Margaret Hollywood is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. She began her financial services career in 1986 and has over 25 years of experience in the industry. Margaret assists clients by helping them build wealth management strategies tailored to their individual needs, with a focus on delivering a comprehensive approach that starts by listening and understanding each client's goals. Her expertise includes liquidity management, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. In 2008, she established The Hollywood Group, through which she continues to provide personalized financial strategies. Margaret holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Seton Hall University. Outside of her professional work, Margaret's personal interests include biking, gardening, golfing, interior decorating, reading, skiing, swimming, tennis, traveling, and yoga.

Diane Irving is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a broad range of advisory programs and tailored financial planning, utilizing firm‑approved tools and modeling techniques to support its clients’ financial goals.

Roger Correa is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Securities, Alpha Omega Wealth Partners, and Axa Advisors. Correa is based in Pompano Beach, Florida. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party managers.

John Faber is a financial advisor at Wells Fargo Advisors with 50 years of industry experience. His career includes roles at Wells Fargo Clearing and Morgan Stanley entities dating back to 1991. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad menu of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers specialized planning in areas such as retirement, education, risk management, and business-owner transition planning, utilizing proprietary research and tools to develop client recommendations.

Jeffrey Piliero is a CFP® practicing with Wells Fargo Clearing in Boca Raton, FL, with eight years of industry experience. His work history includes roles at Wells Fargo Bank and SunTrust Advisory Services. 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.

David Ogman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Citibank, Bank of America, Merrill, UBS Financial Services, and Morgan Stanley. Ogman is also the founder and director of the Jordan Avi Ogman Foundation, a nonprofit focused on raising awareness and funds for a life-saving cure. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Benjamin Vanderpool is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving affluent families by developing tailored strategies that address the unique and often complex financial needs of his clients, their families, and their businesses. Leveraging the investment insights of Merrill and the banking services of Bank of America, he provides a range of financial solutions designed to help clients pursue both short- and long-term financial goals. Mr. Vanderpool has 14 years of experience as a financial advisor, with nine of those years spent at Merrill Lynch. His areas of expertise include college education planning, divorce transition planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds a Bachelor of Science degree in Finance and Accounting from Florida State University and an MBA from Loyola College in Maryland. Mr. Vanderpool is also a Personal Investment Advisor (PIA). Outside of his professional work, Benjamin Vanderpool lives in Delray Beach with his wife and two sons. He is an active member of the Crohn’s and Colitis Foundation of South Florida. In his spare time, he enjoys outdoor activities, traveling, and spending time with family and friends.

Joseph Vieira is a financial advisor with Wells Fargo Advisors in Coral Springs, FL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Vieira also owns and operates Mediterranean Group Inc., a business related to investment activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Christopher Myers is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his background includes roles at Union League Liberty Hill and Snipes. Equitable Advisors serves a broad 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 delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Kerrie Milligan is a financial advisor with Raymond James & Associates in Boca Raton, FL. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Milligan has been with Raymond James & Associates since 2013. She is a member of The Fox's Den Investment Club, where she contributes investment ideas without serving in an officer capacity. 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 financial planning, non-discretionary investment consulting, and municipal advisory services.

Brandon Fetterman is a financial advisor with Morgan Stanley, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020, and prior experience with United Bank of Switzerland from 2017 to 2020. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer providing a variety of advisory services to individuals and institutions. The firm emphasizes structured financial planning and offers diverse investment programs, managing approximately $2.74 trillion in client assets.

Alexandra Pohutsky is a financial advisor at Morgan Stanley with six years of industry experience. She previously worked at T. Rowe Price for four years before joining Morgan Stanley in 2020. She holds a Series 66 designation and is based in Boca Raton, FL. 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 conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gerard Heymann is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc. His other business activities include managing personal estate planning entities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and tailors investment strategies using both in-house and third-party managers, supported by its extensive capital markets capabilities.

Stephen Estler is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 44 years of industry experience, having been with MML Investors Services since 1982 and associated with MassMutual Life Insurance Company since 1980. Outside of his advisory role, he serves as treasurer for the Christian Business Mens Connection, a religious peer group and mentoring organization. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using collaborative, goal-based approaches supported by firm-approved analytical tools.

Stephen Ostrofsky is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022, following prior roles at Kovack Securities and his own advisory practice. Outside of his advisory work, Ostrofsky is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base through multiple platforms and custodians.

James Bradley is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and its affiliated private banks from 2014 to 2023. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Kevin Tritsch is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior experience includes roles at Merrill and Bank of America, spanning from 1995 to 2023. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning primarily in an advisory capacity.

Jeffrey Walzer is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Outside of his advisory role, he serves as vice president of CGW Corp., a real estate investment company. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services that utilize proprietary investment analysis and asset allocation methodologies.

James Kelly Jr. is a Series 66 licensed advisor with 42 years of experience, currently affiliated with OSAIC since 2018. Prior to joining OSAIC, he worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Company, where he was employed for 34 years. Outside of his advisory role, he is a partner in a tax preparation and bookkeeping firm as a limited silent partner and serves as an investment advisor representative with Atlantic Advisors, LLC. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activities.

Alyssa Saponare is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has previously worked at Rockefeller Financial LLC and UBS, as well as held various roles outside of the financial industry including positions at the University of North Carolina Wilmington, country clubs, and recreational organizations. 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 utilizing model portfolios, third-party subadvisors, and customized strategies.