Jeffrey Kassower is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2011. He also owns and operates JEFFREY KASSOWER, LLC, an investment-related business based in Boynton Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs.

Richard Bernstein is a financial advisor with Ameriprise in Delray Beach, FL, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Bernstein co-owns Camelot Tax Services, LLC, a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research and modeling with personalized, non-discretionary recommendations delivered through a centralized consulting team, emphasizing tax-efficient withdrawal strategies and asset management within Ameriprise-managed accounts.

Andrew Langus is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Equitable Advisors since 2000 and also operates an accounting and tax return business as a CPA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Grant D. Adesky is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has previously worked at Emory University and Saint Andrew's School. Outside of his advisory role, he is a passive stakeholder in Prudent Partners, LLC, an investment vehicle acquiring equity in AFB Breakpoint LLC. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional clients via its Institutional Fiduciary Solutions division.

Robert Schramm is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he serves as a power of attorney and trustee for family trusts and owns Rasco Capital Management, LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to develop tailored recommendations across a broad range of planning needs.

Timothy Grajko is a financial advisor at Morgan Stanley with 14 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley since 2019, including seven years with Morgan Stanley Private Bank, N.A., and previously spent time with TradeStation Securities, Inc. and Susquehanna International Group. Outside of his advisory role, he is associated with Turo, an app that allows people to rent their cars. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Adam Adelman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Steven Rodman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Eireni Girgis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 10 years of industry experience. Her prior roles include positions at UBS Financial Services, Citigroup, Santander Securities, and Santander Bank. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools across various specialized planning areas, providing clients with options to implement advice through multiple channels.

Christopher Tritsch is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 38 years of industry experience. His prior work includes long tenures at Merrill and Bank of America. He is currently based in Boca Raton, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Craig Nomberg is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial advice and investment guidance to clients. Craig holds the Professional Investment Advisor (PIA) designation, reflecting his qualifications in personal investment advisory services. He earned his High School Diploma/GED through the State University of New York System.

Steven Goens is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 56 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and previously worked at Morgan Stanley Smith Barney beginning in 2009. He is also a 1% owner and manager of the Goens Family LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and a structured planning process.

Michael Martin is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Equitable Advisors in Boca Raton, FL. His work history includes positions at Equitable Advisors since 2018 and Axa Advisors from 2018 to 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes a delivery model that incorporates LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Frank Luciano is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, following two years at Invest Financial Corporation. Outside of his advisory role, he is a partner at Briganti & Luciano CPA and president of All-In Tax Advisors, both tax preparation and accounting firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, with access to proprietary research, model portfolios, and technology-driven investment solutions.

Russell Johnson is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Joseph Silk is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2009. Prior to this, he has been associated with Bank of America, N.A. since 1996. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Robert Heeg is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been employed since 2009. In his role, Robert focuses on personal retirement planning, tax minimization, and retirement income. He works with retirees, business owners, and young professionals, developing customized portfolios tailored to their specific needs and goals. He is involved in portfolio management, business development, and client servicing within his team. Robert holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp. and is also a qualified Personal Investment Advisor (PIA). He earned a Bachelor's degree in Finance from Florida State University. Outside of his professional responsibilities, Robert enjoys playing golf, fishing, traveling, and spending time with his family. He resides in Boca Raton, Florida, with his wife Allison and their two sons.

Elizabeth Bruno is a CFP®-certified financial advisor with 40 years of industry experience, currently with Ameriprise since 2022. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Eliyahu Aronov is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and simultaneously with JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, Aronov is involved in event planning as an owner and partner of Fifth and Palm Events LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within a broader broker-dealer and banking organization, offering a range of investment products including security-based swaps and futures.

Stanton Schwartz is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Edward Jones and Private Wealth LLC. Based in Boca Raton, FL, he has been with LPL Financial since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.