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.

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 Series 66-licensed advisor with J.P. Morgan Securities who has 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused group of Wealth Advisors. Their approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research methods.

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.