Sean Buck is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63, 65, and 66 licenses. He has 29 years of industry experience and has been with Raymond James & Associates since 1998. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and public entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Manuel Porro is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and CITIGROUP. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Garland Rodriguez is a financial advisor with Merrill in Fort Lauderdale, FL. He holds a Series 66 designation and has 9 years of industry experience. He has been with Merrill and Bank of America since 2017. Merrill, along 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Gribbons is a financial advisor with Raymond James Financial, holding a Series 66 designation and over 21 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 18 years before joining Raymond James in 2023. Outside of his advisor role, he is president and sole financial advisor of Leeward PSG, providing financial planning and advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a broad network of advisors with specialized programs including municipal and SIMPLE IRA consulting.

Joselyn Edmonds is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and bringing 24 years of industry experience. She has been with Ameriprise since 2013, based in Hollywood, FL. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice, primarily focusing on assets managed within Ameriprise accounts.

Jennifer Amaya is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with six years of industry experience. She previously worked at Merrill from 2018 to 2023 and was a contractor for Merrill Lynch through Collabera from 2016 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning through direct client relationships and Corporate Financial Planning agreements.

Taylor Anderson is a financial advisor at Thrivent Investment Management in Fort Lauderdale, FL, with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Ameriprise Financial Services LLC and Waddell & Reed, Inc. prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning focused on topics such as retirement, income tax, and estate planning, with options to combine planning with managed-account services under a consolidated billing arrangement.

Adam Silberfeld is a financial advisor with Morgan Stanley in Plantation, FL. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work history includes roles at Morgan Stanley Private Bank, N.A., PHX Financial Services, and educational positions at the University of Central Florida and Cypress Bay High School. Morgan Stanley Wealth Management serves individual and institutional clients offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Stephan Rogers is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently affiliated with LPL Financial and previously worked at firms including Grove Point Advisors, Bolton Securities Corporation, Wells Fargo Advisors, and Morgan Stanley. Rogers also serves as a senior investment advisor in insurance through Rogers Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Dana Bernard is a financial advisor with OSAIC, holding Series 63 and Series 65 registrations and over 33 years of industry experience. She has been with OSAIC since 1993 and has operated her own sole proprietorship since 1988, where she also acts as a broker and offers life, long-term care, and disability insurance as part of comprehensive financial planning. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization across various advisory and brokerage programs.

Debra Skoda is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. 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 combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Evan McGrath is a Series 66 licensed financial advisor with 11 years of industry experience, currently with UBS Financial Services in Ft. Lauderdale, FL. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to 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 client solutions.

Melody Walsch is a financial advisor at Morgan Stanley with 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Willard Rumley III is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL, holding Series 65 and Series 66 credentials and having 23 years of industry experience. His prior experience includes roles at Morgan Stanley and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations through tailored advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm’s investment approach includes a mix of in-house and third-party managers with options for tax management and responsible investing.

Abraham Cardenas is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving since 2002. Prior to his current role, he held positions including Portfolio Analyst, Associate Portfolio Manager (Investments), and Wealth Strategies Analyst at Bank of America Private Bank (formerly US Trust). He is a Certified Private Wealth Advisor® professional, specializing in guiding sophisticated clients through the complexities of accumulating, preserving, and enhancing substantial wealth. Abe's professional focus encompasses areas such as education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, LGBT wealth planning, portfolio management, small business strategies, special needs planning, tax minimization, and retirement income. He believes that managing wealth is a professional discipline, reflected in his career-long dedication and educational background. He holds a Bachelor of Business Administration in Trust and Investment Management and a Master of Business Administration from Campbell University's Lundy-Fetterman School of Business. Additionally, he completed executive education at the University of Chicago Booth School of Business in the Certified Private Wealth Advisor® program. Abe is bilingual in Spanish and English and currently resides in Coral Springs with his wife and three daughters.

Bruce Neal is a financial advisor at UBS Financial Services with 38 years of industry experience. He has held his current position at UBS since 2013. Neal holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 client plans.

Kevin Dery is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill from 2010 to 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Andrew Caldwell is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Colonial Asset Management Inc in 2005. Outside of advising, he has a minority ownership interest in farmland rental properties in Illinois. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, operating at a large scale with over 14,000 advisors and extensive assets under management.

Pamela Regin is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support clients in developing financial strategies.

Diana Kokhan is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and nine years of industry experience. She has worked with MML Investors Services and MassMutual Life Insurance Co since 2017 and has been affiliated with Florida Atlantic University since 2015. Outside of her advisor role, she is involved in life settlements and viatical transactions as an agent and operates an LLC for managing 1099 income and expenses. 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 financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without investment discretion.