William McConnell is a financial advisor with Raymond James Financial in Coral Springs, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Raymond James and its affiliated entities since 2009 and is also involved in support companies including First Harbor Financial Services and Harborworks, the latter focusing on property management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm provides tailored, non-discretionary planning and encourages implementation through its advisory programs, with specialized municipal and public finance capabilities and innovative employer advisory services.

Tulio Rosado Jr. is an International Wealth Advisor and Managing Director at Merrill Lynch Wealth Management. He leads Rosado & Associates, a team dedicated to providing wealth management services to affluent individuals and families both in the U.S. and internationally. Tulio focuses on designing tax-efficient strategies that enable his clients' money to work for them, allowing clients to devote more time to their families and personal pursuits. With over 28 years of experience in wealth management, Tulio has expertise in areas including executive compensation, family wealth management, international wealth management, liquidity management, retirement planning, portfolio services, and tax minimization. He is recognized for his understanding of cross-border regulations impacting foreign investors, including tax consequences, wealth transfer, currency issues, and inflation, which informs his approach to creating forward-thinking strategies for current and future generations. Tulio holds a Bachelor's degree in Economics from Florida International University and the Certified Investment Management Analyst (CIMA) designation awarded by the Investments & Wealth Institute. He is also a Personal Investment Advisor (PIA). He enjoys spending time with his wife, Susana, and their two sons. An amateur racecar driver, Tulio has competed at road courses such as Sebring International Raceway and Daytona Speedway.

Tenay Jackson is a Series 66 licensed financial advisor with Morgan Stanley in Aventura, FL, and has three years of industry experience. Before joining Morgan Stanley Smith Barney LLC, Tenay worked at Comcast for five years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both individual plans and corporate financial planning agreements.

Elaine Roecklein is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has 21 years of industry experience, including prior roles at FSC Securities Corp and multiple positions within Cambridge Investment Research entities. Outside of financial advising, she works as a fitness instructor at LA Fitness and is an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Debra Blevins is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. She has worked extensively with MetLife and MassMutual entities since 1990. In addition to her advisory role, she is also engaged in outside insurance sales, specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to deliver written recommendations tailored to client goals.

Christopher Seabrook is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 66 licenses. Seabrook has previously worked at COUNTRY Capital Management Company and related affiliates before joining Thrivent in 2023. Outside of his advisory role, he serves as President of the Stonecrest Chamber of Commerce, Vice Chairperson of the Stonecrest Development Authority, and is co-owner of a management consulting firm pursuing government contracts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics, combining planning with managed-account programs while maintaining separate services and not accepting discretionary trading authority for the planning service.

Axel Issel is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at CITI Private Bank from 2013 to 2018 before joining Morgan Stanley Private Bank and Morgan Stanley in 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Kyle Stroud is a financial advisor with Ameriprise in Pompano Beach, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at Ameriprise since 2018 and concurrently serves as a Program Manager and advisor at Centennial Bank. Ameriprise provides retirement-income planning services primarily to clients with at least $1 million in investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations supported by research, modeling, and tax-efficiency analysis.

Jean Pierre Fernandez is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services and Wells Fargo Clearing. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced research tools and a broad non-advisory financial services platform.

Skip Ames is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and over 26 years of industry experience. His work history includes positions at Royal Alliance Associates, Jhfn Sii, Ladenburg Thalmann Asset Management Inc, and The Concord Equity Group. Outside of his advisory work, Ames serves as an assistant varsity softball coach at Miami Country Day School. OSAIC Wealth serves a diverse client base including individual investors, retirement plan participants, charities, and corporate clients. The firm offers a multi-advisor platform with a model-based investment approach, providing various advisory and brokerage services designed for comprehensive financial planning and portfolio management.

Natalia Rodriguez Sanchez is a financial advisor at Morgan Stanley with ten years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2019, previously working at Wells Fargo Clearing from 2016 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and serves approximately $2.74 trillion in client assets.

Bradley Ross is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including principal trading, market-making, and affiliated banking programs.

Allen Margolin is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, N.A. There are no notable outside business activities reported. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its advisory process.

Feaster Hampton is a financial advisor at Merrill with 22 years at the firm and 10 years of industry experience. He holds the Series 66 designation. Hampton serves as Board Chair for the Urban League of Palm Beach County and is involved in a for-profit business as an officer managing a photography website. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jerry Willenborg is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James & Associates since 1997. Outside of his advisory role, he is involved in managing multiple rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services supported by extensive research, diverse portfolio management styles, and specialized municipal advisory solutions.

Caroline Geis is a financial advisor with Primerica Advisors in Pembroke Pines, FL, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. In addition to her advisory role, she is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Jose Agosto is a financial advisor with J.P. Morgan Securities in Coral Springs, FL, holding a Series 66 designation and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

John Hays Duhalde is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and JP Morgan Chase Bank NA. Outside of finance, he has been involved with St. Katharine Drexel Catholic Church. 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, relying on research from Wells Fargo Investment Institute and third-party databases.

Ran Regev is a CFP® and Series 66-registered advisor with 18 years of industry experience. He is currently affiliated with OSAIC and has previously worked at SagePoint Financial and MSI Financial Services, Inc. Outside of his advisory roles, he is co-founder and manager of RSB Life and CEO of Regev Financial Group, both of which involve selling and servicing life insurance and securities products. Osaic Wealth serves a diverse client base that includes individual investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform featuring brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party-managed strategies.

Olga Khaitova is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Fidelity Investments, JPMorgan Chase Bank, and JP Morgan Securities LLC. Outside of her advisory work, she is a partner and manager at Snooks "R" Us in Hallandale Beach, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and comprehensive asset management. The firm manages approximately $2.74 trillion in client assets and combines personalized planning with a broad suite of retail and institutional investment services.