Benjamin Pogofsky is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has previously worked at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Pogofsky is also employed by JPMorgan Bank, where he can offer banking products and services. 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 within a non-discretionary advisory program.

Timothy Kane is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1995. As the senior partner in the Kane Fasanello Group, he focuses on providing portfolio management, financial advice, and sophisticated wealth transfer recommendations primarily to high-net-worth families and not-for-profit organizations. Through his role, Tim often coordinates clients’ estate and investment planning needs in collaboration with their attorneys and accountants, and manages investment strategies tailored to clients' goals. He is also among a select group of financial advisors in Western New York approved by Erie County Surrogate's Court to invest assets for guardianship accounts. Tim works closely with not-for-profit clients and their boards to implement investment strategies that comply with the regulatory environment. Prior to joining Merrill Lynch Wealth Management, Tim practiced law at one of Buffalo's largest law firms. He holds a Juris Doctorate from Saint Louis University School of Law, graduating cum laude, and a Bachelor's Degree from Cornell University. Tim is a qualified Portfolio Manager at Merrill and holds the Personal Investment Advisor (PIA) designation. He is a member of the Bar Association of Erie County and several professional clubs, including the Coral Ridge Country Club, Country Club of Buffalo, and The Buffalo Club. Tim is involved in various community organizations, having served on boards including Canisius High School, Cornell University, D'Youville College, Irish Classical Theatre, and The Buffalo Club. His personal interests include boating, fishing, football, golfing, hiking, ice hockey, reading, running marathons, soccer, and traveling. He was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the Kane Fasanello Group.

Louise Glover is a Senior Financial Advisor with The HTG Group at Merrill Lynch Wealth Management in the Delray Beach office. She specializes in advising corporations and small businesses on retirement benefit programs including 401(k) plans, as well as working with individuals, families, and businesses to develop customized wealth management strategies tailored to their needs. Louise holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. She is also licensed in Florida as a resident agent for life insurance, variable annuities, and long-term care insurance. With a career in financial services since 1988, Louise has experience working with major Wall Street firms and has been with Merrill Lynch since 2010. She earned her Bachelor of Science degree in International Business from Auburn University. Louise focuses her practice on areas such as college education planning, divorce transition planning, family wealth management, retirement income, and investment consulting for defined contribution and defined benefit plans. A native of Delray Beach, Louise remains actively involved in her community. She is a member of the Junior League of Boca Raton and Impact 100, and volunteers with organizations including the Delray Beach Public Library, Delray Beach Historical Society, Palm Beach County Food Bank, Community Greening, and Palm Beach Literacy Society. Louise lives in Delray Beach with her husband and son.

Robert Parent is a Series 66-licensed financial advisor with Morgan Stanley in Boca Raton, FL, with one year of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as prior work in real estate and corporate settings. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Mitchell Schoenbaum is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kathleen Entwistle is a financial advisor with Morgan Stanley in Delray Beach, FL, holding a Series 66 designation and 29 years of industry experience. Her career includes roles at UBS Financial Services and various Morgan Stanley entities dating back to 2002. She serves on the board of The Money Date Box, an education-focused organization, and participates on the finance committee of Ridgewood Country Club, a nonprofit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies.

Taylor Baron is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Voya Financial Advisors, David Lerner Associates, State Farm, Nordstrom, and Brescome Barton. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models, focusing on personalized risk assessment and fiduciary services.

Christian Lacroix is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs and PNC Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery conversations and firm-approved tools to assist clients in their planning process.

Frank Haklits is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley and other firms, as well as work at the University of Alabama. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Gary Weissman is a financial advisor with RBC Capital Markets based in Boca Raton, FL. He holds Series 63 and Series 65 credentials and has 37 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Janney Montgomery Scott. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning, leveraging both in-house and third-party investment resources.

Travis Rich is a financial advisor at Osaic Wealth with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Valic Financial Advisors, Morgan Stanley, and Galaxy Sports Advisors. Outside of his advisory work, Rich is active in the BNI Premier referral network, where he participates in educational sessions and serves as secretary treasurer. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization tools and third-party manager programs, supported by a complex affiliate network and private-equity ownership.

Kyle Marzec is a Series 66-credentialed advisor at Osaic with three years of industry experience. He previously worked with Lincoln Financial Advisors and CAPRE, and owns an apparel company operated through NU Ascent, LLC. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supported by advanced risk and rebalancing tools, and is notable for its scale, consolidation activity, and complex affiliate network.

Veronica Cyrus is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at JP Morgan Chase Bank, JP Morgan Securities, MML Investors Services, Neiman Marcus Last Call, and Mass Mutual Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Elliot Weissmark is a CFP® professional with 28 years of experience in financial advising. He is currently with Ameriprise Financial Services, LLC and previously worked at Raymond James & Associates for 11 years. Outside of his advisory work, he manages a family business, Mira Fine Watches & Jewelry, LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Matthew Cicero is a financial advisor with Raymond James & Associates in Boca Raton, FL. He holds Series 63 and Series 66 registrations and has 18 years of industry experience. Prior to joining Raymond James, he worked at Black River Summit. He is a passive stakeholder in Prudent Partners, LLC, an investment vehicle used to acquire a 25% equity stake in AFB Breakpoint LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, utilizing a variety of portfolio management styles supported by proprietary research and affiliated sub-advisers.

Maxwell Demeritte Jr. is a financial advisor with LPL Financial in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Equitable Advisors. He is also co-owner of a real estate rental business in Coral Springs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Michael Eugene is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and having eight years of industry experience. He previously worked at Wells Fargo Bank NA and Wells Fargo Clearing Services before joining Morgan Stanley and its Private Bank in 2019. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

Lori Oliveira is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing Services LLC since 2018, having worked with Wells Fargo Bank NA since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Christina Walters is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. Walters was also the founder of The Empress Lashes LLC, an esthetics business she operated for six years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Deborah Solomon is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. She holds Series 63 and Series 65 designations 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 combines extensive research and analytics with a broad platform of brokerage and advisory solutions.