Jason Woodburn is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation and four years of industry experience. His work history includes multiple roles at Wells Fargo Advisors as well as positions at Palm Beach Gardens Fire Rescue, Acts Retirement Life Communities, Brown and Brown Insurance, Florida Atlantic University, and Westminster Academy. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu of planning options, including niche areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo's research and planning tools to develop tailored recommendations, with clients deciding how to implement them.

Carlos Angel is a financial advisor with Wells Fargo Clearing in Coral Springs, FL, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2018 and has been with Wells Fargo Clearing since 2021. Prior to that, he was employed at Legends North Inc. from 2015 to 2018. 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Phedner Louis Jean is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and five years of industry experience. His career includes roles at Wells Fargo Bank, NA, and Fidelity Mortgage Inc. He is based in Boca Raton, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Wilhelm Lemke is a Series 66-licensed financial advisor with 24 years of industry experience, currently with Raymond James & Associates since 2015. He is based in Boca Raton, FL. Outside of his advisory role, he is involved as an owner or partner in several private businesses, including Lasa Global Properties LLC and RMB Dreams LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through non-discretionary advisory relationships and supports institutional consulting and public finance activities.

Thomas Sawyer II is a financial advisor with Raymond James Financial Services Advisors, Inc. in Oakland Park, FL, holding the PFS™ and Series 63 designations with 27 years of industry experience. His prior experience includes roles at Ameriprise, Integrated Wealth Concepts, LPL Financial, and Lincoln Financial Advisors. He serves as treasurer for several nonprofit organizations, including the African Safari Club of Florida and Ducks Unlimited Fort Lauderdale Chapter, preparing and reviewing financial reports. Sawyer is also president of a tax and accounting firm and a partner in a travel agency franchise. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a broad client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm emphasizes tailored financial plans developed through detailed risk profiling and supports implementation with brokerage, advisory, and managed account options, often serving in an advisory and implementation-support role rather than as a delegated manager.

Alexander Graham is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he serves as a board member of the Plantation Seventh-Day Adventist Church. OSAIC serves a diverse client base comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and a range of investment vehicles to manage portfolios on both discretionary and non-discretionary bases.

Chad Devore is a financial advisor with Wells Fargo Clearing in Boynton Beach, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at American Capital Management, Inc. and American Equity Investment Corporation, as well as experience with Berkshire Hathaway Home Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Dalit Goldwert is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2001 and Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Quinn Melim is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has no prior industry experience before joining MassMutual Life Insurance Company and MML Investors Services in 2025. His background includes various roles outside finance, such as work at STS Refill Technology, Bowlero, and educational institutions. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.

Sean Ben Asher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and personal representative for his father’s trust and estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Mark Miller is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He provides customized wealth management planning services, focusing on investments and asset management, trust planning and wealth transfer, qualified plans, and access to customized lending services through Bank of America. His clients include high net worth individuals, families, endowments, and businesses. Mark's expertise includes college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, services for defined benefit plans, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of Texas. Mark is also committed to community participation and devotes time volunteering with organizations in the communities he serves. His personal interests include adventure sports, baseball, basketball, boating, football, hiking, scuba diving, and traveling.

Eduardo Valadao is a financial advisor with Morgan Stanley, holding a Series 66 credential and bringing 13 years of industry experience. He previously worked at CitiBank, N.A. for 11 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2022. Valadao serves as CFO and board member of the Triumph Sports Foundation, an organization focused on youth sports development. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide 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 proprietary investment outlooks but does not provide individual security recommendations as part of its standalone financial planning services.

Andrea Sheikh is a financial advisor at OSAIC with 21 years of industry experience. She holds the CFP® designation and Series 66 license. Andrea has held roles at firms including SagePoint Financial and Lincoln Financial Advisors and currently serves as Chief of Staff for IronBridge Wealth Counsel, LLC. She is involved in community activities such as coordinating fundraising efforts for Unity School and volunteering as a coordinator for Financial Peace University at The Avenue Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated advisory and brokerage services, utilizing asset-allocation tools and third-party managers to construct varied portfolios managed on discretionary or non-discretionary bases.

Harris Ringelheim is a CFP® with 18 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. He holds Series 63 and Series 66 licenses and participates as Membership Chairperson on the Seven Bridges Home Owners Association Men's Club committee. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include financial planning, portfolio management, and access to proprietary research and capital markets capabilities.

Jeffrey Kassower is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2011. He also owns and operates JEFFREY KASSOWER, LLC, an investment-related business based in Boynton Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs.

Richard Bernstein is a financial advisor with Ameriprise in Delray Beach, FL, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Bernstein co-owns Camelot Tax Services, LLC, a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research and modeling with personalized, non-discretionary recommendations delivered through a centralized consulting team, emphasizing tax-efficient withdrawal strategies and asset management within Ameriprise-managed accounts.

Andrew Langus is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Equitable Advisors since 2000 and also operates an accounting and tax return business as a CPA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Grant D. Adesky is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has previously worked at Emory University and Saint Andrew's School. Outside of his advisory role, he is a passive stakeholder in Prudent Partners, LLC, an investment vehicle acquiring equity in AFB Breakpoint LLC. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional clients via its Institutional Fiduciary Solutions division.

Robert Schramm is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he serves as a power of attorney and trustee for family trusts and owns Rasco Capital Management, LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to develop tailored recommendations across a broad range of planning needs.

Timothy Grajko is a financial advisor at Morgan Stanley with 14 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley since 2019, including seven years with Morgan Stanley Private Bank, N.A., and previously spent time with TradeStation Securities, Inc. and Susquehanna International Group. Outside of his advisory role, he is associated with Turo, an app that allows people to rent their cars. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.