Alexis Resnick is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining Equitable Advisors in 2012, Resnick worked at VOYA Financial Advisors, Inc. from 2008 to 2011. Outside of advising, Resnick serves as president of a group health insurance business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm employs a range of third-party and proprietary investment solutions and provides ERISA fiduciary services to qualified plans.

Katherine Soderman is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 license and has worked at Merrill since 2022. Outside of advisory, she owns and directs DK International Associates Inc., a family business specializing in contract engineering and manufacturing, and serves as Vice President of Silecent Lighting Corporation, a manufacturer of LED lighting. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adam Bornstein is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial services industry, focusing on providing goals-based wealth management tailored to individual investors. Adam primarily works with affluent individuals, leveraging his expertise in retirement planning and Merrill’s resources to help clients navigate complex financial landscapes. Before joining Merrill Lynch in 2010, Adam held the position of First Vice President at both UBS Financial Services and Morgan Stanley. He earned a bachelor’s degree from the University of Wisconsin System and a master’s degree from Northwestern University. Adam holds the Certified Investment Management Analyst® (CIMA®) designation and the Personal Investment Advisor (PIA) credential. As a qualified Portfolio Manager, he manages discretionary personalized and defined investment strategies incorporating a range of assets including individual securities and model portfolios. Adam's client focus includes areas such as divorce transition planning, family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income. Beyond his professional work, he is committed to community involvement through volunteer activities. His personal interests include basketball, biking, football, gardening, golfing, music, reading, running, skiing, and traveling.

Benjamin Gassman is a financial advisor at Charles Schwab with Series 66 credentials and five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, Northwestern Mutual, Jimmy Johns, and Tropical Smoothie. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Justin Scheckner is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2013. He holds a Series 63 license and operates out of Delray Beach, FL. In addition to his advisory role, he is also licensed as an insurance agent with Aries Capital Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Jesse Miles Jr. is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley. 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 recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Monica Vos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Merline J. Pearce - Patient Health Care and Wachovia Bank, N.A. for long-term engagements. 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.

Marc Duquette is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has an investment-related loan business based in Fort Lauderdale, FL. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Steven Turner is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. His prior roles include positions at CourtAvenue LLC and Southern Glazer's Wine and Spirits. Outside of his advisory work, he serves as president of the Sterling Group, a networking organization in Coral Springs, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Sebastian Barbero is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Ernst & Young Capital Advisors for five years and Jefferies for four years. J.P. Morgan Securities 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.

Dennis Whalen is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2007. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Julia Sheridan is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple roles at Ameriprise since 2010 and three years at LPL Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Robert Zaidman is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Janney Montgomery Scott and Morgan Stanley before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Vincent Vella is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Merrill since 1983 and also works with Bank of America since 2010. Outside of his advisory role, he maintains an active Florida real estate license. 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 both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amy Lopez is a CFP® with 21 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities since 2012. Her prior roles include positions at Merrill, UBS Financial Services, and Ameriprise. Outside of her advisory work, she is a 50% owner of Moats Corporation, a retail business focused on new wellness products and patent filings. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brian Mahoney is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Fort Lauderdale, FL. He has been with Morgan Stanley and its affiliated entities since 2009, 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 that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by proprietary tools and market modeling techniques.

Stephen Kelliher is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques and offers various investment and product services through its broad platform.

Emma Gurdus is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her background includes roles outside finance, such as working at Orangetheory Fitness and Sicilian Oven. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Don D'adesky is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 35 years of industry experience. His career includes positions at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Outside his advisory role, he is involved as a manager of Prudent Partners, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers a range of financial planning and consulting services, employing diverse portfolio management styles and supporting municipal advisory and employer consulting programs.

Beth Golden is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 license and bringing 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she assists her husband with a Painting with a Twist franchise during weekends and evenings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 firm-approved tools.