Christina Karas is a financial advisor at Stifel with 34 years of industry experience. She has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Stifel in 2019. Karas serves as a board member of FemCity, a business women's networking group in Boca Raton. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Aisha Abdul Mumin is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in delivering personalized wealth management strategies tailored to meet the unique needs of business owners and families. Her expertise encompasses areas such as college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Aisha holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She attended Kent State University and earned her high school diploma from Euclid Senior High School. Her professional focus is on understanding the complex nature of wealth creation, protection, and transfer to support her clients’ long-term financial goals. Active in her community, Aisha serves as Marketing Director for the Exit Planning Institute and participates in organizations such as Habitat for Humanity's 2024 Women Build, Rotary, Teach The Children to Save Day, and United Way. Outside of her professional and volunteer activities, she enjoys adventure sports, pickleball, reading, spending time with her family, and practicing yoga.

Joseph Silverman is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. 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 and firm-approved tools, with a range of retail and institutional offerings.

Jacqueline Slye is a financial advisor with Merrill, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Merrill since 2008. Outside of her advisory work, she is the owner of Top-Notch Delivery Service, a for-profit LLC in Boynton Beach, Florida, and works part-time as an independent consultant for Isagenix, a nutritional solutions company. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

David Skid is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009, concurrently serving at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes supported by proprietary tools and data, serving a broad range of clients through customized financial strategies.

Jeremy Stein is a Wealth Management Advisor and founding partner in the Winter Stein Potvin Group at Merrill Lynch Wealth Management. In his role, he helps oversee clients' overall investment and financial strategies and serves as a lead relationship manager. Jeremy works with a select group of clients, including executives, entrepreneurs, and professionals, offering coordinated approaches to equity compensation planning, concentrated position strategies, integrated investment and financial planning, and tax-aware decision making. He holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Jeremy has experience in investment management consulting and assists high net worth clients throughout the life cycle of wealth. He is a graduate of the University of Maryland. Jeremy is involved in philanthropy and serves on the UJA Campaign Steering Committee and the UJA Young Wall Street Executive Committee. He resides on the Upper East Side of Manhattan and is engaged in personal interests such as baseball, basketball, biking, music, reading, spending time with family, swimming, tennis, traveling, and watching movies.

Jonathan Parks is a CFP® with 11 years of industry experience and is currently a financial advisor at OSAIC since 2023. He previously worked at SagePoint Financial and Lincoln Financial Advisors Corporation. He serves as a private wealth advisor at Ironbridge Wealth Counsel, LLC, and acts as a trustee for a family trust. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.

Nick Cherilus is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank NA for nine years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marisol Algarin is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Merrill since 2016. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Lo Castro is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2017, following a year at Fidelity Brokerage Services, LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts delivered via multi-asset model portfolios and a centralized operational structure.

Matthew Kazdan is a financial advisor with LPL Financial who holds the Series 66 designation and has one year of industry experience. His prior work includes positions at Franklin Templeton Investments and Montanti Advisory Services, and he has also been involved in operating On Point Barbershop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

David Leali is a ChFC® and Series 66–registered financial advisor with 22 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2016. 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 provides financial planning, asset management, and educational seminars, using firm-approved software for goal analysis and delivering written recommendations through collaborative, annual planning engagements.

Laurie Madenfort is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding Series 63, 65, and 66 licenses and possessing 36 years of industry experience. She has worked at MassMutual and its affiliated firms since 2016. In addition to her advisory role, she operates an outside insurance business focusing on disability, life, Medicare-supplemental, health, and long-term care insurance products. 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 ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without discretionary investment authority.

Edna Cetina is a financial advisor with Wells Fargo Clearing in Jupiter, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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 products such as insurance-related vehicles and bank deposit sweep options.

Claudia Vasquez Martinez is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has previously worked at First Republic and Helm Bank/Itau Bank. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Eileen Cioe is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding CFP®, Series 63, and Series 65 designations. She has 39 years of industry experience, including roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of her advisory work, she is an insurance agent for disability, fixed annuities, life, accident, health, LTC, Medicare-related, and group insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based financial planning using firm-approved analytical tools.

Michael Hale is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. His previous roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with insurance offerings and a collateralized lending program.

Steven Tacher is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Jennifer Cincotta is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 63 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent eight years at Morgan Stanley Smith Barney and thirteen years at Morgan Stanley & Co. Incorporated. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Willens is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Raymond James since 2014 and is based in Boca Raton, Florida. Outside of his advisory role, he manages Mango Wealth, LLC and serves as an independent contractor advising clients through Arthur Rottenstein LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a large network of advisors, with a notable affiliation to a municipal advisor and recent additions such as a SIMPLE IRA Employer Advisory & Consulting Services program.