Anthony Avella is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Oppenheimer for 13 years before joining Wells Fargo Clearing Services in 2020. He has been with Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Marc Pines is a financial advisor at Stifel with 44 years of industry experience. He has held securities licenses Series 63 and Series 66 and has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, focusing on asset allocation and financial planning analyses to support client decisions.

Nicholas Dull is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Valic Financial Advisors from 1999 to 2007. Equitable Advisors serves individual clients ranging from non‑high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and LPL-sponsored advisory programs.

A Kondrup is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and analyses.

Merle Zislin is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm employs a structured planning process using proprietary tools and models, managing approximately $2.74 trillion in client assets.

James Ambrose Jr. is a financial advisor with Morgan Stanley in Coral Springs, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Ambrose is an instructor at the Ft. Lauderdale Adult Center and is involved with Christian Media Group, which provides professional media production and technology consulting services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and 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 investment research.

Ivan Usztics is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and 18 years of industry experience. His prior career includes roles at Cambridge Investment Research, VOYA Financial Advisors, Merrill, and Citigroup Global Markets. Outside of advising, he serves as president of the Safari Club International West Palm Beach chapter, owns a company that guides fishing and hunting trips, is president of a nonprofit raising funds for scholarships, and works as a firefighter for Palm Beach County Fire Rescue. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining scale across advisory and non-advisory activities with oversight of over $819 billion in discretionary assets.

Marc Sigel is a financial advisor at OSAIC with 33 years of industry experience. He holds a Series 63 designation and has previously worked at Sagepoint Financial, MSI Financial Services, and Mass Mutual Investors Services. Outside of his advisory role, Sigel is managing partner of Strategic Resource Group, LLC, where he focuses on fixed business insurance products, and also holds agent positions with Doctors Benefits and Physician Resource Group, marketing insurance products primarily to physicians. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with an emphasis on asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and retirement plan consulting.

Jared Fischer is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Investment Services LLC and Advisors Asset Management, Inc. 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, corporations, and institutional clients. The firm focuses on tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes.

Gary Wayne is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Janney Montgomery Scott for 21 years before joining Wells Fargo in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Chelsea Zinser is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and has previously worked at Glades Wealth Partners and FMSbonds, Inc. prior to joining Thrivent Financial and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. Their services include broad written recommendations on retirement, tax, estate, and special needs planning, delivered as one-time or ongoing engagements.

Jennifer Zislin is a financial advisor at Morgan Stanley with Series 63 and Series 65 designations and seven years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2017. Prior to her finance career, she held positions at Carrabba's Italian Grill and Victory Casino Cruises. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and modeling tools but does not provide individual security recommendations as part of standalone plans.

Rocco DePalma is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 25 years of investment experience to his role, focusing on developing and implementing customized portfolios that align client risk tolerance with appropriate asset allocation. In addition, Rocco oversees investment managers to help ensure clients achieve the stated goals of managed strategies. His client focus areas include college education planning, family wealth management strategies, investment consulting for defined contribution plans, employee financial health, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and small business strategies. Rocco holds a Bachelor's Degree from The College of New Jersey and has earned the Personal Investment Advisor (PIA) designation. He resides in Boca Raton with his wife and two children and enjoys boating, fishing, running, skiing, and watching movies.

Marc Meran is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Wells Fargo Clearing, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, providing tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Paul Carman is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 63 designation and 41 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for nine years and at Osaic FA, Inc. for fourteen years. Carman is also involved with the Paul W. Carmen Charitable Foundation, where he has been active for over 20 years. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors.

Elizabeth George is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she worked at Ameriprise for two years and has experience with University Tees, University of Kentucky, Aqua Tots, and Paul Laurence Dunbar High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and advisory services supported by a nationwide network of advisors.

Evelyn Abraham Lopez is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. Her prior work includes roles at The Vanguard Group and Bank of America, and she has been involved with the Chewonki Foundation and educational institutions such as the University of Miami and State University of New York at New Paltz. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sylvan Goldwert serves as a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He leads The Goldwert Group, a team dedicated to assisting families and businesses with managing various aspects of their finances, including investments, private equity, custom lending through Bank of America, retirement income, annuities, IRA, 401k, trusts, and estates. With over 30 years of experience as a Financial Advisor at Merrill in Red Bank, Sylvan specializes in areas such as college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, portfolio management services, tax minimization, and retirement income. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Sylvan earned a Bachelor's Degree from the State University of New York System. Outside of his professional career, he enjoys activities such as biking, boxing, gardening, hiking, music, reading, rock climbing, running marathons, swimming, and yoga.

Donald Rigg is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PFS Investments Inc. since 2012 and has a long-standing role with Broward County Schools beginning in 2006. Outside of his advisory work, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Michael Moon is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked with Cetera and its affiliates since 2023 and is also involved with Feller Financial Services as a Client Services Associate. Prior to his financial career, he held various roles including positions at Publix, Florida Atlantic University, Winn Dixie, and in education at Ponte Vedra High School and Valley Ridge Academy. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and account structures.