such as college education planning, retirement income, portfolio management, liquidity management, and tax minimization. Jeff earned a Bachelor of Arts in Economics from the University of Florida. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional involvement has also included serving as a board member of St. Joseph's Episcopal School and memberships with the Delray Beach Club and Quail Ridge Country Club. Residing in Delray Beach, Jeff stays active in his community through several local organizations and youth sports. Outside of his professional work, he enjoys boating, cooking, football, golfing, hiking, music, skiing, traveling, watching movies, and spending time with his children.

Carlos Nino is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James & Associates since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Based in Boca Raton, FL, Nino’s career spans both private banking and wealth advisory services. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, offering non-discretionary wealth planning and investment consulting supported by an extensive affiliate network and specialized capabilities in municipal and public finance.

Joshua Aisenbaum is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and UBS. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and municipal entities, offering wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Jason Mamalis is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boca Raton, FL, holding a Series 66 designation and 18 years of industry experience. He has held roles at Raymond James since 2014 and is also the owner of JR Wealth Management LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, with a distinctive focus on advisory services that emphasize client decision authority supported by firm research and asset-allocation analysis.