Matthew Rogge is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a professional since 2002. He is a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA) who specializes in wealth management planning, investment management, retirement income planning, and credit and lending services through Bank of America. Matthew serves as a senior partner responsible for client acquisition and advisory services within his team. With over 17 years of experience, Matthew focuses on family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Additionally, he assists clients with business financing, business retirement plans, home financing, and personal credit and lending matters. He holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Florida. Matthew currently resides in Fort Lauderdale with his wife, Vanessa, and their two children. Outside of his professional work, he enjoys basketball, football, running, and spending time with his family.

Antonio Cotton is a Series 66-licensed financial advisor with UBS Financial Services in Boca Raton, Florida. He has 19 years of industry experience and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Garrett Carlson is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. for 11 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates modern portfolio theory and offers both non-discretionary and discretionary services, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking.

Michael Swinehart is a financial advisor with Mass Mutual Investors Services in Ft Lauderdale, FL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ameriprise Financial Services, LLC for 22 years prior to joining MassMutual Life Insurance Co and MML Investors Services, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Scott Teich is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 63 designation and 32 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, emphasizing both retail and institutional advisory services, including public finance and municipal work.

Michael Constantine is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process incorporates structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Frank LaBarbera is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He works closely with clients and their families to help achieve their financial goals, such as achieving worry-free retirement or navigating liquidity events. Frank and his team collaborate with clients on a personalized, risk-appropriate financial plan that aligns with their needs and investment experience. With over 30 years of market experience, Frank offers expertise in managing new wealth, personal retirement planning, portfolio management services, and retirement income. He emphasizes disciplined wealth management planning and hands-on leadership to help clients avoid investor pitfalls related to greed, fear, and ego. Frank uses sound fundamental and technical analysis and offers knowledge of option strategies tailored to a client's risk tolerance. Frank holds a Bachelor's degree from the State University of New Paltz and the Personal Investment Advisor (PIA) designation. Born and raised in Brooklyn, NY, he and his family have lived in Boca Raton since 1997. Outside of work, Frank enjoys basketball, biking, cooking, football, golfing, reading, watching movies, and spending time with his family.

Daniel Kraus is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2001. Kraus serves as Chair of the Investment Committee for the Jewish Federation of South Palm Beach Foundation and is Treasurer and a board member of the Mystic Cove of Jupiter homeowner association. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Cindy Blanket is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 63 credential and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Feniger is a financial advisor at Cetera with over 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliates since 2006, including roles at Summit Financial Group Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

Karen Ashby is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Steven Salovitch currently serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 2019, initially joining as an Investment Consultant before advancing to Financial Consultant. Prior to joining Fidelity, Mr. Salovitch worked as a Financial Advisor at Morgan Stanley from 2018 to 2019. With over 40 years of experience in financial services, Mr. Salovitch has held various roles including Independent Insurance Brokerage and Consultant from 2013 to 2018, Vice President at BGC Partners from 1998 to 2013, Executive Vice President at Lassar Marshall, USA Inc. from 1994 to 1998, and Vice President at Prebon Yamane from 1986 to 1994. His professional history reflects extensive involvement in financial consulting and advisory services. At Fidelity, Mr. Salovitch and his team focus on utilizing the firm's financial planning tools and resources to collaborate with clients and families in developing strategies aimed at protecting and growing their wealth. No educational background or personal interests information was provided.

Robert Macdonald is a Wealth Management Advisor with over 30 years of experience helping clients develop personalized financial strategies. He is part of a team located in Hendersonville, NC, Pinehurst, NC, and Boca Raton, FL, focused on providing tailored wealth management services in a friendly environment. His expertise includes college education planning, family wealth management, liquidity management, philanthropic planning, retirement income, tax minimization, and addressing the financial needs of women and individuals managing new wealth. Robert holds a Bachelor's Degree from the University of Central Florida and an Associate's Degree from the University of Florida. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is also recognized as a Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with organizations such as the American Red Cross. Outside of his professional work, Robert enjoys boating, hiking, reading, tennis, and traveling. His approach centers on developing one-on-one relationships to create flexible financial strategies aligned with clients’ long-term goals.

Kevin Kelleher is a financial advisor with LPL Financial in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2024. Kelleher is the sole owner of Saibhreas Management Group, LLC, a business entity used for tax and investment purposes. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Benjamin Blumenthal is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Boca Raton, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

James Watt is a financial advisor with Raymond James Financial in Boca Raton, FL, holding a Series 66 credential and 26 years of industry experience. He has been affiliated with Raymond James since 2009 and serves as president of J. B. Watt Wealth Strategies, Inc., a support company he founded in 2010. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. The firm offers tailored, typically non-discretionary advisory services and a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Michael Gotleib is a Series 66-credentialed advisor with 12 years of industry experience, currently associated with LPL Financial since 2023. His prior experience includes roles at Kestra Advisory and Kestra Investment Services from 2016 to 2023, as well as operating Gotleib & Associates since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Gabriela Bias is a financial advisor with Merrill in Delray Beach, FL, holding a Series 63 designation and 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wachovia Bank. Outside of finance, she is the president and owner of MIXFASHION INC., a business selling fashion accessories and custom jewelry. Merrill offers managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries with model-based and discretionary investment strategies.

Eric Mathurin is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 credential and 12 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Citigroup and JP Morgan Chase Bank, including J.P. Morgan Securities. Outside of advisory services, Mathurin is involved in mortgage lending and tax preparation through his own related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, leveraging model portfolios, extensive research, and technology-driven strategies.

Michael Levinson is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm integrates its services within Bank of America’s broader platform, providing access to a wide range of products and strategies.