Tonya Henry is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, Equitable Financial Life Insurance Co, and American Express. Outside of finance, she has been involved with Love Intox, LLC, an entrepreneurial venture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

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. His prior roles include positions at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Citigroup Global Markets. Outside of his advisory work, he is involved as a salesman and appraiser at Hobe Sound Pawn and Gun in Florida. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, utilizing Wells Fargo research and a broad planning menu that includes retirement, education, and specialized planning services.

Matthew Damiano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 2006 as a financial advisor with Banc of America Investment Services, Incorporated, which merged with Merrill Lynch Wealth Management in 2009. Currently, he provides investment advice and guidance primarily to affluent families, professional athletes, corporate executives, and business owners. Matthew has extensive experience addressing the financial needs and concerns of professional baseball and football players. He is a qualified Portfolio Manager, capable of building and managing personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Through the firm's Investment Advisory Program, he can manage client strategies on a discretionary basis. He embraces a strategy-based approach supported by technology to help clients manage complex financial needs and pursue their objectives. Matthew holds the Chartered Retirement Planning Counselor (CRPC) designation and earned a bachelor's degree from Western New England University. He serves as an active mentor to several advisors beginning their careers in the financial services industry. He resides in Rio Vista, Fort Lauderdale, with his wife and two young sons.

Eric Dion is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, Wells Fargo Clearing, and Janney Montgomery Scott. He is based in Boca Raton, FL. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, alongside cash management and alternative investment options.

Kyler Cox is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at JPM Distribution Services, Envisage Wealth, and the Ohio House of Representatives. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative screening and qualitative research supported by a centralized manager solutions team.

Roberta Zuckerman is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citibank Private Client Group for 12 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model allocations and incorporates an ESG eligibility framework.

Adam Tekel is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, RBC Capital Markets, City National Bank, and JPMorgan Chase Bank. He is based in Boca Raton, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG criteria, supported by affiliates offering implementation and portfolio services.

Thomas Branchini is a financial advisor at LPL Enterprise with 44 years of industry experience. He holds a Series 66 designation and has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC over a 51-year span before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual investors, high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

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 with OSAIC, holding a Series 63 designation and 27 years of industry experience. His prior roles include long-term positions at Investacorp, Inc. and Securities America Advisors, Inc. Outside of advising, Miret is president and sole owner of Miret Securities & Planning Group Inc., a company providing corporate and personal tax return and accounting services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and a broad range of managed account programs.

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 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Shearson American Express since 1983. 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.

Glenn Sabath is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Jesse Hed is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. outside of his advisory role, he owns and operates Hed Private Wealth Management, focusing on investment management and retirement planning. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexible implementation options through brokerage or advisory programs.

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.