Jessica Vanhorn is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured planning tools and investment modeling techniques.

Jose Agosto is a financial advisor with J.P. Morgan Securities in Coral Springs, FL, holding a Series 66 designation and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Andrew Watkins is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley in various roles from 2011 to 2020. He also owns a tax consulting business, Andrew M Watkins CPA, providing tax preparation services. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team in partnership with financial advisors.

Spencer Brief is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. He has held positions at several firms, including WorkPath Partners and Ameriprise Financial Services Inc. Wells Fargo Advisors is a national securities firm providing 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Jeffrey Guggenheim is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 license and three years of industry experience. Prior to his financial advisory role, he spent six years at Procter & Gamble Co. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Priscila Maldonado is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Muriel Siebert, First Republic Bank, PNC Bank, and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services under both direct client and corporate financial planning arrangements.

Laurence Rogers is a CFP® with 54 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He is based in Boca Raton, FL, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an investment committee member for the Temple of Israel of Natick. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Diana Monsalve is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and four years of industry experience. Her career includes roles at Ameriprise since 2021, as well as prior positions at Potential Christian Academy, PFS Investments Inc., Primerica Financial Services, and Ker Clinic Services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Margaret Hollywood is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. She began her financial services career in 1986 and has over 25 years of experience in the industry. Margaret assists clients by helping them build wealth management strategies tailored to their individual needs, with a focus on delivering a comprehensive approach that starts by listening and understanding each client's goals. Her expertise includes liquidity management, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. In 2008, she established The Hollywood Group, through which she continues to provide personalized financial strategies. Margaret holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Seton Hall University. Outside of her professional work, Margaret's personal interests include biking, gardening, golfing, interior decorating, reading, skiing, swimming, tennis, traveling, and yoga.

Diane Irving is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a broad range of advisory programs and tailored financial planning, utilizing firm‑approved tools and modeling techniques to support its clients’ financial goals.

Ran Regev is a CFP® and Series 66-registered advisor with 18 years of industry experience. He is currently affiliated with OSAIC and has previously worked at SagePoint Financial and MSI Financial Services, Inc. Outside of his advisory roles, he is co-founder and manager of RSB Life and CEO of Regev Financial Group, both of which involve selling and servicing life insurance and securities products. Osaic Wealth serves a diverse client base that includes individual investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform featuring brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party-managed strategies.

Roger Correa is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities, Alpha Omega Wealth Partners, and Axa Advisors. Correa is based in Pompano Beach, Florida. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party managers.

John Faber is a financial advisor at Wells Fargo Advisors with 50 years of industry experience. His career includes roles at Wells Fargo Clearing and Morgan Stanley entities dating back to 1991. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad menu of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers specialized planning in areas such as retirement, education, risk management, and business-owner transition planning, utilizing proprietary research and tools to develop client recommendations.

Jeffrey Piliero is a CFP® practicing with Wells Fargo Clearing in Boca Raton, FL, with eight years of industry experience. His work history includes roles at Wells Fargo Bank and SunTrust Advisory Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Ogman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Citibank, Bank of America, Merrill, UBS Financial Services, and Morgan Stanley. Ogman is also 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 provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

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, his background includes roles at Union League Liberty Hill and Snipes. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

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.