Max Lewis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017. Prior to joining Wells Fargo, he spent several years with Med-Care Diabetic & Medical Supplies and had a brief tenure at Aetna. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Jonathan Scalea is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo firms since 2009. Outside of his advisory role, he serves as a trustee for his aunt’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

James Cook is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus, serving institutional clients with tailored, IPS-driven solutions.

David Rossler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Cetera and its affiliates since 2004 and is president of Rossler & Company PA, which provides accounting and tax services. He also leads D & M Associates, Inc., a bookkeeping and office supplies business. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Matthew Rogge is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a professional since 2002. He is a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA) who specializes in wealth management planning, investment management, retirement income planning, and credit and lending services through Bank of America. Matthew serves as a senior partner responsible for client acquisition and advisory services within his team. With over 17 years of experience, Matthew focuses on family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Additionally, he assists clients with business financing, business retirement plans, home financing, and personal credit and lending matters. He holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Florida. Matthew currently resides in Fort Lauderdale with his wife, Vanessa, and their two children. Outside of his professional work, he enjoys basketball, football, running, and spending time with his family.

Antonio Cotton is a Series 66-licensed financial advisor with UBS Financial Services in Boca Raton, Florida. He has 19 years of industry experience and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Garrett Carlson is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. for 11 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates modern portfolio theory and offers both non-discretionary and discretionary services, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking.

Scott Teich is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 63 designation and 32 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Michael Constantine is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked with Morgan Stanley since 2015, including his current role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support its advisory process.

Frank LaBarbera is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He works closely with clients and their families to help achieve their financial goals, such as achieving worry-free retirement or navigating liquidity events. Frank and his team collaborate with clients on a personalized, risk-appropriate financial plan that aligns with their needs and investment experience. With over 30 years of market experience, Frank offers expertise in managing new wealth, personal retirement planning, portfolio management services, and retirement income. He emphasizes disciplined wealth management planning and hands-on leadership to help clients avoid investor pitfalls related to greed, fear, and ego. Frank uses sound fundamental and technical analysis and offers knowledge of option strategies tailored to a client's risk tolerance. Frank holds a Bachelor's degree from the State University of New Paltz and the Personal Investment Advisor (PIA) designation. Born and raised in Brooklyn, NY, he and his family have lived in Boca Raton since 1997. Outside of work, Frank enjoys basketball, biking, cooking, football, golfing, reading, watching movies, and spending time with his family.

Daniel Kraus is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 63 designation and 45 years of industry experience. He has been with Raymond James & Associates since 2001. Kraus serves as chair of the investment committee for the Jewish Federation of South Palm Beach Foundation and is an officer and treasurer for the Mystic Cove of Jupiter homeowner association. Raymond James & Associates is a large 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, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research resources.

Cindy Blanket is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 63 designation and 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 advisors and offers both brokerage and advisory solutions.

Dean Maragos is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Edward Jones, Merrill Lynch/BOA, and has additional experience in the automotive and dental industries. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party programs and discretionary managers to tailor investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Feniger is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at Cetera since 2006 and previously at UBS Financial Services from 1994 to 2006. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management.

Karen Ashby is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Steven Salovitch currently serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 2019, initially joining as an Investment Consultant before advancing to Financial Consultant. Prior to joining Fidelity, Mr. Salovitch worked as a Financial Advisor at Morgan Stanley from 2018 to 2019. With over 40 years of experience in financial services, Mr. Salovitch has held various roles including Independent Insurance Brokerage and Consultant from 2013 to 2018, Vice President at BGC Partners from 1998 to 2013, Executive Vice President at Lassar Marshall, USA Inc. from 1994 to 1998, and Vice President at Prebon Yamane from 1986 to 1994. His professional history reflects extensive involvement in financial consulting and advisory services. At Fidelity, Mr. Salovitch and his team focus on utilizing the firm's financial planning tools and resources to collaborate with clients and families in developing strategies aimed at protecting and growing their wealth. No educational background or personal interests information was provided.

Robert Macdonald is a Wealth Management Advisor with over 30 years of experience helping clients develop personalized financial strategies. He is part of a team located in Hendersonville, NC, Pinehurst, NC, and Boca Raton, FL, focused on providing tailored wealth management services in a friendly environment. His expertise includes college education planning, family wealth management, liquidity management, philanthropic planning, retirement income, tax minimization, and addressing the financial needs of women and individuals managing new wealth. Robert holds a Bachelor's Degree from the University of Central Florida and an Associate's Degree from the University of Florida. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is also recognized as a Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with organizations such as the American Red Cross. Outside of his professional work, Robert enjoys boating, hiking, reading, tennis, and traveling. His approach centers on developing one-on-one relationships to create flexible financial strategies aligned with clients’ long-term goals.

Benjamin Blumenthal is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Boca Raton, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

James Watt is a financial advisor with Raymond James Financial in Boca Raton, FL, holding a Series 66 designation and 26 years of industry experience. He has been associated with Raymond James since 2009 and is also the president of J. B. Watt Wealth Strategies, Inc., which he founded in 2010. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Gotleib is a financial advisor with LPL Financial based in Delray Beach, FL. He holds a Series 66 license and has 12 years of industry experience. Prior to joining LPL Financial in 2023, he worked for Kestra Advisory and Kestra Investment Services from 2016 to 2023 and has operated Gotleib & Associates since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.