Brian Campbell is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Zeus Financial and Atlas Financial. His background also includes roles outside the financial industry, such as teaching positions at Benedictine University and Pompano Beach High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a range of investment strategies, serving clients through both direct and corporate financial planning agreements.

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.

Claudia Mullin is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 designation and has worked with JPMorgan Chase Bank, N.A. since 2009. Since 2021, she has been with J.P. Morgan Securities in Coral Springs, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and an ESG eligibility framework. The firm offers customized performance reporting and manager searches through its Institutional Consulting Services program on a non-discretionary basis.

Steven Glazer is a financial advisor with Ameriprise in Deerfield Beach, FL, holding a Series 66 credential and 14 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of advisory work, he is involved in bookkeeping for SKW Capital Management on a limited basis. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with specialized retirement income planning services that include written recommendation reports and ongoing advice focusing on dependable income sources and tax-aware withdrawal strategies.

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.

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, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He has held roles at multiple firms including Arthur Rottenstein, LLC and Marcum LLP. Ansari is the founder and CEO of the Ansari Foundation, a charitable nonprofit organization, and the owner of Experito Forensics Inc., a consulting firm specializing in forensic accounting, tax preparation, and related services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning using analytical tools and supports a broad network of advisors with specialized programs including municipal advisory and SIMPLE IRA consulting services.

Philip Kimmel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and draws on research from Wells Fargo Investment Institute and third-party sources to support diversified, theory-based investment strategies.

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.

Matthew Solarana is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Bank of America, Primerica Advisors, and Hornor, Townsend & Kent LLC, as well as experience outside finance at Alliance Laundry Systems and Opuscare. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 possessing 33 years of industry experience. His work history includes roles at Truist Investment Services, INC. and Express Legal Services before joining LPL Financial in 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill Lynch since 2008, as well as Bank of America since 2011 and Janney Montgomery Scott from 2005 to 2008. Outside of his advisory role, he is employed in retail sales at several men’s apparel and restaurant businesses in New York. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carlos Nino is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. Prior to that, he was employed at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney 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 individuals, including high-net-worth clients, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.