John Correll III is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at TIAA-CREF, Manning & Napier Advisors, and Cambridge Investment Research Advisors. 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 range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Settler is a financial advisor with Wells Fargo Advisors in Delray Beach, FL, holding Series 63 and Series 66 licenses and with 21 years of industry experience. His prior experience includes five years at LPL Financial and 16 years at American Portfolios Financial Services, Inc. He is also a certified public accountant and serves as a trustee for multiple trusts, in addition to being a member and tax matters partner of Horizon Wealth Managers LLC, which focuses on insurance sales. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and sports & entertainment planning. Advisors at the firm use proprietary research and tools to develop tailored recommendations, with clients having discretion over implementation through various brokerage or advisory programs.

Glen Berngard is a CFP®-certified financial advisor with 35 years of industry experience, currently with Cetera since 1996. He also leads Berngard & Associates, a CPA firm he founded in 1987, where he serves as president and holds limited power of attorney for tax matters. In addition to his advisory work, he acts as an agent for Aetna Health Insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Steven Kobrin is a CFP® with 15 years of industry experience and has been with Wells Fargo Clearing since 2016. He is based in Boca Raton, FL, and holds the Series 66 designation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with diversification and modern portfolio theory to evaluate investment options.

Liam Ouellette is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity since 2024, advancing through positions as a Financial Services Representative and Financial Representative before his current appointment. Liam focuses on helping clients make confident financial decisions by collaborating to build holistic, personalized strategies. He emphasizes understanding clients' priorities and supporting them in shaping and directing their goals through long-term financial planning. Outside of his professional work, Liam engages in family activities, music, running, soccer, traveling, and volunteering.

Neil Olmstead is a financial advisor with Merrill in Boca Raton, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill Lynch since 2015. 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 plans, corporations, and charitable organizations.

Michael Mazor is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, Mazor serves as a FINRA arbitrator and is a member of a local grievance committee addressing community issues. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses, supporting client decision-making without guaranteeing outcomes.

Kenneth Femiano is a financial advisor with OSAIC based in Delray Beach, FL, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2003. Outside of advising, he owns businesses involved in life, disability, health, and property and casualty insurance sales. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various programs. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with multiple portfolio and manager selection options.

Cristian Coppola is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with Cetera and its affiliated entities since 2021. Outside of advisory work, he serves as an administrative associate at Feller Financial Services and is also involved in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and both affiliated and third-party managers.

Andrew Raudenbush is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked with Equitable Advisors since 2011 and previously with VOYA Financial Advisors from 2007 to 2011. Outside of his advisory role, he serves as president of AJR Insurance Group, Inc., specializing in employee benefits consulting. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory models and emphasizes tailored solutions based on client risk tolerance and personal information.

Ryan Nappo is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Ryan earned his Bachelor's Degree from Florida Atlantic University.

Leonardo Brame is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining UBS, he worked at Interactive Brokers LLC and New York Life, and has over a decade of experience in healthcare financial roles. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Scott Shulman is a financial advisor with Cetera in Boca Raton, FL, holding a Series 66 designation and 25 years of industry experience. He has been associated with Cetera since 2004 and operates his own CPA firm, Scott Shulman, CPA, P.A., providing accounting, auditing, and tax services. Shulman also serves as treasurer for both the Rotary Club of Plantation and the Broward Business Network. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

Abigail Fox is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held her current role since 2012 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Vincent Hulme is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His previous roles include positions at Valic Financial Advisors and Northwestern Mutual. Outside of his advisory work, he serves as an assistant football coach at Boca Christian High School, coaching the offensive and defensive lines. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of Investment Adviser Representatives and third-party program sponsors.

Marilyn Rangel is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Prior to that, she spent 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering advisory services without providing individual security recommendations in standalone plans.

Arthur Rottenstein is a financial advisor with Raymond James Financial in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Raymond James Financial since 2009. Outside of his advisory role, he owns a rental property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation not common among large institutional advisors.

Edward Nabhan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the investment business since 1980, bringing extensive experience and a commitment to integrity, empathy, and service in his client relationships. Ed works with The Boston Harbor Group, a multi-generational team serving a select clientele including business owners, athletes, physicians, and executives across New England and nationwide. Throughout his career, Ed has focused on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and tax minimization. He has been recognized multiple times for his professional achievements, including being named to Barron's "Top 1,000 Financial Advisors" in 2013, The Financial Times' list of "America's Top 400 Financial Advisors" across several years, and Forbes' "Best-in-State Wealth Advisors" from 2018 through 2026. Ed holds a Bachelor's Degree from Boston College and is a Personal Investment Advisor (PIA). Ed has built long-standing relationships with clients over decades, tailoring risk-managed portfolios to align with individual goals and risk tolerance. Outside of his professional life, Ed enjoys fishing, golfing, ice hockey, swimming, and yoga. He is a member of the Oyster Harbors Golf Club and Pine Tree Country Club and supports charitable causes including St Jude.

Michael Mazzafro is a financial advisor with Raymond James Financial in Boca Raton, FL, holding Series 63 and Series 66 registrations and bringing 48 years of industry experience. He has been with Raymond James Financial Services since 1988 and serves as an arbitration panelist for FINRA since 2014. Outside of his advisory role, Mazzafro owns an accounting practice providing tax planning and IRS audit assistance and is licensed to sell fixed annuities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Lockett Crowe is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Cetera Wealth Services, LLC. Outside of advisory work, Crowe is involved in managing and conducting due diligence for real estate investments through a holding company and another investment property business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform.