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 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.

Stephen Tyson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Summit Brokerage Services. In addition to advising, he holds a notary public commission and works as a fixed insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Brandon Steig is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at Florida State University and West Boca Raton High School. Outside of advising, he is employed as an administrative associate at FreshWax LLC, a family-owned business involved in buying and selling sports card collectibles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Brown is a financial advisor with Osaic Wealth, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Valic Financial Advisors, Agia, Wells Fargo Clearing, and Banc of America Investment Services. Outside of advising, he serves as a manager for an LLC handling tax-related bookkeeping and also works as an agent offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm provides both brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization, supported by various tools and multiple program offerings.

Nicholas Perez is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including Wells Fargo Advisors and JPMorgan Chase Bank, and is currently employed by both J.P. Morgan Securities and JPMorgan Bank. Outside of his advisory role, he works in event services as a bartender at Spectrum Events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG criteria where applicable.

Anne Plocker is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and previously held positions at Morgan Stanley & Co. LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with 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 scenario modeling.

Christine Mills is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She previously worked at Raymond James & Associates, Bank of America, Merrill, and other financial institutions. Outside of her advisory role, Mills is an author of multiple fiction and nonfiction books and hosts a bi-monthly podcast interviewing creative women entrepreneurs. 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 from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions.

Abel Anguiano is a financial advisor with Morgan Stanley Wealth Management in Boca Raton, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and market scenario models in its process.

Raymond Jacobs is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Florida Atlantic University and Gunther Volkswagen of Coconut Creek. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on third-party asset managers and LPL-sponsored advisory programs for many of its solutions.

Jessica Tomei is an Investment Management Consultant I currently working at Fidelity Investments. In her role as a Planning Consultant since 2021, she collaborates closely with clients to develop financial plans, emphasizing client understanding and engagement throughout the process. Her professional experience includes positions as a Private Client Advisor at JP Morgan Chase Bank from 2020 to 2021, a Retail Trader Concierge Representative at TD Ameritrade from 2018 to 2020, and a Relationship Banker at JP Morgan Chase Bank from 2016 to 2018. Jessica's expertise spans client advisory, financial planning, and relationship management within the financial services industry. Outside of her professional responsibilities, Jessica has interests in fitness, food, traveling, volunteering, and yoga.

Troy Wheat is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2016. Outside of his advisory role, he is a check signer for Gringle Doherty and Wheat, a commercial real estate firm, when another principal is unavailable. RBC Wealth Management serves a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.