Frank Haklits is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley and other firms, as well as work at the University of Alabama. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Gary Weissman is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at City National Bank and RBC Capital Markets since 2018, and held prior roles with Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, implementing tailored strategies through a range of in-house and third-party investment managers.

Kyle Marzec is a financial advisor with OSAIC holding a Series 66 designation and three years of industry experience. He previously worked at Lincoln Financial Advisors and CAPRE. Outside of his advisory role, he owns an apparel company operated through NU ASCENT, LLC. OSAIC serves a broad range of clients including individual investors, pension plans, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios using firm-provided asset-allocation tools and third-party managed account solutions.

Veronica Cyrus is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at JP Morgan Chase Bank, JP Morgan Securities, MML Investors Services, Neiman Marcus Last Call, and Mass Mutual Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Elliot Weissmark is a CFP® professional with 28 years of experience in financial advising. He is currently with Ameriprise Financial Services, LLC and previously worked at Raymond James & Associates for 11 years. Outside of his advisory work, he manages a family business, Mira Fine Watches & Jewelry, LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Matthew Cicero is a financial advisor with Raymond James & Associates in Boca Raton, FL. He holds Series 63 and Series 66 registrations and has 18 years of industry experience. Prior to joining Raymond James, he worked at Black River Summit. He is a passive stakeholder in Prudent Partners, LLC, an investment vehicle used to acquire a 25% equity stake in AFB Breakpoint LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, utilizing a variety of portfolio management styles supported by proprietary research and affiliated sub-advisers.

Michael Eugene is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and having eight years of industry experience. He previously worked at Wells Fargo Bank NA and Wells Fargo Clearing Services before joining Morgan Stanley and its Private Bank in 2019. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

Lori Oliveira is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing Services LLC since 2018, having worked with Wells Fargo Bank NA since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Christina Walters is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. Walters was also the founder of The Empress Lashes LLC, an esthetics business she operated for six years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Deborah Solomon is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and uses modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Glenn Krevans is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 34 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2024 before joining Wells Fargo. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Peter Goodridge is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he owns and operates Goodridge Capital Advisors, LLC, an investment management firm based in Delray Beach, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. Advisors provide tailored recommendations using proprietary research and tools, with clients choosing how to implement them through brokerage or advisory programs.

Matthew Serbos Jr. is a financial advisor with Equitable Advisors in Boca Raton, FL. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, he was involved with several companies including DataScore and Serbos Marketing Partners, LLC. Equitable Advisors serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party investment solutions.

Anthony Avella is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Oppenheimer for 13 years before joining Wells Fargo Clearing Services in 2020. He has been with Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Marc Pines is a financial advisor at Stifel with 44 years of industry experience. He has held securities licenses Series 63 and Series 66 and has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, focusing on asset allocation and financial planning analyses to support client decisions.

Nicholas Dull is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Valic Financial Advisors from 1999 to 2007. Equitable Advisors serves individual clients ranging from non‑high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and LPL-sponsored advisory programs.

A Kondrup is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and analyses.

Merle Zislin is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm employs a structured planning process using proprietary tools and models, managing approximately $2.74 trillion in client assets.

Ivan Usztics is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and 18 years of industry experience. His prior career includes roles at Cambridge Investment Research, VOYA Financial Advisors, Merrill, and Citigroup Global Markets. Outside of advising, he serves as president of the Safari Club International West Palm Beach chapter, owns a company that guides fishing and hunting trips, is president of a nonprofit raising funds for scholarships, and works as a firefighter for Palm Beach County Fire Rescue. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining scale across advisory and non-advisory activities with oversight of over $819 billion in discretionary assets.

Jared Fischer is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Investment Services LLC and Advisors Asset Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm focuses on tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes.