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.

Robert Sherwin is a financial advisor with Morgan Stanley in Boynton Beach, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Sherwin serves as Chairman of the Investment Committee for the Jewish Federation of Rhode Island and is involved with the Rhode Island Community Foundation’s Investment Committee. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support client financial plans.

David Slavic is a financial advisor with Edward Jones in Boynton Beach, FL, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining Edward Jones in 2025, he worked for Slavic Mutual Funds Management Corp for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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 with Morgan Stanley in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 17 years with Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Ana Campos Siberio is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and having 35 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. In addition to her advisory role, she is a partial owner of Wellington North Ranch, LLC, and serves as a board member of Equitable Agent Reinsurance Co. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of model portfolios and third-party asset managers, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nathaniel Romero is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm that provides 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.

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.

Robert Mc Gee is a Series 66 credentialed advisor with J.P. Morgan Securities, based in Palm Beach, FL. He began his career in the financial industry in 2026 and concurrently holds positions at JPMorgan Chase Bank, Black Mule Systems LLC, and Gray Giraffe Government Services LLC. His prior experience includes roles at Nextera Energy, Dimension Renewable Energy, Kaeser Compressors, and a decade of service in the US Army. Additionally, he is involved with McGee Creative Studio LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process focuses on written asset allocation advice, manager searches, and customized reporting, supported by centralized due diligence and an ESG eligibility framework.

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.