Don Weiher II is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Bank of America NA and Merrill. Outside of his advisory work, he serves as treasurer for the Saint Anthony Catholic School Safe Board. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Guy Regalado is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise since 2013 and also owns GDR Partners Group, LLC, through which he manages his advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed, model-based recommendations and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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 financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019, following two years at GWN SECURITIES, Inc. Prior to his financial services career, he was employed at Village Tavern for eight years. 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 and consulting services through a range of portfolio management styles and affiliated research.

Eric Applewhite IV is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Toast Inc. and Paychex. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Dorian Waserman is a financial advisor with UBS Financial Services in Plantation, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He joined UBS in 2021 after working at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2014 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide customized financial planning and portfolio management.

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 at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both 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.

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.

John Mckeown is a financial advisor with OSAIC based in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Jhfn/Sii from 2011 to 2018. Mckeown is also involved in sales and marketing of securities, investment advisory, and insurance products through his business, Paradigm Wealth. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services supported by advanced portfolio construction tools and access to third-party managed accounts.

Michael Kahn is a Wealth Management Advisor with over 30 years of experience at Merrill Lynch Wealth Management. He leads The Kahn Freites Group, which serves a select group of families focused on pragmatic investing and personalized wealth management strategies. Michael’s approach emphasizes understanding clients’ financial goals and emotions to create flexible investment plans aligned with their long-term objectives. He holds a Bachelor's Degree from the University of Florida and has earned professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Michael’s areas of expertise include college education planning, family wealth management, legacy planning, retirement income, tax minimization, and portfolio management services. Michael lives in Plantation Acres with his wife Debbie, a retired third-grade teacher. He is actively involved in the community as a volunteer high school football coach at St. Thomas Aquinas, where several of his players have advanced to college and professional football. An avid runner, Michael has completed numerous half marathons and six full marathons, including the Boston Marathon.

Anthony Navarro is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Outside of his advisory work, Navarro serves as treasurer of the Palm Bay Yacht Club in Miami, where he is involved in budgeting and property management activities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions and tailored recommendations supported by in-house research and 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 13 years of industry experience. His prior roles include positions at Citigroup, First Republic Investment Management, and JPMorgan Chase Bank. Kantor is based in Delray Beach, Florida. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.