Daniel Wasser is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Courtney Seymour is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2012. In addition to her advisory role, she is licensed to practice law in Florida. 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Chase Lalonde is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and LAZ Parking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and capital market assumptions to tailor financial plans and portfolio management. The firm offers a broad range of services including discretionary portfolio management, mutual fund distribution, and capital markets activities.

William Haring is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 63 designation and 42 years of industry experience. He has been with RBC Capital Markets and City National Bank since 2016. Outside of his advisory role, he is an active owner and lessor of a vacation condominium in Jensen Beach, FL. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Bradley Rubin is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 65 and Series 66 licenses and 27 years of industry experience. He has been with UBS since 2016. Outside of his advisory work, he serves as a volunteer recreation commissioner in Marlboro Township, NJ. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Vahe Boyajian is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, Boyajian coaches youth soccer, working with the Boynton Beach Knights FC and conducting summer camps through The Florida Soccer School LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Opher Shallom is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, he has a controlling interest in a merchant partnership, SHALLOM GP LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations supported by firm research and planning tools.

Nathalie Paquin is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. She has been with RBC Capital Markets since 2018 and previously worked at RBC Private Banking from 2005 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies and portfolio management services.

Lauren Salas is a CFP®-designated financial advisor with 20 years of industry experience, currently with Ameriprise since 2023. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2023. Salas serves on the Board of Directors for St. Mark's Episcopal School and works as an independent travel agent specializing in Disney Cruises. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver customized, non-discretionary recommendations through a centralized consulting team.

Jensen Kruse is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles outside the financial sector such as work at the Florida State University Visitors Center and teaching positions at Bell Creek Academy. 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, offering model-based and discretionary strategies for a range of client types including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joel Padin is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, N.A., and multiple tenures at Merrill since 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jordan Naft is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2017, also working with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with broker-dealer, investment advisory, and futures commission merchant functions.

Miroslav Dolapchiev is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on assisting high-net-worth families, business owners, physicians, and professionals with integrated wealth management strategies. His areas of expertise include portfolio management, tax-efficient investing, retirement planning, trust and estate considerations, risk management, and small business strategies. Miroslav takes a holistic approach to financial planning, collaborating closely with CPAs, attorneys, and other trusted advisors to develop coordinated strategies that align with his clients' unique goals. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of Massachusetts System. Outside of his professional responsibilities, Miroslav enjoys hiking, pickleball, running, soccer, spending time with his family, and traveling. He speaks English and Bulgarian.

Christine Vergari is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. Her prior roles include positions at Alliance Bernstein, the University of Miami, and the UNC Kenan-Flagler Executive Development program. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

James Reeves is a CFP® with 12 years of industry experience, currently affiliated with J.P. Morgan Securities in Boca Raton, FL. He has worked with firms including Bank of America and Merrill prior to joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a combination of quantitative asset-allocation modeling and centralized due diligence to support its recommendations.

Michele Novoth is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 10 years before joining Morgan Stanley Smith Barney LLC in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Christopher Lee is a financial advisor with Mass Mutual Investors Services in Plantation, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. Prior to joining Mass Mutual in 2018, he worked at First Investors Corporation and Foresters Financial from 2015 to 2018. He also conducts outside insurance sales specializing in life, fixed annuities, disability, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, delivering collaborative planning and a range of investment and insurance solutions.

Donna Timmerman is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2006. Outside of her advisory work, she is involved with Comprehensive Planning-Goodman LLC, focusing on life insurance policy sales. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs to deliver tailored investment solutions.

James Robustelli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services, LLC, Robert Half, ProPark, and the University of Central Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gina Infante is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2011. Outside of her advisory work, she owns TYN LLC, a business focused on selling t-shirts online. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.