John Romo is a financial advisor at Wells Fargo Clearing in Palm Beach, FL, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as experience outside finance at Best Buy and other companies. 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 uses research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Donald Boivin III is a financial advisor at Morgan Stanley with 12 years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Laura Borselli is a financial advisor with Merrill in Boynton Beach, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at TD Private Client Wealth LLC and TD Bank. Outside of her advisory work, she serves as an authorized signer for her husband's general contracting business, Roberts Contracting Inc. 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 to individuals, high-net-worth clients, and institutional investors.

Sydney Ronzano is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2018 and previously worked in service-learning at West Chester University. Ronzano also manages an advisory business, CSWMG Inc., as part of her outside employment. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered through a centralized consulting team, supported by algorithmic tools and oversight committees.

Justin Gratz is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2018, following a prior role at Citigroup from 2015 to 2018. He holds a Series 66 designation and is based in Palm Beach, FL. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Mark Galaini is a financial advisor with Ameriprise in Lake Worth, FL, holding 50 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Jeannette Trevino is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2007. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Haaris Rosario is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He previously worked at the UF Survey Research Center for five years before joining Wells Fargo. 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 brokerage and advisory solutions supported by research and analytics.

Vang Sell is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bradford Goldner is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services for 22 years. Outside of his advisory role, he serves as treasurer of a production company and is the executor of his brother's estate. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Herschel Diaz is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, E*TRADE, and Edward Jones. Outside of advising, he is a silent partner and vice president of a retail business owned jointly with his wife, for which he provided initial funding. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated model includes brokerage, custody, and financial planning services delivered through a large network of representatives.

Silas Cooper is a financial advisor at Morgan Stanley in Palm Beach, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at DAIN and the Solana Foundation. Outside of finance, he has experience working in education, including several years at the University of Louisville, Jamestown High School, and Hornsby Middle School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools.

Christopher Mata is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2007, progressing through roles including Financial Representative, Investment Representative, and Financial Consultant. With nearly 20 years of experience working with high net worth clients, Christopher specializes in retirement, income, and wealth planning. He assists clients in creating and executing financial plans tailored to their individual and family needs. Christopher holds an Arkansas Insurance License. No additional information regarding his education, personal interests, or community involvement was provided.

Brett Langbert is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. His prior roles include positions at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Sanford C. Bernstein & Co., LLC. He also serves as co-trustee and executor for a family estate. 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 a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Manesha Lakhiani is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in developing comprehensive financial strategies tailored to meet individual client goals and needs. Manesha’s expertise encompasses family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. She brings a consultative approach to wealth management, guiding clients to make informed decisions through a personalized and transparent process. Her educational background includes a Master’s degree from Loyola University Chicago and a Bachelor’s degree from Punjab Engineering College in India. Manesha communicates in Hindi, Punjabi, and English. She is also involved with the Hindu Temple of Greater Chicago in her community.

Neil Hassett Jr. is a financial advisor with LPL Financial in Delray Beach, FL, holding a Series 63 license and bringing 33 years of industry experience. He previously worked at INVEST Financial Corporation for 11 years and has operated Hassett Tax & Financial Services since 2003. In addition to his advisory role, Hassett owns a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services through a national network of investment adviser representatives.

Thomas Alten is a CFP® with 39 years of industry experience. He is currently with LPL Financial since 2022, following a 30-year tenure at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Alten also maintains a non-variable insurance agent role focused on fixed and indexed annuities and traditional life insurance. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management backed by research from LPL Research and third-party subadvisors.

Larry Saxby is a financial advisor with Wells Fargo Clearing in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for multiple family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jonathan Gervais is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Eric Martinez is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at CUNA Mutual Group, CUNA Brokerage Services, and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and multiple management approaches.