Henry Grinberg is a financial advisor with Raymond James & Associates in Aventura, FL, holding a Series 66 designation and 23 years of industry experience. Prior to joining Raymond James in 2018, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner of Green Mountain Group LLC, a business venture he has managed since 2012. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Dana Brown is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He has held his current position since 2012 and holds a Series 63 designation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Matthew Kenigsberg is a financial advisor at Edward Jones in Bal Harbour, FL, holding the CFP® and CFA® designations with five years of industry experience. Prior to joining Edward Jones in 2024, he worked at Fidelity Investments from 2007 to 2024. He is the owner of Precedence Consulting LLC, a currently dormant part-time consulting business. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carola Cohen is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011, as well as Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market-based estimates.

Janet Hibson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at JPMorgan Chase Bank and JPMorgan Securities since 2022. Prior to her financial services career, she held positions in chiropractic wellness and education. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to serve its clients.

Javier Briceno is a financial advisor with UBS Financial Services in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is involved with Ritzy Room Corp., a family-held corporation related to a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, integrating proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

James Jackson is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Ameriprise Financial Services, LLC and previously spent eight years at Janney Montgomery Scott and four years at Bank of America and Merrill. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing annual updates, focusing on dependable income and tax-aware withdrawal strategies.

Liana Shapiro is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. She joined UBS in 2026 following her graduation from Auburn University in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

David Olson is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Jonathan Sharbani is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 65 and Series 63 licenses with 27 years of industry experience. He has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, National Association. Outside of his advisory role, Sharbani serves on the boards of NY Virtuosi, the New York chapter of the US Indian American Chamber of Commerce, and the American Sephardi Federation, a nonprofit cultural organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Michael Odzer is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL. He holds a Series 66 license and has been in the industry since 2024, with prior experience at NYLIFE Securities LLC, Coastal Wealth, and Naim Consulting. Outside of finance, he has been involved with Hover Brothers LLC since 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Michael Ramirez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work history at Wells Fargo Bank from 2010 to 2023, as well as JPMorgan Chase Bank, N.A. since 2023. 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 brokerage, distribution, and investment management capabilities.

Jarrett Osborn is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Cetera and affiliated entities since 2019 and previously spent 13 years at Summit Financial Group Inc. Outside of his advisory work, he serves as president of Osborn Financial Group, Inc., which focuses on life and health insurance products, and participates in a nonprofit networking group in Hollywood, Florida. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors and features a multi-manager platform with access to affiliated and third-party investment strategies.

Geovany Cruz is a financial advisor with J.P. Morgan Securities in Aventura, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities provides investment consulting and advisory services mainly 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. The firm’s advisory services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Kenrick Whyte is a Wealth Management Advisor with Merrill Lynch Wealth Management. He advises high-net-worth individuals, multi-generational families, business owners, corporate executives, and professionals with complex financial lives. Kenrick specializes in business succession and exit planning, liquidity events, wealth preservation, retirement planning, and legacy strategies. He also provides guidance to corporations and retirement plan sponsors on fiduciary best practices, plan design, participant outcomes, and retirement plan governance. Kenrick has been in the financial services industry since 1997 and established his wealth management practice in 1998. He holds a Bachelor of Science degree in Civil Engineering from Florida State University. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Plan Fiduciary Advisor® (CPFA®) designation. Kenrick is a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He serves on the Board of Trustees of Saint Andrew's School and previously served on the Board of the Port Everglades Association and as Lieutenant Governor of Kiwanis International Division 23. Kenrick resides in Parkland, Florida with his wife, Karen, and their son, Hunter. Outside of work, he enjoys spending time with his family, attending youth sports events, playing tennis, fishing, and reading.

Michael Quercia is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. His prior work includes roles at Morgan Stanley, TradeStation Securities, and Turk Hill Capital, as well as involvement in private business ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s retirement program provides ongoing advice based on comprehensive analysis and operates within a defined investment framework that includes affiliated products and managed account offerings.

Michael Reilly is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, supporting clients in implementing and updating their plans.

Tiffany Gallik is a Wealth Management Advisor with Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional and a Senior Portfolio Advisor, specializing in creating and implementing investment plans tailored to high-net-worth individuals and their families across the United States. Tiffany collaborates closely with clients, accountants, and attorneys to deliver comprehensive wealth management strategies that encompass estate planning, philanthropy, tax minimization, retirement income, and legacy planning. She manages discretionary custom investment strategies by selecting from a broad range of Merrill model portfolios and third-party investment options. Tiffany joined The Byer Wealth Management Group in 2017 and brings expertise in areas such as education planning, family wealth management, personal retirement planning, and portfolio management services. She holds a bachelor's degree from Florida Atlantic University, where she graduated cum laude with a major in Marketing and a minor in Economics. Additionally, Tiffany holds the Personal Investment Advisor (PIA) designation. Outside of her professional role, Tiffany is involved with organizations including Good Karma Pet Adoption Center and Habitat for Humanity. She resides in Deerfield Beach, Florida, and enjoys boating, pickleball, yoga, and spending time with her family.

Wilmard Pierre Louis is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Primerica Advisors since 1991, having also worked with Primerica Financial Services since 1988. His other business activities include part-time sales of loan products and home security referrals through affiliate companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, offering a wrap-fee asset management program that relies largely on model-delivery strategies managed by unaffiliated asset managers.

Cameron St. Martin is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including Cetera Advisor Networks and Lincoln Investment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various portfolio management options.