Chris Pendrak is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 66 designation and bringing 22 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary capital market research with both discretionary and non-discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad platform that includes financial planning and alternative product distribution.

Bradley Haring is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Morgan Stanley from 2012 to 2016. He is also involved in estate planning through an ownership role in Tarpon River LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs tailored to clients' risk profiles. The firm utilizes a combination of in-house and third-party investment managers and offers discretionary and non-discretionary portfolio management, financial planning, and custody services.

Brian Friedman is a financial advisor at Equitable Advisors with 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory work, he coaches Little League Baseball in Florida. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of investment models and third-party managers to tailor solutions for its clients.

Edward Venezia is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, from 2015 to 2021. Venezia holds Series 63 and Series 65 designations and is based in Boca Raton, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics.

Catherine Murphy Leopold is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Morgan Stanley and Prudential entities prior to joining Equitable Advisors in 2023. She serves on the Greater Sunrise Chamber of Commerce board, teaches undergraduate literature and disciplinary studies as an adjunct professor at Nova Southeastern University, and is an advisory board member for the Salvation Army in Fort Lauderdale. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and charitable clients. The firm utilizes a network of Investment Adviser Representatives and both proprietary and third-party programs to deliver customized investment solutions.

Brian Garrette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Hartford Funds Distributors, LLC, Charles Schwab, Eastern Point Advisors Inc., and Potomac. 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 employs a range of investment models and third-party advisory programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kelby Bertolett is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Sportslink, Bank of America, and Truist Financial Corporation. Outside of his advisory role, he is involved in sports broadcasting with ESPN on a part-time basis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Jeff Chanin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Jeff earned his Bachelor's Degree from Florida Atlantic University. His professional role involves providing investment guidance and wealth management services to clients.

Nestor Miranda is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset‑allocation modeling, centralized due diligence, and an ESG eligibility framework to make recommendations, delivering services on a non‑discretionary basis.

Alan Palazzo is a financial advisor with Ameriprise in Pompano Beach, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Brian Sirota is a financial advisor at LPL Financial with 31 years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC and Sagepoint Financial, among other firms. Outside of his advisory role, he owns and operates BES Financial, which offers insurance products and investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advisor tools and a broad non-advisory financial services platform.

Ana Perera is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has served at Merrill since 1990. Outside of her advisory role, she is a board member of the United Way of Palm Beach County, where she participates in reviewing financial statements and overseeing budget and policy decisions. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Dwight Campbell is a financial advisor with Raymond James Financial in Boca Raton, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including over 17 years with Raymond James Financial and 26 years with Raymond James Financial Services. He is president of Campbell Financial Holding Inc. and MCM Advisors Corp., where he manages and operates a Raymond James Financial Services branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes, support for wrap-fee advisory programs, and specialized municipal and retirement plan advisory services.

Ralph Munroe is a financial advisor with LPL Financial in Coconut Creek, FL, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, BB&T Investment Services, and Wells Fargo Clearing. Munroe operates Munroe Wealth Management LLC as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers comprehensive advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced research tools and a broad range of financial products.

Christopher Price is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding the CFP®, ChFC®, and Series 66 designations. He has 16 years of industry experience, including prior roles at METLIFE Securities Inc and Edward Jones. Outside his advisory work, Price is the founder and president of Invest In Knowledge, a nonprofit providing educational workshops focused on financial literacy for underserved individuals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative planning using firm-approved analytical tools.

Sheeza Rashid is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. She has worked at several firms including TradeStation Securities, Ameriprise Financial Advisors, First Command, and LPL Financial before joining Cetera in 2019. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a range of program options and access to third-party money managers.

Joseph Mahoney III is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Stephen Cooney is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wachovia Bank, N.A. since 2000. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to inform investment options within client custodial platforms.

Philip Fazio is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and having 23 years of industry experience. He has been with Merrill and Bank of America since 2012. Outside of his advisory role, he serves as an adjunct finance professor at Nova Southeastern University and Lynn University, teaching corporate and international finance courses, and participates as a committee member providing cost-saving advice for a homeowners association. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Thera Elliott is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing and Wells Fargo Bank NA for over a decade. She is also president of Elliott Wealth Strategies LLC, a support company related to her business activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, pension, charitable, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to align with client goals and supports a wide network of advisors through various advisory and consulting programs.