Dean Dignoti is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Valic Financial Advisors. He is also an independent agent involved in the sales and service of fixed insurance products. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, often implemented through third-party managers, and offers ERISA fiduciary services to qualified plans.

Jordan Sandler is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. and Equitable Advisors, LLC. Outside of his advisory role, he is involved with Sandler and Sandler Tax and Accounting Services, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Friedman is a financial advisor at Equitable Advisors with 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory work, he coaches Little League Baseball in Florida. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of investment models and third-party managers to tailor solutions for its clients.

Edward Venezia is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, from 2015 to 2021. Venezia holds Series 63 and Series 65 designations and is based in Boca Raton, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics.

Jeffrey Sohm is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has worked at Morgan Stanley since 2018 and was previously with Samlyn Capital LLC from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research.

John Marvin is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 40 years of industry experience. He previously worked for UBS Financial Services Inc. for 19 years before joining Wells Fargo in 2026. Outside of his advisory role, he is a partner in Jersey Boy, LLC, a real estate investment firm in Costa Rica. 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 offers both brokerage and advisory solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Brian Garrette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Hartford Funds Distributors, LLC, Charles Schwab, Eastern Point Advisors Inc., and Potomac. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a range of investment models and third-party advisory programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jeff Chanin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Jeff earned his Bachelor's Degree from Florida Atlantic University. His professional role involves providing investment guidance and wealth management services to clients.

Nestor Miranda is a Series 66-licensed advisor with J.P. Morgan Securities who has 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused group of Wealth Advisors. Their approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research methods.

Scott Doyno is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was employed at the Palm Beach County School District and worked in the plumbing and air conditioning industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Thera Elliott is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing and Wells Fargo Bank NA for over a decade. She is also president of Elliott Wealth Strategies LLC, a support company related to her business activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, pension, charitable, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to align with client goals and supports a wide network of advisors through various advisory and consulting programs.

Ryan Mcgovern is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he is a sole proprietor landlord of a condominium in Secaucus, New Jersey. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Christian Conelly is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Equitable Advisors and Newbridge Securities Corporation. His career also includes a period at Holistic Pet Cuisine, reflecting a diverse employment background. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Abeba Cherinet is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 66 licenses and with 11 years of industry experience. She has worked at various Morgan Stanley entities since 2016, including Morgan Stanley Private Bank, N.A. Since 2017, she has been affiliated with Morgan Stanley Smith Barney LLC and Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing a structured discovery process and firm-approved planning tools.

Hallie Brenis is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through both in-house and third-party managers, supported by integrated capital markets and affiliated asset management capabilities.

Marlie Weprin is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation and four years of industry experience. Her work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Colliers International, as well as academic involvement at The Ohio State University. 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 and fund searches, and customized performance reporting within a non-discretionary program.

Loretta (Lori) Wilkinson is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Primerica Financial Services since 2011 and PFS Investments Inc. since 2012, alongside her role at Signs of Excellence since 2017. In addition to her advisory work, Wilkinson is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Stephane Alcius is a financial advisor at Fidelity with Series 66 and Series 63 licenses and seven years of industry experience. His career includes roles at Fidelity Investments, Robinhood Financial, WSNE Inc, and Wells Fargo Clearing LLC. He is based in Boca Raton, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work and fund management. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios and oversight of affiliated and unaffiliated sub-advisers.

Jason Berk is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boca Raton, FL, holding Series 65 and Series 63 licenses and with 19 years of industry experience. His prior roles include positions at Kestra Advisory, LPL Financial, and Clearlight Capital. He is also the CEO of Peak Strategies LLC, a consulting firm, and part owner of an entertainment public relations company for estate planning purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network, with specialized municipal and public finance capabilities.

Kenneth Nemery is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Morgan Stanley and Wells Fargo Clearing. He serves as a board member and finance committee member for the Stonebridge Country Club Property Owners Association in Boca Raton, FL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that include retirement, education, and specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with various financial products and referral channels.