Bradford Norford is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CitiGroup Global Markets Inc, Sage Advisory, Allianz Life Financial Services LLC, and UBS since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to customize financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers additional resources such as affiliated banking and securities-backed lending programs.

Thomas Wahl Jr. is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside integrated capital markets and alternative investment capabilities.

Marc Strasser is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 63 designation and over 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and GMS. He serves on the Board of Directors for Jarc, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Roy Savarick is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Roy has a background that includes both a Bachelor's and a Master's degree from Brooklyn College. Additional details about his areas of expertise, experience, or personal interests have not been provided.

Calvin Tannenbaum is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley since 2009, including roles within Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements.

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® credentialed financial advisor with 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has also been employed at JPMorgan Chase Bank, N.A. since 2006. His prior experience includes managing Kontos Property Management for 11 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Francisco Blanco is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Merrill, and Northwestern Mutual. Blanco’s background also includes a role at Dale Carnegie Training. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Marc Engelman is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2016 to 2019. 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 research and analytics with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions.

Christine Sjoblom is a Series 66 credentialed financial advisor with 18 years of industry experience. She has been with Cambridge Investment Research Advisors since 2014. Outside of her advisory role, she serves as a coordinator for the Adopt a Class program at Harbordale Elementary School and works as a public speaker focused on professional development. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary model strategies and access to third-party managers, with both discretionary and non-discretionary implementation options tailored to client objectives.

Eitan Esan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019. Esan serves as a member of the finance and investment committee for the Boca Raton Synagogue's endowment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipalities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Fischer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and totaling 30 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

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.

Eric Applewhite III is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Previously, he was with Citigroup Global Markets starting in 1990. Outside of his advisory work, he serves on the advisory board and finance committee for the Episcopal Diocese of Southeast Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery and planning tools, with a focus on advisory services across diverse investment and estate planning strategies.