Robert Waxman is a financial advisor with Ameriprise in North Miami, FL, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, Waxman serves on the Board of Directors of the American Jewish Committee. Ameriprise provides retirement-income planning services primarily for individuals with at least $1,000,000 in net investable assets, offering tailored recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services through a centralized consulting team in partnership with client advisors.

Joseph Barton is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2014. Outside of advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies from unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Sherrill Elrod Jr. is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with UBS since 2009. Elrod also serves on the board of his homeowners association, Lago Mar Colony, with a possible future role as treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products while leveraging proprietary research and model-based asset allocations.

Laura Rodriguez Sabogal is a CFP® professional with eight years of industry experience, currently serving at Mass Mutual Investors Services. She has been with Mass Mutual and its affiliated entities since 2017. Prior to her financial advising career, she worked for DDB Worldwide Communications Group dba DDB Latina for eleven years. Sabogal is also the owner of Well Being Financial LLC, a bookkeeping business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers technology-driven, collaborative planning engagements and a range of specialized programs including estate settlement and employer-sponsored planning.

Richard De Luca is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2019 and was previously employed by Bank of America and Merrill Lynch. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a broad range of retail and institutional investment offerings.

Adam Uhlan is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. He joined Merrill Lynch in 1989 and focuses on providing personalized wealth management solutions tailored to clients' unique financial needs. His core areas of expertise include managed money services, retirement planning and 401(k) services, asset preservation strategies, life insurance analysis and funding, wealth preservation and transfer services, as well as personal financing, custom lending solutions, corporate cash management, and treasury services through Bank of America. Adam holds a Bachelor of Arts degree in Anthropology and History from the State University of New York at Stony Brook. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 1998, the Chartered Retirement Planning Counselor™ (CRPC®) designation in 2008, and the Certified Plan Fiduciary Advisor® (CPFA®) designation in 2018. He is also a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Adam is a longstanding member of the Greater Fort Lauderdale Alliance, Broward County's official economic development partnership, reflecting his involvement in the local business community. Outside of his professional work, Adam enjoys biking, boating, cooking, hiking, music, reading, singing, traveling, writing, and spending time with his family.

Alison Mcentee is a Series 66 licensed financial advisor with UBS Financial Services in Ft. Lauderdale, FL. She has 13 years of industry experience and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Rocky Kassim is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Scott Edelman is a financial advisor with OSAIC based in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and having 30 years of industry experience. His prior work includes roles at Signator Investors, Inc. and John Hancock Life Insurance Company from 2004 to 2018. Edelman is also president of several related businesses, including Edelman Wealth Management Group Inc. and Edelman Insurance Management LLC, which involve insurance brokerage and wealth management services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs various portfolio construction tools across multiple asset classes, supporting discretionary and non-discretionary management and third-party investment solutions.

Michael Lioy is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2013, with prior roles at JPMorgan Chase Bank dating back to 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Ana Maimon is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and municipal entities, offering financial planning and consulting services through various programs and drawing on multiple portfolio management styles and affiliated research.

Michael Shutowick is a financial advisor with Cetera, holding CFP® and Series 63 designations and having 28 years of industry experience. He has worked at Cetera since 2019 and has operated his own firm, Shutowick Wealth Management, since 2006. He also serves as president of MC Shutowick & Associates Inc., a tax entity related to his business. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement various investment strategies across multiple program structures.

Jeffrey Solodkin is a financial advisor with LPL Financial in Hollywood, FL, holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience, including prior roles at Kestra Financial Services and his own firm, FDR Group, Inc. He is also a licensed agent in life and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with various investment strategies, technology tools, and affiliated financial services.

Gabriel Dias is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024, following prior roles at Charles Schwab Bank and Charles Schwab & Co. His background also includes positions at Sprint, Lockheed Martin, and the University of Central Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ryan Kruss is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Bank of America Merrill Lynch and Goldman Sachs. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gary Burwick is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. In addition to his advisory role, he serves as power of attorney for his father in matters related to investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Justin Raines is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wealthvest, ProEquities, Inc., Protective Life, and Sammons Financial Network. He is based in Hollywood, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a extensive network of advisers. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alfredo Aguirre is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial career in 1998 and has been with Merrill since 2006, bringing experience from his earlier work as an engineer managing large construction projects. Alfredo works closely with clients, many of whom are business owners and executives, to address the complexities of their financial lives by coordinating with their existing professionals and considering the needs of their families across generations. He holds a Bachelor's degree from the University of Florida and carries several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Alfredo is fluent in English and Spanish, and he participates in professional organizations such as the Weston Rotary and the Greater Fort Lauderdale Chamber of Commerce. Alfredo is actively involved in his community, serving on the boards of the Broward Education Foundation and Junior Achievement. He has held leadership roles with Children's Home Society and the Broward Barracudas, and he contributes to various Rotary committees and youth coaching. His personal interests include adventure sports like biking, hiking, and rock climbing, as well as spending time with his family.

Boone Pham is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at E*Trade Securities and work outside finance at 717 Parking. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes firm-approved tools, serving primarily in an advisory capacity.

Patricia Messner is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors from 2016 to 2019. Outside of her advisory role, she is involved in professional organizing through her sole proprietorship, REROOM Organizing LLC, and is an independent writer and creator on Amazon Kindle Direct Publishing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include financial planning, investment strategies, and access to various affiliated investment vehicles.