Daniel Rogowski is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he delivers family office style advice that integrates disciplined portfolio management with tax-aware planning. He collaborates closely with clients and their CPAs, attorneys, and other trusted specialists to coordinate every facet of a client’s balance sheet. His practice incorporates portfolio management, alternative investments when appropriate, retirement and estate planning services, and philanthropic guidance. Daniel began his career as a Financial Advisor at Merrill Lynch before serving over a decade as Chief Investment Officer of an independent registered investment advisory arm of a CPA firm. In that position, he developed expertise in long term portfolio design, public and private market investing, dynamic asset allocation modeling, and complex tax-sensitive strategies for entrepreneurs and multigenerational families. He holds a Bachelor’s degree from Harvard University and an MBA in Finance from Rice University. Additionally, he completed two years of graduate study in data science and machine learning at the University of California, Berkeley. Daniel has earned the designations of Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA).

Carlos Nino is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. Prior to that, he was employed at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Joshua Aisenbaum is a financial advisor with Raymond James & Associates in Boca Raton, FL. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., UBS, and Morris Tepper CPA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional clients, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional services, utilizing a range of portfolio management styles supported by proprietary research and a broad affiliate network.

Jason Mamalis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. He has been affiliated with Raymond James since 2014 and has also been involved with Fiori Financial Group and Fluehr Wealth Management. Outside of his advisory roles, he owns JR Wealth Management LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools, and maintains a notable focus on municipal and public finance through a unique affiliation with a municipal advisor.

Foster Gaylor is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Bessemer Trust Company from 2019 to 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, and offers tailored financial planning, non-discretionary investment consulting, and institutional advisory services.

David Suarez Urbina is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, he worked at Fidelity Investments and Bank of America. His background includes roles in both financial services and other sectors such as Uber. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG frameworks within a non-discretionary program where clients retain final decision-making authority.

Robert Berrin is a financial advisor at Osaic with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and Wall Street Financial Group, Inc. Outside of advisory work, he is involved in selling membership access to a nationwide chiropractor network for large employers. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers brokerage and advisory services through various programs emphasizing model-based asset allocation, portfolio optimization, and multiple management strategies.

Nicholas La Pato is a financial advisor with Merrill based in Boca Raton, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill in two separate periods, from 2016 to 2018 and from 2022 to the present, and has also been employed at Bank of America since 2026. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Jeffrey Johnson is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2014 to 2020 before joining Morgan Stanley Smith Barney in 2020. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Faith Heeg is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 65 licenses and with 43 years of industry experience. She has been with Merrill since 1978. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Diego Urrutia serves as a Resident Director and Financial Advisor at Merrill Lynch Wealth Management, based in the West Palm Beach office. In this capacity, he collaborates with business owners and entrepreneurs to maximize their financial resources and supports them in achieving their financial and estate planning goals. His approach emphasizes transforming complex financial scenarios into straightforward plans with clear priorities. Mr. Urrutia holds a bachelor's degree in business management from Babson College. He is registered with FINRA, holding Series 7, 9, 10, and 63 licenses, and holds the designation of Personal Investment Advisor (PIA). Prior to his current role, he has experience in various financial and leadership roles, including positions at J.P. Morgan Private Bank and J.P. Morgan Investment Bank, as well as being a co-founder and Chief Commercial Officer at a technology logistics startup. Outside of his professional responsibilities, Mr. Urrutia is involved with community organizations such as the Palm Beach Police & Fire Foundation and Selfless Love. His personal interests include antiquing, horseback riding, and interior decorating.

Brian Mckeever is a CFP®-certified financial advisor with LPL Financial in Delray Beach, FL, where he has worked since 2003. He has 27 years of industry experience. Outside of his advisory role, he is involved in coaching tennis and is a 50% partner in a dry cleaning business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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.

Douglas Chasser is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has a prior tenure with Wachovia Bank, N.A. dating back to 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, leveraging research and analytics to support its investment approach.

Louise Harrison is a CFP® professional with 42 years of industry experience. She has worked at OSAIC since 2024 and previously spent 20 years at American Portfolios Financial Services. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with capabilities for discretionary management, third-party managers, and proprietary strategies.

Matthew Zeigen is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at First Horizon Advisors and Iberia Financial Services. Outside of finance, he has experience working with a sports academy and a respiratory research center. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Maxine Bolton is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds a Series 63 designation and has worked previously at Stifel Nicolaus & Co. Inc. and A. G. Edwards & Sons, Inc. Outside of her advisory work, she serves as Vice President of a condominium homeowners association in Culver City, California. Wells Fargo Advisors is a large national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research from its Investment Institute and third parties, applying diversification principles and modern portfolio theory in its investment approach.

John Solis Cohen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Alan Linker is a Series 66-licensed financial advisor with Stifel, where he has worked since 2015. He has 24 years of experience in the industry and is based in Boca Raton, FL. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

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.

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.