Greg Sansum is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Whole Brain Investing Inc. He is also involved with Generations Wealth Advisors as an Investment Advisor Representative. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with resources such as model portfolios and research from multiple sources.

Adam Klein is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a centralized team to provide written, non-discretionary recommendations that integrate research, modeling, and tax-efficiency analysis, emphasizing Ameriprise-managed accounts and a range of advisory, brokerage, and insurance solutions.

Denise Libow is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors from 2012 to 2023. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm‑approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Max Goliger is a financial advisor with Fidelity in Coconut Creek, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Freedom Mortgage Corporation, Equitable Advisors, and Axa Advisors. Outside of his advisory work, he is also involved in e-commerce as a vendor on eBay and Shopify. Fidelity’s Strategic Advisers LLC, where he operates, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research and quantitative analysis to construct algorithm-driven model portfolios.

Michelle Shevin is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 1993, including a concurrent role at Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Robert Dukate is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has worked at Raymond James since 2018 and previously spent five years with Ameriprise Financial Services, Inc. He serves as a trustee for a family trust. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering both tailored planning and institutional fiduciary solutions.

Chad Hill is a financial advisor at Osaic with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including SagePoint Financial, Madison Avenue Securities, and multiple Global Wealth entities. Outside of his advisory role, he is involved with Creative Financial Network, where he sells fixed insurance products such as life, long-term care, health insurance, and fixed annuities. Osaic Wealth, Inc. serves a diverse client base of retail and institutional investors through a large network of affiliated advisers and offers integrated brokerage, advisory, and planning services. The firm utilizes advanced asset-allocation tools and provides access to third-party money managers, supporting a wide range of investment options and account management styles.

Anthony Johnson is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at various Schwab entities since 2009, including Charles Schwab Bank, SSB, and Schwab Private Client Investment Advisory, Inc. Charles Schwab & Co., Inc. serves a large clientele primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a comprehensive suite of integrated brokerage, custody, and advisory services.

Brian Rubino is a financial advisor with Morgan Stanley in Coral Springs, FL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Rubino also serves as a FINRA and NFA arbitrator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

David Friedlander is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in modern and sophisticated wealth management strategies, working with clients to address a variety of financial needs including college education planning, employee benefits planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, women and wealth, sports and entertainment, tax minimization, and retirement income. David holds bachelor's degrees in Marketing and International Business from Indiana University, and an MBA in Finance and Real Estate from DePaul University. He also holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®) designations. David's approach involves evaluating multiple factors that impact wealth, such as balance sheets, risk tolerance, family dynamics, personal priorities, tax situations, long-term aspirations, and changing fiscal and economic conditions, to create customized financial plans for his clients. Outside of his professional role, David is actively involved in his community. He has served on the boards of the JCC of the Palm Beaches and Temple Beth El, is a member of the Wexner Foundation, and has held leadership roles with the YMCA Indian Princess group. He also volunteers as a youth soccer and baseball coach, and participates in the Federation of Palm Beaches. David enjoys an active lifestyle that includes basketball, biking, boating, camping, fishing, football, gardening, golfing, running, and softball.

Anne Walsh is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 13 years before joining RBC in 2022. Outside of her advisory role, Walsh is an officer in a private landscape architecture business that she co-owns with her husband, where she assists with billing and administrative tasks. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by comprehensive portfolio and financial planning services.

Neil Greenberg is a financial advisor with OSAIC in Coral Springs, FL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Greenberg is also president of Liberty United Financial Inc., an insurance sales business. OSAIC serves a wide range of clients, including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services. The firm employs various asset-allocation tools and offers access to multiple investment platforms and third-party managers.

Donald Tynion II is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as a member of the board of directors for the Catherine M. Walsh Foundation, which distributes funds to charities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Steven Chmara is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc for 15 years. Outside of his financial career, he is a drummer in a rock band. 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 offers both brokerage and advisory solutions.

Sabrina Cabrera is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2015, previously working at AxA Advisors. Outside of her advisory role, she serves as a treasurer for Haven in Faith, Inc., a nonprofit organization in Greenacres, FL. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Nick Kaloyios is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Bank of America, Merrill, and Securities America Advisors. His background also includes roles in the hospitality industry, such as with Margaritaville Hotels and Hilton Worldwide. Wells Fargo Advisors is a national securities firm that provides 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Reed Willett is a financial advisor with Mass Mutual Investors Services in Ft Lauderdale, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Company and related affiliates since 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships focused on goal analysis and strategy recommendations.

Joseph Mazzucco is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He previously worked at JPMorgan Securities, LLC from 2016 to 2019 before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various technology tools.

Leon Rehak is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He worked at Raymond James & Associates for 12 years before joining LPL Financial in 2016. Outside of his advisory role, he is involved with Gordon Marketing, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Tonya Henry is a financial advisor with J.P. Morgan Securities in Fort Lauderdale, FL. She holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at Morgan Stanley, Equitable Financial Life Insurance Co., and American Express. Outside of finance, she has been involved with Love Intox, LLC for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.