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.

Michael Swinehart is a financial advisor with Mass Mutual Investors Services in Ft Lauderdale, FL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ameriprise Financial Services, LLC for 22 years prior to joining MassMutual Life Insurance Co and MML Investors Services, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

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.

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.

Michael Constantine is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process incorporates structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

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.

Kevin Kelleher is a financial advisor with LPL Financial in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2024. Kelleher is the sole owner of Saibhreas Management Group, LLC, a business entity used for tax and investment purposes. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kyle Gallagher is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Rockefeller Capital Management and Deutsche Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily 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.

Elena Kuznetsova is a financial advisor with Primerica Advisors in Sunrise, FL, holding Series 65 and Series 63 credentials and one year of industry experience. Her work history includes roles at PFS Investments Inc., Primerica Financial Services, Spectro Technical, Inc., and Delovoi Podkhod. She is involved in the sale of non-investment products such as mortgage loans and home security services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and operates with approximately 3,961 advisors across about 1,829 offices, overseeing around $15.5 billion in assets under management.

John Fanning is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2010. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Anastasiya Zaytsev is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. She has worked at Bank of America, Merrill, and Thrivent Financial. Outside of finance, she has been involved in several entrepreneurial ventures, including roles with Annie-Body and Beauty Lab LLC and Khrom Dermatology MedSpa and Wellness LLC. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutions.

Jessica Mullings is a Senior Financial Advisor with The Camelot Group in Weston, Florida, operating within Merrill Lynch Wealth Management. She specializes in assisting clients to meet their financial goals by developing personalized wealth management strategies. Jessica works closely with individuals to help them feel confident, connected, and in control throughout various stages of life. Jessica holds the designation of Personal Investment Advisor (PIA). Her educational background includes a High School Diploma from Cheshire Academy and an Associate's Degree from Miami Dade College. She has also attended courses at the University of Tampa, Broward College, and Florida International University. Beyond her professional responsibilities, Jessica is actively involved in her community, volunteering with organizations such as Feeding South Florida, Habitat for Humanity, and United Way of Broward County. Her personal interests include wine tasting, cooking, traveling with her family, and watching her son's soccer matches.

Richard Barton is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Barton is also a consulting general partner at Peery-Barton Holdings, LLC. 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 supported by structured discovery processes and firm-approved planning tools.

Richard Dinh is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he was involved with Alexandra Salon and Spa, LLC for eight years and serves as a manager of RVCT Holdings LLC, a real estate investment and management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Damian Chung is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ameriprise Financial Services and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.