Daniel Gage II is a financial advisor at Ameriprise with four years of industry experience. He previously held roles at Florida Atlantic University, Southeastern University, and Master's Academy. Outside of Ameriprise, he manages an advisory business through QL Group LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s recommendations are supported by internal research and third-party data and operate within an investment universe influenced by affiliated product and distribution arrangements.

Junior Rondeau is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has held positions at several firms including Newbridge Financial Services Group and Lincoln Financial Advisors. Outside of his advisory role, he is involved in fixed insurance sales and operates a financial services business under the name Zillmer Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services, with access to multiple program structures and third-party money managers.

Doreen Gest is a financial advisor with Raymond James Financial in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses with 33 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc., Morgan Stanley, and A. G. Edwards & Sons, Inc. She is also an associate at Leeward Financial Group, where she performs administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and advanced technology, and it maintains unique affiliations such as a municipal advisor to support its public finance work.

Salomon Pardo Perez is a Series 66-licensed financial advisor with Merrill, based in Boca Raton, FL, and has two years of industry experience. He has worked at Merrill since 2022 and concurrently with Bank of America from 2022 to 2024. Prior to his financial career, he was involved with Pardos Art Restorations from 2015 to 2018. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies constructed by internal and third-party managers.

Zachary Swartout is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America and roles in education at Florida Atlantic University, Tallahassee Community College, and Park Vista High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Nze Ahanotu is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Bank of America and Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Zislin is a Series 66-licensed financial advisor at Morgan Stanley in Boca Raton, Florida, with seven years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Outside of financial services, he is the owner and CEO of First In Line Enterprises, Inc., a company involved in fishing activities. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by various analytical tools and offers both direct and employer-based financial plans.

Carleena Fiorenza is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. She has been with Bank of America and Merrill since 2017. Outside of her advisory role, Fiorenza is involved in a family-held LLC that leases property for a bar and restaurant. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities.

James Blaszyk is a Series 66-licensed financial advisor with Wells Fargo Clearing in Boca Raton, FL. He has 18 years of industry experience, including roles at Wachovia Bank and Ameriprise. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

David Berdon is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley and its affiliates since 2013. Outside of his advisory role, he serves on advisory boards for Nasdaq and is the owner of Cavaleo LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of financial advisors and estate planning strategies.

Michael Higgins is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Lee Foster is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Beacon Global Advisor Network and Stoever Glass Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a wide range of investment strategies.

Peter Heidt is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2020. Heidt serves on the Advisory Board of the University of Pennsylvania. Ameriprise offers retirement-income planning services for clients typically holding at least $1 million in investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lawrence Miller is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2010. Miller is based in Boca Raton, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Stephanie Levin is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 14 years of industry experience. Her prior work includes roles at Bank of America and Merrill. Outside of her advisory work, she is involved as a contractor with a travel agency based in Delray Beach, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Michael Lang is a financial advisor with Cetera, holding the Series 66 designation and bringing 16 years of industry experience. He has been associated with Cetera and its affiliated entities since 2016 and owns Michael Lang, P.A., providing legal services related to real estate. Lang also works as a real estate broker and serves as an adjunct professor of business law at Broward College. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party managers through a multi-manager platform with discretionary and non-discretionary options.

Harvey Lam is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and has worked previously at Sagepoint Financial, Inc. and MSI Financial Services, Inc. Outside of his advisory role, he serves as Vice President on the board of a condominium homeowners association in Coral Springs, FL. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various managed programs. The firm employs a model-based investment approach with options for discretionary management, third-party managers, and proprietary strategies, supported by a broad platform and a complex affiliate network.

Francheska Suero is a financial advisor with Merrill in Plantation, FL, holding a Series 66 designation and four years of industry experience. Her work history includes roles at Merrill since 2015 and Bank of America, N.A. since 2022. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jonathan Faber is a financial advisor with Morgan Stanley in Coral Springs, FL, holding a Series 66 license and 19 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Daniel Gindi is a financial advisor at LPL Financial with 40 years of industry experience. He has been with LPL Financial since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with Wealth Preservation Specialists, LLC and provides investment-related services involving non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.