Travis Voccia is a financial advisor at Morgan Stanley in Palm Beach, FL, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at United Capital Financial Advisers, Ameriprise Financial Services, JPMorgan Securities, JPMorgan Chase Bank, Wells Fargo Clearing, and Oppenheimer. Voccia is also the sole proprietor of Three Thirteen Capital LLC, a real estate investment and finance business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Monte Carlo simulations and Secular Return Estimates.

Sergio Marquez is a Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2000. In his current role since 2006, he works closely with clients to help them plan for and achieve their financial goals. Prior to this, he served as a Financial Consultant from 2002 to 2006 and as a Financial Representative from 2000 to 2002. Over his tenure at Fidelity Investments, Mr. Marquez has developed professional relationships with many clients and families, supporting them through personalized financial planning. His work leverages Fidelity's brand, technology, and cost-efficient investment options to provide tailored financial guidance.

Darren Stance is a financial advisor with Mass Mutual Investors Services in Boca Raton, FL, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He previously worked at Charles Schwab for 14 years before joining Mass Mutual in 2025. In addition to his advisory role, he is an insurance broker involved in outside insurance sales through Sentinel Solutions, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering event-driven and specialized planning programs alongside standard investment advisory services.

Andy Perez Sosa is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and has worked at Wells Fargo Bank NA since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances. The firm’s IPS-driven advisory process includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

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 with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and 16 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank since 2015. Bautz also serves as a trustee for a trust based in Lake Worth, Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and firm-approved tools to develop financial plans and offers a wide range of investment and advisory services.

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.

Peter McCaughan is a Financial Consultant at Fidelity Investments, where he has been working since 2019. In his current role, he partners with individuals and families to create tailored financial plans aimed at helping them achieve their personal and financial goals by leveraging Fidelity's resources. Peter has been with Fidelity Investments since 2015, progressing through several roles including Workplace Planning and Guidance Associate, Relationship Manager, Investment Consultant, and now Financial Consultant. This experience has provided him with a broad understanding of financial planning and client relationship management within the firm.

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 with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wachovia Bank, N.A. since 1999. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bennett Gordon is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior work includes roles at Wells Fargo Clearing, Oppenheimer, and Charles Schwab. He is a part-owner of MJMEH LLC and Wealth Management Group LLC, investment-related ventures based in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with various financial products and referral channels.

Elias Mellul is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at PNC Investments, Leumi Investment Services Inc., and Fiduciary Financial Partners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

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 at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank NA, Credit Suisse Securities, and Lehman Brothers Inc. 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 offers both brokerage and advisory solutions, relying on research and analytics to guide its investment approach.

Jennifer Bailey is a financial advisor with J.P. Morgan Securities in Palm Beach, Florida. She holds the Series 66 designation and has two years of industry experience. Outside of advisory work, she is a partner in Four Cheese Holdings LLC, a personal real estate investment entity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and may incorporate an ESG eligibility framework.

Aisha Ali is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at Sanford C Bernstein & Co LLC as well as in roles outside financial services at Enjoy Technology and Etre Cosmetics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice and customized performance reporting. The firm’s advisory process uses centralized due diligence and incorporates quantitative and qualitative research, with an investment approach that includes an ESG eligibility framework and broader derivatives capabilities.

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.