Sean Rath is a financial advisor with Osaic Wealth, Inc. holding a Series 66 designation and two years of industry experience. Prior to joining Osaic, he worked in education for several years and currently supports a registered investment advisor in client and administrative duties. He also serves as an instructor for an online life skills course offered through a gap year program. Osaic Wealth serves a diverse range of clients, including individual and high-net-worth investors, institutions, and charitable organizations, providing brokerage, advisory, and financial planning services through an extensive network of advisers and multiple platforms. The firm utilizes advanced asset-allocation tools and third-party managed account solutions to construct portfolios across various asset classes.

Brian Therrell is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked for Cambridge Investment Research Advisors, Inc. from 2013 to 2026. In addition to his role at LPL, he is managing partner of Generations Wealth Advisors, an insurance agency based in Boca Raton, FL. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house research and third-party subadvisors.

Ryan Anderson is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of advisory work, he owns a short-term vacation rental property. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning tools and firm-supported investment strategies.

Anthony Anthony is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Amiel is a financial advisor at MassMutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup Global Markets and JPMorgan Chase. Outside of finance, he owns and manages two nail salons and a food service business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a focus on collaborative, goal-oriented engagements.

John Grimstad is a financial advisor with Edward Jones in Deerfield Beach, Florida, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he owns and operates Shady Creek Farm in Cascilla, Mississippi, where he is involved in farming activities primarily during weekends and time off. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Beth Mahanger is a CFP® with 27 years of experience in financial advising, currently serving at Morgan Stanley in Boca Raton, FL. She has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of her advisory role, she is a co-trustee of a family trust. Morgan Stanley Wealth Management is a large, SEC-registered firm providing a range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by advanced analytical tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Kathleen Reeves is a financial advisor with Cambridge Investment Research Advisors in Boca Raton, FL. She holds Series 63 and Series 65 licenses and has 31 years of industry experience, including prior roles at UBS Financial Services, Inc. and FSC Securities Corporation. She is also the owner of Beitler Financial Group, an S-Corp for tax and legal liability purposes. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides a variety of investment implementation options across multiple platform arrangements, combining proprietary and third-party strategies, with both discretionary and non-discretionary management.

Adam Jacobs is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2012. 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 firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Deborah Williams is a financial advisor at Morgan Stanley with 28 years of experience in the industry. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, following an earlier tenure at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive services. The firm manages approximately $2.74 trillion in client assets and delivers investment solutions through a variety of institutional and retail offerings.

Teresa Mcardle is a financial advisor with Morgan Stanley in Coral Springs, FL, holding a Series 63 designation and bringing 30 years of industry experience. She has been with Morgan Stanley since 2016. 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 processes and advanced modeling tools.

Nathaniel Romero is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and two years of industry experience. He has been with Wells Fargo in various capacities since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Guy Feldman is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 models. The firm manages approximately $2.74 trillion in client assets and provides planning primarily in an advisory capacity.

Timothy Phenecie is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 designations and 28 years of industry experience. His prior roles include positions at Bank of America, Merrill, Woodbury Financial Services, Phenecie Financial Services, Questar Capital Corporation, and BBTIS. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a wider range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Phillip Anglade is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. His previous work includes roles at Flagstar Bank N.A., DoorDash, Crown Castle, The Vanguard Group, Inc., and Hollister Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Camryn Fasano is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Camryn held various roles including positions at the University of Florida and Global Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios across a range of mutual funds, ETFs, and ETPs.

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.

Ludmilla Vastey Courteau is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. Her prior work includes roles at Kaplan Studies, Origin, and Banco Latinoamericano de Comercio. She is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients. The firm operates on a large scale with nearly 4,000 advisors and utilizes model-driven investment strategies supported by third-party asset managers and custodians.

Asif Ali is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and previously at Citigroup Global Markets. Outside of finance, he is pursuing a US Coast Guard Masters license. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment services.

Jeffrey Bucci is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and over 26 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.