Anthony Anthony is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Banc of America Investment Services from 2007 to 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

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, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and operates Shady Creek Farm in Cascilla, MS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

Beth Mahanger is a CFP® professional with 28 years of industry experience, currently serving with 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 acts as co-trustee for a family trust. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and asset management through a structured process that includes proprietary planning tools and investment modeling techniques.

Kathleen Reeves is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. Her career includes positions at UBS Financial Services and FSC Securities Corporation. She is also the owner of Beitler Financial Group, a separate financial services entity based in Boca Raton, FL. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of platforms and proprietary model strategies while supporting both discretionary and non-discretionary management approaches.

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.

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 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.

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 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.

Ludmilla Vastey Courteau is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Her background includes roles at Primerica Financial Services, Broward County, Kaplan Studies, and Banco Latinoamericano de Comercio. She is involved in sales of loan products and home-related services referrals through affiliates of PFS Investments Inc. Primerica Advisors offers 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 delivers advisory services using model portfolios managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Asif Ali is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a decade at Citigroup Global Markets. Outside of his advisory role, Ali is pursuing a U.S. Coast Guard Master's License. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning solutions.

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.

Jamie Sutherland is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise since 2016, currently based in Oakland Park, FL. Outside of his advisory role, he is a silent, non-participating owner of a retail business, DNK LLC, located in Chicago. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, using in-house research and third-party data within a defined investment universe.

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.