Peter Manning is a financial advisor at LPL Financial with 24 years of industry experience. He holds the PFS™ and Series 63 designations. His prior roles include positions at Cambridge Investment Research Advisors, Summit Financial Strategies, and Commonwealth Financial Network. Outside of his advisory work, he is involved as a trustee for multiple irrevocable trusts and owns a tax preparation and accounting business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Richard Maurer is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Maurer is based in Boca Raton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides 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 planning process using firm-approved tools and market simulations.

Alan Weilacher is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Weilacher is a partner in APW Holdings, a real estate-related business based in Ohio. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients, primarily acting in an advisory capacity.

Jeffrey Nova is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2017. Outside of his advisory role, he is a co-owner of RBMG MFG, a manufacturing business. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

David Fox is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, supported by standardized planning tools and research from its Global Investment Committee.

Leslie Sousa is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 30 years of industry experience. Prior to joining Raymond James in 2022, Sousa worked at LPL Financial, Capital City Banc Investments, and INVEST Financial Corp. She is based in Lake Worth, FL. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including high-net-worth individuals, pension plans, corporations, and municipal entities, delivering advice through a combination of non-discretionary planning and firm-sponsored wrap fee programs.

Zachary Goldberg is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Goldberg holds a Series 66 designation and is based in Boca Raton, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Christine Henry is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has previously worked at Ameriprise Financial Services and Stifel Nicolaus & Co. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations, offering a variety of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services. The firm utilizes a range of investment managers and strategies tailored to clients' risk profiles, supported by RBC's extensive capital-markets capabilities.

Ivan Iglesias Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wachovia Bank, N.A., and has been with Wells Fargo Clearing since 2016. 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 advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Terry Whitmore is a financial advisor at Merrill with 39 years of industry experience. He has been with Merrill since 1993 and also has 15 years of experience at Bank of America, N.A. He holds Series 63 and Series 65 licenses. 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.

Steven Levin is a financial advisor with Ameriprise in Delray Beach, FL, holding a Series 63 designation and 42 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of his advisory work, Levin serves as secretary on the board of the Saul and Theresa Esman Foundation and owns a sports memorabilia business that sells items on eBay. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Justin Jacobs is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014, 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 serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured processes and firm-approved tools.

Michael Fortuna is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment outlook models.

Anthony Polimeni is a financial advisor at RBC Capital Markets based in Boca Raton, FL, with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank and City National Bank. Outside of his advisory role, he serves on the finance committee of Saint John Paul II Academy, assisting with the school's annual budget. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Louis Cavallo Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2018, following a year at Camelot Wealth Management Partners and three years at the University of Florida. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual planning focused on retirement income, utilizing proprietary research, third-party data, and algorithmic tools.

Charles Dowds III is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and Series 63 and Series 65 licenses. He has 35 years of industry experience, including prior roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as a trustee and acts as an agent in life settlements and various insurance lines. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, with a focus on collaborative, ongoing client relationships.

Elsie Metzl is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 designation and bringing 34 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she serves as a trustee for a family trust account established for a minor’s education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools.

Marc Infante is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Infante serves on the boards of Broward 211 and the Boys and Girls Club of Broward County, where he is the immediate past chair. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Laura O'Donnell is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her prior experience includes 16 years at Merrill before joining Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support client planning.

Todd Roberts is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2021 to 2023 and spent eight years at Tempursealy from 2012 to 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.