Charles Rose is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors. Rose serves on the board of Arden Theatre Co. and is involved with Surgeons Capital Management through Karr Barth Associates. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage services.

Charles Freeman is a Series 66-licensed financial advisor with Morgan Stanley in Boca Raton, FL, and has 21 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that employs firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Diana Plucienkowski is a CFP® with 30 years of industry experience, currently affiliated with Cetera. She has worked with Cetera and its affiliated entities since 2019, and previously spent over a decade at Summit Financial Group Inc. She serves as president of Dane Financial Group, a firm focused on financial planning and investment advice, and is treasurer of the Broward Women's Alliance, which administers scholarship donations. Cetera Investment Advisers LLC is an SEC-registered advisory firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform and supports both discretionary and non-discretionary portfolio management across various program structures.

Matthew Holbrook is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Rockefeller Financial and Raymond James & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various investment strategies.

Aron Weingard is a CFP® professional with 11 years of industry experience, currently with Raymond James & Associates. He has been with Raymond James since 2015. Outside of his financial advisory role, he volunteers as a counselor and board member for Experience Camps, and is involved in local collaborative law initiatives and nonprofit event leadership in Boca Raton, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and public entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Jason Freeman is a CFP® with over 32 years of industry experience and is currently affiliated with Wells Fargo Advisors in Boca Raton, FL. He has held various roles within Wells Fargo entities since 2009. Outside of his advisory work, Freeman has ownership interests in MAMIBRO, Inc., a holding company for a financial practice, and Eagle Oak Wealth Partners, LLC, a financial practice based in Boca Raton. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations and integrates advisory services with other financial products and referral channels.

John Kerr is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Bank of America, and Merrill. Outside of his advisory role, he assists his wife with administrative tasks for her interior design business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Jason Beutel is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior work includes two years at Citigroup Global Markets Inc. and eight years in a previous tenure with UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Lee Fuller is a financial advisor with Cambridge Investment Research Advisors in Delray Beach, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously at Commonwealth Financial Network from 2005 to 2022. Fuller also serves as a board member of a local condominium association. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charities, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals who utilize various portfolio management and model-based strategies tailored to client objectives.

Errol Furst is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2016 and previously spent nine years at Stifel. He serves as an honorary board member for the University of Pennsylvania’s Metro New Jersey chapter. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, with investment strategies informed by its Global Investment Committee.

J Richard Stewart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frank Freni is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked in various roles at Wells Fargo and Charles Schwab. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of advisors.

Jason Watach is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Cetera and also operates Evershore Financial Group, a separate financial services business. His career includes previous roles with Securian Financial and Minnesota Life Insurance Company. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options.

Helen Samoun is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured planning tools and investment modeling, managing approximately $2.74 trillion in client assets.

Heather Chong is a financial advisor at Merrill with a Series 66 designation and 21 years of industry experience. She has been with Bank of America and Merrill Lynch since 1993. 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.

Dimitri Amendola is a Financial Advisor at Merrill Lynch Wealth Management. He has been a licensed financial professional for over five years, beginning his career at Vanguard before joining Merrill Lynch four years ago. At Merrill Lynch, he collaborates with a team of specialists from Merrill and Bank of America to provide comprehensive financial services. Dimitri's areas of expertise include college education planning, executive and equity compensation services, family wealth management strategies, defined benefit plan services, managing new wealth, personal retirement planning, portfolio management, and retirement income. He holds a bachelor's degree in Finance with minors in Economics and Italian Language from the University of North Carolina at Charlotte, graduating Cum Laude. He also holds the Personal Investment Advisor (PIA) designation. Dimitri is a member of professional organizations such as the Knights of Columbus and Omicron Delta Kappa. His personal interests include antiquing, boating, boxing, cooking, reading, soccer, swimming, tennis, traveling, and writing.

John Gatto is a Wealth Management Advisor with Merrill Lynch Wealth Management who began his financial services career in 1984. He brings decades of experience guiding clients and their families in customizing wealth management strategies tailored to the next phases of their financial lives. John focuses on family wealth management strategies, personal retirement planning, sports and entertainment, and retirement income. His approach starts with mapping clients' current financial position and developing a foundation to preserve and optimize their assets, helping clients understand where their money is, where it is going, and how to keep more working for them. John holds a Bachelor of Science degree in Applied Social Science from the State University of New York at Binghamton. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional life, John is involved with numerous local charities. He resides in Lloyd Harbor, New York, with his wife and two children and enjoys boating, fishing, golfing, reading, and spending time with his family.

Samuel Brandwein is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Brandwein serves as Treasurer and board member of the American Retirement Association, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and methodologies such as Monte Carlo simulations and offers a broad range of retail and institutional investment solutions.

Andrew Toback is a financial advisor at Stifel with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill, Ameriprise, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Toback has also been employed at Lynn University and SUNY Albany. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking capital market analysis and asset allocation guidance.

Joseph Murphy is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Raymond James & Associates. He is based in Boca Raton, FL. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.