Grant D. Adesky is a financial advisor at Raymond James & Associates with a Series 66 credential and three years of industry experience. Prior to joining Raymond James, he worked at Emory University and Saint Andrew's School. He is a passive stakeholder in Prudent Partners, LLC, an investment vehicle acquiring equity in AFB Breakpoint LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning, consulting, and investment services supported by nationwide advisers and affiliated research.

Timothy Grajko is a financial advisor at Morgan Stanley with 14 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley since 2019, including seven years with Morgan Stanley Private Bank, N.A., and previously spent time with TradeStation Securities, Inc. and Susquehanna International Group. Outside of his advisory role, he is associated with Turo, an app that allows people to rent their cars. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Josep Sagarra is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. His career includes roles at Bank of America and GO Financial. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Rodman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Angelo Lagriola is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and previously studied at the University of Florida. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs, utilizing a network of Investment Adviser Representatives and third-party managers to deliver a range of investment solutions.

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 at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at The Seven Funds, Kawa Capital Management, Babson College, and Wildfactory Company. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms.

Emmanuel Rivera is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Primerica Financial Services since 2007 and was involved with Rivera Family & Associates, Inc. from 2013 to 2017. Rivera is also president and partner of CANI RTD Corp, a legal entity formed for Primerica business purposes. Primerica Advisors offers a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services primarily through a large network of financial advisors.

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 at Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Midwestern. He is also involved with eComand Solutions outside of his advisory work. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate 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 financial advisor at OSAIC with 20 years of industry experience. He holds the CFP® and ChFC® designations along with a Series 66 license. His prior work experience includes roles at Bank of America, Merrill Lynch, and Chase Investment Services Corp. Outside of his primary advisory role, he serves as Executive Director of Wealth Management at Collica Group–Platinum Wealth Solutions, an LLC involved in sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves retail and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations, offering a broad range of brokerage and advisory services. The firm’s investment process centers on model-based asset allocation and portfolio optimization, and it operates a multi-advisor platform supported by a complex network of affiliates and private-equity ownership.