Rj Malcampo is a financial advisor at Morgan Stanley with a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2020 and at Morgan Stanley Smith Barney LLC since 2019. Prior to that, he was employed by Nasco Middle East Insurance Brokers Inc. from 2014 to 2018. Outside of financial advising, he is the sole member of Continuing Education Support LLC, a marketing business for online education. 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 supported by proprietary tools and methodologies.

Harris Friedman is a financial advisor at Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Fidelity Investments and teaching positions at several colleges, including the University of Central Florida. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that integrate advanced modeling techniques without offering individual security recommendations as part of standalone plans.

Scott Brody is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley Smith Barney, LLC since 2010 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Drew Conelly is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he serves as co-trustee for a family trust and participates in a neighborhood improvement committee in Boca Raton. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gary Fox is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including 30 years with FCG Advisors, LLC. Outside of his advisory work, he serves on the board of the charitable organization Special Strides and holds leadership roles with community associations in Boca Raton, Florida. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary strategies across multiple platform arrangements.

William Dagistino Jr. is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2019. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, and also delivers institutional consulting and public finance services.

Adam Bornstein is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial services industry, focusing on providing goals-based wealth management tailored to individual investors. Adam primarily works with affluent individuals, leveraging his expertise in retirement planning and Merrill’s resources to help clients navigate complex financial landscapes. Before joining Merrill Lynch in 2010, Adam held the position of First Vice President at both UBS Financial Services and Morgan Stanley. He earned a bachelor’s degree from the University of Wisconsin System and a master’s degree from Northwestern University. Adam holds the Certified Investment Management Analyst® (CIMA®) designation and the Personal Investment Advisor (PIA) credential. As a qualified Portfolio Manager, he manages discretionary personalized and defined investment strategies incorporating a range of assets including individual securities and model portfolios. Adam's client focus includes areas such as divorce transition planning, family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income. Beyond his professional work, he is committed to community involvement through volunteer activities. His personal interests include basketball, biking, football, gardening, golfing, music, reading, running, skiing, and traveling.

Benjamin Gassman is a financial advisor at Charles Schwab with Series 66 credentials and five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, Northwestern Mutual, Jimmy Johns, and Tropical Smoothie. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Justin Scheckner is a CFP®-designated financial advisor with 22 years of industry experience. He has been with LPL Financial since 2013. Scheckner is also associated with Aries Capital Management, LLC as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Jesse Miles Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing algorithmic automation alongside oversight committees to support its retirement planning services.

Monica Vos is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following five years with Wells Fargo Advisors LLC. Outside of her advisory role, she has been involved with Merline J. Pearce - Patient Health Care since 2006 and has a long tenure at Wachovia Bank, N.A. dating back to 1997. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options.

Marc Duquette is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has an investment-related loan business based in Fort Lauderdale, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Robert Zaidman is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Janney Montgomery Scott for three years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by in-house and third-party research.

Stephen Kelliher is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques and offers various investment and product services through its broad platform.

Don D'adesky is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2015. Outside of his advisory role, he is involved as a manager of Prudent Partners, LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with capabilities in public finance and municipal work.

Beth Golden is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 license and bringing 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she assists her husband with a Painting with a Twist franchise during weekends and evenings. 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 employs a structured planning process supported by firm-approved tools.

Mayra Alejandra Uribe Quiceno is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Oppenheimer & Co., Deutsche Bank Securities, and Wells Fargo Clearing Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a comprehensive range of investment and financial planning services.

Nick De Sola is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials with one year of industry experience. His prior experience includes roles at Hennion & Walsh, Ameriprise Financial Services, and RFM Investment Advisors, alongside diverse positions in education and the service industry. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a wide range of clients, including individuals, pension plans, corporations, and government entities, providing non-discretionary wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Gregg Kleinbaum is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2014. Outside of his advisory role, he is an owner and partner of The Gregg Group LLC, a real estate holding company. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Kerianne Pouncey is a Planning Consultant at the Boca Raton Investor Center with Fidelity Investments since 2026. In this role, she partners with clients to develop comprehensive and sustainable financial plans, focusing on alignment and long-term confidence. She has been with Fidelity Investments since 2023, serving initially as a Financial Representative, then as a Relationship Manager from 2024 to 2025 before assuming her current position. Her experience encompasses client relationship management and financial planning. Outside of her professional work, Kerianne enjoys spending time at the beach, traveling, practicing yoga, and exploring food.