Elaine Roecklein is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cambridge Investment Research Advisors and related entities since 2016. Outside of finance, she is a fitness instructor at LA Fitness and has experience as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers various portfolio management options, including proprietary and third‑party strategies, with a range of custody and platform arrangements to tailor investment approaches to client objectives.

Christopher Seabrook is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and 14 years of industry experience. He previously worked with COUNTRY Capital Management Company and related insurance affiliates for ten years before joining Thrivent. Outside of his advisory role, Seabrook serves as president of the Stonecrest Chamber of Commerce and vice chairperson of the Stonecrest Development Authority, engaging in community development and business networking activities. He is also a co-owner of CML Squared, LLC, a management consulting firm pursuing government contracts, and works as a wellbeing champion and ramp agent for Delta Air Lines. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm’s approach integrates broad planning topics and offers clients the option to combine planning with managed-account services under a consolidated billing system while keeping those services separate.

Axel Issel is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at CITI Private Bank from 2013 to 2018 before joining Morgan Stanley Private Bank and Morgan Stanley in 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Jean Pierre Fernandez is a financial advisor with LPL Financial in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC, and Wells Fargo Clearing and Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by advanced operational tools.

Skip Ames is a financial advisor with OSAIC based in Sunrise, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent eight years at Jhfn Sii. Outside of his advisory work, Ames serves as an assistant varsity softball coach at Miami Country Day School. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, and institutional investors by providing integrated brokerage, advisory, and retirement consulting services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Natalia Rodriguez Sanchez is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Bradley Ross is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including principal trading, market-making, and affiliated banking programs.

Allen Margolin is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, N.A. There are no notable outside business activities reported. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its advisory process.

Feaster Hampton is a financial advisor at Merrill with 22 years at the firm and 10 years of industry experience. He holds the Series 66 designation. Hampton serves as Board Chair for the Urban League of Palm Beach County and is involved in a for-profit business as an officer managing a photography website. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jerry Willenborg is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James & Associates since 1997. Outside of his advisory role, he is involved in managing multiple rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services supported by extensive research, diverse portfolio management styles, and specialized municipal advisory solutions.

Caroline Geis is a financial advisor with Primerica Advisors in Pembroke Pines, FL, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. In addition to her advisory role, she is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

John Hays Duhalde is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and JP Morgan Chase Bank NA. Outside of finance, he has been involved with St. Katharine Drexel Catholic Church. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and third-party databases.

Ran Regev is a CFP® professional with 18 years of industry experience, currently affiliated with OSAIC since 2023. He has worked at SagePoint Financial since 2015 and is involved in multiple entrepreneurial ventures related to life insurance and financial services, including co-founding RSB Life and serving as CEO of Regev Financial Group. Osaic Wealth, Inc. serves a diverse client base ranging from individuals to institutions, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and supports various managed account solutions, operating through a complex structure that includes multiple mergers and private-equity ownership.

Olga Khaitova is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Fidelity Investments, JPMorgan Chase Bank, and JP Morgan Securities LLC. Outside of her advisory work, she is a partner and manager at Snooks "R" Us in Hallandale Beach, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and comprehensive asset management. The firm manages approximately $2.74 trillion in client assets and combines personalized planning with a broad suite of retail and institutional investment services.

Henry Boyce IV is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering research-based asset allocation and various capital markets services.

Alexander Forster is a financial advisor with LPL Financial in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Santander Securities, CUNA Brokerage Services, Allstate Insurance Company, and Calamos Advisors LLC. Outside of advisory work, he is involved with Ananda Properties LLC, a business entity for tax and investment purposes. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by tools such as machine learning for operational assistance.

Maria Wolf is a Financial Advisor with Merrill Lynch Wealth Management based in Weston, Florida. She works with individuals, families, and business owners to help them navigate their financial decisions. Her practice emphasizes building relationships founded on trust, communication, and a clear understanding of her clients' unique goals and priorities. As a bilingual professional fluent in English and Spanish, Maria serves clients from diverse backgrounds, aiming to keep them informed and supported throughout their financial journey. Maria's expertise includes college education planning, employee benefits planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Maria earned her Bachelor's degree from Nova Southeastern University. Originally from Venezuela, Maria has a perspective that values long-term financial planning and trusted guidance. Outside of her professional work, she enjoys interior decorating, running, soccer, and spending time with her family. She also participates in community initiatives that support causes important to both her and her clients.

Paula Mcdonell is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been an advisor since 1989 and is a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Paula is part of the Caso, McDonell & Associates team, dedicated to providing comprehensive and personalized wealth management strategies. Throughout her career, Paula has worked with individuals, families, and business owners, focusing on areas such as college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, and retirement income. Her career has given her experience in South Florida, Princeton, New Jersey, and Chicago, Illinois, before returning to South Florida in 2002 to establish a professional partnership with Phil Caso. Paula holds an accredited certificate from the College for Financial Planning. Outside of her professional role, she enjoys boating, camping, gardening, skiing, spending time with her family, and woodworking.

W Parker is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Jacob Weissman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022, and previously was associated with Sterling National Bank and the University of Michigan's Barger Leadership Institute. J.P. Morgan Securities LLC 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 investment recommendations.