Brian Campbell is a financial advisor at Morgan Stanley in Boca Raton, FL, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Zeus Financial and Atlas Financial, and has a background that includes positions at Benedictine University and Pompano Beach High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Markeith Rowley is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several Fidelity entities before joining Edelman Financial Engines in 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large participant base through both advisor-led and online platforms.

David Simon is a financial advisor at Morgan Stanley with 43 years of industry experience. He previously worked at UBS Financial Services from 1993 to 2020 before joining Morgan Stanley in 2020. Outside of his advisory role, he contributes to the Endowment Committee of Temple Bat Yam of East Ft. Lauderdale, assisting with their Investment Policy Statement and third-party manager platform. 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 utilizes structured planning tools combined with Global Investment Committee resources to support client financial plans.

Cameron Viscovich is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2015. He provides clients with wealth management strategies tailored to their short- and long-term financial goals, with a focus on retirement strategies for both businesses and individuals. Cameron offers advice and guidance to businesses regarding their retirement programs and helps clients through the management of new wealth, family wealth strategies, retirement income planning, and socially responsible investing. Cameron holds several professional certifications, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC™), and Chartered Retirement Plans Specialist™ (CRPS™) designations. He has earned Merrill's Retirement Benefits Consultant and Senior Portfolio Advisor designations. Cameron graduated from Florida International University with a Bachelor of Arts in Asian Studies and obtained a Master of Science in Personal Financial Planning from the College for Financial Planning. He also earned a certificate from Zhejiang University for their Chinese Language Immersion and Culture Program. Beyond his professional work, Cameron has been involved with professional and community organizations, including serving as a former board member of the Young At Art Museum and participating in the NSU Alvin Sherman Library Circle of Friends. His personal interests include camping, chess, drawing, hiking, painting, photography, reading, running, writing, and spending time with his family.

Dominick Dibona is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2019. He serves as an acting trustee for Garber, overseeing account activities. 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 municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Matthew Sussman is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliated entities since 2019, following earlier roles at Summit Financial Group and Putnam Retail Management. Outside of his advisory role, he is the owner and president of MLS Wealth Management, a financial services firm, and also works as a licensed insurance agent selling life and annuities products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment and retirement services, supporting both discretionary and non-discretionary account management.

Claudia Mullin is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 designation and has worked with JPMorgan Chase Bank, N.A. since 2009. Since 2021, she has been with J.P. Morgan Securities in Coral Springs, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and an ESG eligibility framework. The firm offers customized performance reporting and manager searches through its Institutional Consulting Services program on a non-discretionary basis.

Steven Glazer is a financial advisor at Ameriprise with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with SKW Capital Management in a non-investment-related bookkeeping capacity. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Lee Turmail is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he owns Turmail Enterprises LLC, a tax preparation business, and serves as secretary on the board of directors for Finally Home Inc. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and integrates algorithmic automation overseen by a specialized committee.

Robert Podolsky is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1981, gaining experience at Merrill and Shearson Lehman Brothers, where he developed expertise in operations and investing. Since joining Merrill Lynch Wealth Management in 2016, he has served a loyal client base, emphasizing experience, insights, and integrity in his wealth management relationships. Robert’s work includes assisting longstanding clients as well as individuals referred by accountants and attorneys during challenging life transitions such as divorce or the loss of a loved one. He holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from Forest Hills High School. Robert currently resides in Manhattan and is a father of two children.

Nicole Bauman is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 63 designation and 25 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers financial plans directly to clients or through corporate agreements.

Fabiola Hooker is a financial advisor at Merrill with 30 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior roles include positions at Charles Schwab and TD Ameritrade Investment Management. 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.

Otavio Cordioli is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to joining the firm, he was employed by the Consulate General of Brazil in Miami and spent a decade at Servico Nacional de Aprendizagem Comercial (SENAC). Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers customized financial planning and manages approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and simulations.

Isaac Valancy is a Series 66-licensed financial advisor at Merrill with three years of industry experience. His prior roles include positions at Merrill Lynch and Northern Trust Inc. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal CIO teams and third-party managers.

Mehwish Sana is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, BOKF, N.A., and Capital One. 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.

Matthew Abers is a financial advisor with Morgan Stanley, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual 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 offers services through both direct and corporate financial planning agreements.

Matthew Solarana is a financial advisor with Merrill in Coral Springs, FL, holding Series 65 and Series 63 certifications and having two years of industry experience. His prior roles include positions at Bank of America, Primerica Advisors, Hornor, Townsend & Kent LLC, Alliance Laundry Systems, and Opuscare. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Steven Duryee is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

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.