Jonah Ferro is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at The Bachrach Group for six years and has held roles at MJ Boyd Consulting and the New Jersey Devils. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor investment strategies to client goals and risk tolerances.

Natalya Bradley is a Series 66 licensed financial advisor with 15 years of industry experience. She has worked with Edelman Financial Engines and its predecessor firms since 2015. Outside of her advisory role, she and her husband operate an independent online retail business selling apparel and food products. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing diversified model portfolios and a long-term investment approach.

David Koifman is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including several roles within Cetera and prior positions at Finalis Securities LLC and First Allied Securities Inc. Outside of his advisory duties, he is involved in tax and accounting support through Eco-Tax and is an owner/member of PDMK, LLC, an expense management entity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Matthew Kochman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of finance, he has been involved with GameWars since 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual client relationships and corporate financial planning agreements.

Brittney Dick is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Sanford C. Bernstein & Co., LLC, JPMorgan Securities, LLC, and JPMORGAN Chase Bank, N.A. since 2019. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides research and capital markets services through its global platform.

Bonnie Roy is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at firms including Summit Financial Networks and VSR Financial Services. Outside of her advisory work, she is also a part-time agent selling Medicare supplements. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

Denise Madnick is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. She has previously worked at Raymond James & Associates, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. In addition to her advisory role, she serves as president of her husband's business, SadieChlo. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client risk tolerance to match them with appropriate program models or discretionary managers, utilizing a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Gregory Albiani is a financial advisor with Charles Schwab, holding a Series 66 designation and six years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2019 and 2021 respectively, and previously worked at Northwestern Mutual and taught at the University of Florida and Florida Atlantic University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and combination of advisory and brokerage services.

Stacey Englander is a financial advisor at Raymond James & Associates with 56 years of industry experience. She holds the Series 63 designation and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Englander is based in Boca Raton, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Brandon Acevedo is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Bank of America, Merrill, PNC Bank, Sarvero Logistics, and Florida International University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Chanda is a financial advisor with LPL Financial, holding a Series 66 license and bringing 25 years of industry experience. His career includes roles at Mass Mutual Investors Services, ProEquities, Inc., and Morgan Stanley, among others. He also operates Chanda Financial LLC for tax and investment purposes and is involved in selling fixed life and annuity insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research tools.

Darren Forzese is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Villas of Berkley Homeowners Association. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to generate written recommendations, delivered through a centralized consulting team in partnership with advisors like Mr. Forzese.

Robert O'Connor Jr. is a financial advisor with Ameriprise in Delray Beach, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer and Board Member of the Capri L Association. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Weidan Li is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Ameriprise since 2005, including six years at the current firm entity. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Ryan Grai is a financial advisor with Wells Fargo Clearing in Palm City, FL, holding Series 63 and Series 66 licenses and with seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alexandra Wooldridge Lo Biondo is a financial advisor at Raymond James Financial in Wellington, FL, holding a Series 66 designation with 5 years of industry experience. She has worked at both Boynton Financial Group, Inc. and Raymond James Financial Services, Inc. since 2015. Outside of her advisory role, she was involved with St. Therese de Lisieux Church for nine years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a notable affiliation with a municipal advisor to support its public finance work.

Laura Borselli is a financial advisor with Merrill in Boynton Beach, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at TD Private Client Wealth LLC and TD Bank. Outside of her advisory work, she serves as an authorized signer for her husband's general contracting business, Roberts Contracting Inc. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Alexander Londono is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2012. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Hale is a financial advisor at J.P. Morgan Securities in Boca Raton, FL, holding a Series 66 designation with seven years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and previously at Bank of America and Merrill from 2017 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sydney Ronzano is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2018 and previously worked in service-learning at West Chester University. Ronzano also manages an advisory business, CSWMG Inc., as part of her outside employment. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered through a centralized consulting team, supported by algorithmic tools and oversight committees.