James Buley is a CFP® professional affiliated with LPL Financial, with 35 years of industry experience. He has worked at LPL Financial since 2004 and previously spent seven years at Ameriprise. Buley serves as a trustee for a family trust and is a for-profit board member of Beaver Island Management Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Paul Christodoulou is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 63 and Series 65 credentials and having four years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and SpyroSoft, LLC. Outside of his advisory work, he is an author of a book on fathering a special needs son and operates a YouTube channel called Beyond Limits. Primerica Advisors sponsors a wrap-fee asset management program focused primarily on individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm’s approach centers on model-delivery strategies managed by unaffiliated asset managers and supported by third-party custodians and overlay management.

David Feigelman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with EF Hutton in Massachusetts in 1982 and has been with Merrill's Boca Raton office since 1988. David is a qualified Portfolio Manager and holds the Personal Investment Advisor (PIA) designation. He focuses on understanding each client's unique needs and constructs asset allocation plans that reflect clients' income and growth expectations. These plans are flexible and adjust to changes in the markets and the client's personal circumstances. David builds and manages personalized or defined strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He provides services through the Firm's Investment Advisory Program, managing strategies on a discretionary basis when applicable. David graduated magna cum laude from Boston University with a degree in finance. Outside of his professional work, he enjoys sports such as tennis, basketball, and swimming. He resides in Boca Raton with his wife, Donna, and they have a family home in Stowe, Vermont, where they engage in activities like skiing, hiking, and mountain biking.

Jim Casey is a CFP® with 33 years of industry experience, currently affiliated with LPL Financial in Plantation, FL. He has worked at LPL Financial for a total of 28 years, with a two-year interval at New Century Financial Group. Outside of advisory work, he is involved with Gelbwaks Insurance Agency, providing life, health, disability, and long-term care insurance referrals. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and portfolio management services, incorporating model portfolios, third-party asset management, and institutional platforms.

Nancy Castro is a financial advisor at Morgan Stanley with eight years of industry experience. She has worked previously at Safra National Bank of New York and Bank Hapoalim, B.M. Outside of her advisory role, she owns a rental property business. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools.

Luis Ugalde is a financial advisor with Primerica Advisors in Sunrise, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Primerica Advisors since 2011 and has worked with Primerica Financial Services since 2008. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models and ongoing oversight.

Michael Romance is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns and manages rental properties in Greenville, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm utilizes structured planning tools and modeling techniques to deliver advisory services, managing approximately $2.74 trillion in client assets.

Matias Valdes is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2015, and previously held positions at RBC Capital Markets and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Irl Solomon is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2015 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

William French is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Northwestern Mutual and The Northern Trust prior to joining Morgan Stanley. Outside of his advisory role, he serves on the boards of an agricultural venture and finance committees at two religious organizations in Fort Lauderdale, Florida. Morgan Stanley Wealth Management provides comprehensive financial planning and advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and global investment analyses to support tailored financial strategies.

Jonathan Fleischer Peicher is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2016, following five years at Credit Suisse Securities (USA) LLC. Prior to his career in finance, he co-owned a lumber sawmill operation in Venezuela that exported wood crafts. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based strategies to tailor advice to clients’ goals and risk tolerances.

Stephen Sherman is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including corporate financial planning agreements and various investment solutions.

Ronald Guiler is a CFP®-designated financial advisor with Ameriprise Financial Services, bringing 42 years of industry experience. His prior roles include positions at IFP Securities, LPL Financial, and Independent Financial Partners. Outside of advisory work, he is president of Executax Corp., a tax preparation and accounting firm he has led since 1972. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement income plans and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Jerome Kirstein is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Inc. He is also a commissioned Notary Public in Florida. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Jonathan Perry is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and UBS Financial Services, where he worked from 2006 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery processes and firm‑approved analytical tools. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and specialized planning groups.

Jorge Valdes II is a financial advisor with J.P. Morgan Securities in Miramar, FL, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at several firms including Bank of America, Merrill, E*TRADE Securities, Morgan Stanley, and Wells Fargo prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence processes.

Nicholas Giambri is a Series 66 registered financial advisor with over 26 years of industry experience. He is currently with LPL Financial and has previous experience at firms including Guardian Global Group, Raymond James Financial Services, Morgan Stanley, Wells Fargo Clearing, and TD Ameritrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rhonda Weinman is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2008. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she acts as a trustee for an irrevocable life insurance trust for her family. 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 customized financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

Carlos Matos is a financial advisor with UBS Financial Services in Fort Lauderdale, FL. He holds a Series 66 designation and has been with UBS since 2025. Prior to joining UBS, he spent three years at the University of Florida. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad platform of capital markets and banking services.

Delia Wright is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera in Fort Lauderdale, FL. Her prior experience includes roles at Morgan Stanley, UBS Financial Services, and Windham Capital Management. In addition to her financial advisory work, she teaches spin classes at Cyclebar. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and institutions, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.