Olin Hill IV is a financial advisor at OSAIC with five years of industry experience. He holds a Series 65 designation and previously worked at LPL and Lakeside Bank. Outside of his advisory role, he is involved with Elevated Paving Inc. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with portfolio optimization and supports a variety of managed account programs and third-party manager solutions.

Robert Swensen is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Merrill and Bank of America from 2021 to 2026. Outside of his advisory work, he serves as a lacrosse coach with FC Crush Lacrosse, a limited liability company based in Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Preston Dougherty is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior experience at Commonwealth Financial Network and various roles outside the financial sector, including positions at Salem State University and Amazon. Ameriprise serves primarily clients approaching or in retirement who meet specific asset criteria, offering retirement-income planning that includes written Recommendation Reports based on detailed analysis and modeling. The firm combines research and algorithmic tools to provide non-discretionary, tax-efficient retirement strategies, with a focus on assets managed within Ameriprise accounts.

Sean Rath is a financial advisor at Osaic with a Series 66 designation and two years of industry experience. He previously held roles at Katz Yeshiva High School and Palm Beach State College. In addition to his advisory work, Rath is an instructor for an online life skills course offered through Adventure EXP. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supporting a broad range of managed and third-party strategies.

Brian Therrell is a financial advisor with LPL Financial based in Boca Raton, FL. He holds a Series 66 designation and has 22 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cambridge Investment Research Advisors and Voya Financial Advisors. He is also a managing partner and insurance agent at Generations Wealth Advisors. 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, and access to third-party asset managers, supported by technology tools and a diverse platform.

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 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.