Darran Blake is a financial advisor with UBS Financial Services in Ft. Lauderdale, Florida, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Blake serves on an advisory committee for Extraordinary Women Leading Change, an organization focused on promoting women in business, and is involved with initiatives educating teenagers about the dangers of bullying through Take Me Seriously Inc. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Todd Currier is a financial advisor with Edward Jones in Coral Springs, FL. He holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 25 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Leonard Schettino is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

George Salguero is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. He is based in Fort Lauderdale, FL. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and models outcomes without offering individual security recommendations as part of its standalone planning program.

Howard Modell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at IBN Financial Services, Inc. for 17 years before joining Cambridge in 2025. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing multiple custody platforms and strategies that include proprietary models and access to third-party managers.

Neil Bardach Jr. is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. He has worked at Equitable Advisors since 2023 and has operated his own business since 2005. Prior to his advisory career, he spent 27 years at Business Wire. Outside of his advisory work, Bardach serves as a soccer referee on a part-time basis. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance and matching clients with program models or discretionary managers, utilizing both in-house and third-party asset management solutions.

Tyler Manner is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked for Ameriprise from 2023 to 2026 and attended Florida International University. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Robert Barrett is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Christ Methodist, Crossmark Inc., and PFS Investments Inc. Outside of his advisory work, he is involved in event management and serves as a travel guide for multiple companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of investment models tailored to client needs.

Daniel Henley is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding a Series 63 designation and 28 years of industry experience. He has been with Mass Mutual Investors Services since 2007 and also works with MassMutual Life Insurance Company. Outside of his advisory work, he owns a vending beverage business and serves as secretary for a nonprofit that donates backpacks and school supplies. Mass Mutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and collaborative annual planning engagements.

John Tao is a financial advisor with Ameriprise in Plantation, FL, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Ameriprise and its predecessor entities since 2002. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependability of income sources.

James Carlson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with affluent individuals and business owners to plan for and achieve their financial priorities by providing comprehensive guidance tailored to each client's goals. James offers access to Merrill’s investment insights along with banking, lending, trust, and fiduciary services through Bank of America, aiming to design, implement, and track customized wealth management strategies. James holds a Bachelor's Degree from Florida State University and has earned the Personal Investment Advisor (PIA) designation. His expertise encompasses areas such as college education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, small business strategies, and tax minimization. Outside of his professional role, James enjoys golfing, skiing, spending time with his family, and traveling.

Pedro Escobar is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, he co-owns a family LLC involved in bookkeeping and is an investor in a bakery franchise operated by his spouse. Ameriprise offers retirement-income planning services focused on individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Nicklaus Palmesano is a Team Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized wealth management strategies, focusing on family wealth management, legacy planning, and managing new wealth. Nick prioritizes understanding each client's individual risk tolerance, liquidity needs, goals, and time horizon to deliver tailored financial solutions. Nick began his career at Merrill in 2024, bringing with him two years of prior experience from a Baltimore-based asset management firm where he focused on investment manager analysis and client education. In his current role, he supports client acquisition, proactive service, and investment manager selection. Originally from Parkland, Florida, Nick remains actively involved with his high school alma mater, St. Thomas Aquinas, particularly within the athletics department. Nick earned a Bachelor of Science degree in Finance from Loyola University Maryland's Sellinger School of Business, where he was selected to manage the school's endowment fund. He holds the Personal Investment Advisor (PIA) designation and is a member of the Society Loyola Old Boys. Outside of work, Nick enjoys golfing, spearfishing, skiing, as well as adventure sports such as boating, cooking, fishing, scuba diving, and surfing.

Kevin Lydon is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Ameriprise in 2020. Based in Coral Springs, FL, he has focused his career on wealth management and retirement planning. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized retirement-income consulting team.

Sean Buck is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63, 65, and 66 licenses. He has 29 years of industry experience and has been with Raymond James & Associates since 1998. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and public entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Edward Smith is a financial advisor with Morgan Stanley in Deerfield Beach, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley-related entities in 2020. Outside of his advisory work, Smith is involved with a nonprofit organization that provides school uniforms to underprivileged children and serves on the investment committee of The Mercersburg Academy. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning through structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Manuel Porro is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and CITIGROUP. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Garland Rodriguez is a financial advisor with Merrill in Fort Lauderdale, FL. He holds a Series 66 designation and has 9 years of industry experience. He has been with Merrill and Bank of America since 2017. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Philip Gribbons is a financial advisor with Raymond James Financial, holding a Series 66 designation and over 21 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 18 years before joining Raymond James in 2023. Outside of his advisor role, he is president and sole financial advisor of Leeward PSG, providing financial planning and advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a broad network of advisors with specialized programs including municipal and SIMPLE IRA consulting.

Joselyn Edmonds is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and bringing 24 years of industry experience. She has been with Ameriprise since 2013, based in Hollywood, FL. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice, primarily focusing on assets managed within Ameriprise accounts.