Jennifer Greenblatt is a Series 66-licensed financial advisor with UBS Financial Services in Cooper City, FL, where she has worked since 2013. She has nine years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions to support tailored client strategies.

Christopher Tritsch is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 38 years of industry experience. His prior work includes long tenures at Merrill and Bank of America. He is currently based in Boca Raton, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Craig Nomberg is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial advice and investment guidance to clients. Craig holds the Professional Investment Advisor (PIA) designation, reflecting his qualifications in personal investment advisory services. He earned his High School Diploma/GED through the State University of New York System.

John Gaugin Rosenthal is a financial advisor with Cambridge Investment Research Advisors in Fort Lauderdale, FL. He holds Series 63 and Series 65 licenses and has professional experience at Cambridge Investment Research Advisors, Cambridge Investment Research Inc, The Seven Funds, and Kawa Capital Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various investment implementation options and proprietary model strategies, with features tailored to advisor and client needs.

Emmanuel Rivera is a financial advisor with Primerica Advisors in Sunrise, FL, holding Series 65 and Series 63 licenses and 16 years of industry experience. His prior work includes roles at Rivera Family & Associates, Inc. and PFS Investments Inc. Rivera is also involved in businesses affiliated with PFS Investments Inc., including activities related to home security and loan product referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm operates at scale, offering model-driven advisory services supported by third-party asset managers and notable custodial and trade execution partnerships.

Robin Hyres Cecere is a Series 66 credentialed financial advisor with 29 years of industry experience. She has been with Merrill in Fort Lauderdale, FL since 2002. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Annette Burrowes is a financial advisor at Cetera with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Western Southern Life and W&S Brokerage Services. Outside of advising, she serves as president of the Brenetta and Lloyd Burrowes Scholarship Fund, a family-funded initiative supporting students with financial need, and teaches financial literacy to Seventh-day elementary and middle schools. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services through a large network of independent advisors.

Steven Goens is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 56 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and previously worked at Morgan Stanley Smith Barney beginning in 2009. He is also a 1% owner and manager of the Goens Family LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services supported by firm-approved tools and a structured planning process.

Wesley Mc Donough is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at John Hancock Investment Management LLC and Manulife Asset Management. Outside of advisory work, he writes insurance policies through Creative Financial Network. 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 institutions. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large advisor network.

Eliezer Gordon is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Inc. and Midwestern. He is also involved with eComand Solutions, an outside business activity he has maintained since 2019. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Patrick Carter is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been associated with multiple firms since 2009 and operates Carston Ventures Inc., a business that provides health insurance to individuals and small businesses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Russell Johnson is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Raymond James & Associates since 2005. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Philipp Muller is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds Series 63 and Series 66 designations. Before joining Raymond James, he worked at Citigroup for seven years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm provides tailored financial planning and consulting services, drawing on a range of portfolio management styles, firm research, and affiliated sub-advisers.

Claudia Jaric is a CFP®-certified financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked for Diageo for 23 years. Outside of her advisory role, she and her husband own undeveloped land in North Carolina with plans for future development. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Anthony Collica is a CFP® and ChFC® with 20 years of industry experience. He is currently with OSAIC and has held roles at Bank of America and Merrill Lynch since 2010. He also serves as Executive Director of Wealth Management for Collica Group–Platinum Wealth Solutions. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

David Sterling is a financial advisor with LPL Financial in Ft. Lauderdale, FL, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Merrill, UBS Financial Services, and First Horizon Advisors. 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 offers a range of advisory programs, financial planning, and brokerage services featuring discretionary and non-discretionary management alongside model portfolios and research.

Joseph Silk is a financial advisor with Merrill in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill since 2009 and has an extended association with Bank of America dating back to 1996. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutional accounts.

Chantel Ayoub is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 designation and one year of industry experience. Her background includes roles at MassMutual Life Insurance Company and MML Investors Services, LLC, as well as work outside finance in customer service. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through multiple advisory and brokerage platforms.

Daniel Mccauley is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining Equitable Advisors in 2017, he worked with AXA Advisors and New York Life. He is also the owner of MCC Financial LLC, which he uses for tax planning and marketing purposes. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that heavily involves LPL-sponsored programs and endorsed TAMPs.

Sherryl Billings is a financial advisor with Merrill in Weston, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Merrill since 1993 and at Bank of America, N.A. since 2011. Outside of her advisory role, she serves as the primary caregiver for her daughter in a family-operated Medicaid waiver program. 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, pension and profit-sharing plans, corporations, and charitable organizations.