Amber Chase is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Industrial Electric Testing, Inc. Outside the financial industry, she has experience working in educational settings. 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 firm-approved analytical tools.

Elizabeth Amaro is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 credentials. Her work history includes roles at PFS Investments Inc since 2016 and Primerica Financial Services since 2015. She also operated Amaros Online Inc from 2006 to 2018. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets and delivers advisory services through model-driven strategies overseen by unaffiliated asset managers.

Jaclyn Rock is a financial advisor at Morgan Stanley with 8 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for six years. Jaclyn’s background also includes a four-year tenure at Queens University of Charlotte. Morgan Stanley Wealth Management provides a broad range of advisory programs to both 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 proprietary tools but does not include individual security recommendations in standalone plans.

Richard Jarchow Sr. is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014 and also operates Richard C. Jarchow, CPA's, a CPA practice he has owned since 1981. Jarchow serves as a director of the Kantner Foundation, Inc., an investment-related nonprofit, dedicating significant annual hours to this role. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Max Pawliger is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2024, he worked at Fidelity Investments and has held roles in both educational and political organizations, including the Florida Democratic Party Coordinated Campaign and Hillel at the University of Florida. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning and consulting services primarily on a non-discretionary basis.

Gil Gabbay is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at BMO Financial Group and BMO Harris Bank prior to his current role at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and operational tools.

Eleni Skiba is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has worked at Ameriprise since 2019, with prior experience at Oppenheimer & Co. Inc., Wells Fargo Clearing, and Prudential Equity Group. Outside of her advisory role, she is the owner and manager of Rhythm Girl LLC, where she works as an independent musician. 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 annual planning focused on dependable income sources and tax-aware withdrawal strategies.

Keith Kordich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Ameriprise and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brandon Moe is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has previously worked with Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and Mass Mutual Investors Services. He is also the executive of Brandon Moe Financial Services, LLC, a consulting business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing tax-aware withdrawal advice for clients approaching or in retirement.

Christina Cleveland is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in custom-designed wealth management practices for financially complicated and high net worth clients. She has been recognized repeatedly on Forbes' "Best-in-State Wealth Advisors" list from 2018 through 2026 and on the Forbes "Top Women Wealth Advisors" list from 2017 through 2021, underscoring her consistent industry acknowledgment. With over 38 years of experience in the financial services industry, Christina holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Florida State University. Christina focuses on a range of client areas such as family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, and tax minimization. Christina emphasizes understanding clients' life priorities to deliver personalized financial plans aligned with individual goals and aspirations. Her approach involves careful listening and collaboration to develop strategies that help clients pursue financial objectives while managing investment risk. Outside of her professional work, Christina enjoys golfing, scuba diving, tennis, traveling, and spending time with her family.

Mark Sherman is a financial advisor at Equitable Advisors with 38 years of industry experience. He has been with Equitable Advisors since 1999 and held a prior role at Axa Advisors, LLC, spanning over two decades. His credentials include Series 63 and Series 65 registrations. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs delivered through a network of Investment Adviser Representatives, including third-party asset manager referrals and sponsored advisory programs.

Megan Kasper is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at several notable firms including Bank of America, Merrill Lynch, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Frank Held is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America Advisors, Inc., Investacorp Advisory Services, and Valic Financial Advisors. Outside of his advisory role, he is involved in fixed insurance sales. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through various programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and rebalancing tools, with access to discretionary strategies, third-party managers, and alternative investments.

Ryan Fanady is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He previously worked as a Planning Consultant at Fidelity Investments from 2021 to 2023 and as an Orders Investment Analyst at The Vanguard Group from 2018 to 2021. Ryan partners with clients to understand their individual financial goals and priorities, focusing on developing investment strategies and providing ongoing guidance tailored to clients' communication preferences. His professional experience centers on financial consulting and investment analysis within major financial institutions. Outside of his professional role, Ryan has personal interests in fishing, fitness, and golf.

Faith Joseph is a financial advisor with Thrivent Investment Management in Fort Lauderdale, FL. She holds a Series 66 designation and joined the firm in 2025. Her prior work experience includes roles at Thrivent Financial, Midland Medical, Chenmed, and the University of North Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning with written recommendations across various financial topics, separate from managed-account services.

David Messina is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2022. Prior to that, he was employed by TD Ameritrade, including its investment management division, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment platform.

Iliana Grozdeva is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at Merrill Lynch and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Jared Spector is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2022, initially serving as an Investment Consultant before assuming his current role in 2023. Prior to joining Fidelity, Jared worked as a Financial Professional at Equitable Advisors from 2020 to 2022 and gained early experience as a Research and Operations Intern at Noesis Capital Management in 2017. Jared focuses on collaborating with clients to develop personalized financial plans that align with their unique needs and future goals. He emphasizes establishing a connection with clients to fully understand their individual financial situations. His professional journey reflects experience in financial consulting and investment advisory services.

Gary Alexander is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Sagepoint Financial, Inc., MSI Financial Services, Inc., and Investacorp Advisory Services Inc. He is a partner at Strategic Resource Group, LLC, which sells fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization techniques.

Aisha Abdul Mumin is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in delivering personalized wealth management strategies tailored to meet the unique needs of business owners and families. Her expertise encompasses areas such as college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Aisha holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She attended Kent State University and earned her high school diploma from Euclid Senior High School. Her professional focus is on understanding the complex nature of wealth creation, protection, and transfer to support her clients’ long-term financial goals. Active in her community, Aisha serves as Marketing Director for the Exit Planning Institute and participates in organizations such as Habitat for Humanity's 2024 Women Build, Rotary, Teach The Children to Save Day, and United Way. Outside of her professional and volunteer activities, she enjoys adventure sports, pickleball, reading, spending time with her family, and practicing yoga.