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 designations and bringing 43 years of industry experience. He has been with Raymond James Financial since 2009. Outside of his advisory role, he owns a rental property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation not common among large institutional advisors.

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 registrations and bringing 48 years of industry experience. He has been with Raymond James Financial Services since 1988 and serves as an arbitration panelist for FINRA since 2014. Outside of his advisory role, Mazzafro owns an accounting practice providing tax planning and IRS audit assistance and is licensed to sell fixed annuities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Lockett Crowe is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Cetera Wealth Services, LLC. Outside of advisory work, Crowe is involved in managing and conducting due diligence for real estate investments through a holding company and another investment property business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform.

Susanne Vaishvila is a financial advisor at Raymond James & Associates with 39 years of industry experience and a Series 66 designation. She has worked with Raymond James Financial Services Advisors, Inc., and Kovack Securities, Inc. prior to her current role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting with a variety of portfolio management styles and model manager options.

Eric Kelman is a CFP® and ChFC® affiliated with Ameriprise in Conshohocken, PA, with 29 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Kelman is also a partner in Kelman and Magliari Realty LLC and owns a management company that handles administrative expenses for his financial planning practice. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Matthew Barr is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been working in the financial services industry since 2005 and has been with Merrill Lynch since 2009. Matt provides traditional financial advice and guidance as well as building and managing custom investment strategies, selecting from both Merrill model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, he may manage strategies on a discretionary basis. His client focus areas include employee benefits planning, executive and equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and special needs planning strategies. Matt holds a bachelor's degree from Florida Atlantic University and holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. He is involved professionally with the Junior Diabetes Research Foundation (JDRF) and serves on its board in Maryland. Matt is active in his community and volunteers regularly with the Salvation Army and as a mentor for Big Brother Big Sisters. In his personal time, Matt enjoys baseball, biking, boating, football, gardening, golfing, running, softball, spending time with his family, and traveling. He follows the tradition of participating in the communities he serves and dedicates himself to developing personalized financial strategies tailored to the long-term goals of his clients.

Dylan Levy is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2019, following positions at First Empire Securities, Inc. and AXA Advisors, LLC. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Trevor Mcluskey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include multiple positions at Wells Fargo entities and Ameriprise Financial Services. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s investment menus include insurance-related products and bank deposit sweep options, distinguishing its offerings among large institutional advisers.

Philip Slive is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a comprehensive range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and committees.

Lee Gleeman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 offerings.

Justin Massey is a financial advisor with Mass Mutual Investors Services in Boca Raton, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His career includes roles at Northwestern Mutual, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent LLC. He is also engaged in outside insurance sales, focusing on life insurance, fixed annuities, and disability products. Mass Mutual Investors Services, a broker-dealer and SEC-registered investment adviser, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, utilizing firm-approved analytical tools and structured planning engagements.

Phil Biegelsen is a Market Leader at Fidelity Brokerage Services, where he works with a dedicated group of Fidelity leaders and financial advisors throughout Southern Florida to assist clients with financial planning. He has been with Fidelity Brokerage Services since 2001, holding various roles including Senior Branch Office Manager, Branch Office Manager, and Assistant Branch Office Manager. Phil's professional experience spans over two decades in the financial services industry. Prior to joining Fidelity, he worked as a Financial Representative at several firms including First Union Securities, Norwest Investment Services, Sterne Agee and Leach, DE Frey and Company, and Dean Witter Reynolds Inc. His career reflects extensive involvement in financial advisory and branch management roles. No information about his education, credentials, personal interests, or community involvement has been provided.

Jason Oestreicher is a CFP® professional with 19 years of industry experience. He is currently with Osaic Wealth, Inc. and has prior experience at VALIC Financial Advisors and Agia. In addition to his advisory work, he is a notary and is involved in selling fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party partnerships to manage portfolios across various asset classes.

James Lombardi is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked at UBS Financial Services Inc for nine years. He is based in Boca Raton, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.