David Ogman is a Series 66-licensed financial advisor with 25 years of experience, currently with Raymond James Financial Services Advisors, Inc. in Boca Raton, FL. His prior experience includes roles at Citibank, Bank of America, Merrill, and UBS Financial Services. He is the founder and director of the Jordan Avi Ogman Foundation, a nonprofit focused on raising awareness and funds for a life-saving cure. 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 institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports advisory program implementation through a broad network of advisors.

Benjamin Vanderpool is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving affluent families by developing tailored strategies that address the unique and often complex financial needs of his clients, their families, and their businesses. Leveraging the investment insights of Merrill and the banking services of Bank of America, he provides a range of financial solutions designed to help clients pursue both short- and long-term financial goals. Mr. Vanderpool has 14 years of experience as a financial advisor, with nine of those years spent at Merrill Lynch. His areas of expertise include college education planning, divorce transition planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds a Bachelor of Science degree in Finance and Accounting from Florida State University and an MBA from Loyola College in Maryland. Mr. Vanderpool is also a Personal Investment Advisor (PIA). Outside of his professional work, Benjamin Vanderpool lives in Delray Beach with his wife and two sons. He is an active member of the Crohn’s and Colitis Foundation of South Florida. In his spare time, he enjoys outdoor activities, traveling, and spending time with family and friends.

Joseph Vieira is a financial advisor with Wells Fargo Advisors in Coral Springs, FL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Vieira also owns and operates Mediterranean Group Inc., a business related to investment activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Christopher Myers is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Snipes for four years and had multiple engagements with Union League Liberty Hill. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kerrie Milligan is a financial advisor with Raymond James & Associates in Boca Raton, FL. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Milligan has been with Raymond James & Associates since 2013. She is a member of The Fox's Den Investment Club, where she contributes investment ideas without serving in an officer capacity. Raymond James & Associates 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 financial planning, non-discretionary investment consulting, and municipal advisory services.

Brandon Fetterman is a financial advisor with Morgan Stanley, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020, and prior experience with United Bank of Switzerland from 2017 to 2020. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer providing a variety of advisory services to individuals and institutions. The firm emphasizes structured financial planning and offers diverse investment programs, managing approximately $2.74 trillion in client assets.

Alexandra Pohutsky is a financial advisor at Morgan Stanley with six years of industry experience. She previously worked at T. Rowe Price for four years before joining Morgan Stanley in 2020. She holds a Series 66 designation and is based in Boca Raton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gerard Heymann is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc. His other business activities include managing personal estate planning entities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and tailors investment strategies using both in-house and third-party managers, supported by its extensive capital markets capabilities.

Stephen Estler is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 44 years of industry experience, having been with MML Investors Services since 1982 and associated with MassMutual Life Insurance Company since 1980. Outside of his advisory role, he serves as treasurer for the Christian Business Mens Connection, a religious peer group and mentoring organization. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using collaborative, goal-based approaches supported by firm-approved analytical tools.

James Bradley is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and its affiliated private banks from 2014 to 2023. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Kevin Tritsch is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior experience includes roles at Merrill and Bank of America, spanning from 1995 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning primarily in an advisory capacity.

Jeffrey Walzer is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Outside of his advisory role, he serves as vice president of CGW Corp., a real estate investment company. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services that utilize proprietary investment analysis and asset allocation methodologies.

Alyssa Saponare is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. Her prior experience includes roles at Rockefeller Financial LLC and UBS, as well as positions in education and recreation sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by model portfolios, independent research, and advanced technology solutions.

Jonathan Gomez is a financial advisor with RBC Capital Markets, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles. The firm combines in-house and third-party investment managers and offers integrated capital markets and lending capabilities.

Wallace Fry is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, including investment options that extend to insurance-related vehicles and bank deposit sweep programs.

Brett Perlman is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with Edelman Financial Engines, where he has worked since 2012, including roles at affiliated entities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment approach.

John Ruffolo is a financial advisor with Primerica Advisors in Margate, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Primerica Advisors since 1998 and has been president of Rhino Jr., Inc., a legal entity formed for Primerica business purposes, since 1999. In addition to his advisory role, he receives non-investment related compensation for referrals related to home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Howard Shapiro is a financial advisor with Wells Fargo Advisors in Coral Springs, FL, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he fully owns Southeast Tropical Financial Services Inc., an investment-related business in Coral Springs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically being discrete and customized.

Mark King is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with UBS since 2008. Outside of advisory work, he is involved in a real estate partnership based in Atlanta, Georgia. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a wide range of capital markets and research resources.

Patrick Friderich is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors since 1997 and has worked with Primerica Financial Services since 1996. Outside of his advisory role, he is involved in managing a legal entity formed for Primerica business purposes and holds a managerial role in a commercial property venture. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan clients.