Nicholas Greer is a financial advisor at Charles Schwab in Boca Raton, FL, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2014. Outside of his advisory role, he assists with an online clothing store operated by his wife. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and an integrated operational structure.

Lindsay Lehn is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. Outside of her advisory role, she serves on the Board of Directors for The Stranahan House, a historic preservation nonprofit in Fort Lauderdale, where she participates in event planning and fundraising. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jamie Rubenstein is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Rubenstein is based in Boca Raton, FL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Randy Schild is a Wealth Management Advisor at Merrill Lynch Wealth Management in Boca Raton, Florida. He began his career in financial services in 1994 and brings experience from his prior role as Branch Manager at Morgan Stanley Smith Barney in Palm Desert, California, where he served for approximately eight years. Before entering the financial sector, Randy spent a decade as an owner and operator of a manufacturing and retailing business in South Florida. He holds a Master's degree in Business Administration from St. John's University in New York and a Bachelor's degree from the State University of New York system. Randy also carries professional designations including Chartered Retirement Plans Specialist (CRPS) and Personal Investment Advisor (PIA). His areas of expertise include family wealth management, legacy and philanthropic planning, LGBT wealth planning, liquidity management, retirement income strategies, and special needs planning. Randy has been involved in community organizations such as the American Heart Association and the Jewish Federation, serving in leadership roles and on boards. He grew up in New York City and has lived in New York, Southern California, and Boca Raton. Randy and his wife, Dini, have two adult children who reside in New York City. His personal interests include golfing, hiking, reading, scuba diving, traveling, and watching movies.

Leo Robinson Jr. is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley, with a combined tenure of about 14 years. Outside of his advisory role, he oversees a business named BUMPINTOME and serves on the investment committee of the JETT Foundation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and employing diversification and modern portfolio theory approaches.

Marlon Bustos is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he is involved with Arlemar Real Estate, LLC, a private real estate investment company. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a range of investment solutions.

Paul Goldbach is a financial advisor with LPL Financial in Coral Springs, FL, holding a Series 63 designation and 41 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2000. Outside of his advisory role, he is involved in creating and publishing original music content for commercial distribution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party subadvisors, and research services.

Jonathan Urban is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding the Series 66 designation and two years of industry experience. His prior roles include working at myWorld America and Ricoh USA, as well as consulting positions. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer structure. The firm utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Michael Herman is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for seven years. 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 applying an ESG eligibility framework in its recommendations.

Scott Kauffman is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He has served in leadership roles, including directing the Coral Springs office from 2004 to 2014 and the Weston, Florida office since 2014, and has been a financial advisor with Merrill Lynch since 1997. Scott leads a professional team and focuses on providing comprehensive wealth management services tailored to client needs. Scott is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor™ (CRPC®), and a Certified Plan Fiduciary Advisor (CPFA™). His expertise encompasses areas such as college education planning, divorce transition planning, legacy planning, managing new wealth, retirement income, and tax minimization. He also applies his qualifications as a Portfolio Manager to build and manage personalized investment strategies for clients. A graduate of the University of South Florida, Scott is involved in mentoring and training other financial advisors and wealth management teams. Outside of his professional pursuits, he enjoys boating, hiking, skiing, traveling, and spending time with his wife and three children in Weston, Florida.

Jordan Hatz is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation. He began his career with Morgan Stanley in 2025 and has one year of industry experience. Prior to that, he was unemployed from 2003 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

John Theodossakos is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management in Boca Raton, Florida. He has been part of the financial services industry since 1999 and joined Merrill Lynch in 2006. In his role, John focuses on understanding the priorities of high-net-worth individuals and families, providing personalized attention and customized wealth management strategies tailored to client objectives. As a specially qualified Senior Portfolio Manager, John offers traditional advice as well as develops and manages his own personalized or defined investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He has the flexibility to construct portfolios and select securities and may manage client assets on a discretionary basis through the firm's Investment Advisory Program. John may also use his strategies to manage assets for clients working with other Merrill Advisors after meeting specified requirements. John holds dual bachelor's degrees in Business and History from Florida Atlantic University and an MBA with a specialization in International Business from Nova Southeastern University. He is a Personal Investment Advisor (PIA) and communicates fluently in English and Greek. John resides in Delray Beach, Florida, with his wife Maritza and their two children, Demetrios and Stephanie. His client focus areas include college and education planning, family wealth management strategies, retirement income, portfolio management services, and tax minimization. Outside of work, John enjoys adventure sports, cooking, hiking, and traveling.

Shane O'Brien is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. His previous roles include positions at Morgan Stanley and Beachbody LLC. 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 nonprofits, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

George Gladman is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. He is based in Boca Raton, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Daniel Stabile is a Series 66-registered advisor at Fidelity with one year of industry experience. His prior positions include roles at Insight Global, West Marine, and Haight and Ashbury. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Samuel Rothberg is a financial advisor with Ameriprise in Hollywood, FL, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory work, he serves as a part-time rabbi at Temple Sinai of North Dade. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Carlos Massana is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Peter Millar and the Civitas Institute, as well as positions at university and election boards. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Chris Pendrak is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 66 designation and bringing 22 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary capital market research with both discretionary and non-discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad platform that includes financial planning and alternative product distribution.

Bradley Haring is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with both RBC Capital Markets and City National Bank since 2016. Outside of his advisory role, he is involved in estate planning through an active ownership role in Tarpon River LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles, utilizing both in-house and third-party investment resources.

Kevin King is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He assists clients in working toward achieving and securing their financial futures by understanding their objectives, concerns, and financial situations. Kevin provides personalized strategies through tailored investment guidance and holistic financial planning. Kevin's professional experience includes roles at Fidelity Investments since 2023, progressing from Workplace Planning Consultant I to II before his current position. Prior to joining Fidelity, he worked as an Insurance Producer at Farmers Insurance from 2021 to 2022 and as a Financial Representative at Northwestern Mutual in 2021.