Mark Exler is a financial advisor with LPL Financial, holding the PFS™ and Series 66 credentials and bringing 25 years of industry experience. His career includes roles at Avantax Investment Services, Avantax Advisory Services, and 1ST Global Advisors, among others. He is also a tax partner overseeing operations at H2 R CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolio options.

Patricia Pollock Imbo is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 credentials and has 39 years of industry experience. She has been affiliated with Wells Fargo Advisors Financial Network since 2026 and worked with Wells Fargo Clearing and Wells Fargo Advisors LLC in prior roles dating back to 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized niche services delivered through a network of financial advisors.

Mary Ferreira is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has two years of industry experience, including prior roles at Bank of America N.A. and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Marshall Rosen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. for seven years. Outside of his advisory role, Rosen operates a boat chartering business. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios comprising various asset classes.

Rory Doyle is a financial advisor with Morgan Stanley in Coral Springs, FL, holding a Series 63 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is involved in a carpentry business, Rosalie's Son Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Lawrence Katz is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2009. 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.

Ivon Galaini is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Delray Beach, FL. He has four years of industry experience and has been with J.P. Morgan Securities since 2021, also maintaining a long tenure with JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kimberly Kessing is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1999. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals 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 planning process supported by proprietary tools and the Global Investment Committee’s analyses.

Frederick Telarico Jr. is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 13 years before joining Stifel in 2024. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that emphasizes forward-looking capital market assumptions and probabilistic modeling.

Brian Straub is a financial advisor at Raymond James Financial with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Raymond James in 2024, he worked at Merrill from 2022 to 2024. Outside of his advisory work, Straub coaches youth lacrosse in Broward County and works part-time with special needs children as a community companion. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities, with a range of customizable solutions including a SIMPLE IRA program for small businesses.

Andres Archbold is a financial advisor with UBS Financial Services in Boca Raton, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at AllofCapital and UCB, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans based on clients’ goals and risk tolerances.

Richard Koblick is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 20 years of industry experience. He has worked at VOYA Financial Advisors and has operated Feller Financial Services since 2011. Koblick serves on the Board of Directors for the Jewish Community Center in Boca Raton. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment strategies.

Carlene Wint Campbell is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Cetera and its related entities since 2019. Outside of her advisory role, she provides business optimization consulting services for Mosaic Strategic Services LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering various portfolio management and financial planning services through a large national network of independent advisors.

John Correll III is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at TIAA-CREF from 2014 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing research and model portfolios from internal and third-party sources.

Michael Settler is a financial advisor with Wells Fargo Advisors in Delray Beach, FL, holding Series 63 and Series 66 licenses and with 21 years of industry experience. His prior experience includes five years at LPL Financial and 16 years at American Portfolios Financial Services, Inc. He is also a certified public accountant and serves as a trustee for multiple trusts, in addition to being a member and tax matters partner of Horizon Wealth Managers LLC, which focuses on insurance sales. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and sports & entertainment planning. Advisors at the firm use proprietary research and tools to develop tailored recommendations, with clients having discretion over implementation through various brokerage or advisory programs.

Glen Berngard is a CFP®-certified financial advisor with 35 years of industry experience, currently with Cetera since 1996. He also leads Berngard & Associates, a CPA firm he founded in 1987, where he serves as president and holds limited power of attorney for tax matters. In addition to his advisory work, he acts as an agent for Aetna Health Insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Nathan Rosenberg is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 designation and has previously worked at Invest Financial Corporation for nine years. Rosenberg is also president of Complete Analysis, Inc., an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Steven Kobrin is a CFP® professional with 14 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm utilizes an IPS-driven approach grounded in modern portfolio theory and offers both discretionary and non-discretionary advisory services, including a Plan Level Investment Selection 3(38) discretionary option.

Liam Ouellette is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity since 2024, advancing through positions as a Financial Services Representative and Financial Representative before his current appointment. Liam focuses on helping clients make confident financial decisions by collaborating to build holistic, personalized strategies. He emphasizes understanding clients' priorities and supporting them in shaping and directing their goals through long-term financial planning. Outside of his professional work, Liam engages in family activities, music, running, soccer, traveling, and volunteering.

Neil Olmstead is a financial advisor with Merrill in Boca Raton, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill Lynch since 2017 and had a prior role at Casimir French Bistro. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.