Babatunde Ogunlana is a financial advisor at OSAIC with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Sagepoint Financial, Regal Investment Advisors, and Regulus Advisors. Outside of his advisory work, he serves on the board of the NSU Museum of Art and is a lead cohort member of the American Friends of Hebrew University, supporting the university’s partnerships and initiatives in the U.S. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a platform with multiple advisors. The firm’s investment approach includes model-based asset allocation and portfolio optimization with options for discretionary management, third-party managers, and proprietary models.

Arthur Lewis is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has previously worked with Edward Jones and multiple Prudential entities. Outside of his advisory role, Lewis is the author of a fiction novel from which he receives royalties. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party asset management solutions.

Ricardo Sanchez is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2022 before joining Cetera in 2022. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various program options and investment strategies.

Olga Espiritu is a CFP® with 19 years of experience in financial advising. She has been with LPL Financial since 2018 and previously worked at Espirito Legacy Corp, Foresters Advisory Services, LLC, and Foresters Financial. Outside of her advisory work, she is an author and has been involved in a financial planning boutique focused on serving women. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a variety of financial planning and investment management solutions to individuals, retirement plans, and institutions, utilizing both proprietary and third-party strategies.

Charlene Rice is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Merrill since 2006 and previously spent eight years at UBS Financial Services. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Dener Jose De Souza is a financial advisor at Morgan Stanley in Aventura, FL, with two years of industry experience. He holds a Series 66 designation and has prior experience at Raymond James & Associates, Seacoast Bank, Itau Unibanco, and Telefonica Brasil. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery tools and proprietary modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Dustin Bezalel is a financial advisor with Osaic Wealth in Fort Lauderdale, FL, holding a Series 65 credential and over 21 years of industry experience. Prior to joining Osaic in 2023, he worked eight years at Sagepoint Financial, Inc. He is also a partner in a property and casualty insurance group and founder of Creative Financial Network, Inc., where he is involved in recruiting, training, and client meetings. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization and provides a variety of account management strategies across a broad range of affiliated broker-dealer and RIA relationships.

Hutchens Torregrosa is a financial advisor with UBS Financial Services based in Ft. Lauderdale, FL. He holds a Series 66 designation and has two years of industry experience, including prior work at John Hancock Investment Management Distributors LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing model-based asset allocations and research from its Chief Investment Office and UBS Global Research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Scott Brady is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously was with Morgan Stanley from 2010 to 2011. Outside of his advisory role, he provides personal bookkeeping services on a limited basis. 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 utilizes research and analytics to guide portfolio construction and offers a broad range of brokerage and advisory solutions.

Craig Rosen is a financial advisor at Edward Jones with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Rosen has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anne Dolph is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over three decades of experience in financial services since beginning her career in 1985 and joining Merrill Lynch in 1989. She specializes in delivering personalized wealth management strategies, focusing on comprehensive wealth planning, retirement and estate planning, investment management, and tax-efficient strategies for individuals, families, and businesses. Anne maintains a limited client base of 100 to ensure personalized, hands-on service and emphasizes financial education, particularly for younger generations, to support sustainable wealth preservation and growth. Anne holds a Bachelor's Degree from Spring Hill College in Mobile, Alabama, and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Raised in St. Louis, Missouri, she resides in Fort Lauderdale with her husband and three children. Beyond her professional role, Anne contributes to her community as a sustaining member of the Junior League of Fort Lauderdale and The Children's Opportunity Group.

Joel Josephs is a financial advisor with LPL Financial in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Gaines Financial Group, Kestra Investment Services, Osaic FS, Independent Advisers Group, Wells Fargo Clearing, and Prudential Equity Group. Josephs is involved with Great Valley Advisor Group, Inc., a registered investment advisor hybrid. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and technology to assist its advisers.

Laura Jaramillo is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2016. Outside of her advisory role, she is listed as an emergency owner of a family-owned cleaning services business but has no active duties in that venture. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ronald Geis is a financial advisor with Primerica Advisors in Pembroke Pines, FL, holding a Series 65 designation and 19 years of industry experience. He has worked with PFS Investments Inc. since 2007 and has been with Primerica Financial Services since 2002. Geis is a partner at Success Wealth Advisors, LLC, an entity established for Primerica business purposes. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio management and trade execution services delegated to BNY Mellon Advisors and Pershing.

Conrad Wilkening is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding Series 65 and Series 63 designations with one year of industry experience. His background includes roles at Florida Financial Advisors and time spent as part of the New York Yankees organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and strategies.

Jacob Goldberg is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding a Series 66 credential and four years of industry experience. His prior work includes roles at FIS Global and UMH Properties Inc, as well as experience outside finance in the food industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

William Grimes Jr. is a financial advisor at LPL Financial with 32 years of experience in the industry. He holds Series 63, 65, and 66 designations and previously worked at Citigroup Global Markets for 14 years. Outside of his advisory role, he is president and CEO of Boston Billy's Sports Memorabilia, an online business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Lisa Croyle is a financial advisor with Merrill in Fort Lauderdale, FL, holding a Series 63 designation and 32 years of industry experience. She has worked at Merrill since 2010 and previously held positions at Oppenheimer, Wells Fargo Clearing, and Prudential Equity Group, LLC. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Sreenan is a financial advisor at Cetera with 28 years of industry experience and holds a Series 63 designation. His career includes roles at Sageview Advisory Group and a long tenure with JM Family Enterprises. Outside of his advisory work, he is involved in several entrepreneurial ventures, including managing insurance sales and owning multiple real estate investment entities. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a range of portfolio management and retirement services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Borislav Kolev is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked with Morgan Stanley since 2012, including 11 years at Morgan Stanley Private Bank, National Association, and also spent time at Lehman Brothers Inc. in 2008. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines common large-firm services with specialized investment and trading activities.