Richard Jackson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and having 43 years of industry experience. He has worked at Raymond James since 2009 and also serves as an independent contractor financial advisor for Connor Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth investors, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals while supporting municipal and public-finance work through a unique affiliation with a municipal advisor.

Christina Karas is a financial advisor with Stifel in Boca Raton, FL, holding a Series 63 designation and 34 years of industry experience. She has previously worked at Wells Fargo Clearing and Prudential Equity Group. Karas serves as a board member of FemCity, a business women's networking group. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

Aisha Abdul Mumin is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in delivering personalized wealth management strategies tailored to meet the unique needs of business owners and families. Her expertise encompasses areas such as college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Aisha holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She attended Kent State University and earned her high school diploma from Euclid Senior High School. Her professional focus is on understanding the complex nature of wealth creation, protection, and transfer to support her clients’ long-term financial goals. Active in her community, Aisha serves as Marketing Director for the Exit Planning Institute and participates in organizations such as Habitat for Humanity's 2024 Women Build, Rotary, Teach The Children to Save Day, and United Way. Outside of her professional and volunteer activities, she enjoys adventure sports, pickleball, reading, spending time with her family, and practicing yoga.

Joseph Silverman is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with a range of retail and institutional offerings.

Jacqueline Slye is a financial advisor with Merrill, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Merrill since 2008. Outside of her advisory work, she is the owner of Top-Notch Delivery Service, a for-profit LLC in Boynton Beach, Florida, and works part-time as an independent consultant for Isagenix, a nutritional solutions company. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

David Skid is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009, concurrently serving at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes supported by proprietary tools and data, serving a broad range of clients through customized financial strategies.

Jeremy Stein is a Wealth Management Advisor and founding partner of the Winter Stein Potvin Hokin Group. In this role, he helps oversee clients' overall investment and financial strategies and serves as a lead relationship manager. The group provides customized wealth management advice and aims to deliver personalized service, leveraging the global resources of Merrill Lynch Wealth Management and Bank of America while catering to a select clientele of affluent families, foundations, and endowments. Jeremy has experience in investment management consulting and works with high net worth clients across various stages of wealth. His expertise includes executive compensation, family wealth management strategies, LGBT wealth planning, liquidity management, philanthropic planning, portfolio management, and tax minimization, among other areas. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a graduate of the University of Maryland. Jeremy is involved with philanthropic organizations and has served on the UJA Campaign Steering Committee and the UJA Young Wall Street Executive Committee. He relocated to Boca Raton with his wife and two children and remains active with various family and community activities in the area.

Jonathan Parks is a CFP® professional with 11 years of experience in the financial services industry. He is currently with OSAIC and has prior experience at SagePoint Financial and Lincoln Financial Advisors Corporation. Outside of his advisory roles, he serves as a trustee on a family trust. OSAIC Wealth serves a diverse client base, including high-net-worth individuals, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its size, affiliate network, and recent consolidation activity.

Nick Cherilus is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank NA for nine years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marisol Algarin is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Merrill since 2016. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Grossman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities, Bank of America, and Merrill. Outside of advising, he is a partial owner of Wego Solutions LLC, a former software development company for hospitality venues. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a comprehensive range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its financial advice.

Nicholas Lo Castro is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2017, following a year at Fidelity Brokerage Services, LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts delivered via multi-asset model portfolios and a centralized operational structure.

Matthew Kazdan is a financial advisor with LPL Financial holding a Series 66 credential and one year of industry experience. His prior roles include positions at Franklin Templeton Investments and operating On Point Barbershop. He is also involved with Montanti Advisory Services, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and custom strategies.

Edna Cetina is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a brief period at UBS Financial Services in 2008. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Claudia Vasquez Martinez is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at First Republic and Helm Bank/Itau Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and offers a range of specialized regulatory registrations and derivatives capabilities.

Michael Hale is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.

Steven Tacher is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Jennifer Cincotta is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent eight years at Morgan Stanley Smith Barney and 13 years at Morgan Stanley & Co. Incorporated. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to evaluate investment options.

Mark Haag is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He also manages Mark Haag LLC, a legal entity established to pay expenses for his practice. Ameriprise offers a retirement-income planning service tailored for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mark Willens is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of his primary advisory work, he manages Mango Wealth, LLC and serves as an independent contractor advising clients through Arthur Rottenstein LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals and supports institutional consulting and portfolio management across a large network of advisors.