Scott Ramo is a financial advisor with RBC Capital Markets and holds the CFP® designation along with Series 65 and Series 66 licenses. He has 27 years of industry experience, including roles at City National Bank since 2017 and RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Scott Brody is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley Smith Barney, LLC since 2010 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Drew Conelly is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he serves as co-trustee for a family trust and participates in a neighborhood improvement committee in Boca Raton. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gary Fox is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including 30 years with FCG Advisors, LLC. Outside of his advisory work, he serves on the board of the charitable organization Special Strides and holds leadership roles with community associations in Boca Raton, Florida. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary strategies across multiple platform arrangements.

William Dagistino Jr. is a CFP® professional with 39 years of industry experience, currently advising at Raymond James & Associates since 2019. His prior roles include positions at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and offers financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Alexis Resnick is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked with Equitable Advisors since 2012, including its prior affiliation as Axa Advisors. Outside of advisory work, Resnick is president of AJ Benefit Services, a group health insurance business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through LPL-sponsored offerings and other endorsed managers.

Katherine Soderman is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 license and has worked at Merrill since 2022. Outside of advisory, she owns and directs DK International Associates Inc., a family business specializing in contract engineering and manufacturing, and serves as Vice President of Silecent Lighting Corporation, a manufacturer of LED lighting. 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, pension plans, corporations, and charitable organizations.

Adam Bornstein is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial services industry, focusing on providing goals-based wealth management tailored to individual investors. Adam primarily works with affluent individuals, leveraging his expertise in retirement planning and Merrill’s resources to help clients navigate complex financial landscapes. Before joining Merrill Lynch in 2010, Adam held the position of First Vice President at both UBS Financial Services and Morgan Stanley. He earned a bachelor’s degree from the University of Wisconsin System and a master’s degree from Northwestern University. Adam holds the Certified Investment Management Analyst® (CIMA®) designation and the Personal Investment Advisor (PIA) credential. As a qualified Portfolio Manager, he manages discretionary personalized and defined investment strategies incorporating a range of assets including individual securities and model portfolios. Adam's client focus includes areas such as divorce transition planning, family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income. Beyond his professional work, he is committed to community involvement through volunteer activities. His personal interests include basketball, biking, football, gardening, golfing, music, reading, running, skiing, and traveling.

Benjamin Gassman is a financial advisor at Charles Schwab with Series 66 credentials and five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, Northwestern Mutual, Jimmy Johns, and Tropical Smoothie. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Justin Scheckner is a CFP®-designated financial advisor with 22 years of industry experience. He has been with LPL Financial since 2013. Scheckner is also associated with Aries Capital Management, LLC as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Jesse Miles Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing algorithmic automation alongside oversight committees to support its retirement planning services.

Monica Vos is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following five years with Wells Fargo Advisors LLC. Outside of her advisory role, she has been involved with Merline J. Pearce - Patient Health Care since 2006 and has a long tenure at Wachovia Bank, N.A. dating back to 1997. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options.

Marc Duquette is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has an investment-related loan business based in Fort Lauderdale, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Steven Turner is a financial advisor with Edward Jones in Coral Springs, FL, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2022, he worked in various roles including positions at Southern Glazer's Wine and Spirits and Gravity IT Resources. Turner also serves as president of the Sterling Group, a networking organization in Coral Springs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm operates a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Dennis Whalen is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2007. 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Julia Sheridan is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Ameriprise Financial Services since 2016, currently serving in their Ft Lauderdale, FL office. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Robert Zaidman is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Janney Montgomery Scott for three years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by in-house and third-party research.

Vincent Vella is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Merrill since 1983 and also works with Bank of America since 2010. Outside of his advisory role, he maintains an active Florida real estate license. 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 both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Mahoney is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Fort Lauderdale, FL. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by proprietary tools and market modeling techniques.

Stephen Kelliher is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques and offers various investment and product services through its broad platform.