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.

Roger Correa is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities, Alpha Omega Wealth Partners, and Axa Advisors. Correa is based in Pompano Beach, Florida. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party managers.

Henry Boyce IV is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering research-based asset allocation and various capital markets services.

Alexander Forster is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. His prior roles include positions at Santander Securities, CUNA Brokerage Services, and Allstate Insurance Company. Outside of his advisory work, he is associated with Ananda Properties LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports a large network of advisors with a range of discretionary and non-discretionary investment strategies and integrates various operational tools alongside a broad set of financial services.

Maria Wolf is a Financial Advisor with Merrill Lynch Wealth Management based in Weston, Florida. She works with individuals, families, and business owners to help them navigate their financial decisions. Her practice emphasizes building relationships founded on trust, communication, and a clear understanding of her clients' unique goals and priorities. As a bilingual professional fluent in English and Spanish, Maria serves clients from diverse backgrounds, aiming to keep them informed and supported throughout their financial journey. Maria's expertise includes college education planning, employee benefits planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Maria earned her Bachelor's degree from Nova Southeastern University. Originally from Venezuela, Maria has a perspective that values long-term financial planning and trusted guidance. Outside of her professional work, she enjoys interior decorating, running, soccer, and spending time with her family. She also participates in community initiatives that support causes important to both her and her clients.

Paula McDonell is a Senior Financial Advisor at Merrill Lynch Wealth Management with over three decades of experience. She joined Merrill Lynch in 1989 and has worked in various locations including South Florida, Princeton, and Chicago. Since 2002, Paula has partnered professionally with Phil Caso, forming Caso, McDonell & Associates, a team recognized on the Forbes Best-in-State Wealth Management Teams list in multiple years. Paula specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, and socially responsible investing. She holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Paula completed an Accredited Certificate Program from the College for Financial Planning. Beyond her professional work, Paula enjoys boating, gardening, horseback riding, skiing, woodworking, and spending time with her family. She is involved in the community through the Garden of Joy in Sebring, Florida.

W Parker is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Jacob Weissman is a Series 66-licensed advisor at J.P. Morgan Securities with four years of industry experience. He has held multiple roles within JPMorgan Chase Bank and JPMorgan Securities since 2020, with prior employment at Sterling National Bank and involvement with the University of Michigan’s Barger Leadership Institute. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and incorporates ESG considerations within a framework supported by centralized due diligence.

Felix Sanchez Carrasquillo serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides targeted advice and insights to ultra-high net worth individuals and families, including those with pre-liquidity and cross-border planning needs. Felix partners with clients such as ultra-affluent individuals, families, business owners, and executives to transform financial complexity into strategic opportunities. His expertise includes executing customized wealth management strategies that focus on growing, preserving, and transitioning wealth. Felix works closely with his team to assist clients in wealth transfer and legacy planning, portfolio management, risk management, and cross-border wealth planning. He is also committed to preparing future generations for wealth stewardship through values-based planning and financial education. Felix holds both bachelor's and master's degrees in accounting from the University of Tampa. He began his career with leading accounting firms, experience that informs his approach, although he does not provide tax or accounting advice in his role at Merrill. He is a Personal Investment Advisor (PIA) and communicates in both English and Spanish. Outside of his professional role, Felix has interests in adventure sports, biking, boating, cooking, fishing, and watching movies.

Joseph Vieira is a financial advisor with Wells Fargo Advisors in Coral Springs, FL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Vieira also owns and operates Mediterranean Group Inc., a business related to investment activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Daelle Guirand is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Their prior work includes roles at Bentley University and KPMG. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Albert Mazurkiewicz is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Agia, Valic Financial Advisors Inc, and Stuart Cranes. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.