George Gladman is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. He is based in Boca Raton, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

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 licenses and bringing 38 years of industry experience. He previously worked for The Prudential Insurance Company of America and Pruco Securities LLC from 2013 to 2023. In addition to his advisory role, he operates as an independent agent specializing in the sales and service of fixed insurance products. 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 and offers both advisory and brokerage/insurance channels to meet client needs.

Jordan Sandler is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and four years of industry experience. He previously worked at Cadaret, Grant & Co., Inc., and Equitable Advisors. Outside of his advisory role, Sandler is involved with Sandler and Sandler Tax and Accounting Services, a tax preparation and accounting business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management supported by research and model portfolios.

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 at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with both RBC Capital Markets and City National Bank since 2016. Outside of his advisory role, he is involved in estate planning through an active ownership role in Tarpon River LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles, utilizing both in-house and third-party investment resources.

Brian Friedman is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors. Outside of his advisory role, Friedman coaches Little League Baseball in Florida. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Edward Venezia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. Venezia is based in Boca Raton, Florida. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Catherine Murphy Leopold is a financial advisor at Equitable Advisors with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Morgan Stanley Private Bank, Prudential Insurance Company of America, and Pruco Securities prior to joining Equitable Advisors. She serves as a board member of the Greater Sunrise Chamber of Commerce, is an adjunct professor at Nova Southeastern University teaching undergraduate literature and disciplinary studies, and participates on the advisory board of the Salvation Army in Fort Lauderdale. 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 various third-party programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Brian Garrette is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include a long tenure at HARTFORD Funds Distributors, LLC from 2012 to 2023, as well as positions at Potomac and Arbor Court Capital, LLC. 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 numerous third-party asset managers. The firm operates a hybrid advisory and brokerage model with a focus on tailored client intake and a mix of discretionary and non-discretionary asset management.

Kelby Bertolett is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Sportslink and Bank of America. Outside of finance, he is involved in sports broadcasting through a contract with ESPN. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets.

Jeff Chanin is a Financial Advisor at Merrill Lynch Wealth Management. He holds a Bachelor's Degree from Florida Atlantic University. His role involves providing financial advisory services within Merrill Lynch's wealth management division.

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 OSAIC with 31 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he owns and operates BES Financial, where he provides insurance products including fixed annuities and life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated financial advisers. The firm employs a range of investment tools and platforms to construct portfolios across multiple asset classes for both discretionary and non-discretionary accounts.

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.

Marlon Miniet Rivas is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, PNC Bank, Walgreens, and roles during and after his attendance at Florida Gulf Coast University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 bringing 31 years of industry experience. His prior work includes six years at Cuna Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Price is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 15 years of industry experience. He previously worked at METLIFE Securities Inc and has held various roles within Mass Mutual since 2016. Outside of advising, Price is the president and founder of Invest In Knowledge, a nonprofit offering educational workshops on budgeting, goal setting, and practical financial topics. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, with planning engagements focused on collaborative goal analysis and written recommendations.