Jeffrey Sultan is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Madison Advisory Services, Madison Planning Group, and Royal Alliance Associates. In addition to advisory roles, he has been involved in the sale of fixed insurance products and commercial lines insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employs asset-allocation tools and third-party platforms, and manages portfolios across various asset classes on both discretionary and non-discretionary bases.

Perri Hazan is a financial advisor at Morgan Stanley with five years of industry experience. She previously worked at Citizens Securities Inc., Wells Fargo Clearing Services, Wells Fargo Bank, Kid's Crossing Learning Center, and Seagate Hotel & Spa. Hazan holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm's process uses structured discovery conversations and approved planning tools to develop client plans, managing approximately $2.74 trillion in client assets.

Donald Kent is a financial advisor with Raymond James Financial in Boca Raton, FL, holding a Series 63 designation and possessing 33 years of industry experience. He has been affiliated with Raymond James Financial Services and MCM Advisors since 1999 and owns Abundance Corp, a non-investment-related support company. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors, pension plans, and municipal entities, with tailored, typically non-discretionary solutions supported by extensive institutional resources.

Adam Weiner is a financial advisor with Cambridge Investment Research Advisors in Boca Raton, FL, holding Series 65 and Series 63 licenses and with 13 years of industry experience. He has previously worked at firms including Centaurus Financial, Arkadios Capital, and Dempsey Lord Smith. He is also president of Adam Scott & Associates, where he is involved in selling Medicare Advantage plans and providing insurance, benefits, and human resources services. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing various portfolio management and advisory strategies.

Jack Lasday is a financial advisor with Morgan Stanley in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves on the Finance Committee of Addison Reserve Country Club in Delray Beach. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm employs a structured financial planning process and provides various investment and advisory services supported by a broad array of proprietary tools and resources.

Kyle Stevenson is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently with Morgan Stanley and has previous experience at Bank of America, Merrill Lynch, and RMB Capital Management. Outside of his advisory role, Stevenson is an officer of Happy Human Society LLC, a consulting firm focused on art and culture. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include broad investment offerings and estate planning strategies.

Myles German is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors. Outside of financial advising, he provides consulting services as a divorce financial neutral and serves as co-trustee on his parents’ trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through various third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Lise Gurian is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 designation and bringing 43 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary modeling techniques in its financial planning process.

Lewis Cohen is a financial advisor at UBS Financial Services with 43 years of industry experience. He has been with UBS since 1990 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market assumptions and research to tailor investment plans and provides a range of services including portfolio management, financial planning, and institutional trading capabilities.

Daniela Brink is a Financial Advisor affiliated with Merrill Lynch Wealth Management and a member of the Glover Brink Henderson Group, which collectively has over 50 years of investment management experience. Originally from Brazil, she earned a Bachelor’s degree in Business Administration from Metropolitan State University. Daniela began her career in banking, following in her father's footsteps, and has spent many years working in private and business banking. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Fluent in Portuguese and English, Daniela has resided in Boynton Beach, Florida since 2004. Her client focus areas include college education planning, employee benefits planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, and portfolio management services among others. Daniela is actively involved in the Palm Beach community and contributes to the organization Caridad. Outside of her professional work, she enjoys traveling, gathering with friends, playing tennis, biking, cooking, dancing, interior decorating, photography, pickleball, soccer, and spending time with her family.

Meryl Charnow serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting clients with their finances as they navigate through life changes. She manages custom investment strategies on a discretionary basis, utilizing a wide range of Merrill model portfolios and third-party investment options. Her approach integrates wealth management planning, investments, and credit and banking services, providing clients with a single point of contact to simplify their financial needs. Meryl works closely with clients to understand their unique goals and develops personalized financial strategies tailored to pursue those objectives. She collaborates with clients' attorneys, CPAs, and other advisors to better serve their interests. Her expertise encompasses areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds a Master's Degree from Boston University and a Bachelor's Degree from the University of Massachusetts, along with professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Meryl engages with her community through involvement in organizations such as Best Foot Forward, Tri-County Humane Society, Jewish Federation, Beach Clean Up, Soroptimist, and events like Boating and Beach Bash for Special Needs. Her personal interests include gardening, music, reading, spending time with family, and swimming.

Robin Smith is a Wealth Management Advisor with Merrill Lynch Wealth Management. She holds the position of Senior Vice President and has over 27 years of experience in the financial services industry. Robin's expertise includes wealth planning, retirement planning, and investment strategy and review, with a focus on assisting families, individuals, and business owners in the development of long-term financial strategies tailored to their specific needs, goals, and risk tolerance. Robin holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) credential. She earned her bachelor's degree from the University of Maryland at College Park with a major in Psychology. Her professional approach emphasizes providing exemplary service and advice to clients, aiming to become a lifetime resource and essential advisor to those she serves. Outside of her professional role, Robin is involved with organizations such as Susan G. Komen Breast Cancer and the Jewish National Fund. She resides in Pikesville, MD with her husband, Dr. Samuel Smith, and enjoys spending time with her family, including her two sons, two stepdaughters, and five grandchildren.

John Pratti is a financial advisor with Raymond James Financial Services Advisors and holds a Series 66 designation. He has 24 years of industry experience, including ten years with Commonwealth Financial Network. He is the founder and CEO of Third Phase Planning, a business that manages advisory fee revenue. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and supports municipal and public finance clients through its affiliated network.

David Gordon is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Good Life Advisors, LLC, LPL Financial, LLC, and Ameriprise Financial Services Inc. Outside of his advisory work, he serves as Treasurer on the Board of Directors for The Aria Condominium in Philadelphia. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement, typically requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations through a centralized consulting team.

Antonio Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with individuals, families, and business owners to align their wealth with their goals, values, and vision for the future. His approach places clients at the center of his work, focusing on preserving assets, navigating financial complexities, and creating lasting legacies. Antonio's expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background includes an Associate's Degree from Johnson & Wales University, an Accredited Certificate Program from Gold Coast Real Estate School, and a Bachelor's Degree from Florida International University. Fluent in Spanish and English, Antonio is involved in his community through AYSO Region 1370. He enjoys basketball, football, and soccer in his personal time.

Gabrielle Bird is a Series 66-licensed financial advisor with Morgan Stanley in Boca Raton, FL, and has 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a planning process using firm-approved tools and modeling techniques.

Mario Ponczek is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Stephanie Midler is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. She previously held roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2012 to 2024. Midler is a member of the finance and investment committee at the Adolph and Rose Levis Jewish Community Center in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with optional implementation through its brokerage or advisory programs.

Alexis Rivero is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in the greater South Florida area as well as nationwide and internationally. Alexis works with families and business owners to provide personalized wealth management strategies that align business income, tax planning, investment strategy, and long-term family planning into a coordinated financial framework. Alexis's expertise includes employee benefits planning, executive and equity compensation, family wealth management, tax minimization, and succession planning for closely held businesses. She focuses on helping business owners structure financial plans that support growth, tax efficiency, and preservation of wealth for future generations. Alexis holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). She earned her Bachelor's Degree from the University of Central Florida. In addition to her professional work, Alexis is involved in community volunteering in line with Merrill's tradition. Her personal interests include music, soccer, and traveling. She is fluent in English and Spanish.

Stephanie Smith is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and totaling 26 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved in a personal business focused on making and decorating sugar cookies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process that employs firm-approved tools and modeling techniques.