Brian Johnston Jr. is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Northwestern Mutual from 2015 to 2017. Outside of advisory work, he is engaged in life and health insurance sales through Lenox Advisors. 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, wrap and money-manager programs, and educational seminars.

Russell Bailenson is a financial advisor with Stifel in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Stifel since 2007. Bailenson serves as a member of the board and Director of Membership for the Northwestern University Alumni Club of Southeast Florida. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.

Jeffrey Mariner is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at RBC Capital Markets, City National Bank, and LPL Financial. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Zina Barsoom is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Morgan Stanley. Outside of finance, she has a minority ownership interest in a Lebanese restaurant in Bethesda, Maryland. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Stacey Strandberg is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held various roles within Morgan Stanley since 2002, including positions at Morgan Stanley Private Bank, National Association. Stacey holds Series 65 and Series 63 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support client financial goals.

Assunta Siniscalchi is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets and Wells Fargo Clearing. Outside of her advisory role, she serves as an executor for an estate in West Palm Beach, FL, and is involved with XV Capital Wealth Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Justin Hanlon is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at City National Bank, Bank of America, and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients. The firm offers various wrap fee advisory programs with portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and preferences.

Lawrence Silver is a ChFC® with 38 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and previously worked at Voya Financial Advisors, Inc. for three years. He is also the owner and president of Insurance Investments & More Inc., an independent insurance agency. Additionally, Silver serves as chairman of the board of the Lake Osborne Estates Civic Association. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, institutional, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies alongside access to third-party advisers and sub-advisors.

Kolsen Bender is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities.

Steven Altholtz is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining RBC in 2017, he worked at Morgan Stanley in various roles from 2009 to 2017, including Morgan Stanley Private Bank, National Association. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Clifford Migdal is a financial advisor with Morgan Stanley in Delray Beach, FL, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee estimates as part of its financial planning process.

David Shoemake is a CFP® professional with Series 66 registration and six years of industry experience. He is currently affiliated with Charles Schwab in Delray Beach, FL, where he has worked since 2018, including roles at Charles Schwab Bank, SSB. Prior to this, he held positions at Volusia Title Services and the Roland George Investment Program, and he worked in wellness and recreation at Stetson University. 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. Schwab offers a blend of non-discretionary and discretionary investment guidance delivered via multi-asset model portfolios, with centralized supervisory, custody, and order-routing functions across a broad, integrated wealth management platform.

Zachary Hanoyan is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He previously worked at Morgan Stanley and Merrill, accumulating over two decades of experience at those firms. Hanoyan serves as co-trustee for a family real estate trust. 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 supported by extensive research and analytics.

Jaclyn Masson is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2004. Masson serves as a non-voting board member for the Florida Securities Dealers Association, representing Merrill in industry matters before Florida legislators and regulators. Merrill, along 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 investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Raz Kechichian is a Financial Consultant with Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that align with their unique goals, whether that involves retirement planning, saving for education, or protecting their financial future. Raz has accumulated experience in the financial services industry through his previous roles, including Financial Solutions Advisor at Merrill Lynch from 2022 to 2023 and Financial Advisor at Edward Jones Investments from 2018 to 2022. His career reflects a focus on client partnership and tailored financial strategies. Outside of his professional responsibilities, Raz enjoys biking, outdoor adventures, table tennis, and traveling.

Dakota Padilla is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and five years of industry experience. Prior to joining Wells Fargo, Dakota worked at Merrill and Bank of America, N.A. from 2019 to 2026. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Patrick Callahan II is a financial advisor with Merrill in Boynton Beach, FL, holding a Series 66 designation and having seven years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014 and Bank of America, N.A. since 2018. Outside of his advisory role, he is a co-owner of a family rental property in Delray Beach, Florida. 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 investment strategies for individuals, high-net-worth clients, and various organizations.

Joseph Ortiz is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Ed Morse Cadillac, Pfs Investments Inc, and Primerica Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Adam Simon is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following two years at Noble Financial Capital Markets. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutions, emphasizing structured financial planning supported by firm‑approved tools and comprehensive asset management.

Damar Wellington is a Series 66-licensed advisor with J.P. Morgan Securities, where he has worked since 2012. He has 16 years of industry experience and also has been affiliated with JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm’s advisory process incorporates centralized due diligence with quantitative and qualitative research, and includes capabilities in derivatives and commodities.