Kristina Olsen is a financial advisor at Morgan Stanley in Boca Raton, FL, with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its Private Bank since 2016, after four years at Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

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 at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Morgan Stanley. He is also the CEO of Radner Financial Services, a support company for his Raymond James business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting client implementation through various advisory programs.

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 at Osaic with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Osaic since 2004, following two years at Equitable Advisors. Outside of his advisory role, he owns Estrin Asset Management, Inc., a corporation involved in marketing and sales of life insurance, fixed annuities, long-term care, disability, and health insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. Its investment approach focuses on model-based asset allocation, portfolio optimization, and a range of managed account strategies supported by risk analysis tools.

Joseph Reneau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Wells Fargo Bank NA since 2011 and at Wells Fargo Clearing since 2016, both in Boca Raton, FL. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

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 with Cambridge Investment Research Advisors in Boca Raton, FL, holding Series 65 and Series 63 licenses and over 13 years of industry experience. His prior roles include positions at Dempsey Lord Smith, LLC, Arkadios Capital, and Centaurus Financial, Inc. He is also president of Adam Scott & Associates, which sells Medicare Advantage plans and provides insurance and benefits services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple investment platforms.

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.

Jack Lasday is a financial advisor with Morgan Stanley in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves on the Finance Committee of Addison Reserve Country Club in Delray Beach. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm employs a structured financial planning process and provides various investment and advisory services supported by a broad array of proprietary tools and resources.

Kyle Stevenson is a financial advisor with Morgan Stanley Wealth Management, holding the CFP® designation and Series 65 and 63 licenses. He has eight years of industry experience, having previously worked at Bank of America, Merrill Lynch, and RMB Capital Management. Outside of his advisory role, Stevenson is involved with Happy Human Society LLC, a consulting business focused on art and culture. 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 supported by structured tools and modeling techniques.

Myles German is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, Trusted Securities Advisors Corp., and Mony Securities Corporation. Outside of financial advising, he serves as a divorce financial neutral and acts as co-trustee on his parents' trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its advice through a network of Investment Adviser Representatives using a variety of third-party advisory programs and focuses on matching clients to appropriate investment models and discretionary managers.

Robin Harman is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Merrill Lynch Pierce Fenner & Smith Inc. since 2008, following ten years at Morgan Stanley Dw Inc. and one year at Morgan Stanley & Co. LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.