David Kuffner is a financial advisor with Morgan Stanley in Coral Springs, FL, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and Banc of America Investment Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Dimitri Amendola is a Financial Advisor with Merrill Lynch Wealth Management. He has been a licensed Financial Professional for over five years, initially beginning his career at Vanguard before transitioning to Merrill four years ago. Dimitri collaborates with a team of specialists from Merrill and Bank of America to provide comprehensive financial services. His expertise includes areas such as college education planning, executive and equity compensation, family wealth management strategies, defined benefit plans, managing new wealth, personal retirement planning, portfolio management, and retirement income. Dimitri's approach emphasizes understanding clients' personal perspectives and priorities to create tailored financial strategies. Dimitri graduated Cum Laude from the University of North Carolina at Charlotte with a bachelor's degree in Finance and minors in Economics and Italian Language. He holds the Personal Investment Advisor (PIA) designation and is a member of professional organizations including the Knights of Columbus and Omicron Delta Kappa. Outside of his professional work, he has interests in antiquing, boating, boxing, cooking, reading, soccer, swimming, tennis, traveling, and writing.

John Gatto is a Wealth Management Advisor with Merrill Lynch Wealth Management who began his financial services career in 1984. He brings decades of experience guiding clients and their families in customizing wealth management strategies tailored to the next phases of their financial lives. John focuses on family wealth management strategies, personal retirement planning, sports and entertainment, and retirement income. His approach starts with mapping clients' current financial position and developing a foundation to preserve and optimize their assets, helping clients understand where their money is, where it is going, and how to keep more working for them. John holds a Bachelor of Science degree in Applied Social Science from the State University of New York at Binghamton. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional life, John is involved with numerous local charities. He resides in Lloyd Harbor, New York, with his wife and two children and enjoys boating, fishing, golfing, reading, and spending time with his family.

Samuel Brandwein is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, following prior experience at Morgan Stanley Smith Barney and Citigroup Global Markets. He serves as Treasurer and board member of the American Retirement Association, a non-profit organization. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing approved tools and models, serving clients through both direct engagements and corporate financial planning agreements.

Marc Chait is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 years of industry experience. He previously worked at Janney Montgomery Scott for 10 years before joining Wells Fargo Clearing in 2023. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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.

Adam Rogers is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he served as a trustee and Treasurer on the board of the Metrowest Health Foundation and was a member of its audit and investment committees. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and model-based asset allocations.

Keith Compton Jr. is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he serves as a director for Legado Inc, a family-owned hotel in St. Lucia, helping with strategic decisions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

William Schenck is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. His career includes over 27 years at Wells Fargo Bank, followed by roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2021. Outside of his financial advisory work, he holds a minority stake in Bangle LLC, a small, women- and Hispanic-owned online jewelry and crafts business operated by his family. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Elizabeth Amaro is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 credentials. Her work history includes roles at PFS Investments Inc since 2016 and Primerica Financial Services since 2015. She also operated Amaros Online Inc from 2006 to 2018. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets and delivers advisory services through model-driven strategies overseen by unaffiliated asset managers.

Jaclyn Rock is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for six years. Jaclyn’s background also includes a four-year tenure at Queens University of Charlotte. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools but does not include individual security recommendations in standalone plans.

Richard Jarchow Sr. is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014 and also operates Richard C. Jarchow, CPA's, a CPA practice he has owned since 1981. Jarchow serves as a director of the Kantner Foundation, Inc., an investment-related nonprofit, dedicating significant annual hours to this role. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Max Pawliger is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2024, he worked at Fidelity Investments and has held roles in both educational and political organizations, including the Florida Democratic Party Coordinated Campaign and Hillel at the University of Florida. Raymond James & Associates, Inc. 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 and pension plans, and charitable organizations, offering financial planning and consulting services primarily on a non-discretionary basis.

Eleni Skiba is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has worked at Ameriprise since 2019, with prior experience at Oppenheimer & Co. Inc., Wells Fargo Clearing, and Prudential Equity Group. Outside of her advisory role, she is the owner and manager of Rhythm Girl LLC, where she works as an independent musician. 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 annual planning focused on dependable income sources and tax-aware withdrawal strategies.

Keith Kordich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Ameriprise and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Christina Cleveland is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in custom-designed wealth management practices for financially complicated and high net worth clients. She has been recognized repeatedly on Forbes' "Best-in-State Wealth Advisors" list from 2018 through 2026 and on the Forbes "Top Women Wealth Advisors" list from 2017 through 2021, underscoring her consistent industry acknowledgment. With over 38 years of experience in the financial services industry, Christina holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Florida State University. Christina focuses on a range of client areas such as family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, and tax minimization. Christina emphasizes understanding clients' life priorities to deliver personalized financial plans aligned with individual goals and aspirations. Her approach involves careful listening and collaboration to develop strategies that help clients pursue financial objectives while managing investment risk. Outside of her professional work, Christina enjoys golfing, scuba diving, tennis, traveling, and spending time with her family.

Mark Sherman is a financial advisor at Equitable Advisors with 38 years of industry experience. He has been with Equitable Advisors since 1999 and held a prior role at Axa Advisors, LLC, spanning over two decades. His credentials include Series 63 and Series 65 registrations. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs delivered through a network of Investment Adviser Representatives, including third-party asset manager referrals and sponsored advisory programs.

Megan Kasper is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at several notable firms including Bank of America, Merrill Lynch, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Frank Held is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America Advisors, Inc., Investacorp Advisory Services, and Valic Financial Advisors. Outside of his advisory role, he is involved in fixed insurance sales. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through various programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and rebalancing tools, with access to discretionary strategies, third-party managers, and alternative investments.

Ryan Fanady is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He previously worked as a Planning Consultant at Fidelity Investments from 2021 to 2023 and as an Orders Investment Analyst at The Vanguard Group from 2018 to 2021. Ryan partners with clients to understand their individual financial goals and priorities, focusing on developing investment strategies and providing ongoing guidance tailored to clients' communication preferences. His professional experience centers on financial consulting and investment analysis within major financial institutions. Outside of his professional role, Ryan has personal interests in fishing, fitness, and golf.

Anabelle Navarro is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill Lynch/Bank of America, Morgan Stanley, and Citibank. Navarro is based in Weston, Florida. 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.