Anthony Johnson is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at various Schwab entities since 2009, including Charles Schwab Bank, SSB, and Schwab Private Client Investment Advisory, Inc. Charles Schwab & Co., Inc. serves a large clientele primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a comprehensive suite of integrated brokerage, custody, and advisory services.

Brian Rubino is a financial advisor with Morgan Stanley in Coral Springs, FL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Rubino also serves as a FINRA and NFA arbitrator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

David Friedlander is a Senior Financial Advisor specializing in modern wealth management strategies to assist clients in achieving their financial goals. He focuses on multiple client needs including college education planning, employee benefits, family wealth management, retirement income, tax minimization, and specialized areas such as LGBT wealth planning and serving women and athletes in sports and entertainment. David holds bachelor's degrees in Marketing and International Business from Indiana University and an MBA with a focus on Finance and Real Estate from DePaul University. He also holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). His approach involves a comprehensive analysis of clients' financial situations, balancing factors such as risk tolerance, family dynamics, tax circumstances, and economic conditions to create personalized financial plans. Outside of his professional role, David is active in his local community, holding or having held leadership and volunteer positions with organizations such as Temple Beth El, the JCC of the Palm Beaches, the Federation of Palm Beaches, and the YMCA's Indian Princess program. He also volunteers as a youth soccer and baseball coach. David enjoys an active lifestyle including basketball, biking, boating, camping, fishing, football, gardening, golfing, running, and softball, and values consistent communication and community leadership in his work and personal life.

Anne Walsh is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 13 years before joining RBC in 2022. Outside of her advisory role, Walsh is an officer in a private landscape architecture business that she co-owns with her husband, where she assists with billing and administrative tasks. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by comprehensive portfolio and financial planning services.

Neil Greenberg is a financial advisor with OSAIC in Coral Springs, FL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Greenberg is also president of Liberty United Financial Inc., an insurance sales business. OSAIC serves a wide range of clients, including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services. The firm employs various asset-allocation tools and offers access to multiple investment platforms and third-party managers.

Donald Tynion II is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as a member of the board of directors for the Catherine M. Walsh Foundation, which distributes funds to charities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Steven Chmara is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc for 15 years. Outside of his financial career, he is a drummer in a rock band. 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.

Fatoumata Konate is a financial advisor at J.P. Morgan Securities with a Series 66 designation. She has prior experience at Goldman Sachs and has worked in various roles across financial services and corporate sectors. Outside of her advisory role, she was involved with Love Your Menses, Inc., a nonprofit organization. J.P. Morgan Securities 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 combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Sabrina Cabrera is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2015, previously working at AxA Advisors. Outside of her advisory role, she serves as a treasurer for Haven in Faith, Inc., a nonprofit organization in Greenacres, FL. 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, offering both advisory and brokerage channels to meet client needs.

Nick Kaloyios is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Bank of America, Merrill, and Securities America Advisors. His background also includes roles in the hospitality industry, such as with Margaritaville Hotels and Hilton Worldwide. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Reed Willett is a financial advisor with Mass Mutual Investors Services in Ft Lauderdale, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Company and related affiliates since 2016. 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 offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships focused on goal analysis and strategy recommendations.

Joseph Mazzucco is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He previously worked at JPMorgan Securities, LLC from 2016 to 2019 before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various technology tools.

Avon King is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and holds a Series 66 designation. Outside of his advisory role, King serves as a director on the Barry University Alumni Board and is involved with Legacy Talent Group, a talent management agency, as a client. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages significant client assets and offers both direct and corporate financial planning services.

Leon Rehak is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He worked at Raymond James & Associates for 12 years before joining LPL Financial in 2016. Outside of his advisory role, he is involved with Gordon Marketing, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Tonya Henry is a financial advisor with J.P. Morgan Securities in Fort Lauderdale, FL. She holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at Morgan Stanley, Equitable Financial Life Insurance Co., and American Express. Outside of finance, she has been involved with Love Intox, LLC for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jon Coats is an Investment Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans tailored to their goals and priorities. He utilizes Fidelity's resources to help clients understand their current financial situations and explore potential opportunities for enhancement. Jon has been with Fidelity Investments since 2021, holding roles including Transition Service Specialist and Workplace Planning Consultant before his current position. Prior to joining Fidelity, he gained experience as a Financial Associate at Thrivent Financial and as a Banker at Bank of America. Outside of his professional work, Jon has interests that include the beach, cars, comedy, football, and golf.

Patrick Whelan is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Investment Advisors Asset Management, LLC, Investment Advisors Financial Group, LLC, OSAIC, Thomas Seely Agency, Inc., and Benefit Plan Consultants. 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, financial planning, and retirement plan consulting, supported by proprietary and third-party research and a variety of portfolio management options.

Matthew Damiano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He manages a team of five professionals and focuses on a service model tailored toward affluent families with sophisticated lifestyles. He has been with the firm and its predecessors since 2006, providing investment advice and guidance to a range of clients including affluent families, professional athletes, corporate executives, and business owners. Matthew has expertise in areas such as family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. He is a qualified Portfolio Manager and employs a strategy-based approach that incorporates individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also holds the Chartered Retirement Planning Counselor (CRPC) designation and has earned a bachelor's degree from Western New England University. Matthew is an active mentor to several advisors starting their careers in the financial services industry. He resides in Rio Vista, Fort Lauderdale with his wife, Gina, and their two young sons. His personal interests include baseball, boating, football, skiing, and watching movies.

Eric Dion is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at City National Bank, RBC Capital Markets, Wells Fargo Clearing, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and various entities by offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients' risk profiles and implements portfolios using a mix of in-house and third-party managers, with options for tax management and responsible investing.

Kyler Cox is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior roles include positions at JPM Distribution Services, Envisage Wealth, First National Bank of Dennison, and the Ohio House of Representatives. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide non-discretionary investment decisions.