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.

Jeffrey Neuwirth is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory work, he is involved as a salesman at Hobe Sound Pawn and Gun, where he handles appraisals, sales, and repair work at trade shows. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a comprehensive planning menu tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and planning tools to develop customized recommendations.

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.

Roberta Zuckerman is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at Citibank Private Client Group for 12 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Adam Tekel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Bank of America, Merrill, RBC Capital Markets, City National Bank, and JPMorgan Chase Bank. 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 in its investment recommendations.

Thomas Branchini is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 44 years of industry experience. He has worked with Prudential Insurance Company of America for more than five decades and was also affiliated with Pruco Securities, LLC. since 1973. Based in Boca Raton, FL, Branchini joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing model portfolios, third-party asset management programs, and access to a range of brokerage and insurance products through its integrated platform.

Adam Rudikoff is a CFP® professional with 18 years of industry experience, currently affiliated with Ameriprise Financial Services, LLC since 2016. He has held positions within Ameriprise for his entire advisory career. Outside of his advisory role, he teaches an "Intro to Finance & Accounting" course at American Heritage School, a private K-12 institution. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing tax-aware planning. The firm’s approach integrates proprietary investment research and third-party data, with recommendations focused on income sources, withdrawal strategies, and Social Security options.

Alexandra Huston is a financial advisor with Stifel in Boca Raton, FL. She holds the Series 66 designation and has been with Stifel since 2025. Prior to joining the firm, she worked at JPMorgan Chase for seven years and has experience in freelance graphic design. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and government entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking analyses to assist client decision-making.

Richard Price is a financial advisor with MassMutual Investors Services in Plantation, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at New York Life Insurance Company and Eagle Strategies. Outside of his advisory work, he is also engaged as an insurance agent specializing in life, long-term care, fixed annuities, disability, health, property and casualty insurance, as well as structured annuity settlements. MassMutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools and offers specialized programs including divorce planning and estate-settlement services.

Luis Miret is a financial advisor at OSAIC with 27 years of industry experience and holds a Series 63 designation. His prior experience includes roles at Securities America Advisors, Inc. and Investacorp, Inc. Outside of his advisory role, he is the president and sole owner of Miret Securities & Planning Group Inc., a business providing corporate and personal tax return preparation and accounting services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party managed account platforms.

William Cappeller is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1986 as a Certified Public Accountant with a regional public accounting firm before joining Merrill Lynch in 1996. In his role, he provides traditional advice and guidance and manages personalized investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. As a qualified Portfolio Manager, he designs and manages customized investment portfolios that incorporate both tactical and strategic strategies, focusing on generating an appropriate rate of return within a framework of capital preservation and risk management. William holds a Bachelor of Science degree in Accounting from The Florida State University, awarded in 1986. He has earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ and Chartered Retirement Plans Specialist™ designations from The College for Financial Planning Institutes Corp. He has also been involved with philanthropic organizations in the Boca Raton area, including the Rotary Club Downtown Boca Raton and the Boys and Girls Club, where he served as Chairman of the Board for three years. William lives in Boca Raton, Florida with his wife Diane and their three children.

Tyson Lewis is a CFP® professional with 25 years of industry experience, currently affiliated with Wells Fargo Advisors since 2009. He is based in Fort Lauderdale, FL. Outside of his advisory role, he co-owns TCL Holdings, LLC, which focuses on family estate planning. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm emphasizes a broad planning approach supported by proprietary research and tools, providing discrete planning engagements alongside optional implementation through brokerage or advisory programs.

Denise Santoni is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2013. She is based in Fort Lauderdale, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Golden is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 44 years of industry experience. His career includes over four decades at Shearson American Express and more than a decade with Wells Fargo Advisors and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Glenn Sabath is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he spent eleven years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and scenario modeling.

Jesse Hed is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2013. Outside of advisory work, he owns and manages several private business interests including a private wealth management firm and merchant partnerships. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Gregory Schaeffer is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. He is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis methods.