Marc Infante is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Infante serves on the boards of Broward 211 and the Boys and Girls Club of Broward County, where he is the immediate past chair. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Laura O'Donnell is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her prior experience includes 16 years at Merrill before joining Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support client planning.

David Price is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and operates his own insurance brokerage specializing in disability, life, accident, health, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Carlos Rocha is a Series 66-licensed financial advisor with J.P. Morgan Securities in Boca Raton, FL, bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Andrew Lerner is a CFP®, ChFC®, and holds a Series 66 license with 12 years of industry experience. He has worked at Ameriprise since 2025 and previously spent 11 years at Oppenheimer. Outside of his advisory role, he is a co-owner of Grupo de Pacifico LLC, an LLC involved in private company and real estate investments. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Itiel Ginzburg is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Pacer Financial, Inc., Global X Management Company LLC, and New York Life. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Richard Heagen Jr. is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 63 designation and bringing 40 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he has been involved in insurance and tax-related businesses, including serving as an agent for fixed insurance products and maintaining a tax entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with model portfolios and research from internal and third-party sources.

David Zimmer is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in advising high-net-worth individuals, business owners, corporate executives, and multi-generational families on investment management, retirement planning, estate planning services, and wealth transfer strategies. His practice is focused on helping clients manage the financial complexities related to asset accumulation, business ownership, liquidity events, and intergenerational wealth planning. David collaborates closely with clients to develop customized strategies aligned with their long-term goals and evolving financial needs. Before joining Merrill Lynch, David worked with an alternative investment manager specializing in private market investments, focusing on differentiated, capacity-constrained opportunities across multiple asset classes. He holds a Bachelor's Degree from Florida Atlantic University and is a Personal Investment Advisor (PIA). David lives in Fairfield County with his wife, Heather, and their two children. He enjoys baseball, golfing, reading, and traveling.

Les Campbell is a financial advisor at Morgan Stanley with 28 years of industry experience. He previously worked for Herbert J. Sims & Co., Inc. for 21 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, Campbell serves as a board member and treasurer for LifeNet4Families, a health and welfare organization, and acts as an arbitrator for FINRA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Steven Schiff is a CFP® professional with 12 years of industry experience. He has worked at firms including Merrill, Truist, and Ritholtz Wealth Management before joining Raymond James Financial Services Advisors, Inc. in Boca Raton, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm delivers non-discretionary planning tailored to client goals and supports its advisory network with tools such as probabilistic modeling and specialized programs in municipal finance and SIMPLE IRA consulting.

Richard Kiesel is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, Inc. for 15 years. Kiesel is president of Wealth Advisors, Inc., an S-corporation that manages operations of his financial planning practice and provides insurance planning services including deferred annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

Alina Theobald is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings over 30 years of experience in financial services, including banking, portfolio management, credit, and lending. Alina specializes in comprehensive wealth management strategies tailored to busy executives, physicians, and business owners. Her areas of expertise include college education planning, family wealth management, retirement planning, tax minimization, and services for defined benefit and contribution plans. She works closely with clients to develop personalized financial strategies that align with their long-term goals and lifestyles, addressing a broad range of financial needs from cash management to long-term care planning. Alina holds a Bachelor of Science degree from the University of West Florida and an Associate of Science degree from Panama Canal College. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in both Spanish and English, she is a member of the National Association of Plan Advisors and participates in community activities through St Andrew Parish. Originally from the Panama Canal Zone, Alina has lived in Florida since 1985 and resides in Parkland with her husband. Outside of her professional work, she enjoys jogging, traveling, reading history and mystery books, listening to salsa music, and spending time with her family.

Joshua Zamat is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Corey Schneider is a CFP®-designated financial advisor with Mass Mutual Investors Services, bringing 30 years of industry experience. He has worked with Mass Mutual and its subsidiaries since 1995. Outside of advisory work, Corey is an owner and agent in individual and group life, health, and property and casualty insurance through Sentinel Solutions, and he is a member of Schnike Power LLC, which focuses on solar panel leasing decisions. Mass Mutual Investors Services, LLC provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management, wrap accounts, and educational seminars, emphasizing collaborative, goal-based planning without discretionary investment authority.

Elisaveta Terzieva is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill since 2018 and previously at USSD Boca and Euro Pacific Capital, Inc. from 2013 to 2018. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Barton is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2014. Outside of advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies from unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Carlos Pou is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 66 designations. He has 35 years of industry experience and has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services supported by proprietary research and model-based asset allocations.

Jarrod Brandman is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, National Association. He is based in Boca Raton, Florida. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Laura Rodriguez Sabogal is a CFP® professional with eight years of industry experience, currently serving at Mass Mutual Investors Services. She has been with Mass Mutual and its affiliated entities since 2017. Prior to her financial advising career, she worked for DDB Worldwide Communications Group dba DDB Latina for eleven years. Sabogal is also the owner of Well Being Financial LLC, a bookkeeping business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers technology-driven, collaborative planning engagements and a range of specialized programs including estate settlement and employer-sponsored planning.

Edward Klein is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, as well as with Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.