David Price is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and operates his own insurance brokerage specializing in disability, life, accident, health, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Benjamin Ross is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously at Bank of America and Merrill. Outside of his advisory role, Ross serves on the advisory board of the National Christian Foundation of South Florida and is a committee member for Boca Raton Christian School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and models.

Carlos Rocha is a Series 66-licensed financial advisor with J.P. Morgan Securities in Boca Raton, FL, bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Itiel Ginzburg is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Pacer Financial, Inc., Global X Management Company LLC, and New York Life. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Anthony Dominguez is a financial advisor with Merrill and holds a Series 66 credential. He has 12 years of industry experience, including roles at Bank of America since 2016. Outside of his advisory work, he is the managing member of a joint venture focused on building houseboats for vacation rentals. 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, and institutional investors.

Carolyn Asencio is a Series 66 licensed financial advisor with UBS Financial Services, where she has worked since 2015. She has 14 years of industry experience and serves clients from Ft. Lauderdale, FL. She is a member of the board of directors for SOS Children's Villages - Florida, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research to tailor advice to clients’ goals and risk tolerances.

Les Campbell is a financial advisor at Morgan Stanley with 28 years of industry experience. He previously worked for Herbert J. Sims & Co., Inc. for 21 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, Campbell serves as a board member and treasurer for LifeNet4Families, a health and welfare organization, and acts as an arbitrator for FINRA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Claudia Palombo is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving both individual and institutional clients with a range of financial planning and investment programs. The firm employs a structured planning process supported by proprietary tools and offers diverse services including wrap programs and access to private funds.

Richard Kiesel is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, Inc. for 15 years. Kiesel is president of Wealth Advisors, Inc., an S-corporation that manages operations of his financial planning practice and provides insurance planning services including deferred annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

Richard Akirmaian is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, where he has worked since 2016 and 2017 respectively. Prior to that, he spent 18 years at MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of advisory work, he is involved in an independent insurance business focusing on life insurance, fixed annuities, and long-term care. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved software and delivers written recommendations, offering asset management, wrap programs, and educational seminars.

Richard Corbet is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at E*Trade Securities and National Financial Network. He also has experience outside finance, having worked with Polly's Dock and Clam House. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a broad range of advisory programs. The firm utilizes structured planning tools and offers various investment products alongside advisory services.

Ahmed Roshdy is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Chase and Insigneo Advisory Services LLC. Outside of finance, he is involved with the Plantation Football Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers various investment and advisory programs, managing over $1 trillion in assets through a large network of advisors and branch offices.

Robert Waxman is a financial advisor with Ameriprise in North Miami, FL, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, Waxman serves on the Board of Directors of the American Jewish Committee. Ameriprise provides retirement-income planning services primarily for individuals with at least $1,000,000 in net investable assets, offering tailored recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services through a centralized consulting team in partnership with client advisors.

Joseph Barton is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2014. Outside of advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies from unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Sherrill Elrod Jr. is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with UBS since 2009. Elrod also serves on the board of his homeowners association, Lago Mar Colony, with a possible future role as treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products while leveraging proprietary research and model-based asset allocations.

Laura Rodriguez Sabogal is a CFP® professional with eight years of industry experience, currently serving at Mass Mutual Investors Services. She has been with Mass Mutual and its affiliated entities since 2017. Prior to her financial advising career, she worked for DDB Worldwide Communications Group dba DDB Latina for eleven years. Sabogal is also the owner of Well Being Financial LLC, a bookkeeping business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers technology-driven, collaborative planning engagements and a range of specialized programs including estate settlement and employer-sponsored planning.

Richard De Luca is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2019 and was previously employed by Bank of America and Merrill Lynch. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a broad range of retail and institutional investment offerings.

Adam Uhlan is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. He joined Merrill Lynch in 1989 and focuses on providing personalized wealth management solutions tailored to clients' unique financial needs. His core areas of expertise include managed money services, retirement planning and 401(k) services, asset preservation strategies, life insurance analysis and funding, wealth preservation and transfer services, as well as personal financing, custom lending solutions, corporate cash management, and treasury services through Bank of America. Adam holds a Bachelor of Arts degree in Anthropology and History from the State University of New York at Stony Brook. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 1998, the Chartered Retirement Planning Counselor™ (CRPC®) designation in 2008, and the Certified Plan Fiduciary Advisor® (CPFA®) designation in 2018. He is also a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Adam is a longstanding member of the Greater Fort Lauderdale Alliance, Broward County's official economic development partnership, reflecting his involvement in the local business community. Outside of his professional work, Adam enjoys biking, boating, cooking, hiking, music, reading, singing, traveling, writing, and spending time with his family.

Alison Mcentee is a Series 66 licensed financial advisor with UBS Financial Services in Ft. Lauderdale, FL. She has 13 years of industry experience and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Rocky Kassim is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.