Anthony Maneri Jr. is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of advising, he manages Plan On It, LLC, an administrative business services provider, and is involved in independent insurance brokering. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Jeffrey Sultan is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at American Portfolios Financial Services Inc., Madison Advisory Services, Madison Planning Group, and Royal Alliance Associates. Outside of his advisory role, he is involved in the sale of fixed insurance products as a sole proprietor. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a multi-advisor platform with various program options and affiliated relationships.

Perri Sherritt is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following roles at Citizens Securities Inc. and Wells Fargo. Earlier in her career, she had positions outside the financial industry, including at Kid's Crossing Learning Center and Seagate Hotel & Spa. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools to model outcomes without providing individual security recommendations as part of standalone planning.

Donald Kent is a financial advisor with Raymond James Financial in Boca Raton, FL, holding a Series 63 designation and over 33 years of industry experience. He has been with Raymond James Financial Services since 1999 and is also the owner of two support companies, Abundance Corp and MCM Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports municipal and public finance work through unique institutional affiliations.

Adam Weiner is a financial advisor with Cambridge Investment Research Advisors in Boca Raton, FL, holding Series 65 and Series 63 licenses and over 13 years of industry experience. His prior roles include positions at Dempsey Lord Smith, LLC, Arkadios Capital, and Centaurus Financial, Inc. He is also president of Adam Scott & Associates, which sells Medicare Advantage plans and provides insurance and benefits services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple investment platforms.

Jack Lasday is a financial advisor with Morgan Stanley in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves on the Finance Committee of Addison Reserve Country Club in Delray Beach. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm employs a structured financial planning process and provides various investment and advisory services supported by a broad array of proprietary tools and resources.

Kyle Stevenson is a financial advisor with Morgan Stanley Wealth Management, holding the CFP® designation and Series 65 and 63 licenses. He has eight years of industry experience, having previously worked at Bank of America, Merrill Lynch, and RMB Capital Management. Outside of his advisory role, Stevenson is involved with Happy Human Society LLC, a consulting business focused on art and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques.

Myles German is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, Trusted Securities Advisors Corp., and Mony Securities Corporation. Outside of financial advising, he serves as a divorce financial neutral and acts as co-trustee on his parents' trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its advice through a network of Investment Adviser Representatives using a variety of third-party advisory programs and focuses on matching clients to appropriate investment models and discretionary managers.

Robin Harman is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Merrill Lynch Pierce Fenner & Smith Inc. since 2008, following ten years at Morgan Stanley Dw Inc. and one year at Morgan Stanley & Co. LLC. 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 and profit-sharing plans, corporations, and charitable organizations.

Lise Gurian is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 designation and bringing 43 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary modeling techniques in its financial planning process.

Lewis Cohen is a financial advisor at UBS Financial Services with 43 years of industry experience. He has been with UBS since 1990 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market assumptions and research to tailor investment plans and provides a range of services including portfolio management, financial planning, and institutional trading capabilities.

Daniela Brink is a Financial Advisor affiliated with Merrill Lynch Wealth Management and a member of the Glover Brink Henderson Group, which collectively has over 50 years of investment management experience. Originally from Brazil, she earned a Bachelor’s degree in Business Administration from Metropolitan State University. Daniela began her career in banking, following in her father's footsteps, and has spent many years working in private and business banking. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Fluent in Portuguese and English, Daniela has resided in Boynton Beach, Florida since 2004. Her client focus areas include college education planning, employee benefits planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, and portfolio management services among others. Daniela is actively involved in the Palm Beach community and contributes to the organization Caridad. Outside of her professional work, she enjoys traveling, gathering with friends, playing tennis, biking, cooking, dancing, interior decorating, photography, pickleball, soccer, and spending time with her family.

Robin Smith is a Wealth Management Advisor with Merrill Lynch Wealth Management. She holds the position of Senior Vice President and has over 27 years of experience in the financial services industry. Robin's expertise includes wealth planning, retirement planning, and investment strategy and review, with a focus on assisting families, individuals, and business owners in the development of long-term financial strategies tailored to their specific needs, goals, and risk tolerance. Robin holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) credential. She earned her bachelor's degree from the University of Maryland at College Park with a major in Psychology. Her professional approach emphasizes providing exemplary service and advice to clients, aiming to become a lifetime resource and essential advisor to those she serves. Outside of her professional role, Robin is involved with organizations such as Susan G. Komen Breast Cancer and the Jewish National Fund. She resides in Pikesville, MD with her husband, Dr. Samuel Smith, and enjoys spending time with her family, including her two sons, two stepdaughters, and five grandchildren.

John Pratti is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 24 years of industry experience, including ten years at Commonwealth Financial Network. Pratti founded Third Phase Planning, a separate business entity, and is also involved with Touchpoint Financial Advisory Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance advisory work through unique affiliations.

David Gordon is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Good Life Advisors, LPL Financial, Wells Fargo Advisors, and Morgan Stanley. He serves as Treasurer on the Board of Directors for The Aria Condominium in Philadelphia. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service which provides ongoing, tax-aware withdrawal strategies and personalized recommendation reports.

Antonio Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with individuals, families, and business owners to align their wealth with their goals, values, and vision for the future. His approach places clients at the center of his work, focusing on preserving assets, navigating financial complexities, and creating lasting legacies. Antonio's expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background includes an Associate's Degree from Johnson & Wales University, an Accredited Certificate Program from Gold Coast Real Estate School, and a Bachelor's Degree from Florida International University. Fluent in Spanish and English, Antonio is involved in his community through AYSO Region 1370. He enjoys basketball, football, and soccer in his personal time.

John Shutowick is a CFP® professional with 36 years of industry experience, currently associated with Cetera. He has held roles at Summit Financial Group Inc and John Hancock Mutual Life Insurance Co., and co-founded Shutowick Wealth Management, a financial services firm. He also serves as an elected board member of the Fox Ridge Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, 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 with over 10,000 advisors and $256 billion in assets under management.

Gabrielle Bird is a Series 66-licensed financial advisor with Morgan Stanley in Boca Raton, FL, and has 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a planning process using firm-approved tools and modeling techniques.

Carla Bashan is a financial advisor at Merrill with 31 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1997, totaling 29 years at the firm in Boca Raton, Florida. 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 plans, corporations, and charitable organizations.

Mario Ponczek is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.