Charles Dougherty is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Wachovia Securities, and Prudential Equity Group. Outside of his advisory role, he serves as an officer and director of Rainy Lake Houseboats, a boat rental business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and the Global Investment Committee’s analyses.

Nicholas Greer is a financial advisor at Charles Schwab in Boca Raton, FL, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2014. Outside of his advisory role, he assists with an online clothing store operated by his wife. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and an integrated operational structure.

Lindsay Lehn is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. Outside of her advisory role, she serves on the Board of Directors for The Stranahan House, a historic preservation nonprofit in Fort Lauderdale, where she participates in event planning and fundraising. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jamie Rubenstein is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for five years before joining Ameriprise in 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Randy Schild is a Wealth Management Advisor at Merrill Lynch Wealth Management in Boca Raton, Florida. He began his career in financial services in 1994 and brings experience from his prior role as Branch Manager at Morgan Stanley Smith Barney in Palm Desert, California, where he served for approximately eight years. Before entering the financial sector, Randy spent a decade as an owner and operator of a manufacturing and retailing business in South Florida. He holds a Master's degree in Business Administration from St. John's University in New York and a Bachelor's degree from the State University of New York system. Randy also carries professional designations including Chartered Retirement Plans Specialist (CRPS) and Personal Investment Advisor (PIA). His areas of expertise include family wealth management, legacy and philanthropic planning, LGBT wealth planning, liquidity management, retirement income strategies, and special needs planning. Randy has been involved in community organizations such as the American Heart Association and the Jewish Federation, serving in leadership roles and on boards. He grew up in New York City and has lived in New York, Southern California, and Boca Raton. Randy and his wife, Dini, have two adult children who reside in New York City. His personal interests include golfing, hiking, reading, scuba diving, traveling, and watching movies.

Leo Robinson Jr. is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2019. He is an investment committee member of the JETT Foundation. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Marlon Bustos is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he is involved with Arlemar Real Estate, LLC, a private real estate investment company. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a range of investment solutions.

Thomas Santangelo is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Ameriprise and entrepreneurial involvement with JM Golf Carts. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Paul Goldbach is a financial advisor with LPL Financial in Coral Springs, FL, holding a Series 63 designation and over 41 years of industry experience. He has been with LPL Financial (and its predecessor LINSCO/Private Ledger Corp.) since 2000. Outside of his advisory role, he is involved in creating, performing, and publishing original music content for commercial release. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm’s platform includes financial planning, third-party asset management, and institutional programs, supported by a large network of investment adviser representatives and advanced operational tools.

Jonathan Urban is a Series 66-credentialed financial advisor with Equitable Advisors in Ft. Lauderdale, FL, and has two years of industry experience. His prior roles include four years with myWorld America and thirteen years at Ricoh USA. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

John Taveira is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 credential and has worked at JPMorgan Chase Bank, N.A. and PNC Bank, among other roles. Outside of his financial career, he was involved with We Speak Portuguese from 2012 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Michael Herman is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for seven years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jordan Hatz is a financial advisor with Morgan Stanley in Fort Lauderdale, FL. He holds a Series 66 credential and has one year of industry experience, having worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2025. 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 and estate planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by advanced analytical tools.

Jaclyn Unger is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 16 years of industry experience. She has worked at Equitable Advisors since 2012 and previously held roles at Axa Advisors, LLC, and Hornor, Townsend & Kent, LLC. In addition to her advisory work, Unger is involved in outside insurance brokerage activities, including sales of group and individual health and ancillary products. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of firm-offered programs and referrals to third-party asset managers.

John Theodossakos is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management in Boca Raton, Florida. He has been part of the financial services industry since 1999 and joined Merrill Lynch in 2006. In his role, John focuses on understanding the priorities of high-net-worth individuals and families, providing personalized attention and customized wealth management strategies tailored to client objectives. As a specially qualified Senior Portfolio Manager, John offers traditional advice as well as develops and manages his own personalized or defined investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He has the flexibility to construct portfolios and select securities and may manage client assets on a discretionary basis through the firm's Investment Advisory Program. John may also use his strategies to manage assets for clients working with other Merrill Advisors after meeting specified requirements. John holds dual bachelor's degrees in Business and History from Florida Atlantic University and an MBA with a specialization in International Business from Nova Southeastern University. He is a Personal Investment Advisor (PIA) and communicates fluently in English and Greek. John resides in Delray Beach, Florida, with his wife Maritza and their two children, Demetrios and Stephanie. His client focus areas include college and education planning, family wealth management strategies, retirement income, portfolio management services, and tax minimization. Outside of work, John enjoys adventure sports, cooking, hiking, and traveling.

Shane O'Brien is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. His previous roles include positions at Morgan Stanley and Beachbody 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 a diverse client base including individuals, institutions, and nonprofits, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

George Gladman is a financial advisor at Morgan Stanley with 22 years of industry experience and holds a Series 66 designation. His prior roles include positions at Bank of America, Merrill, RBC Capital Markets, and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and investment advisory services supported by structured planning tools and a wide range of program offerings.

Samuel Rothberg is a financial advisor with Ameriprise in Hollywood, FL, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory work, he serves as a part-time rabbi at Temple Sinai of North Dade. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Dean Dignoti is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Valic Financial Advisors. He is also an independent agent involved in the sales and service of fixed insurance products. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, often implemented through third-party managers, and offers ERISA fiduciary services to qualified plans.

Jordan Sandler is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. and Equitable Advisors, LLC. Outside of his advisory role, he is involved with Sandler and Sandler Tax and Accounting Services, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.