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.

Kevin Lynar is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 63 designation and 43 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he owns Gemini Capital Management, an investment-related business based in Fort Lauderdale. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports & entertainment planning, and develops tailored recommendations using proprietary research and planning tools.

Eliot Popper 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. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as Co-Chair of the Health and Wellness Committee for the South Palm Beach County Bar Association, is an adjunct professor at Trine University, and serves on the board of Boca Speak Easy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, 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 investment committee estimates.

Daniel Simon is a financial advisor with Mass Mutual Investors Services in Ft Lauderdale, FL, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at several firms including MetLife Securities Inc. and Principal Financial Services prior to joining Mass Mutual. He is also an insurance agent with The Simon Group, where he sells life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to deliver written recommendations in collaborative annual planning engagements.

Evan Moskowitz is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. In his role, he collaborates with clients to develop financial plans and investment strategies tailored to their goals, continuously monitoring and adjusting these plans as clients' needs evolve. Evan has accumulated extensive experience at Fidelity Investments, holding various positions including Planning Consultant (2023-2024), Relationship Manager (2021-2022), Financial Representative (2020-2021), and Customer Relationship Advocate (2018-2020). This progression reflects his deepening expertise in financial services and client relationship management.

Lance Moody is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Aegis Capital Corp, National Securities Corp, and Raymond James Financial prior to joining Cetera in 2020. Outside of advisory work, he is involved in home construction as an owner, project manager, and design consultant of Perfect Home Construction, and co-owns a business that sells group health and disability insurance to business owners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management across more than 10,000 advisors.

Cheryl Cohen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2010. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alyssa Nanosky is a Planning Consultant at Fidelity Investments, where she partners with primary advisors to update financial plans and review strategies. In her role, she serves as a direct extension of the primary advisor, working closely with clients to understand their goals and leverage Fidelity's resources to support their financial journey. Alyssa has been with Fidelity Investments since 2021, beginning as a Customer Relationship Advocate, then serving as a Relationship Manager from 2022 to 2024 before assuming her current position. Her experience across these roles has provided her with a comprehensive understanding of client relationship management and financial planning. Outside of her professional work, Alyssa enjoys painting and traveling.

Michael Schwarzberg is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and over 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He is also the owner of EMES Wealth Management LLC and holds a partial ownership in EMTEE Inspections, LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services that cover a broad range of needs, including retirement, education, and specialized planning for business owners and other niche areas. The firm combines research, planning tools, and advisory offerings with other financial products to deliver personalized recommendations.

Todd Currier is a financial advisor with Edward Jones in Coral Springs, FL. He holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 25 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Paul E. Harnisth is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and assist in developing financial strategies that address short-, mid-, and long-term goals. His approach includes providing guidance on investing, retirement planning, and preparing for unexpected financial needs, and he coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Paul's areas of expertise include personal retirement planning, portfolio management services, individual and corporate investment strategies, tax minimization, and retirement income. He holds a Master of Business Administration (MBA) from Strayer University and is a Personal Investment Advisor (PIA). He is licensed with NMLS ID 819813 and speaks both English and Spanish. Beyond his professional role, Paul is involved in community activities such as Boys Parkland Basketball, Boys Parkland Soccer, and MHOC Boys Basketball. His personal interests include adventure sports, billiards, cooking, golfing, pickleball, singing, soccer, spending time with family, traveling, and watching movies.

Paul Litman is a financial advisor at Morgan Stanley with a Series 66 credential and two years of industry experience. He previously worked at BMO Nesbitt Burns for ten years before joining Morgan Stanley Smith Barney LLC in 2023 and Morgan Stanley Private Bank, N.A. in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Robert Barrett is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Christ Methodist, Crossmark Inc., and PFS Investments Inc. Outside of his advisory work, he is involved in event management and serves as a travel guide for multiple companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of investment models tailored to client needs.

Daniel Henley is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding a Series 63 designation and 28 years of industry experience. He has been with Mass Mutual Investors Services since 2007 and also works with MassMutual Life Insurance Company. Outside of his advisory work, he owns a vending beverage business and serves as secretary for a nonprofit that donates backpacks and school supplies. Mass Mutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and collaborative annual planning engagements.

Matthew Freeman is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and with nine years of industry experience. He has worked at Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers advisory programs including tailored financial planning supported by structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Russell Ganz is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by advanced modeling tools.

Michael Cormier is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise in various capacities since 2011, with additional experience at Morgan Stanley, Robin Powered, and Chef Dazzer. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, 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 personalized, non-discretionary advice, supported by a centralized consulting team and algorithmic tools.

Scott Greenfield is a financial advisor with Mass Mutual Investors Services in Boca Raton, FL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2009. In addition to his advisory role, Greenfield is a general agent involved in life, long-term care, fixed annuities, and health insurance through Fifth Avenue Financial. MassMutual 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 firm-approved tools to analyze client goals and deliver written recommendations.

Janet Munce is a CFP® professional with 33 years of experience in the financial services industry. She has worked with LPL Financial since 2021 and previously spent 26 years at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. In addition to her advisory role, she is licensed as a fixed insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to third-party managers and institutional platforms.

Jon Alin is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked with Summit Financial Group and its affiliated entities. Outside of his financial advisory role, he is actively involved in basketball officiating and holds several positions as a referee and secretary for local basketball organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies, with over $256 billion in assets under management and more than 10,000 advisors nationwide.