Richard Lerner is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked for David Lerner Associates, Inc. for 18 years. He also has ownership in West Boynton Wealth Management, a financial-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services. The firm offers a broad range of planning services using proprietary research and tools, with optional implementation through its brokerage and advisory platforms.

Joel Feiger is a financial advisor with LPL Financial in Boca Raton, FL, holding the PFS™ designation along with Series 63 and 65 licenses and over 23 years of industry experience. His prior experience includes roles at Kestra Financial Services, Bensman Associates Ltd, and Northwind Capital, Inc. Outside of his advisory work, he is involved in managing several personal business entities related to tax and investment purposes. 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 broad range of advisory and brokerage services, utilizing various investment strategies supported by proprietary research and technology, and oversees more than $819 billion in discretionary assets through a large network of advisors.

Christy Stina is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes roles at Merit Financial Advisors, Purshe Kaplan Sterling Investments, UBS Financial Services, and Morgan Stanley. 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 strategies designed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robin Hannoun is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He is currently a financial advisor at Morgan Stanley in Boca Raton, FL, having joined the firm in 2025. His prior roles include positions at OSAIC, Securities America Advisors, and academic involvement at HEC Paris and the University of Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured discovery processes and proprietary planning tools to create financial plans, managing approximately $2.74 trillion in client assets.

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 63 and Series 66 credentials and one year of industry experience. He has previously worked at Foreside Funds Distributors LLC, Polen Capital Management, LLC, Northwestern Mutual, and Dabomatic Corporation. He is also affiliated with Florida Atlantic University in a professional capacity. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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 managers.

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.

Miguel Rodriguez is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at OSAIC since 2004 and has held roles at Eq Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States since 1999. Outside of his advisory work, he serves on the boards of several nonprofits, including The Christian Community Foundation of South Florida, Sheridan House, Inc., and Sheridan Family House Ministries, Inc., and is a managing partner at Rodriguez/Kinzbrunner Certified Public Accountants, LLP. OSAIC Wealth serves a diverse client base consisting of retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools alongside discretionary and third-party manager strategies.

Raelene Aldridge is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. Her prior work includes roles at UBS Financial Services, Summit Financial Group, and multiple Cetera-affiliated firms. Outside of finance, she is involved as a wellness advocate for DoTerra essential oils. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

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.

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.