Marc Chait is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 years of industry experience. He previously worked at Janney Montgomery Scott for 10 years before joining Wells Fargo Clearing in 2023. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services 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.

Louis Greif is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a co-owner of a personal business with his sister. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, employing a structured planning process that includes firm-approved tools and scenario modeling.

Adam Rittersporn is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Charles Schwab in Aventura, FL, where he has worked since 2019, including prior roles at Fidelity Investments and Raymond James & Associates. Charles Schwab & Co., Inc. serves a large client base 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 offers multi-asset model portfolios supported by Schwab Center for Financial Research.

Adam Rogers is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he served as a trustee and Treasurer on the board of the Metrowest Health Foundation and was a member of its audit and investment committees. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and model-based asset allocations.

Keith Compton Jr. is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he serves as a director for Legado Inc, a family-owned hotel in St. Lucia, helping with strategic decisions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

William Schenck is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. His career includes over 27 years at Wells Fargo Bank, followed by roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2021. Outside of his financial advisory work, he holds a minority stake in Bangle LLC, a small, women- and Hispanic-owned online jewelry and crafts business operated by his family. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Jaclyn Rock is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for six years. Jaclyn’s background also includes a four-year tenure at Queens University of Charlotte. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools but does not include individual security recommendations in standalone plans.

Youssef Marzouk is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at Axa Advisors. Outside of advisory work, he is a partner in several real estate-related business ventures and serves as a life settlement trustee for family trusts. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party programs and discretionary managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Richard Jarchow Sr. is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014 and also operates Richard C. Jarchow, CPA's, a CPA practice he has owned since 1981. Jarchow serves as a director of the Kantner Foundation, Inc., an investment-related nonprofit, dedicating significant annual hours to this role. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Maritza Guerra is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation with eight years of industry experience. She worked at Oppenheimer & Co. Inc. for three years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside a broad suite of retail and institutional investment offerings.

Mark Sherman is a financial advisor at Equitable Advisors with 38 years of industry experience. He has been with Equitable Advisors since 1999 and held a prior role at Axa Advisors, LLC, spanning over two decades. His credentials include Series 63 and Series 65 registrations. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs delivered through a network of Investment Adviser Representatives, including third-party asset manager referrals and sponsored advisory programs.

Megan Kasper is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at several notable firms including Bank of America, Merrill Lynch, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Frank Held is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America Advisors, Inc., Investacorp Advisory Services, and Valic Financial Advisors. Outside of his advisory role, he is involved in fixed insurance sales. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through various programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and rebalancing tools, with access to discretionary strategies, third-party managers, and alternative investments.

Ryan Fanady is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He previously worked as a Planning Consultant at Fidelity Investments from 2021 to 2023 and as an Orders Investment Analyst at The Vanguard Group from 2018 to 2021. Ryan partners with clients to understand their individual financial goals and priorities, focusing on developing investment strategies and providing ongoing guidance tailored to clients' communication preferences. His professional experience centers on financial consulting and investment analysis within major financial institutions. Outside of his professional role, Ryan has personal interests in fishing, fitness, and golf.

Anabelle Navarro is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill Lynch/Bank of America, Morgan Stanley, and Citibank. Navarro is based in Weston, Florida. 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.

Faith Joseph is a financial advisor with Thrivent Investment Management in Fort Lauderdale, FL. She holds a Series 66 designation and joined the firm in 2025. Her prior work experience includes roles at Thrivent Financial, Midland Medical, Chenmed, and the University of North Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning with written recommendations across various financial topics, separate from managed-account services.

Jared Provost is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab and Reliable Mortgages. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Osnerlee Desulme is a Series 66 licensed financial advisor with three years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at Merrill. Outside of his advisory role, he has been involved with Zealous Logistics LLC. 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.

Parnel Victor is a financial advisor with Merrill holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill and Bank of America since 2016, following a one-year tenure at Wells Fargo Clearing. Outside of his advisory role, he is the owner of Victor Real Estate Partners LLC, an LLC through which he manages residential investment properties. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Paul Giusti is a financial advisor with Ameriprise in Ft. Lauderdale, FL, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Pruco Securities LLC and Axa Advisors, LLC, as well as a four-year period at James Madison University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning and tax-aware withdrawal strategies through a centralized team and collaborative advisor-client approach.