Ari Brooks is a financial advisor at MassMutual Investors Services with two years of industry experience. He holds a Series 66 designation and has held previous roles at MassMutual Life Insurance Co, Sweet Leaf Madison Capital, and the University of Denver. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers diverse programs including wrap and money-manager options along with educational seminars.

Marilyn Rangel is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Prior to that, she spent 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering advisory services without providing individual security recommendations in standalone plans.

Ismail Kioko is a financial advisor at Morgan Stanley with five years of industry experience and holds a Series 66 designation. His prior work history includes roles at Wells Fargo Clearing, CVS Health, Wells Fargo Bank, N.A., and Office Depot. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by systematic planning tools and investment modeling.

Arthur Rottenstein is a financial advisor with Raymond James Financial in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Raymond James Financial since 2009. Outside of his advisory role, he owns a rental property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation not common among large institutional advisors.

Scott Notowitz is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, Notowitz serves on the Investment Committee for the Anti-Defamation League Foundation, a nonprofit focused on combating anti-Semitism and bigotry. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including corporate financial planning agreements.

Trey Long is a Planning Consultant who collaborates with clients to develop personalized financial plans. He utilizes the resources of his wealth management team to create strategies tailored to each client's unique situation, aiming to build lasting relationships that empower clients in their financial journey. He has held roles at Fidelity Investments, serving as a Relationship Manager from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Prior to that, Trey gained experience as an intern at CarrotxChange from 2020 to 2021. Outside of his professional work, Trey has interests in football, social events with friends, golf, movies, music, and soccer.

Michael Mazzafro is a financial advisor with Raymond James Financial in Boca Raton, FL, holding Series 63 and Series 66 registrations and bringing 48 years of industry experience. He has been with Raymond James Financial Services since 1988 and serves as an arbitration panelist for FINRA since 2014. Outside of his advisory role, Mazzafro owns an accounting practice providing tax planning and IRS audit assistance and is licensed to sell fixed annuities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Lockett Crowe is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Cetera Wealth Services, LLC. Outside of advisory work, Crowe is involved in managing and conducting due diligence for real estate investments through a holding company and another investment property business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform.

Susanne Vaishvila is a financial advisor at Raymond James & Associates with 39 years of industry experience and a Series 66 designation. She has worked with Raymond James Financial Services Advisors, Inc., and Kovack Securities, Inc. prior to her current role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting with a variety of portfolio management styles and model manager options.

Tyler Smillie is a CFP® with seven years of industry experience, currently working at J.P. Morgan Securities in Ft. Lauderdale, FL. He has previously held positions at Bank of America/Merrill Lynch and Fifth Third Bank. Outside of his advisory role, he is involved in managing a rental property through Smillie and Son Management, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Sarun Ponluang is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. His background includes roles at Tesla, the U.S. Army, and involvement in a family-owned business, Mama Asian Noodle Bar LLC. He has also spent time in academic settings, including the University of North Carolina Chapel Hill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Tracey Keith is a financial advisor with UBS Financial Services in Fort Lauderdale, FL, holding Series 63, 65, and 66 licenses and having 25 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she is involved with Quick Drop International as an area developer and performs bookkeeping duties, and she is a non-working officer at a real estate brokerage firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jose Rafael El Khouri Faieta is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked as a graphic designer and held various roles related to education and travel. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services through a broad platform of research and portfolio management options.

David Diaz is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving high net worth individuals, family offices, non-profits, and corporations with wealth management strategies since 1987. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), which he obtained in 2001, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and credentials in Sports & Entertainment (SE). David's expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, institutional and corporate benefit services, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, and tax minimization. He earned a Bachelor's degree from Florida State University. Residing in South Florida with his wife and three children, David is active in his community through his church and his children's schools. His personal interests include baseball, camping, fishing, hunting, reading, spending time with family, and traveling.

Eric Kelman is a CFP® and ChFC® affiliated with Ameriprise in Conshohocken, PA, with 29 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Kelman is also a partner in Kelman and Magliari Realty LLC and owns a management company that handles administrative expenses for his financial planning practice. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Matthew Barr is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been working in the financial services industry since 2005 and has been with Merrill Lynch since 2009. Matt provides traditional financial advice and guidance as well as building and managing custom investment strategies, selecting from both Merrill model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, he may manage strategies on a discretionary basis. His client focus areas include employee benefits planning, executive and equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and special needs planning strategies. Matt holds a bachelor's degree from Florida Atlantic University and holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. He is involved professionally with the Junior Diabetes Research Foundation (JDRF) and serves on its board in Maryland. Matt is active in his community and volunteers regularly with the Salvation Army and as a mentor for Big Brother Big Sisters. In his personal time, Matt enjoys baseball, biking, boating, football, gardening, golfing, running, softball, spending time with his family, and traveling. He follows the tradition of participating in the communities he serves and dedicates himself to developing personalized financial strategies tailored to the long-term goals of his clients.

Dylan Levy is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2019, following positions at First Empire Securities, Inc. and AXA Advisors, LLC. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Trevor Mcluskey is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo and Ameriprise Financial Services. 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.

Philip Slive is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a comprehensive range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and committees.

Lee Gleeman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Clearing in 2024. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.