Dana Bernard is a financial advisor with Osaic Wealth, Inc. in Pompano Beach, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Osaic since 1993 and has operated her own sole proprietorship since 1988, where she also works as a broker and sells life, long-term care, and disability insurance as part of comprehensive financial programs. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools and a variety of investment strategies while supporting legacy platforms and third-party managed account solutions.

Robin Perkins is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. Before joining Raymond James in 2018, Perkins worked at Youfit Health Clubs, Severn Trent through Robert Half, and Tunie's Natural Vitamin & Grocery Store. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Raymond Curtin is a financial advisor with OSAIC and holds Series 63 and Series 65 licenses, bringing 36 years of industry experience. He has been with OSAIC since 2023 and concurrently maintains a long-term role at Sagepoint Financial, Inc. Outside of advisory work, he owns an independent insurance claims adjustment company. OSAIC serves a diverse client base including individuals, institutions, and nonprofits through a large network of advisers. The firm offers integrated brokerage and advisory services with multiple platforms, utilizing asset-allocation tools and access to third-party money managers across various investment vehicles.

Michael Rothenberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. He serves as co-trustee of his father's deceased business trust and family trust, both investment-related roles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Kristina Olsen is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2016. Prior to that, she was employed by Bank of America and Merrill Lynch from 2012 to 2016. 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. The firm manages approximately $2.74 trillion in client assets and provides planning supported by structured discovery, firm-approved tools, and modeling techniques such as Monte Carlo simulations.

Shannon Leavey is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, Leavey worked at Starbucks and Burberry, among other positions. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.

Adam Rothstein is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank, Truist Advisory Services, and BB&T Securities. Outside of his advisory role, he acts as a travel advisor with Fora Travel, providing research and planning for family trips. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that combine in-house and third-party managers, providing tailored portfolio management and financial planning services.

Joseph Lagriola is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 designations and 44 years of industry experience. He has been with Equitable Advisors since 2005, including during the period when the firm was known as AXA Advisors. Equitable Advisors serves a broad client base that includes individuals ranging from non-high-net-worth to high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of firm-offered and third-party advisory solutions.

Ronald Radner is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 15 years of industry experience. His prior experience includes eight years at Edward Jones before joining Raymond James in 2019. He is also the CEO of Radner Financial Services, a support company that assists his Raymond James practice. 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, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and modeling tools, and maintains specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Christopher Fluehr Jr. is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has worked at multiple Raymond James entities since 2014, with a brief tenure at The Gartner Inc. prior to that. He is based in Boca Raton, FL. 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 investors, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services.

Sarah Filipowski is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 66 designation and nine years of industry experience. She has worked with various branches of Raymond James since 2015. 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, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary, tailored advice supported by extensive research and diverse portfolio management styles.

Joshua Pasahow is a CFP® professional with 17 years of industry experience, currently with Raymond James & Associates since 2017. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Pasahow is based in Boca Raton, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and provides municipal advisory services alongside a broad range of portfolio management styles.

Maureen Amritt is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she is listed on a family tax preparation business operated by her husband, though she has no active role in that business. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Noah Estrin is a financial advisor with Osaic Wealth, Inc. in Coral Springs, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Osaic since 2004. Estrin is also the owner of Estrin Asset Management, Inc., a corporation involved in life insurance, fixed annuity, long-term care, disability, and health insurance marketing and sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Joseph Reneau is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked with Wells Fargo entities since 2011, including Wells Fargo Advisors and Wells Fargo Bank NA. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Anthony Maneri Jr. is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of advising, he manages Plan On It, LLC, an administrative business services provider, and is involved in independent insurance brokering. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Perri Sherritt is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following roles at Citizens Securities Inc. and Wells Fargo. Earlier in her career, she had positions outside the financial industry, including at Kid's Crossing Learning Center and Seagate Hotel & Spa. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools to model outcomes without providing individual security recommendations as part of standalone planning.

Donald Kent is a financial advisor with Raymond James Financial in Boca Raton, FL, holding a Series 63 designation and over 33 years of industry experience. He has been with Raymond James Financial Services since 1999 and is also the owner of two support companies, Abundance Corp and MCM Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports municipal and public finance work through unique institutional affiliations.

Adam Weiner is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Dempsey Lord Smith, LLC and Arkadios Capital. Outside of advisory work, he serves as president of Adam Scott & Associates, which is involved in selling Medicare Advantage plans and providing insurance and human resources services. Cambridge Investment Research Advisors serves a diverse clientele ranging from individual investors to pension plans and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of platform arrangements and proprietary strategies alongside access to third-party managers.

Diana Kokhan is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and nine years of industry experience. She has worked with MML Investors Services and MassMutual Life Insurance Co since 2017 and has been affiliated with Florida Atlantic University since 2015. Outside of her advisor role, she is involved in life settlements and viatical transactions as an agent and operates an LLC for managing 1099 income and expenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without investment discretion.