Matthew Kazdan is a financial advisor with LPL Financial holding a Series 66 credential and one year of industry experience. His prior roles include positions at Franklin Templeton Investments and operating On Point Barbershop. He is also involved with Montanti Advisory Services, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and custom strategies.

Edna Cetina is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a brief period at UBS Financial Services in 2008. 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.

Claudia Vasquez Martinez is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at First Republic and Helm Bank/Itau Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and offers a range of specialized regulatory registrations and derivatives capabilities.

Michael Hale is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.

Steven Tacher is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Jennifer Cincotta is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent eight years at Morgan Stanley Smith Barney and 13 years at Morgan Stanley & Co. Incorporated. 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, utilizing research and analytics to evaluate investment options.

Mark Haag is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He also manages Mark Haag LLC, a legal entity established to pay expenses for his practice. Ameriprise offers a retirement-income planning service tailored for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mark Willens is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of his primary advisory work, he manages Mango Wealth, LLC and serves as an independent contractor advising clients through Arthur Rottenstein LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals and supports institutional consulting and portfolio management across a large network of advisors.

Bryan Drowos is a CFP® professional with 25 years of industry experience, currently advising at Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is also the owner of Drowos Private Wealth LLC, an investment-related business based in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Timothy Gartland is a financial advisor with Edward Jones in Pompano Beach, FL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Gartland serves as a board member for the LaPorte Little Theatre Club in LaPorte, IN, where he participates in finance committee activities and supports fundraising programs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various discretionary and non-discretionary investment strategies and affiliated services under a fiduciary standard.

Robert Harmelin is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery and firm-approved tools, without providing individual security recommendations as part of standalone plans.

Benjamin Pogofsky is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has previously worked at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Pogofsky is also employed by JPMorgan Bank, where he can offer banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Timothy Kane is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1995. As the senior partner in the Kane Fasanello Group, he focuses on providing portfolio management, financial advice, and sophisticated wealth transfer recommendations primarily to high-net-worth families and not-for-profit organizations. Through his role, Tim often coordinates clients’ estate and investment planning needs in collaboration with their attorneys and accountants, and manages investment strategies tailored to clients' goals. He is also among a select group of financial advisors in Western New York approved by Erie County Surrogate's Court to invest assets for guardianship accounts. Tim works closely with not-for-profit clients and their boards to implement investment strategies that comply with the regulatory environment. Prior to joining Merrill Lynch Wealth Management, Tim practiced law at one of Buffalo's largest law firms. He holds a Juris Doctorate from Saint Louis University School of Law, graduating cum laude, and a Bachelor's Degree from Cornell University. Tim is a qualified Portfolio Manager at Merrill and holds the Personal Investment Advisor (PIA) designation. He is a member of the Bar Association of Erie County and several professional clubs, including the Coral Ridge Country Club, Country Club of Buffalo, and The Buffalo Club. Tim is involved in various community organizations, having served on boards including Canisius High School, Cornell University, D'Youville College, Irish Classical Theatre, and The Buffalo Club. His personal interests include boating, fishing, football, golfing, hiking, ice hockey, reading, running marathons, soccer, and traveling. He was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the Kane Fasanello Group.

Louise Glover is a Senior Financial Advisor with The HTG Group at Merrill Lynch Wealth Management in the Delray Beach office. She specializes in advising corporations and small businesses on retirement benefit programs including 401(k) plans, as well as working with individuals, families, and businesses to develop customized wealth management strategies tailored to their needs. Louise holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. She is also licensed in Florida as a resident agent for life insurance, variable annuities, and long-term care insurance. With a career in financial services since 1988, Louise has experience working with major Wall Street firms and has been with Merrill Lynch since 2010. She earned her Bachelor of Science degree in International Business from Auburn University. Louise focuses her practice on areas such as college education planning, divorce transition planning, family wealth management, retirement income, and investment consulting for defined contribution and defined benefit plans. A native of Delray Beach, Louise remains actively involved in her community. She is a member of the Junior League of Boca Raton and Impact 100, and volunteers with organizations including the Delray Beach Public Library, Delray Beach Historical Society, Palm Beach County Food Bank, Community Greening, and Palm Beach Literacy Society. Louise lives in Delray Beach with her husband and son.

Robert Parent is a Series 66-licensed financial advisor with Morgan Stanley in Boca Raton, FL, with one year of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as prior work in real estate and corporate settings. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Mitchell Schoenbaum is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kathleen Entwistle is a financial advisor with Morgan Stanley in Delray Beach, FL, holding a Series 66 designation and 29 years of industry experience. Her career includes roles at UBS Financial Services and various Morgan Stanley entities dating back to 2002. She serves on the board of The Money Date Box, an education-focused organization, and participates on the finance committee of Ridgewood Country Club, a nonprofit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies.

Taylor Baron is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Voya Financial Advisors, David Lerner Associates, State Farm, Nordstrom, and Brescome Barton. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models, focusing on personalized risk assessment and fiduciary services.

Christian Lacroix is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs and PNC Financial Services. 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, utilizing structured discovery conversations and firm-approved tools to assist clients in their planning process.

Frank Haklits is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley and other firms, as well as work at the University of Alabama. 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 sources.