Jaynie Siegel is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services through its Financial Advisors and Estate Planning Strategies Group.

Gary Klazmer is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and with 41 years of industry experience. His prior roles include positions at New York Life, Eagle Strategies (NY Life), and Axa Advisors. Klazmer is also a licensed attorney, though inactive, and serves as president or partner of several family-related business entities and partnerships. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Herschel Diaz is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, E*TRADE, and Edward Jones. Outside of advising, he is a silent partner and vice president of a retail business owned jointly with his wife, for which he provided initial funding. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated model includes brokerage, custody, and financial planning services delivered through a large network of representatives.

Marcia Stultz Hutchinson is a financial advisor with Primerica Advisors in Margate, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Primerica Advisors since 2015 and also has ongoing experience with Primerica Financial Services and a prior role at Joel Martin MD. Outside of her advisory role, she is involved in sales of loan products and home security referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services handled by established financial institutions.

Wilfred Morrison is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. Outside of his advisory role, he owns Morrison Asset Management, an investment-related business based in Allentown, PA. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, employing proprietary research and tools to develop personalized recommendations.

Brian Lee is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools.

Jonathan Stempel is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at City National Bank, Bank of America, and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Eric Peterson is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at The Hotaling Group and Northwestern Mutual in both investment services and life insurance roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Neil Hassett Jr. is a financial advisor with LPL Financial in Delray Beach, FL, holding a Series 63 license and bringing 33 years of industry experience. He previously worked at INVEST Financial Corporation for 11 years and has operated Hassett Tax & Financial Services since 2003. In addition to his advisory role, Hassett owns a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services through a national network of investment adviser representatives.

Thomas Alten is a CFP® with 39 years of industry experience. He is currently with LPL Financial since 2022, following a 30-year tenure at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Alten also maintains a non-variable insurance agent role focused on fixed and indexed annuities and traditional life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management backed by research from LPL Research and third-party subadvisors.

Robert Friedman is a financial advisor with OSAIC and holds Series 63 and Series 65 licenses. He has 51 years of industry experience, including over two decades at OSAIC and RMF Financial, Inc., where he has served as president. He is active in community service as a board member of the Urban League and the Hospice of Palm Beach County Foundation and volunteers with the Palm Beach County Sheriff's Office. OSAIC Wealth, Inc. serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers. The firm uses asset-allocation tools, risk assessments, and multiple advisory platforms to offer integrated brokerage, financial planning, and managed account solutions.

Kenneth Feliciano is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools alongside investment committee models to support its advisory services.

James Thomson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Thomson has ownership interests in rental property management ventures in Blairsville, GA, and Hobe Sound, FL. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a wide range of individual, corporate, and institutional clients. The firm combines in-house research with third-party analytics to support its diversified investment approach and offers both brokerage and advisory solutions.

Sydney Maiuro is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Wells Fargo in 2022, Maiuro worked at Morgan Stanley and Morgan Stanley Private Bank between 2017 and 2022, as well as a brief tenure at Robecco in 2018. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Jonathan Gervais is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Ilona Fialkin is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individuals and institutional clients. The firm provides tailored financial planning services and manages approximately $2.74 trillion in client assets.

Robert Kelly is a financial advisor at Merrill with Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Merrill and Bank of America since 1986, holding roles across both firms. Outside of his advisory work, he serves as an executor for a family estate. 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. The firm offers model-based and discretionary strategies managed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leo Gotleib is a CFP® professional with 40 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at Kestra Advisory, Kestra Investment Services, Bridge Wealth Advisors, and has operated Gotleib and Associates, LLC since 1989. Outside of his advisory work, he is involved in fitness facility ownership through entities such as Saxby Gotleib, LLC and Wolf Fitness Gyms. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers comprehensive financial planning, advisory programs, and retirement consulting, utilizing discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Yara Gonsalves is a financial advisor at UBS Financial Services in Boca Raton, FL, holding a Series 66 designation with two years of industry experience. Prior to joining UBS, she worked at Edward Jones and has a long career history with Boeing. Outside of her advisory work, she owns a professional services business based in Lake Worth, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products.

David Hernandez is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2018. Prior to this, he worked at CitiGroup from 2010 to 2018. Outside of his advisory role, he is co-owner of RAD STUFF LLC, a business that sells online merchandise such as T-shirts, where he is involved in designing clothing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings than typical institutional advisers.