James Julich is a Series 66-licensed financial advisor with Morgan Stanley in West Palm Beach, FL, with 21 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Julich is a passive member of Blazer Capital LLC, a real estate entity. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery conversations and firm-approved planning tools, using resources such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to inform financial plans.

Phillip Anglade is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked in various roles at LPL Financial, Flagstar Bank, DoorDash, Crown Castle, The Vanguard Group, and Hollister Co. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Camryn Fasano is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, Camryn’s background includes academic work at the University of Florida and brief roles in wealth management and the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and advisory roles for multiple registered investment companies.

Antoine Campbell is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior roles include a year at Northwestern Mutual and several years in full-time education. He is based in Delray Beach, FL. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary advisory models, combining multi-asset model portfolios, written advice policies, and access to alternative investments within an integrated operational structure.

Jeffrey Bucci is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63, 65, and 66 licenses and possessing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Truist Investment Services from 2007 to 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm utilizes research and analytics to support its investment approach and offers both brokerage and advisory solutions.

Fernando Cardenas is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He has been part of the firm since 2014 and joined The Bourque Wealth Management Group in 2015. Fernando's professional focus covers family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Fernando holds a Chartered Financial Consultant® (ChFC®) designation, along with certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Florida Atlantic University, dual majoring in International Business and Trade and Finance. Prior to his financial career, Fernando served in the United States Marine Corps from 2008 to 2012, completing two combat tours in Afghanistan. Outside of his professional work, Fernando is actively involved in the veteran community and supports non-profit organizations. He volunteers with Everglades Angels Dog Rescue, fostering abandoned dogs in Florida’s Everglades. His personal interests include boxing, cooking, golfing, traveling, and watching movies. Fernando also practices and teaches self-defense and firearms tactical training during his spare time.

Steven Marin is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Equitable Advisors since 2011 and previously with AXA Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party advisory programs to tailor investment solutions to clients’ needs.

Gracie Maya is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 18 years of industry experience. She has been with Wells Fargo since 2018 and previously worked at Hapoalim Securities USA from 2014 to 2017. 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, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Adam Sendzischew is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having previously worked at M HOLDINGS SECURITIES, Inc., Jones Lowry, and Guardian Life. He serves as a director and past president of the Estate Planning Council of Greater Miami Dade. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports clients through a broad advisor network and institutional consulting services.

Oscar Gonzalez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at multiple firms, including Truist Advisory Services and SunTrust Investment Services, prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

Brad Burton is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at TIAA-CREF and Northwestern Mutual Wealth Management before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through multiple channels, including Corporate Financial Planning agreements.

Barbara Mangano is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent 15 years with Morgan Stanley in various capacities. 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 supported by Wells Fargo Investment Institute research and a broad range of financial products.

John Mcginty Jr. is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his financial advisory role, he is also engaged in horse show judging. Equitable Advisors serves a diverse 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 through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Jill Kremer is a financial advisor with Merrill in Palm Beach, FL, holding Series 63 and Series 66 designations and having 41 years of industry experience. She has been with Merrill since 1984 and has worked at Bank of America, N.A. since 2009. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Moskowitz is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. In his role, he collaborates with clients to develop financial plans and investment strategies tailored to their goals, continuously monitoring and adjusting these plans as clients' needs evolve. Evan has accumulated extensive experience at Fidelity Investments, holding various positions including Planning Consultant (2023-2024), Relationship Manager (2021-2022), Financial Representative (2020-2021), and Customer Relationship Advocate (2018-2020). This progression reflects his deepening expertise in financial services and client relationship management.

Lance Moody is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Aegis Capital Corp, National Securities Corp, and Raymond James Financial prior to joining Cetera in 2020. Outside of advisory work, he is involved in home construction as an owner, project manager, and design consultant of Perfect Home Construction, and co-owns a business that sells group health and disability insurance to business owners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management across more than 10,000 advisors.

Shayla Davis is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Bank of America, and Pruco Securities prior to joining UBS. Outside of her advisory role, she owns and manages a rental property in Riviera Beach, Florida. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based 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 strategies for clients.

Croft Meeker is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on building, preserving, and helping transition clients' wealth to the next generation. He engages in in-depth conversations to identify goals and objectives important to clients and their families, developing tailored strategies to meet those objectives using resources available through Merrill. Croft's expertise encompasses family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, special needs planning, and retirement income. He holds a Bachelor's degree from Hampden-Sydney College and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Croft is fluent in English and Spanish. Beyond his professional work, Croft serves as President of the Martin County Pioneers Lacrosse and volunteers with South Fork High School Lacrosse. His personal interests include boating, music, spending time with family, surfing, and traveling.

Cheryl Cohen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2010. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alyssa Nanosky is a Planning Consultant at Fidelity Investments, where she partners with primary advisors to update financial plans and review strategies. In her role, she serves as a direct extension of the primary advisor, working closely with clients to understand their goals and leverage Fidelity's resources to support their financial journey. Alyssa has been with Fidelity Investments since 2021, beginning as a Customer Relationship Advocate, then serving as a Relationship Manager from 2022 to 2024 before assuming her current position. Her experience across these roles has provided her with a comprehensive understanding of client relationship management and financial planning. Outside of her professional work, Alyssa enjoys painting and traveling.