Judy Hou is a financial advisor at Equitable Advisors with two years of industry experience. She holds a Series 66 designation and previously worked at Philip Morris International and Emirates Academy of Hospitality Management. Outside of her advisory role, she serves as a trustee and holds power of attorney for her husband, George Aguilar. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on clients' risk tolerance and financial goals.

Wendy Carroll is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors since 2016. Outside of her advisory role, she is involved in managing two medical supply businesses alongside her spouse and serves as trustee for her son’s special needs trust. Wells Fargo Advisors 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 range of planning services, including niche areas such as special-needs analysis and business-owner transition planning, using proprietary research and tools to develop tailored client recommendations.

Julius Pappas is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and Metlife Securities. He is also active as a non-variable insurance agent in Plantation, Florida. 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 and brokerage services, including financial planning and model portfolio programs, supported by a network of over 22,800 advisors.

Garrick Trosper is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop strategies to pursue their short-, mid-, and long-term financial goals. He provides resources and guidance on topics including general investing, retirement planning, and saving for unforeseen events. Garrick also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, liquidity management, portfolio management services, tax minimization, and retirement income. Garrick holds professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from University of South Florida - Saint Petersburg and a Master of Business Administration (MBA) from University of Florida. Outside of his professional responsibilities, Garrick engages in community involvement through organizations such as the Military Support & Assistance Group (MSAG) and United Way Broward. His personal interests include billiards, boating, golfing, music, and watching movies.

Daniel Seghi is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at firms including Merrill, Iberia Bank/First Horizon Advisors, and CitiGroup. He is based in Davie, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Andrew Raudenbush is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked with Equitable Advisors since 2011 and previously with VOYA Financial Advisors from 2007 to 2011. Outside of his advisory role, he serves as president of AJR Insurance Group, Inc., specializing in employee benefits consulting. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory models and emphasizes tailored solutions based on client risk tolerance and personal information.

Ryan Nappo is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Ryan earned his Bachelor's Degree from Florida Atlantic University.

Leonardo Brame is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining UBS, he worked at Interactive Brokers LLC and New York Life, and has over a decade of experience in healthcare financial roles. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Elias Tache Sr. is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2007 to 2017. Outside of his advisory role, he serves as volunteer assistant director and treasurer for Camp Fiesta, a nonprofit camp for children with cancer. 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, institutions, pension and profit-sharing plans, and charitable organizations with financial planning and advisory services characterized by non-discretionary client involvement and supported by a broad range of investment strategies and affiliated research.

Scott Shulman is a financial advisor with Cetera in Boca Raton, FL, holding a Series 66 designation and 25 years of industry experience. He has been associated with Cetera since 2004 and operates his own CPA firm, Scott Shulman, CPA, P.A., providing accounting, auditing, and tax services. Shulman also serves as treasurer for both the Rotary Club of Plantation and the Broward Business Network. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

Abigail Fox is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held her current role since 2012 and holds Series 63 and Series 66 designations. 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 financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Vincent Hulme is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His previous roles include positions at Valic Financial Advisors and Northwestern Mutual. Outside of his advisory work, he serves as an assistant football coach at Boca Christian High School, coaching the offensive and defensive lines. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of Investment Adviser Representatives and third-party program sponsors.

Benjamin Smolen is a financial advisor at Raymond James & Associates in Fort Lauderdale, FL, with four years of industry experience. He holds a Series 66 designation and has previously worked at Oppenheimer, Northwestern Mutual, and other firms. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and a range of portfolio management styles.

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, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services including estate planning and investment strategies through a combination of advisory and brokerage capabilities.

Ismail Kioko is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, CVS Health, Wells Fargo Bank, N.A., and Office Depot. Kioko is based in Coral Springs, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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.