Ari Tenenbaum is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations with 34 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years before joining Mass Mutual in 2016. Outside of his advisory role, he is involved in mortgage loan origination through Aslan Home Lending Corporation and operates a financial group LLC. Mass Mutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, utilizing firm-approved software and collaborative planning processes.

Steven Daigle is a financial advisor at Merrill with 19 years at the firm and holds a Series 66 designation. He is based in Fort Lauderdale, FL, and has two years of industry experience. Outside of his advisory role, he serves as a campus pastor at Calvary Chapel Fort Lauderdale and is a board member of Hope South Florida, a faith-based nonprofit providing support services to homeless families and individuals. Merrill offers managed account services through its Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, and institutional fiduciaries, utilizing model-based and discretionary investment strategies supported by the firm’s integration with Bank of America’s broader platform.

Mark Horncastle is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 27 years of industry experience. He has been with JPMorgan Securities LLC and JP Morgan Chase Bank NA since 2015. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates both as a broker-dealer and investment adviser, combining institutional advisory services with brokerage and investment management capabilities.

David Kuffner is a financial advisor at Morgan Stanley in Coral Springs, FL, with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Merrill and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Samuel Brandwein is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Brandwein serves as Treasurer and board member of the American Retirement Association, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and methodologies such as Monte Carlo simulations and offers a broad range of retail and institutional investment solutions.

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.

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, holding a Series 66 designation and six years of industry experience. His prior roles include over two decades at Wells Fargo bank and related entities. He has a minority ownership in a small, women- and Hispanic-owned business that sells jewelry and crafts online. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Amber Chase is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work experience includes roles at Bank of America and Industrial Electric Testing, Inc. She has also worked in educational settings such as the University of North Florida and various learning centers. 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 plans, charitable organizations, and corporate fiduciaries.

Elizabeth Amaro is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 credentials. Her work history includes roles at PFS Investments Inc since 2016 and Primerica Financial Services since 2015. She also operated Amaros Online Inc from 2006 to 2018. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets and delivers advisory services through model-driven strategies overseen by unaffiliated asset managers.

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.

Richard Jarchow Sr. is a financial advisor with Cambridge Investment Research Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014 and is also a partner at Richard C. Jarchow, CPA's, a firm he has been associated with since 1981. Additionally, he serves as a director of the Kantner Foundation, Inc., an investment-related nonprofit role he has held since 1990. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a range of investment platforms and strategies tailored to client objectives.

Michael Cooney is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America, N.A. since 2001. 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 plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to various investment products and services.

Mark Sherman is a financial advisor with Equitable Advisors in Cooper City, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is involved in insurance sales through various fixed companies. 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 that includes both advisory and brokerage channels to deliver tailored client solutions.

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 OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc. and Investacorp Advisory Services. Held is involved in fixed insurance sales and serves as president of J Held Financial, Inc. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

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 credentials and has worked at Merrill Lynch, Bank of America, Morgan Stanley, and Citibank. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.