Adam Adelman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Steven Rodman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Eireni Girgis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 10 years of industry experience. Her prior roles include positions at UBS Financial Services, Citigroup, Santander Securities, and Santander Bank. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools across various specialized planning areas, providing clients with options to implement advice through multiple channels.

Christopher Tritsch is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 38 years of industry experience. His prior work includes long tenures at Merrill and Bank of America. He is currently based in Boca Raton, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Craig Nomberg is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial advice and investment guidance to clients. Craig holds the Professional Investment Advisor (PIA) designation, reflecting his qualifications in personal investment advisory services. He earned his High School Diploma/GED through the State University of New York System.

Michael Martin is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Equitable Advisors in Boca Raton, FL. His work history includes positions at Equitable Advisors since 2018 and Axa Advisors from 2018 to 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes a delivery model that incorporates LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Frank Luciano is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, following two years at Invest Financial Corporation. Outside of his advisory role, he is a partner at Briganti & Luciano CPA and president of All-In Tax Advisors, both tax preparation and accounting firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to proprietary research, model portfolios, and technology-driven investment solutions.

Dominic Delia is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. He previously worked at Tannenbaum Capital Group and Wells Fargo Asset Management. Outside of advising, he manages a single-member LLC that holds a rental property in West Palm Beach, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset allocation with centralized due diligence and an ESG eligibility framework.

Scott Weaver Sr. is a CFP®-certified financial advisor with 39 years of industry experience, currently with LPL Financial since 2025. Prior to joining LPL, he spent 18 years at Next Financial Group Inc. He is based in Palm Beach, Florida. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research to support diversified investment strategies.

William Trainor is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked in various roles at golf and banquet clubs. Outside of his advisory work, Trainor is involved with JET Industries, Inc., a manufacturing business where he holds a family-related position. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Russell Johnson is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Todd Devin is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. 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 advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Larry Bernstein is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. Incorporated since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Bernstein is a member of the Florida Bar Association, though he has no current duties in that capacity. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and overlays.

Joseph Silk is a financial advisor with Merrill in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill since 2009 and has an extended association with Bank of America dating back to 1996. 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 a wide range of clients including individuals, high-net-worth clients, and institutional accounts.

Robert Heeg is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been employed since 2009. In his role, Robert focuses on personal retirement planning, tax minimization, and retirement income. He works with retirees, business owners, and young professionals, developing customized portfolios tailored to their specific needs and goals. He is involved in portfolio management, business development, and client servicing within his team. Robert holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp. and is also a qualified Personal Investment Advisor (PIA). He earned a Bachelor's degree in Finance from Florida State University. Outside of his professional responsibilities, Robert enjoys playing golf, fishing, traveling, and spending time with his family. He resides in Boca Raton, Florida, with his wife Allison and their two sons.

Elizabeth Bruno is a CFP®-certified financial advisor with 40 years of industry experience, currently with Ameriprise since 2022. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Megan Powers is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience starting in 2024. Prior to joining the firm, she held roles at HMY Yacht Sales, Inc., Seaside Sisters of Stuart LLC, and served in the Florida House of Representatives. 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 databases.

Teagan Shaughnessy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Teagan attended the College of Charleston from 2020 to 2024. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Eliyahu Aronov is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and simultaneously with JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, Aronov is involved in event planning as an owner and partner of Fifth and Palm Events LLC. 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. The firm incorporates an ESG eligibility framework in its recommendations and operates within a broader broker-dealer and banking organization, offering a range of investment products including security-based swaps and futures.

Noah Lee is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has held roles at Credit Suisse, now UBS, for 12 years prior to joining J.P. Morgan. He holds Series 63 and Series 65 credentials and is based in Palm Beach, FL. 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 and applies an ESG eligibility framework when recommending investment strategies.