Garrett Carlson is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. for 11 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates modern portfolio theory and offers both non-discretionary and discretionary services, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking.

David Olson is a financial advisor with RBC Capital Markets in Fort Lauderdale, FL. He holds the Series 63 and Series 65 designations and has 32 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Michael Swinehart is a financial advisor with Mass Mutual Investors Services in Ft Lauderdale, FL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ameriprise Financial Services, LLC for 22 years prior to joining MassMutual Life Insurance Co and MML Investors Services, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Michael Odzer is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at NYLIFE Securities LLC and Coastal Wealth. Outside of his advisory career, he has been involved with Hover Brothers LLC for five years. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a variety of third-party advisory models and programs, offering services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Scott Teich is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 63 designation and 32 years of industry experience. He has been with Raymond James & Associates since 2001. 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 and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Michael Constantine is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley since 2015, including time at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning services.

Frank LaBarbera is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He works closely with clients and their families to help achieve their financial goals, such as achieving worry-free retirement or navigating liquidity events. Frank and his team collaborate with clients on a personalized, risk-appropriate financial plan that aligns with their needs and investment experience. With over 30 years of market experience, Frank offers expertise in managing new wealth, personal retirement planning, portfolio management services, and retirement income. He emphasizes disciplined wealth management planning and hands-on leadership to help clients avoid investor pitfalls related to greed, fear, and ego. Frank uses sound fundamental and technical analysis and offers knowledge of option strategies tailored to a client's risk tolerance. Frank holds a Bachelor's degree from the State University of New Paltz and the Personal Investment Advisor (PIA) designation. Born and raised in Brooklyn, NY, he and his family have lived in Boca Raton since 1997. Outside of work, Frank enjoys basketball, biking, cooking, football, golfing, reading, watching movies, and spending time with his family.

Daniel Kraus is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 63 designation and 45 years of industry experience. He has been with Raymond James & Associates since 2001. Kraus serves as chair of the investment committee for the Jewish Federation of South Palm Beach Foundation and is an officer and treasurer for the Mystic Cove of Jupiter homeowner association. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research resources.

Cindy Blanket is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 63 designation 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, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Kenrick Whyte is a Wealth Management Advisor with Merrill Lynch Wealth Management. He advises high-net-worth individuals, multi-generational families, business owners, corporate executives, and professionals with complex financial lives. Kenrick specializes in business succession and exit planning, liquidity events, wealth preservation, retirement planning, and legacy strategies. He also provides guidance to corporations and retirement plan sponsors on fiduciary best practices, plan design, participant outcomes, and retirement plan governance. Kenrick has been in the financial services industry since 1997 and established his wealth management practice in 1998. He holds a Bachelor of Science degree in Civil Engineering from Florida State University. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Plan Fiduciary Advisor® (CPFA®) designation. Kenrick is a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). He serves on the Board of Trustees of Saint Andrew's School and previously served on the Board of the Port Everglades Association and as Lieutenant Governor of Kiwanis International Division 23. Kenrick resides in Parkland, Florida with his wife, Karen, and their son, Hunter. Outside of work, he enjoys spending time with his family, attending youth sports events, playing tennis, fishing, and reading.

Dean Maragos is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Edward Jones, Merrill Lynch/BOA, and has additional experience in the automotive and dental industries. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party programs and discretionary managers to tailor investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Feniger is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at Cetera since 2006 and previously at UBS Financial Services from 1994 to 2006. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management.

Karen Ashby is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Quercia is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. His prior work includes roles at Morgan Stanley, TradeStation Securities, and Turk Hill Capital, as well as involvement in private business ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s retirement program provides ongoing advice based on comprehensive analysis and operates within a defined investment framework that includes affiliated products and managed account offerings.

Michael Reilly is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, supporting clients in implementing and updating their plans.

Steven Salovitch currently serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 2019, initially joining as an Investment Consultant before advancing to Financial Consultant. Prior to joining Fidelity, Mr. Salovitch worked as a Financial Advisor at Morgan Stanley from 2018 to 2019. With over 40 years of experience in financial services, Mr. Salovitch has held various roles including Independent Insurance Brokerage and Consultant from 2013 to 2018, Vice President at BGC Partners from 1998 to 2013, Executive Vice President at Lassar Marshall, USA Inc. from 1994 to 1998, and Vice President at Prebon Yamane from 1986 to 1994. His professional history reflects extensive involvement in financial consulting and advisory services. At Fidelity, Mr. Salovitch and his team focus on utilizing the firm's financial planning tools and resources to collaborate with clients and families in developing strategies aimed at protecting and growing their wealth. No educational background or personal interests information was provided.

Tiffany Gallik is a Wealth Management Advisor with Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional and a Senior Portfolio Advisor, specializing in creating and implementing investment plans tailored to high-net-worth individuals and their families across the United States. Tiffany collaborates closely with clients, accountants, and attorneys to deliver comprehensive wealth management strategies that encompass estate planning, philanthropy, tax minimization, retirement income, and legacy planning. She manages discretionary custom investment strategies by selecting from a broad range of Merrill model portfolios and third-party investment options. Tiffany joined The Byer Wealth Management Group in 2017 and brings expertise in areas such as education planning, family wealth management, personal retirement planning, and portfolio management services. She holds a bachelor's degree from Florida Atlantic University, where she graduated cum laude with a major in Marketing and a minor in Economics. Additionally, Tiffany holds the Personal Investment Advisor (PIA) designation. Outside of her professional role, Tiffany is involved with organizations including Good Karma Pet Adoption Center and Habitat for Humanity. She resides in Deerfield Beach, Florida, and enjoys boating, pickleball, yoga, and spending time with her family.

Robert Macdonald is a Wealth Management Advisor with over 30 years of experience helping clients develop personalized financial strategies. He is part of a team located in Hendersonville, NC, Pinehurst, NC, and Boca Raton, FL, focused on providing tailored wealth management services in a friendly environment. His expertise includes college education planning, family wealth management, liquidity management, philanthropic planning, retirement income, tax minimization, and addressing the financial needs of women and individuals managing new wealth. Robert holds a Bachelor's Degree from the University of Central Florida and an Associate's Degree from the University of Florida. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is also recognized as a Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with organizations such as the American Red Cross. Outside of his professional work, Robert enjoys boating, hiking, reading, tennis, and traveling. His approach centers on developing one-on-one relationships to create flexible financial strategies aligned with clients’ long-term goals.

Kevin Kelleher is a financial advisor at LPL Financial in Fort Lauderdale, FL, with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for eight years before joining LPL Financial. He is the sole owner of Saibhreas Management Group, LLC, a business entity for tax and investment purposes. 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 offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily by investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Benjamin Blumenthal is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Boca Raton, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.