Robin Hannoun is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is currently with Morgan Stanley in Boca Raton, FL, having joined in 2025 after roles at OSAIC, Securities America Advisors, and other financial and real estate firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through Corporate Financial Planning agreements.

Michael Bock is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as co-trustee for his parent's investment trust in Boca Raton, Florida. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Allan Dilone Rodriguez is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Florida Atlantic University, Foreside Funds Distributors LLC, Polen Capital Management, LLC, and Northwestern Mutual. He is also affiliated with Florida Atlantic University in a non-investment capacity. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Corona III is a CFP® professional with 26 years of industry experience. He is currently with LPL Financial and has previously worked at firms including RBC Capital Markets, Morgan Stanley, Merrill, and UBS Financial Services. Outside of his advisory role, he is the owner of Automobilia LLC, a business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services supported by advanced research tools and a broad platform of financial products.

Trudy Gayle is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Jenny Rothstein is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Charles Schwab since 2000 and Charles Schwab Bank since 2005. Rothstein serves as a fiduciary member of the Investment Advisory Committee at Temple Beth El, overseeing the execution of the investment policy for the organization’s assets. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, with a distinctive integrated operational structure supporting a large client base.

Mark Sutain Jr. Jr. is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks, Summit Financial Group, and a McDonald's franchise business. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services directly to clients as well as through corporate agreements.

William Owens is a financial advisor with Primerica Advisors in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Primerica Advisors since 1998 and has been affiliated with Primerica Financial Services since 1980. Owens is also involved in non-investment related referral activities through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and select separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Roberto Cortes Garcia is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at SoFi Securities LLC, SoFi Wealth LLC, and Citigroup. He also served in the U.S. Navy from 2010 to 2023. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nichole Osborne is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2017, following five years at Oppenheimer. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ayub Sicard is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, Morgan Stanley, and Brandon Brokerage Group. He is also involved with APALS LLC and Millennium Management Solutions LLC, both non-investment-related entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a mix of discretionary and non-discretionary strategies supported by advanced operational tools.

Shanell Foster is a Series 66-credentialed financial advisor with over 10 years of experience, currently with Thrivent Investment Management and Thrivent Financial since 2015. She serves as President of the Shanell Foster Foundation Inc., a nonprofit focused on expanding educational access and career opportunities for underserved populations, and is a board member of Paths and Gateways, an organization supporting education in rural communities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial planning without discretionary portfolio management.

Raelene Aldridge is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has worked with multiple Cetera entities as well as Summit Financial Group and VSR Financial Services. Outside of her advisory role, she is involved as a wellness advocate for essential oils. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services. The firm operates a multi-manager platform that provides advisors with access to affiliated and third-party managers, supporting various investment strategies and account structures.

Amanda Smithy is a CFP® with five years of industry experience, currently serving as a financial advisor at UBS Financial Services in Boca Raton, FL. She has worked at UBS since 2020, with a brief period outside the firm, and holds a Series 66 license. Prior to her advisory career, she was a student at the University of Florida and briefly worked in the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Daniel Burke is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at FSC Securities Corp, Edward Jones, and Fidelity. He is also an independent non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Marciano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Cambridge since 2009. Outside of his advisory role, he serves as a youth advisor for the Jacksonville Jewish Center and is involved in ownership interests including a show horse and several real estate entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a range of portfolio management and investment strategies tailored to client objectives.

Christian Mc Kenna is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at SP Plus Corporation and Publix Super Markets. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Artur Zaytsev is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Frendee.com, Prison Connect, and Rubard LLC d/b/a CentMobile. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm emphasizes personalized risk assessment and matching clients with advisory program models and third-party asset managers.

Peter Lucia is a financial advisor with LPL Financial in Boynton Beach, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. His work history includes roles at Nationwide Securities, LLC, Wells Fargo Clearing, and 1717 Capital Management Company. He is also involved with Benefits Plus Consulting Group, Inc., an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Mark Tasher is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.