Scott Notowitz is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, Notowitz serves on the Investment Committee for the Anti-Defamation League Foundation, a nonprofit focused on combating anti-Semitism and bigotry. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including corporate financial planning agreements.

Trey Long is a Planning Consultant who collaborates with clients to develop personalized financial plans. He utilizes the resources of his wealth management team to create strategies tailored to each client's unique situation, aiming to build lasting relationships that empower clients in their financial journey. He has held roles at Fidelity Investments, serving as a Relationship Manager from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Prior to that, Trey gained experience as an intern at CarrotxChange from 2020 to 2021. Outside of his professional work, Trey has interests in football, social events with friends, golf, movies, music, and soccer.

Lockett Crowe is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Cetera Wealth Services, LLC. Outside of advisory work, Crowe is involved in managing and conducting due diligence for real estate investments through a holding company and another investment property business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform.

Tyler Smillie is a CFP® with seven years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Ft. Lauderdale, FL. His prior experience includes roles at Bank of America/Merrill Lynch and Fifth Third Bank. Outside of his advisory work, he owns a real estate holding entity managing a single rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative and qualitative research with a focus on eligible strategies and includes broader derivatives and commodities capabilities.

Sarun Ponluang is a financial advisor at J.P. Morgan Securities in Ft. Lauderdale, FL, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan, Ponluang served in the U.S. Army for five years and has work experience at Tesla. He was also involved in running Mama Asian Noodle Bar LLC for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations within a primarily non-discretionary framework.

Tracey Keith is a financial advisor with UBS Financial Services in Fort Lauderdale, FL, holding Series 63, 65, and 66 licenses and having 25 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she is involved with Quick Drop International as an area developer and performs bookkeeping duties, and she is a non-working officer at a real estate brokerage firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jose Rafael El Khouri Faieta is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked as a graphic designer and held various roles related to education and travel. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services through a broad platform of research and portfolio management options.

David Diaz is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving high net worth individuals, family offices, non-profits, and corporations with wealth management strategies since 1987. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), which he obtained in 2001, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and credentials in Sports & Entertainment (SE). David's expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, and tax minimization. He earned a Bachelor's degree from Florida State University. Residing in South Florida with his wife and three children, David is active in his community through his church and his children's schools. His personal interests include baseball, camping, fishing, hunting, reading, spending time with family, and traveling.

Erik Erikson is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Florida Blue and service in the United States Marine Corps. He also has an ongoing affiliation with Palm Beach Atlantic University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, IRS-qualified charitable gift funds, and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs, and it is noted for its advisory role to multiple registered investment companies and formal use of AI methods in research.

Matthew Barr is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been working in the financial services industry since 2005 and has been with Merrill Lynch since 2009. Matt provides traditional financial advice and guidance as well as building and managing custom investment strategies, selecting from both Merrill model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, he may manage strategies on a discretionary basis. His client focus areas include employee benefits planning, executive and equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and special needs planning strategies. Matt holds a bachelor's degree from Florida Atlantic University and holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. He is involved professionally with the Junior Diabetes Research Foundation (JDRF) and serves on its board in Maryland. Matt is active in his community and volunteers regularly with the Salvation Army and as a mentor for Big Brother Big Sisters. In his personal time, Matt enjoys baseball, biking, boating, football, gardening, golfing, running, softball, spending time with his family, and traveling. He follows the tradition of participating in the communities he serves and dedicates himself to developing personalized financial strategies tailored to the long-term goals of his clients.

Trevor Mcluskey is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo and Ameriprise Financial Services. 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 and provides both brokerage and advisory solutions.

Lee Gleeman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Clearing in 2024. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Justin Massey is a financial advisor with Mass Mutual Investors Services in Boca Raton, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His career includes roles at Northwestern Mutual, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent LLC. He is also engaged in outside insurance sales, focusing on life insurance, fixed annuities, and disability products. Mass Mutual Investors Services, a broker-dealer and SEC-registered investment adviser, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, utilizing firm-approved analytical tools and structured planning engagements.

Phil Biegelsen is a Market Leader at Fidelity Brokerage Services, where he works with a dedicated group of Fidelity leaders and financial advisors throughout Southern Florida to assist clients with financial planning. He has been with Fidelity Brokerage Services since 2001, holding various roles including Senior Branch Office Manager, Branch Office Manager, and Assistant Branch Office Manager. Phil's professional experience spans over two decades in the financial services industry. Prior to joining Fidelity, he worked as a Financial Representative at several firms including First Union Securities, Norwest Investment Services, Sterne Agee and Leach, DE Frey and Company, and Dean Witter Reynolds Inc. His career reflects extensive involvement in financial advisory and branch management roles. No information about his education, credentials, personal interests, or community involvement has been provided.

Jason Oestreicher is a CFP® with 19 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at Agia, Valic Financial Advisors, and Merrill. He holds a Series 66 license and is involved in selling and servicing fixed insurance products through a separate agency. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services supported by a model-based investment approach and a multi-advisor platform.

James Lombardi is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and previously worked at UBS Financial Services Inc for nine years. He is based in Boca Raton, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Cole Perez is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining UBS, he worked at Fidelity Investments and has a background that includes roles outside of finance, such as positions at Best Buy and MYNT Interiors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

James Barry is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since July 2000, bringing experience from over a decade in Corporate Finance, Strategic Planning, and Business Development at Merck & Co., Inc. James focuses on assisting clients with long-term financial strategies, including concentrated stock positions, retirement planning, and estate planning. He also manages the investment selection process for his team and clients. James holds a Bachelor's degree in Marketing and Management Information Systems from Boston University and a Master's degree in Finance and Entrepreneurship from Rice University. He holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He is actively involved in his community, serving as Treasurer on the Chapin School Board of Trustees, Co-Chair of Rice University 360 since 2017, and Co-Chair of the Rutgers University BIG IDEAS Campaign. James resides in New Hope, Pennsylvania with his wife and enjoys baseball, golf, travel, and spending time with his family.

Ian Morton is a financial advisor at Morgan Stanley with six years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2019 and holds the Series 66 designation. Morton’s background includes four years at Florida State University prior to his current role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models developed by its Global Investment Committee.

Anydelisse Santiago Miranda is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Oppenheimer for 11 years before joining Merrill in 2025. 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 model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.