Lionel Williams is a financial advisor with Primerica Advisors in Kissimmee, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Vintrica International LLC and self-employment, alongside a long-term association with Primerica Financial Services since 2001. Williams also participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Christopher Zislin is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Morgan Stanley since 2021. Outside of his advisory work, he is involved with First In Line Enterprises, a marine consulting business he has operated since 2014. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Diana Lopez is a financial advisor with UBS Financial Services in Pompano Beach, FL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has worked at HSBC since 2006. Lopez serves on the board of directors for Catholic Charities of the Archdiocese of Miami and participates in the administrative committee for their Head Start/Early Head Start programs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm offers a broad range of capabilities including discretionary portfolio management, capital markets services, and integrates institutional trading with wealth management.

John Pescatore is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Oppenheimer, J. B. Hanauer & Co., and RBC Capital Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Erazo is a Series 66-licensed financial advisor at OSAIC with three years of industry experience. Prior to joining OSAIC in 2024, he worked at Valic Financial Advisors from 2020 to 2024. He also serves as an operations manager for PATH Financial Partners, an LLC affiliated with OSAIC. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary account management.

Orlando Graham is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 credentials and six years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2015 and 2019, respectively. Outside of his advisory role, he works as a quality checker for JME TECH LLC. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Galen Williams is a financial advisor with Primerica Advisors in Tamarac, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he serves as president of Hiitz Inc, a softball and baseball sports development camp. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.

Alexander Brodsky is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He has held the Certified Plan Fiduciary Advisor® (CPFA) designation from the National Association of Plan Advisors since 2018 and the Chartered Retirement Planning Counselor™ (CRPC) designation awarded by The College for Financial Planning Institutes Corp. since 2011. Additionally, he holds credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Alex brings experience in retirement planning, small business retirement plans, liability strategies, and life and long-term care insurance. Before joining Merrill Lynch in 1999, he owned a computer hardware distribution business in South Florida. He earned a Bachelor of Arts degree from the University of Michigan in 1994. Born in Lima, Peru, Alex moved to North Miami Beach at age 10 and graduated from Miami Country Day School in 1990. Alex lives in Weston, Florida with his wife Danielle and their two children. He is involved in the local community through coaching sports teams and enjoys traveling. Alex and his team are fluent in Spanish and English, serving a diverse client base with a focus on personalized financial strategies.

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.