Michael Mazor is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, Mazor serves as a FINRA arbitrator and is a member of a local grievance committee addressing community issues. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses, supporting client decision-making without guaranteeing outcomes.

Kenneth Femiano is a financial advisor with OSAIC based in Delray Beach, FL, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2003. Outside of his advisory role, Femiano is involved in insurance sales and administration through ownership interests in several insurance-related businesses. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to various managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Patricia Martinez is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. She holds the Series 66 designation and has been with MML Investors Services, LLC and Massachusetts Mutual Life Insurance Company since 2016. Outside of her advisory role, Martinez serves on the board of the Lighthouse of Broward, supporting people who are blind or visually impaired, participates as a Pole Worker for Palm Beach County elections, and is involved in community initiatives through the Coastal Wealth Community Impact Foundation. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, annual planning approach using firm-approved tools to analyze client goals and recommend investment strategies without discretionary authority.

Conrad Williams is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2012. Outside of his advisory role, he is involved with Primerica Mortgage, LLC, referring home loan and home services products, and works as an agent for Agent Pipeline and Journey Beyond Health. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily delivers advisory services through model-driven strategies managed by unaffiliated asset managers, supported by custodial and execution services from Pershing and overlay management by BNY Mellon Advisors.

Cristian Coppola is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with Cetera and its affiliated entities since 2021. Outside of advisory work, he serves as an administrative associate at Feller Financial Services and is also involved in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and both affiliated and third-party managers.

Wendy Carroll is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors since 2016. Outside of her advisory role, she is involved in managing two medical supply businesses alongside her spouse and serves as trustee for her son’s special needs trust. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as special-needs analysis and business-owner transition planning, using proprietary research and tools to develop tailored client recommendations.

Andrew Raudenbush is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Outside of his advisory role, Raudenbush serves as president of AJR Insurance Group, Inc., a firm specializing in employee benefits consulting. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services with a focus on tailored client strategies.

Ryan Nappo is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Ryan earned his Bachelor's Degree from Florida Atlantic University.

Leonardo Brame is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining UBS, he worked at Interactive Brokers LLC and New York Life, and has over a decade of experience in healthcare financial roles. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Scott Shulman is a financial advisor with Cetera in Boca Raton, FL, holding a Series 66 designation and 25 years of industry experience. He has been associated with Cetera since 2004 and operates his own CPA firm, Scott Shulman, CPA, P.A., providing accounting, auditing, and tax services. Shulman also serves as treasurer for both the Rotary Club of Plantation and the Broward Business Network. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

Abigail Fox is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held her current role since 2012 and holds Series 63 and Series 66 designations. 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 financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Vincent Hulme is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. His prior roles include positions at Valic Financial Advisors, Northwestern Mutual, JEZ Capital, and Budget Inks. He serves as an assistant football coach for the offensive and defensive lines at Boca Christian High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and endorsed third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Ari Brooks is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual Investors Services, he held roles at MassMutual Life Insurance Co and has worked with Expense To Profit INC and Sweet Leaf Madison Capital. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing collaborative, plan-focused services without discretionary investment authority.

Marilyn Rangel is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including estate planning and investment strategies through a combination of advisory and brokerage capabilities.

Ismail Kioko is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, CVS Health, Wells Fargo Bank, N.A., and Office Depot. Kioko is based in Coral Springs, Florida. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Arthur Rottenstein is a financial advisor with Raymond James Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009. Outside of his advisory role, he owns a rental real estate property. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans and a significant advisory business conducted on a non-discretionary basis.

Scott Notowitz is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, Notowitz serves on the Investment Committee for the Anti-Defamation League Foundation, a nonprofit focused on combating anti-Semitism and bigotry. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including corporate financial planning agreements.

Edward Nabhan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the investment business since 1980, bringing extensive experience and a commitment to integrity, empathy, and service in his client relationships. Ed works with The Boston Harbor Group, a multi-generational team serving a select clientele including business owners, athletes, physicians, and executives across New England and nationwide. Throughout his career, Ed has focused on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and tax minimization. He has been recognized multiple times for his professional achievements, including being named to Barron's "Top 1,000 Financial Advisors" in 2013, The Financial Times' list of "America's Top 400 Financial Advisors" across several years, and Forbes' "Best-in-State Wealth Advisors" from 2018 through 2026. Ed holds a Bachelor's Degree from Boston College and is a Personal Investment Advisor (PIA). Ed has built long-standing relationships with clients over decades, tailoring risk-managed portfolios to align with individual goals and risk tolerance. Outside of his professional life, Ed enjoys fishing, golfing, ice hockey, swimming, and yoga. He is a member of the Oyster Harbors Golf Club and Pine Tree Country Club and supports charitable causes including St Jude.

Trey Long is a Planning Consultant who collaborates with clients to develop personalized financial plans. He utilizes the resources of his wealth management team to create strategies tailored to each client's unique situation, aiming to build lasting relationships that empower clients in their financial journey. He has held roles at Fidelity Investments, serving as a Relationship Manager from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Prior to that, Trey gained experience as an intern at CarrotxChange from 2020 to 2021. Outside of his professional work, Trey has interests in football, social events with friends, golf, movies, music, and soccer.

Michael Mazzafro is a financial advisor with Raymond James Financial in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 48 years of industry experience. He has served on the FINRA Arbitration Panel since 2014 and has been with Raymond James Financial Services since 1988. Outside of his advisory role, he owns an accounting practice providing tax return preparation and estate tax planning services, and he is an insurance agent selling fixed annuities. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors and municipal entities. The firm offers tailored advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.