Samuel Bartoletta is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2020. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach to deliver customized, algorithm-supported retirement income recommendations.

Alisa Harris is a financial advisor with Wells Fargo Clearing based in Fort Lauderdale, FL. She holds a Series 66 designation and has 32 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Oppenheimer. Outside of finance, she is involved in a jewelry design and sales business, Kali Creations, which she operates with her sister. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Samuel Eppy is a ChFC® credentialed financial advisor with over 10 years of industry experience, currently with Mass Mutual Investors Services. He has been with the firm since 2015 and also holds a position at MassMutual Life Insurance Co beginning in 2010. Outside of his advisory role, he serves as treasurer for the nonprofit Jujus Mission to Remission, overseeing its financial functions. 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 comprehensive financial planning, asset management, and educational programs, emphasizing collaborative annual planning relationships with clients.

Diane Finch is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Citigroup and Morgan Stanley. Finch’s background also includes five years at Palm Beach State College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Tilson Rodriguez is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with 10 years of industry experience. His career includes prior roles at Merrill and multiple tenures at Morgan Stanley beginning in 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes and access to proprietary investment research, serving clients through both direct engagements and Corporate Financial Planning agreements.

Gerard Thorn is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Morgan Stanley for five years before joining Raymond James in 2021. Outside of his advisory role, Thorn owns a personal rental property occupied by a family member. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles, affiliated research, and specialized municipal advisory services.

Stephen Hatker is a Certified Financial Planner® (CFP®) with 13 years of industry experience. He is currently with Morgan Stanley, having worked within Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to that, he spent six years at J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 through Financial Advisors and specialized planning groups.

Lanny Marks is a CFP® professional with 38 years of experience in the financial services industry. He is currently affiliated with OSAIC and has previously worked at Securities America Advisors and Securities America, Inc. Marks also serves as a director at large for the Sokol Foundation, a charitable organization. Additionally, he holds a CPA designation and manages his own insurance and accounting firm. OSAIC serves a diverse client base including individual investors, pension plans, and corporations. The firm offers a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct portfolios tailored to client needs.

William Harrison is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Stifel since 2009 and also operates Coral Way Auto Brokers as a self-employed business. Harrison teaches investment-related courses at the Lighthouse Point Library, including "ABC's of Successful Investing" and "DEF's of Successful Investing." Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and allocation guidance developed by its Investment Strategy Group.

Caryn Robbins is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Robert Paretti is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

James Shulman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to individual goals, leveraging investment insights from Merrill and banking services from Bank of America to address changing market conditions. James holds a Master's Degree from Florida Atlantic University and a Bachelor's Degree from Fairleigh Dickinson University. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In addition to his professional work, James is engaged in community service through volunteering with local organizations, following the Merrill tradition of active community participation.

Mark Ryan is a CFP® professional with 38 years of industry experience, currently serving at Morgan Stanley in Boca Raton, FL. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Whitney Raymond is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2012 and Bank of America since 2014. She is an owner of a family LLC, Hymes Farm, LLC, which manages her grandmother’s estate interests but is not actively involved in its operations. Merrill, alongside 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 a range of individual and institutional clients.

Ismael Gorra is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has worked at JP Morgan Securities, LLC and JP Morgan Chase Bank, NA prior to joining UBS. 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 provides research-driven investment strategies tailored to clients’ goals and risk tolerances.

Marcos Costa is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Bradesco Investments Inc., UBS Financial Services, Beta Capital Securities LLC, and Citibank, N.A. prior to joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

James Lombardo Jr. is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves on the Board of Directors for the Buffalo State Foundation, participates on its Finance Committee, holds a position on his homeowners association board, manages a donor-advised charitable foundation, and is authoring a non-fiction book on wealth and personal meaning. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Michael Moldof is a financial advisor with Wells Fargo Advisors based in Boca Raton, FL, holding a Series 63 designation and 45 years of industry experience. He has worked with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations utilizing proprietary research and planning tools, covering diverse areas such as retirement, education, risk management, and specialized planning services.

Lisa Spada is a CFP® professional with 24 years of experience in the financial industry. She has worked at Wells Fargo Advisors, LLC from 2012 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she manages a rental property in Park City, Utah. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving plan objectives with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

David Weissman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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. Their approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.