Marshall Rosen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. for seven years. Outside of his advisory role, Rosen operates a boat chartering business. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios comprising various asset classes.

Rory Doyle is a financial advisor with Morgan Stanley in Coral Springs, FL, holding a Series 63 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he is involved in a carpentry business, Rosalie's Son Services LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Lawrence Katz is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2009. 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.

Ivon Galaini is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Delray Beach, FL. He has four years of industry experience and has been with J.P. Morgan Securities since 2021, also maintaining a long tenure with JPMorgan Chase Bank, N.A. since 2002. 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 applying an ESG eligibility framework in its recommendations.

Kimberly Kessing is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior work includes ten years at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009 and continuing at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 provides services through various platforms including direct individual plans and Corporate Financial Planning agreements.

Frederick Telarico Jr. is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 13 years before joining Stifel in 2024. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that emphasizes forward-looking capital market assumptions and probabilistic modeling.

Scott Waldman is a financial advisor with Wells Fargo Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. His background includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He is the sole owner of Waldman Wealth Management LLC and serves as trustee for its 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementation.

Brian Straub is a financial advisor at Raymond James Financial with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes positions at Merrill and roles within multiple entities under the Raymond James umbrella. Outside of finance, he coaches youth lacrosse in Broward County and works part-time supporting special needs children in community integration. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using risk profiling and analytical modeling to support client goals.

Andres Archbold is a financial advisor with UBS Financial Services in Boca Raton, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at AllofCapital and UCB, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans based on clients’ goals and risk tolerances.

Christopher Iser is a financial advisor at Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation with 10 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and corporate financial planning agreements.

Richard Koblick is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 20 years of industry experience. He has worked at VOYA Financial Advisors and has operated Feller Financial Services since 2011. Koblick serves on the Board of Directors for the Jewish Community Center in Boca Raton. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment strategies.

James Perez is a CFP® with 24 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. He is based in Ft. Lauderdale, FL. Outside of his advisory role, he is the managing member of MEGAN PEREZ DESIGNS, LLC, an interior design consulting business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Carlene Wint Campbell is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Cetera and its affiliated entities since 2019. Outside of her advisory role, she provides business optimization consulting services for Mosaic Strategic Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services across multiple program structures.

John Correll III is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at TIAA-CREF, Manning & Napier Advisors, and Cambridge Investment Research Advisors. 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 a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Settler is a financial advisor with Wells Fargo Advisors in Delray Beach, FL, holding Series 63 and Series 66 licenses and with 21 years of industry experience. His prior experience includes five years at LPL Financial and 16 years at American Portfolios Financial Services, Inc. He is also a certified public accountant and serves as a trustee for multiple trusts, in addition to being a member and tax matters partner of Horizon Wealth Managers LLC, which focuses on insurance sales. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and sports & entertainment planning. Advisors at the firm use proprietary research and tools to develop tailored recommendations, with clients having discretion over implementation through various brokerage or advisory programs.

Glen Berngard is a CFP®-certified financial advisor with 35 years of industry experience, currently with Cetera since 1996. He also leads Berngard & Associates, a CPA firm he founded in 1987, where he serves as president and holds limited power of attorney for tax matters. In addition to his advisory work, he acts as an agent for Aetna Health Insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Griselda Uzcategui is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds Series 63 and 66 licenses and previously worked at Wells Fargo Clearing for five years before joining Raymond James in 2021. Outside of advisory work, she is a notary public in Broward County, Florida, and holds a 20% ownership stake in Corporation Britanica 5G, Ltd. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supplemented by in-house research and affiliated sub-advisers.

Nathan Rosenberg is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years at Invest Financial Corporation. Rosenberg is also president of Complete Analysis, Inc., a non-variable insurance business he has led since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, asset management, and institutional services, supported by extensive operational and research tools.

Erika Romance is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2021, she worked at Voya and Voya Financial Partners. She is also the vice president of DistriGlobal USA Inc., a non-investment business activity. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes modeling tools and advisory services without offering individual security recommendations as part of standalone plans.

Steven Kobrin is a CFP® with 15 years of industry experience and has been with Wells Fargo Clearing since 2016. He is based in Boca Raton, FL, and holds the Series 66 designation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with diversification and modern portfolio theory to evaluate investment options.