James Atkinson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs, Morgan Stanley Smith Barney, Mass Mutual, and Axa Advisors. Outside of his financial career, he serves as a Marine reservist, performing logistics and civil affairs duties as a Marine Reserve officer. He is also a part owner of BDB Partners LLC, which invests in private equity interests such as the Blue Note bourbon company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach integrates quantitative screening and qualitative research, incorporating ESG criteria and supported by affiliates offering portfolio implementation and management services.

Bart Cohodas is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2013. He serves as a FINRA arbitrator on the Board of Arbitrators, a role he has held since 2003. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and handles a broad range of retail and institutional financial products.

Spencer Greenfeder is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Camelot group. He supports clients through a comprehensive approach to wealth management, focusing on educating them about investments and strategies to enhance their understanding of market dynamics. His client service areas include college education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. Spencer holds a Bachelor of Science degree from the University of Florida in Mechanical Engineering. After working over five years in engineering, he transitioned into wealth management alongside his father at the Camelot group. He has completed the Merrill training program and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, with ongoing commitment to further education and professional development. Outside of his professional focus, Spencer engages in outdoor activities such as surfing, snowboarding, fishing, scuba and freediving. He is also involved in community organizations including the Broward Partnership for the Homeless, Downtown Jewish Community Center, Jewish National Fund, and The Aishel House.

Paul Harding is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential and seven years of industry experience. He has been with Morgan Stanley and its Private Bank since 2018. Prior to that, he worked at J Alexanders from 2013 to 2018 and has a background as a student during 2015 to 2017. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm employs structured planning tools and models to support its advisory process and manages approximately $2.74 trillion in client assets.

Anthony Priore is a financial advisor with Wells Fargo Clearing based in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior roles include positions at Banc of America Investment Services, Inc. and Quick & Reilly, Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions within diversified portfolio frameworks.

James Fritz is a financial advisor at J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 66 credentials with 19 years of industry experience. Prior to joining J.P. Morgan Securities in 2021, he worked at TD Ameritrade for 10 years and held positions at Morgan Stanley, BNY Mellon Securities Corporation, and Truist Investment Services. 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 searches, and customized performance reporting within a non-discretionary program. Their advisory process integrates centralized due diligence, quantitative screening, and qualitative research, incorporating ESG frameworks and leveraging broader derivatives and commodities capabilities.

Richard Maurer is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and tailored financial planning that utilizes firm-approved tools and models to assist in client decision-making. The firm manages a substantial asset base and provides a broad range of investment and planning services.

Jeffrey Nova is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2017. Outside of his advisory role, he is a co-owner of RBMG MFG, a manufacturing business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

David Fox is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, supported by standardized planning tools and research from its Global Investment Committee.

Jeremy Wozunk is a financial advisor at Merrill with five years of industry experience and holds the Series 66 designation. His prior roles include positions at Bank of America, Laurel Oak Wealth Management, Ameriprise, Northwestern Mutual, and involvement with entrepreneurial ventures such as Germ-nix Enterprises LLC and Top Dog Fitness. Merrill, through its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies developed by internal and third-party managers. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Olga Mirsky is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market simulations.

Robert Lenz is a financial advisor with LPL Financial, holding a Series 66 designation and 29 years of industry experience. He previously worked at OSAIC, Sagepoint Financial, Inc., and MSI Financial Services, Inc. In addition to his advisory work, he is involved in selling non-variable insurance products, including group health, life, and fixed annuities. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christine Henry is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has previously worked at Ameriprise Financial Services and Stifel Nicolaus & Co. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations, offering a variety of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services. The firm utilizes a range of investment managers and strategies tailored to clients' risk profiles, supported by RBC's extensive capital-markets capabilities.

Ivan Iglesias Jr. is a financial advisor with Wells Fargo Clearing in Boca Raton, FL. He holds Series 63 and Series 65 designations and has 18 years of industry experience, including roles at Wells Fargo Clearing since 2016 and Wachovia Bank, N.A. since 2009. 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 both brokerage and advisory solutions.

Gerard Hansen is a financial advisor with Merrill, holding a Series 63 designation and 28 years of industry experience. He has been with Merrill since 1998. Outside of his advisory role, he is a managing member and owner of an LLC involved in online clothing and jewelry sales, and he holds a small ownership interest in an automotive towing business. 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 model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

John Moran is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. His prior roles include positions at Minnesota Life Insurance Company, Evershore Financial Group, Securian Financial Services, Ameriprise Financial Services, Herbert J Sims & Co, TD Ameritrade, Northwestern Mutual Investment Management, and Mesirow Financial. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and incorporates both firm-offered and third-party investment solutions.

Ana Camacho is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has worked at Edward Jones since 2021 and previously was employed at Mergium Advisors Inc. from 2018 to 2021. Prior to her financial career, she worked at Conjugate One Tecnologia Ltda. from 2014 to 2017. 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, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and specialized tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Steven Levin is a financial advisor with Ameriprise in Delray Beach, FL, holding a Series 63 designation and 42 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of his advisory work, Levin serves as secretary on the board of the Saul and Theresa Esman Foundation and owns a sports memorabilia business that sells items on eBay. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lucy Hernandez Bazalar is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch and Equitable Advisors South Florida. Outside of finance, she owns and oversees a medical center, Lulia Med Spa, located in Lima, Peru, and has authored a book available on multiple platforms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Gayle Waldon is a financial advisor with Fidelity, holding the Series 63, Series 65, and Series 66 designations and possessing 20 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Tory Burch, and Dean Witter Reynolds Inc. She is currently based in Ft. Lauderdale, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement in fund advisory, and deployment of AI in its investment process.