David Searles is a financial advisor with Raymond James Financial in Pompano Beach, FL, holding Series 65 and Series 63 credentials and bringing 35 years of industry experience. He has been with Raymond James Financial Services Advisors since 2016 and is also involved as an owner of support companies TrueGate Capital Inc and Intercoastal 101 Financial. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities, with tailored, primarily non-discretionary advisory solutions.

Jennifer Cooper is a financial advisor at Edward Jones in Coral Springs, FL, with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Daniel Granda is a financial advisor with Osaic Wealth Inc. in Coconut Creek, FL, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at Ameriprise, Pruco Securities, and The Prudential Insurance Company of America. Outside of his advisory work, he is involved in an independent insurance brokering business and owns Interstellar Collectibles & Gaming, a business focused on the sale of games, cards, comics, and figures. Osaic Wealth Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of investment platforms and employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing.

Keylana Nemnich is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, with three years of industry experience. She holds the Series 66 designation and has previously worked at Granahan Investment Management and the Federal Reserve Bank of St. Louis. Outside of her advisory role, she is involved with Infinite Harmony LLC, a retail and online stores business where she participates in business development and sales. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 supported by firm-approved tools and models.

Madeline Morales is a financial advisor at Primerica Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2011 and 2002, respectively. In addition to her advisory role, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap fee structure while maintaining oversight of investment models.

Ellen Krider is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding Series 63 and Series 65 designations and having 37 years of industry experience. She has worked at RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Tiani Hausen is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley for a combined total of eight years. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting services to a wide range of clients, including high-net-worth individuals, corporations, pension plans, and government entities, delivering advice through non-discretionary planning and portfolio recommendations.

Lenore Dunlop is a Series 66-licensed financial advisor with Morgan Stanley, based in Coral Springs, FL, and has seven years of industry experience. She has worked with Morgan Stanley Private Bank since 2019 and has been with Morgan Stanley since 2018. Prior to her financial services career, she was involved with the Acupuncture Wellness Center of Florida and has managed self-employment activities since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and investment analyses to support client financial goals.

Lee Roggenburg is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Summit Financial Group Inc. and Summit Brokerage Services Inc. Outside of his advisory work, Roggenburg is involved in lacrosse media as a senior writer and color commentator, contributing to online lacrosse content and covering games through various platforms. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to use affiliated and third-party managers or create customized strategies.

Maohong Li is a financial advisor with Mass Mutual Investors Services in Plantation, FL, holding the CFP® and ChFC® designations and over 33 years of industry experience. He has worked with Mass Mutual and its affiliates since 2016 and previously spent more than two decades at Metlife Securities Inc. Outside of advisory work, Li is a licensed real estate agent and notary public. Mass Mutual Investors Services, LLC is an SEC-registered broker-dealer and investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Babatunde Ogunlana is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Sagepoint Financial, Regal Investment Advisors, and Regulus Advisors. Ogunlana has served on the board of the NSU Museum of Art and is a lead cohort member of the American Friends of Hebrew University, supporting nonprofit and community initiatives. OSAIC serves a broad range of individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk assessments, and diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternatives.

Arthur Lewis is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at Pruco Securities LLC, The Prudential Insurance Company of America, and Edward Jones. Outside of finance, he is the author of a fiction novel and receives royalties from its sales. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored programs and other endorsed platforms.

Ricardo Sanchez is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2022 before joining Cetera in 2022. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various program options and investment strategies.

Olga Espiritu is a CFP® professional with 19 years of industry experience, currently serving at LPL Financial since 2018. Her prior roles include positions at Espirito Legacy Corp and Foresters Financial and its affiliates. She is also an author. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Dustin Bezalel is a financial advisor at Osaic with 20 years of industry experience. He holds a Series 65 designation and previously worked at Sagepoint Financial, Inc. for eight years. Outside of his advisory role, he is a partner in a property and casualty insurance group and is involved in managing insurance operations and training through his own financial network company. OSAIC serves a diverse client base, including individual and institutional investors, by providing brokerage and investment advisory services, financial planning, and access to multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment vehicles tailored to clients’ needs.

Hutchens Torregrosa is a financial advisor with UBS Financial Services based in Ft. Lauderdale, FL. He holds a Series 66 designation and has two years of industry experience, including prior work at John Hancock Investment Management Distributors LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing model-based asset allocations and research from its Chief Investment Office and UBS Global Research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Scott Brady is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2011. Outside of his advisory role, he is employed as a personal bookkeeper. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Craig Rosen is a financial advisor at Edward Jones with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Rosen has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anne Dolph is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over three decades of experience in financial services since beginning her career in 1985 and joining Merrill Lynch in 1989. She specializes in delivering personalized wealth management strategies, focusing on comprehensive wealth planning, retirement and estate planning, investment management, and tax-efficient strategies for individuals, families, and businesses. Anne maintains a limited client base of 100 to ensure personalized, hands-on service and emphasizes financial education, particularly for younger generations, to support sustainable wealth preservation and growth. Anne holds a Bachelor's Degree from Spring Hill College in Mobile, Alabama, and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Raised in St. Louis, Missouri, she resides in Fort Lauderdale with her husband and three children. Beyond her professional role, Anne contributes to her community as a sustaining member of the Junior League of Fort Lauderdale and The Children's Opportunity Group.

Laura Jaramillo is a Series 66-licensed advisor with Merrill in Pembroke Pines, FL, where she has worked since 2016, totaling 10 years at the firm and 4 years of industry experience. She is listed as an owner of a family-run cleaning services business but does not actively participate in its operations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.