Daojun Hauptman is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked within Wells Fargo Bank NA and Wells Fargo Advisors since 2015. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions.

Maria Azzolin is a Financial Advisor with Merrill Lynch Wealth Management, where she works with families and business owners to guide their financial decisions. She helps clients create personalized roadmaps for their financial futures, navigate life's transitions, and stay on track toward achieving secure and fulfilling retirements. Her client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, women and wealth, sports and entertainment, and individual and corporate investment strategy. Maria has more than a decade of experience in the financial services industry, including roles in private equity, hedge fund operations, and commercial finance. Before joining Merrill, she also built a career as a professional pianist and developed an online community of over 100,000 people across multiple platforms. She brings a unique perspective to her advisory role, combining her financial expertise with her passion for listening and connecting with people during significant life events. Maria holds a Bachelor's Degree from the State University of New York and is a Personal Investment Advisor (PIA). She is fluent in English and Spanish. Outside of her professional work, Maria has been involved with the Starlight Children's Foundation in 2019 and 2020. She resides in Boca Raton and is a mother, drawing on her personal experiences to relate to and support her clients.

Tirso Morales is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morales holds Series 65 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support its financial planning process.

Robert Wallo is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been associated with Merrill and Bank of America, N.A. since 2012. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rafael Cruz is a financial advisor at Charles Schwab with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at Clarfeld, Citizens Securities, Santander Securities, Amerant Investments, and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a primarily non-discretionary client relationship model with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized custody and order-routing services.

Lee Fine is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2022, following tenure at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab Center for Financial Research.

Jacob Watson is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with Edward Jones and has held prior positions at Merrill Lynch/Bank of America, Wells Fargo Investment Institute, Fathom Advisors/AmeriPrice Financial Services, and Wells Fargo Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Victoria Sanchez is a financial advisor at Cetera with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at PFS Investments Inc and Primerica Financial Services. Sanchez is located in Weston, FL. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Fernon is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. He has worked at Merrill since 2004 and has been with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Pierluigi Neri is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he worked for Northwestern Mutual in various capacities during 2025 and 2026. Outside of finance, he has been involved in tennis-related businesses, including Van Daalen Tennis LLC and AP Tennis LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Gerardo Avitia is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Outside of his advisory work, he is the sole proprietor of Goldstreet Collective LLC, a real estate business based in Miami, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured discovery processes and firm-approved tools to tailor plans for its clients.

Mark Mcbee is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked with Morgan Stanley since 2017 and previously was associated with J.P. Morgan Securities LLC. Outside of finance, he was involved in operating The Fresh Squeeze Cafe, LLC from 2015 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on financial planning and investment management supported by firm-approved tools and global market research.

Timothy Martin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Raymond James and Capital Group/American Dist. Outside of his advisory role, he is the CEO of SevenFigureSports, a business that helps high school athletes gain college exposure through athletic film analysis and video production. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG framework in its recommendations.

Michelle Reid is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Merrill in 2020, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2020. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Madrigal is a financial advisor with MassMutual Investors Services in Ft. Lauderdale, FL, holding ChFC®, Series 66, and Series 63 credentials and 21 years of industry experience. His prior roles include positions at W&S Brokerage Services, Independent Financial Partners, LPL Financial, and Compound Asset Management. He is also active as an insurance agent through his own business, focusing on life, fixed annuities, long-term care, and health insurance. MassMutual Investors Services, LLC 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 seminars, structuring planning engagements as annual collaborative relationships using firm-approved tools to analyze client goals.

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.

Iga Szabat is a financial advisor at Ameriprise with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at MassMutual Life Insurance Co and Metlife. Szabat is based in Lake Worth, FL. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports, and its approach includes algorithmic automation reviewed by a specialized oversight committee.

Elaine Roecklein is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cambridge Investment Research Advisors and related entities since 2016. Outside of finance, she is a fitness instructor at LA Fitness and has experience as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers various portfolio management options, including proprietary and third‑party strategies, with a range of custody and platform arrangements to tailor investment approaches to client objectives.

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 with Thrivent Investment Management, holding Series 66 and Series 63 credentials and 14 years of industry experience. He previously worked with COUNTRY Capital Management Company and related insurance affiliates for ten years before joining Thrivent. Outside of his advisory role, Seabrook serves as president of the Stonecrest Chamber of Commerce and vice chairperson of the Stonecrest Development Authority, engaging in community development and business networking activities. He is also a co-owner of CML Squared, LLC, a management consulting firm pursuing government contracts, and works as a wellbeing champion and ramp agent for Delta Air Lines. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm’s approach integrates broad planning topics and offers clients the option to combine planning with managed-account services under a consolidated billing system while keeping those services separate.