Calvin Tannenbaum is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Morgan Stanley in various roles since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery processes and analytical tools like Monte Carlo simulations.

Charles Mckee Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in guiding successful individuals, families, and business owners through complex financial decisions by applying a disciplined, client-first approach that emphasizes strategic planning and long-term vision. As part of The Mehta and McKee Wealth Management Group, he utilizes the SMART² framework to create personalized strategies encompassing retirement planning, tax-efficient solutions, and legacy building. Charles holds a Bachelor's Degree from Ohio Wesleyan University and an MBA from the University of Miami. He also carries the Personal Investment Advisor (PIA) designation. His professional affiliations include membership in the Exchange Club, and he maintains active involvement in the Fort Lauderdale community. Outside of his professional pursuits, Charles enjoys boating, fishing, golfing, hunting, scuba diving, skiing, swimming, tennis, traveling, and spending time with his family. He is a father of two and a University of Miami alumnus.

Brett Moore is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2021. Outside of his advisory work, he serves as a trustee for the Friends of Esperanza charity, helping raise and manage funds for an elementary school book fair. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, including financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Amanda Conde is a financial advisor with Morgan Stanley in Fort Lauderdale, FL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, Amanda worked at TruStage - Dade County Federal Credit Union and held various roles at Nova Southeastern University. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and firm-approved tools, emphasizing an advisory role without offering individual security recommendations as part of standalone plans.

David Luciano is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 66 designation and has prior work history at Morgan Stanley and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services, utilizing both in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.

Francine Rubinstein is a financial advisor at Ameriprise with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Evershore Financial Group and Securian Financial Services Inc. She is based in Boca Raton, FL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Elias Kontos is a CFP® with 25 years of experience in the financial industry, currently serving at J.P. Morgan Securities since 2012. His prior experience includes roles at UBS Financial Services and Morgan Stanley, as well as managing a property management business for over a decade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a range of investment strategies.

Francisco Blanco is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and totaling 11 years of industry experience. His previous roles include positions at JPMorgan Chase Bank, JP Morgan Securities, Dale Carnegie Training, Northwestern Mutual, Merrill, and Bank of America. Blanco is also involved with Stonebrook Wealth Partners, a business related to his work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management options alongside various non-advisory financial services.

Marc Engelman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent three years with Morgan Stanley and Morgan Stanley Private Bank, N.A. in various roles. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Eitan Esan is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has 10 years of industry experience, including prior roles at Morgan Stanley and Morgan Stanley Private Bank. He serves on the finance and investment committee of the Boca Raton Synagogue’s endowment. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, and municipal clients with a range of financial planning and consulting services.

Rachell Comunale is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has been with Merrill since 2017 and concurrently works at Bank of America, N.A. since 2018. Prior to her current roles, she worked at W Fort Lauderdale from 2016 to 2017. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Anthony Trigona is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise since 2017 and previously spent 11 years with Raymond James & Associates. Ameriprise offers a retirement-income planning service tailored to individuals near or in retirement who meet specific asset criteria, combining research and modeling with tax-smart strategies and periodic written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of its institutional category.

Melissa Gerdes is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2016. Outside of her advisory role, she is involved in musical activities, including singing in a choir and teaching voice lessons. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and resources.

Gregory Workman is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He supports clients in areas such as family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Gregory's approach emphasizes listening to clients to understand their priorities and creating strategies aligned with their financial goals. He holds a Bachelor's Degree from the University of Kentucky and the Personal Investment Advisor (PIA) designation. Gregory aims to build long-term relationships and provide thoughtful guidance to help clients make confident financial decisions through every stage of life. Outside of his professional work, Gregory enjoys boating, golfing, and spending time with his family.

Eric Applewhite III is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Citigroup Global Markets. He serves on the advisory board and finance committee of the Episcopal Diocese of Southeast Florida. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets with a planning process that includes firm-approved tools and broad investment offerings.

Matthew Botkin is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. He currently works at Cetera and has a background that includes ownership of the Botkin Law Group, PLLC, where he practices estate planning and related legal matters. In addition to his advisory role, he is a licensed attorney providing tax and legal advice upon client request and manages CryptoX LLC, an investment asset LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform with discretionary and non-discretionary program options, supporting over 10,000 advisors and approximately $256 billion in assets under management.

Saralyn Scaldini is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2012. She began her career in financial services in 1983 and has experience working with clients and families to develop wealth planning strategies. Her professional background includes positions as a Financial Advisor at Morgan Stanley from 2009 to 2012 and Merrill Lynch from 2005 to 2009. Prior to her financial advisory roles, she held positions such as Development Officer at The Mary Baker Eddy Library for the Betterment of Humanity and Planned Giving Officer at The First Church of Christ, Scientist. Outside of her professional work, Saralyn's interests include family activities, fitness, social events with friends, painting, traveling, and yoga.

Carson Degen is a Series 66 licensed financial advisor with Equitable Advisors in Ft. Lauderdale, FL, where he has worked since 2026. His career includes diverse roles across industries such as design, education, and hospitality prior to joining Equitable Advisors. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of investment adviser representatives and third-party managers.

Carlos Romero is a financial advisor with Osaic who holds Series 63, 65, and 66 licenses and has 30 years of industry experience. His prior work includes positions at IP Financial Advisory Services, Innovation Partners, Next Financial Group, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory roles, he serves as president and volunteer for the Temple Beth El Brotherhood, a nonprofit organization in Boca Raton, FL. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

Matthew Dresnick is a Certified Financial Planner (CFP®) with 23 years of experience in the financial industry. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.