Stanley Alpert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 48 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. Alpert serves on investment committees for the Milburn-Short Hills Volunteer First Aid Squad and Temple Sharey Tefilo-Israel. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Brandin Bryant is a financial advisor at Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses. He has previously worked for the National Football League and Florida Atlantic University. Outside of advising, he owns and rents out a residential investment property. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and public entities. The firm provides non-discretionary wealth planning and investment consulting, supported by extensive research, institutional consulting, and a network of affiliated financial services.

Franz Koch is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America for 11 years before joining Wells Fargo in 2022. 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 research and analytics with a broad range of brokerage and advisory solutions, operating at a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Christopher Relyea is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2026, he worked with Broward County Schools for 20 years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Katherine Chacon is a financial advisor at Edward Jones in Palm Springs, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Robin Perkins is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Raymond James in 2018, Perkins worked at Youfit Health Clubs and Severn Trent, and also has experience in the natural vitamin and grocery retail sector. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, and also delivers institutional consulting and municipal finance services.

Martin Rico-Ortega is a Wealth Management Planning Consultant at Fidelity Investments. He has held various roles within Fidelity, including Planning Consultant from 2024 to 2026, Relationship Manager from 2022 to 2024, and Financial Representative from 2021 to 2022. Prior to joining Fidelity, Martin worked as a Registered Personal Banker II at Wells Fargo from 2013 to 2021. Martin focuses on helping clients make decisions about their wealth by understanding their individual needs and concerns. He collaborates with clients to develop strategies they can feel confident and proud of as they approach and move through retirement, continuously monitoring and adjusting plans as goals and needs evolve. Outside of his professional work, Martin enjoys activities such as spending time at the beach, camping, family activities, football, outdoor adventures, and traveling.

Michael Rothenberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. He serves as co-trustee of his father's deceased business trust and family trust, both investment-related roles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kristina Olsen is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2016. Prior to that, she was employed by Bank of America and Merrill Lynch from 2012 to 2016. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides planning supported by structured discovery, firm-approved tools, and modeling techniques such as Monte Carlo simulations.

Shannon Leavey is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and previously worked at Starbucks, Burberry, and Disney World. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses supported by research and planning tools.

Adam Rothstein is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank, Truist Advisory Services, and BB&T Securities. Outside of his advisory role, he acts as a travel advisor with Fora Travel, providing research and planning for family trips. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that combine in-house and third-party managers, providing tailored portfolio management and financial planning services.

Joseph Lagriola is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Equitable Advisors since 2005 and previously at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Ronald Radner is a financial advisor with Raymond James Financial Services Advisors, Inc. in Delray Beach, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones from 2011 to 2019 before joining Raymond James in 2019. Radner is also the CEO of Radner Financial Services, a support company for his advisory business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Christopher Fluehr Jr. is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 66 designation and has worked at Raymond James in various capacities since 2014, with a brief tenure at The Gartner Inc. from 2017 to 2018. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services.

Sarah Filipowski is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 66 designation and nine years of industry experience. She has been with Raymond James in various capacities since 2015. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting through non-discretionary services supported by extensive research and a broad affiliate network.

Abraham Cardenas is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads a team dedicated to serving clients through the complexities of accumulating, preserving, and transitioning substantial wealth. With 24 years at Bank of America and Merrill, Mr. Cardenas provides boutique-level access to the firms' capabilities, focusing on personalized care and planning outcomes tailored to his clients’ needs. He is the Resident Director of the Boca Raton office and holds the Certified Private Wealth Advisor® designation. His expertise includes investment research and due diligence, tax-conscious portfolio management, wealth structuring, estate planning services, mergers and acquisitions advice, and lending capabilities. Mr. Cardenas serves a diverse client base, including wealth accumulators, corporate executives, business owners, and high-net-worth individuals seeking comprehensive wealth management strategies encompassing estate planning and tax minimization. Mr. Cardenas earned a Bachelor of Business Administration in Trust and Investment Management and an MBA from Campbell University. He is bilingual in Spanish and English and resides in Coral Springs with his wife and three daughters.

Joshua Pasahow is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, with a focus on tailored financial plans and asset-allocation analyses.

Maureen Amritt is a financial advisor at Merrill with 21 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Merrill since 2009. Outside of her advisory role, she is listed as associated with a family member's tax preparation business but does not have an active role in that business. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.

Joseph Reneau is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked with Wells Fargo entities since 2011, including Wells Fargo Advisors and Wells Fargo Bank NA. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Anthony Maneri Jr. is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of advising, he manages Plan On It, LLC, an administrative business services provider, and is involved in independent insurance brokering. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.