David Loeb is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes multiple roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., as well as positions with First Republic Investment Management and First Republic Securities Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s approach integrates centralized due diligence with a combination of quantitative and qualitative research and includes ESG considerations within its recommended strategies.

Elyssa Kupferberg is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Stifel since 2015. Kupferberg serves on several nonprofit boards, including the Florida Atlantic University School of Social Work Advisory Board, the Jewish Federation of South Palm Beach County, and the Israel Cancer Association. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Anthony Lucido is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2022. Outside of his advisory role, he has been involved with Dirtbags Baseball for seven years and has ongoing community involvement with Palm Beach Gardens Recreation for ten years. Equitable Advisors serves individual and institutional clients, including non-high-net-worth and high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs.

Ryan Beliveau is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with Cetera Investment Advisers LLC since 2024 and previously with Allied Wealth Partners and Minnesota Life Insurance Co. Outside of his advisory roles, he is involved in educational health coaching through the Holistic Wholeness Institute and owns a tax reporting entity. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a large network of advisors and manages over $256 billion in assets.

David Grossbard is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Avantax Insurance Agency, Sylvan Financial Advisors, and The Investment Center, Inc. In addition to his advisory work, he has involvement with Otterstedt Insurance Agency, where he refers clients for property and casualty insurance. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various discretionary and non-discretionary program options.

William Browne is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 designations and 38 years of industry experience. He has previously worked at Citigroup Global Markets from 2001 to 2005 and 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Frederick Rioles III is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 credential and two years of industry experience. His prior roles include positions with United Insurance Experts and a variety of non-financial companies, including the Boston Red Sox and Uber. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Daniel Leon is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC. Prior to his advisory career, he spent five years at Florida Atlantic University. Equitable Advisors serves a diverse client base including individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm bases its client strategies on risk assessment and matching clients to appropriate investment models or discretionary managers, utilizing a range of funds, separately managed accounts, and select alternative investments.

Miranda Bennett is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She previously worked at ZIMMERMANN for two years and at Jennifer Miller for eight years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Stephen Hoch is a financial advisor with Robert Baird & Co. in Wellington, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Robert Baird & Co. since 1988. Outside of his advisory role, he is the owner and member of WOFTAM LLC, a non-investment related business. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Michael Robbins is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 17 years at Summit Financial Group Inc. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Priscilla Sabates is a Series 66-licensed financial advisor with UBS Financial Services in Boca Raton, FL, where she has worked since 2013. She has 16 years of industry experience. Sabates serves as Vice President and Treasurer on the Board of Directors for her local homeowners association. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Jenny Quimbayo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at HSBC and PNC Bank. Outside of her advisory work, she also works with a medical billing company serving a chiropractic office. 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 program focuses 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.

Elizabeth Bedinger is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Raymond James & Associates since 2007. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and various portfolio management styles.

Lucia Boxer is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 license and having 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with services centered on advisory capacity without providing individual security recommendations as part of standalone planning.

Stephen Jurist is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he owns Oceans and Mountains, LLC, an investment-related business based in Boca Raton, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, supporting clients through diverse services such as retirement, education, and business-owner transition planning.

Frederick Yankee is a financial advisor at Osaic with 42 years of industry experience and holds a Series 63 designation. His prior work includes over two decades at Investacorp and four years at Securities America Advisors. He is also the CEO and owner of Time Financial Service, a tax preparation and insurance business based in Delray Beach, FL. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and products across a broad client base.

Mauricio Moreira is a financial advisor at Morgan Stanley with 11 years of industry experience. He has held roles at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities from 2014 to 2025 before joining Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC in 2025. He holds the Series 63 and Series 65 licenses and is based in Palm Beach, FL. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling techniques as part of its advisory approach.

Edward Ostrowski III is a financial advisor with Fidelity Investments, holding a Series 66 designation and 12 years of industry experience. Prior to joining Fidelity, he worked for Kovack Advisors, Inc. and Kovack Securities, Inc. for seven years. He serves as a trustee of an irrevocable trust. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers specialized advisory roles with a focus on institutional and fund clients.

Sharon Shear is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, and Ameriprise Financial Services, among other firms. Outside of her financial career, she serves as a Music Director for a religious organization in Boca Raton, Florida. 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. The firm’s advisory process combines quantitative screening and qualitative research to support non-discretionary recommendations tailored to client portfolios.