Jesse Ferro is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, he serves on the board of his local Home Owners Association and has been nominated as Treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies.

John Kirk is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, Kirk owns and manages Clover Club Worldwide LLC, an indoor golf facility. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm uses structured discovery processes and advanced planning tools, supporting clients with investment advisory services alongside diverse investment offerings.

Ernesto Rodriguez is a financial advisor at Merrill with 12 years of experience in the industry. He holds a Series 66 designation and has worked at Merrill since 2009 and Bank of America since 2015. He serves as a co-trustee for a family trust. 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, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth persons, and institutional entities.

Jeremy Voccia is a CFP® professional with seven years of industry experience. He has worked at Raymond James & Associates since 2021 and previously at GWN SECURITIES, Inc. from 2019 to 2021. Outside of finance, he has experience in the hospitality industry with eight years at Village Tavern. 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, institutional investors, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and specialized municipal advisory services.

Eric Applewhite IV is a financial advisor at Morgan Stanley in Boca Raton, FL, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Toast Inc. and Paychex. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate advanced modeling techniques.

Sofia Rothenberg is a financial advisor with Wells Fargo Clearing in Boca Raton, FL. She holds a Series 66 designation and has been in the industry since 2025. Prior to her advisory role, she has experience in education, including positions at Tufts University, Marjory Stoneman Douglas High School, and Westglades Middle School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Dorian Waserman is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and 27 years of industry experience. His career includes roles at UBS Financial Services, Wells Fargo Clearing, Oppenheimer, and Prudential Equity Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor investment plans. The firm offers a range of services including fee-based financial planning, portfolio management, and capital markets activities.

Joseph Helmy is a financial advisor at Raymond James & Associates with 19 years of industry experience. His prior roles include positions at Morgan Stanley and Blue Vase Securities, as well as work in real estate brokerage with Beautiful Homes Realty. He holds Series 63 and Series 65 credentials. Raymond James & Associates is a 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 and consulting services through a variety of portfolio management styles and affiliated research.

Frank Devito is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 licenses and totaling 24 years of industry experience. He previously worked at Morgan Stanley for seven years and Citigroup Global Markets for five years. 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 and offers a range of brokerage and advisory solutions.

Henry Soriano Jr. serves as a Financial Advisor with Merrill Lynch Wealth Management in Boca Raton, FL. In this role, he works closely with clients to understand their financial priorities and develop comprehensive strategies tailored to their short-, mid-, and long-term goals. He provides guidance on a range of areas including family wealth management, liquidity management, managing new wealth, personal retirement planning, investment strategy, and retirement income. Henry holds a High School Diploma/GED from West Broward High School, a Bachelor's Degree from the University of Central Florida, and a Master's Degree from Florida Atlantic University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is also a member of the Alpha Tau Omega Fraternity. Beyond his professional work, Henry is involved in the community through Spanish River High School Baseball. His personal interests include baseball, boating, cooking, football, golfing, spending time with his family, and traveling.

Jason Cohen is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 designations and nine years of industry experience. He previously worked at TD Ameritrade, Scottrade, and Florida Atlantic University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Craig Eppy is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at MassMutual Life Insurance Co since 2012 and MassMutual Investors Services since 2015. Eppy serves as treasurer and board member of a nonprofit special needs school. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships and offering specialized services such as divorce planning and estate-settlement programs.

Nancy Curtin is a CFP®-certified financial advisor with 15 years of industry experience. She is currently with Wells Fargo Advisors Financial Network and previously worked at Commonwealth Financial Network and KBK Wealth Management. Curtin is based in Delray Beach, Florida. 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 investment and financial planning services, including specialized planning areas such as business-owner transition and special-needs analysis, with recommendations supported by proprietary research and planning tools.

Anthony Cofone Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Jessica Barrios is a financial advisor with Equitable Advisors in Boca Raton, FL. She holds the Series 66 designation and has one year of industry experience. Prior to her current role, she worked in education and educational resource development, including positions at Teachers Pay Teachers and pediatric emergency standards development. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

John Mckeown is a financial advisor with Osaic Wealth based in Boca Raton, FL, holding Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent seven years with Jhfn/Sii. Outside of his advisory work, he is involved with Paradigm Wealth, conducting investment and insurance business, including the sales and marketing of securities and fixed annuities. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through various programs such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supported by multiple custodial and affiliated broker-dealer and RIA relationships.

Anthony Navarro is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior roles include positions at Wachovia Bank, N.A. and Wells Fargo Clearing. Navarro also serves as Treasurer for the Palm Bay Yacht Club, where he participates in budget review and maintenance discussions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of financial planning and investment services to individuals, trusts, and institutional clients, using proprietary research and planning tools.

Noah Solomon is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Fort Lauderdale, FL. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jeffrey Dowd is a financial advisor with Ameriprise based in Boca Raton, FL, holding a Series 63 designation and over 35 years of industry experience. His career includes long-term roles with Ameriprise Financial Services, Uslife Insurance Company, American Life Underwriters, and Connecticut General Life Insurance Company. Outside of finance, he is involved in general contracting and home building through self-employed ventures. Ameriprise offers a retirement-income planning service tailored for clients approaching or in retirement with significant investable assets, providing detailed, tax-smart income strategies. The firm combines research, modeling, and automated tools to deliver personalized recommendations, emphasizing assets held in Ameriprise-managed accounts.

Michael Kantor is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Citigroup, First Republic Investment Management, and JPMorgan Chase Bank. He has also worked with several firms early in his career, including Balthazar and Fixed Dating, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.