Isaac Valancy is a Series 66-licensed financial advisor at Merrill with three years of industry experience. His prior roles include positions at Merrill Lynch and Northern Trust Inc. 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal CIO teams and third-party managers.

Mehwish Sana is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, BOKF, N.A., and Capital One. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Abers is a financial advisor with Morgan Stanley, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual 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 offers services through both direct and corporate financial planning agreements.

Matthew Solarana is a financial advisor with Merrill in Coral Springs, FL, holding Series 65 and Series 63 certifications and having two years of industry experience. His prior roles include positions at Bank of America, Primerica Advisors, Hornor, Townsend & Kent LLC, Alliance Laundry Systems, and Opuscare. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

John Petrison is a Financial Consultant at Fidelity Investments. In his current role, he collaborates with clients to understand their financial objectives and shares Fidelity's perspective on strategies that may align with their goals. He facilitates the development and implementation of holistic financial plans. John has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, and now Financial Consultant. His experience spans over several years within the firm, focusing on client financial planning and investment strategies.

Steven Duryee is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and 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 modeling techniques.

Carlos Nino is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. Prior to that, he was employed at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Joshua Aisenbaum is a financial advisor with Raymond James & Associates in Boca Raton, FL. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., UBS, and Morris Tepper CPA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional clients, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional services, utilizing a range of portfolio management styles supported by proprietary research and a broad affiliate network.

Jason Mamalis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. He has been affiliated with Raymond James since 2014 and has also been involved with Fiori Financial Group and Fluehr Wealth Management. Outside of his advisory roles, he owns JR Wealth Management LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools, and maintains a notable focus on municipal and public finance through a unique affiliation with a municipal advisor.

Steven Kaiser is a financial advisor with UBS Financial Services in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Philip Engelmann is a ChFC® credentialed financial advisor with 35 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2017. His prior experience includes roles at MassMutual Life Insurance Company and MetLife Securities Inc. He is also registered as an Independent Insurance Agent specializing in various types of insurance, though he has not been actively involved in this capacity in recent years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning and asset management services using firm-approved analytical tools and emphasizes collaborative, goal-based planning.

Patrick Bulger is a financial advisor with Cetera, holding a Series 63 designation and bringing 28 years of industry experience. He has worked at Cetera and its affiliated entities since 2019, and previously spent seven years with Summit Financial Group Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, operating a multi-manager platform that allows advisors to utilize affiliated and third-party managers or create customized strategies.

David Suarez Urbina is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Bank of America, and Uber. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

John Price is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with seven years of industry experience. His prior work includes positions at Enterprise Holdings and West Chester University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, employing a structured financial planning process supported by firm-approved tools and models.

Michelle Aiello is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. Based in Fort Lauderdale, FL, her career includes over a decade at a major institution. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Berrin is a financial advisor with OSAIC in Boca Raton, FL, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors from 2016 to 2024. Outside of advisory services, he is involved in selling chiropractic membership programs to large employers and serves as president of Berrin Mgmt Group, which offers life insurance and annuity products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, advisory, and financial planning services through a large network of affiliated advisors and platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing to manage investments across a variety of asset classes, supporting both discretionary and non-discretionary accounts.

Christopher Eilers is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. since 2018 and previously at Jhfn Sii from 2002 to 2018. Eilers is president of Aspire Financial Partners, Inc., where he conducts investment advisory, securities, and insurance business. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios.

Jared Moser is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at J.P. Morgan Securities, J.P. Morgan Bank, and Key Investment Services since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nicholas La Pato is a financial advisor with Merrill based in Boca Raton, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill in two separate periods, from 2016 to 2018 and from 2022 to the present, and has also been employed at Bank of America since 2026. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Frankel is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2015. Based in Boca Raton, FL, he serves individual and institutional clients through the firm. Edward Jones is a wealth management firm serving more than four million clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.