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 of the Winter Stein Potvin Hokin Group. In this role, he helps oversee clients' overall investment and financial strategies and serves as a lead relationship manager. The group provides customized wealth management advice and aims to deliver personalized service, leveraging the global resources of Merrill Lynch Wealth Management and Bank of America while catering to a select clientele of affluent families, foundations, and endowments. Jeremy has experience in investment management consulting and works with high net worth clients across various stages of wealth. His expertise includes executive compensation, family wealth management strategies, LGBT wealth planning, liquidity management, philanthropic planning, portfolio management, and tax minimization, among other areas. He holds several 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). He is a graduate of the University of Maryland. Jeremy is involved with philanthropic organizations and has served on the UJA Campaign Steering Committee and the UJA Young Wall Street Executive Committee. He relocated to Boca Raton with his wife and two children and remains active with various family and community activities in the area.

Jonathan Parks is a CFP® professional with 11 years of experience in the financial services industry. He is currently with OSAIC and has prior experience at SagePoint Financial and Lincoln Financial Advisors Corporation. Outside of his advisory roles, he serves as a trustee on a family trust. OSAIC Wealth serves a diverse client base, including high-net-worth individuals, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its size, affiliate network, and recent consolidation activity.

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 holding a Series 66 credential and one year of industry experience. His prior roles include positions at Franklin Templeton Investments and operating On Point Barbershop. He is also involved with Montanti Advisory Services, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and custom strategies.

David Leali is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co, where he has worked since 2016. His prior experience includes roles at United Capital Financial Advisors and Ameriprise. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning processes.

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 at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a brief period at UBS Financial Services in 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Claudia Vasquez Martinez is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at First Republic and Helm Bank/Itau Bank. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and offers a range of specialized regulatory registrations and derivatives 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 licenses and bringing 12 years of industry experience. His prior 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, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.

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, holding a Series 63 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent eight years at Morgan Stanley Smith Barney and 13 years at Morgan Stanley & Co. Incorporated. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to evaluate investment options.

Tatyana Roshko is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and Wells Fargo Clearing. Outside of her advisory work, she owns a notary service, TR SIGNING SERVICES LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by risk profiling and analytical modeling tools.

Mark Willens is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of his primary advisory work, he manages Mango Wealth, LLC and serves as an independent contractor advising clients through Arthur Rottenstein LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals and supports institutional consulting and portfolio management across a large network of advisors.

Bryan Drowos is a CFP® professional with 25 years of industry experience, currently advising at Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is also the owner of Drowos Private Wealth LLC, an investment-related business based in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Timothy Gartland is a financial advisor with Edward Jones in Pompano Beach, FL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Gartland serves as a board member for the LaPorte Little Theatre Club in LaPorte, IN, where he participates in finance committee activities and supports fundraising programs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various discretionary and non-discretionary investment strategies and affiliated services under a fiduciary standard.

Robert Harmelin is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery and firm-approved tools, without providing individual security recommendations as part of standalone plans.