Taylor Baron is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Voya Financial Advisors, David Lerner Associates, State Farm, Nordstrom, and Brescome Barton. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models, focusing on personalized risk assessment and fiduciary services.

Christian Lacroix is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs and PNC Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery conversations and firm-approved tools to assist clients in their planning process.

Frank Haklits is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley and other firms, as well as work at the University of Alabama. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gary Weissman is a financial advisor with RBC Capital Markets based in Boca Raton, FL. He holds Series 63 and Series 65 credentials and has 37 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Janney Montgomery Scott. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning, leveraging both in-house and third-party investment resources.

Travis Rich is a financial advisor at Osaic Wealth with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Valic Financial Advisors, Morgan Stanley, and Galaxy Sports Advisors. Outside of his advisory work, Rich is active in the BNI Premier referral network, where he participates in educational sessions and serves as secretary treasurer. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization tools and third-party manager programs, supported by a complex affiliate network and private-equity ownership.

Kyle Marzec is a Series 66-credentialed advisor at Osaic with three years of industry experience. He previously worked with Lincoln Financial Advisors and CAPRE, and owns an apparel company operated through NU Ascent, LLC. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supported by advanced risk and rebalancing tools, and is notable for its scale, consolidation activity, and complex affiliate network.

Veronica Cyrus is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at JP Morgan Chase Bank, JP Morgan Securities, MML Investors Services, Neiman Marcus Last Call, and Mass Mutual Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Elliot Weissmark is a CFP® professional with 28 years of experience in financial advising. He is currently with Ameriprise Financial Services, LLC and previously worked at Raymond James & Associates for 11 years. Outside of his advisory work, he manages a family business, Mira Fine Watches & Jewelry, LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Matthew Cicero is a financial advisor with Raymond James & Associates in Boca Raton, FL. He holds Series 63 and Series 66 registrations and has 18 years of industry experience. Prior to joining Raymond James, he worked at Black River Summit. He is a passive stakeholder in Prudent Partners, LLC, an investment vehicle used to acquire a 25% equity stake in AFB Breakpoint LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, utilizing a variety of portfolio management styles supported by proprietary research and affiliated sub-advisers.

Maxwell Demeritte Jr. is a financial advisor with LPL Financial in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Equitable Advisors. He is also co-owner of a real estate rental business in Coral Springs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Michael Eugene is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and having eight years of industry experience. He previously worked at Wells Fargo Bank NA and Wells Fargo Clearing Services before joining Morgan Stanley and its Private Bank in 2019. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

Lori Oliveira is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing Services LLC since 2018, having worked with Wells Fargo Bank NA since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Christina Walters is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. Walters was also the founder of The Empress Lashes LLC, an esthetics business she operated for six years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Deborah Solomon is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. 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 extensive research and analytics with a broad platform of brokerage and advisory solutions.

Glenn Krevans is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 34 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2024 before joining Wells Fargo. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Peter Goodridge is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Goodridge is also the owner of Goodridge Capital Advisors, LLC, an investment management firm. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs. The firm combines advisory services with various financial products and referral channels to deliver tailored client solutions.

Joseph Icon is a financial advisor with Wells Fargo Clearing in Coral Springs, FL, holding Series 63 and Series 65 credentials. He has 37 years of industry experience, including prior roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he serves as a trustee and executor for multiple trusts and friends’ estates. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and utilizes research and analytics that emphasize diversification and modern portfolio theory.

Matthew Serbos Jr. is a financial advisor with Equitable Advisors in Boca Raton, FL. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, he was involved with several companies including DataScore and Serbos Marketing Partners, LLC. Equitable Advisors serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party investment solutions.

Tessa McLeod is an Investment Consultant at Fidelity Investments, a role she has held since 2023. In her current position, she partners with clients to develop personalized financial plans tailored to their specific needs. Tessa works closely with clients to define their goals and assist them in creating actionable plans for their financial futures, including retirement. Her approach centers on collaboration and customization, ensuring that each plan aligns with the individual objectives of her clients. Outside of her professional work, Tessa has interests in movies, puzzles, reading, running, and traveling.

Rebecca Niccols is a financial advisor with Morgan Stanley in Coral Springs, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2016. Her prior experience includes roles at Merrill, Banc of America Investment Services, and Wells Fargo Investments. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines institutional resources with diverse investment and planning capabilities.