Cara Leigh is a financial advisor with Wells Fargo Clearing, holding a Series 63 credential and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she acts as co-power of attorney alongside her sister for their mother's accounts. 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 provides both brokerage and advisory solutions.

Gerard Olsen is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he works as an independent contractor providing bookkeeping, computer repair, and webmaster services for non-Morgan Stanley clients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

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 licenses and bringing 32 years of industry experience. His prior roles include positions at Merrill and Banc of America Investment Services. Outside of his advisory work, he serves on a neighborhood improvement committee focused on assisting with local property enhancements. 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 employs a research-driven investment approach and offers both brokerage and advisory solutions across a broad product platform.

Gary Fox is a financial advisor with Cambridge Investment Research Advisors in Boca Raton, Florida, holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at FCG Advisors, LLC for 20 years before joining Cambridge in 2020. Outside of his advisory role, Fox serves as a board member of a charitable organization and holds leadership positions in local community associations. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, manages a multi-billion dollar asset base, and offers various platforms for discretionary and non-discretionary management along with proprietary model strategies.

William Dagistino Jr. is a CFP® professional with 39 years of industry experience, currently advising at Raymond James & Associates since 2019. His prior roles include positions at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and offers financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

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® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2013. He holds a Series 63 license and operates out of Delray Beach, FL. In addition to his advisory role, he is also licensed as an insurance agent with Aries Capital Management, LLC. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Jesse Miles Jr. is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Based in Boca Raton, FL, he has been with Ameriprise since 2018. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing tax-aware retirement income planning.

Monica Vos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Merline J. Pearce - Patient Health Care and Wachovia Bank, N.A. for long-term engagements. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Steven Turner is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. His prior roles include positions at CourtAvenue LLC and Southern Glazer's Wine and Spirits. Outside of his advisory work, he serves as president of the Sterling Group, a networking organization in Coral Springs, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Julia Sheridan is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple roles at Ameriprise since 2010 and three years at LPL Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Robert Zaidman is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Janney Montgomery Scott and Morgan Stanley before joining LPL Financial in 2019. 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 a large network of investment adviser representatives.

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 with Raymond James & Associates, holding a Series 63 designation and bringing 35 years of industry experience. His career includes positions at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Outside his advisory role, he is involved as a manager of Prudent Partners, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers a range of financial planning and consulting services, employing diverse portfolio management styles and supporting municipal advisory and employer consulting programs.

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.