Joan Morgan Brown is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 credential and 24 years of industry experience. Prior to joining Morgan Stanley in 2018, she worked at Merrill Lynch for 12 years. Morgan Stanley Wealth Management offers a variety of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Harris Ringelheim is a CFP® with 18 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. He holds Series 63 and Series 66 licenses and participates as Membership Chairperson on the Seven Bridges Home Owners Association Men's Club committee. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include financial planning, portfolio management, and access to proprietary research and capital markets capabilities.

Jeffrey Kassower is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2011. He also owns and operates JEFFREY KASSOWER, LLC, an investment-related business based in Boynton Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs.

Mark O'Leary is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Mark earned a Bachelor's Degree from the State University of New York. His expertise includes wealth management and personal investment advising, supporting clients in achieving their financial goals.

Andrew Langus is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2000. Outside of his advisory role, Langus is a Certified Public Accountant and provides accounting and tax return services to clients. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Grant D. Adesky is a financial advisor at Raymond James & Associates with a Series 66 credential and three years of industry experience. Prior to joining Raymond James, he worked at Emory University and Saint Andrew's School. He is a passive stakeholder in Prudent Partners, LLC, an investment vehicle acquiring equity in AFB Breakpoint LLC. 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 a range of financial planning, consulting, and investment services supported by nationwide advisers and affiliated research.

Robert Schramm is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he serves as a power of attorney and trustee for family trusts and owns Rasco Capital Management, LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to develop tailored recommendations across a broad range of planning needs.

Timothy Grajko is a financial advisor at Morgan Stanley with 14 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley since 2019, including seven years with Morgan Stanley Private Bank, N.A., and previously spent time with TradeStation Securities, Inc. and Susquehanna International Group. Outside of his advisory role, he is associated with Turo, an app that allows people to rent their cars. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Adam Adelman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Josep Sagarra is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. His career includes roles at Bank of America and GO Financial. 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 plans, corporations, and charitable organizations.

Steven Rodman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Angelo Lagriola is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and previously studied at the University of Florida. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs, utilizing a network of Investment Adviser Representatives and third-party managers to deliver a range of investment solutions.

Jennifer Greenblatt is a Series 66-licensed financial advisor with UBS Financial Services in Cooper City, FL, where she has worked since 2013. She has nine years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions to support tailored client strategies.

Eireni Girgis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 10 years of industry experience. Her prior roles include positions at UBS Financial Services, Citigroup, Santander Securities, and Santander Bank. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools across various specialized planning areas, providing clients with options to implement advice through multiple channels.

Christopher Tritsch is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 38 years of industry experience. His prior work includes long tenures at Merrill and Bank of America. He is currently based in Boca Raton, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Craig Nomberg is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial advice and investment guidance to clients. Craig holds the Professional Investment Advisor (PIA) designation, reflecting his qualifications in personal investment advisory services. He earned his High School Diploma/GED through the State University of New York System.

John Gaugin Rosenthal is a financial advisor with Cambridge Investment Research Advisors in Fort Lauderdale, FL. He holds Series 63 and Series 65 licenses and has professional experience at Cambridge Investment Research Advisors, Cambridge Investment Research Inc, The Seven Funds, and Kawa Capital Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various investment implementation options and proprietary model strategies, with features tailored to advisor and client needs.

Emmanuel Rivera is a financial advisor with Primerica Advisors in Sunrise, FL, holding Series 65 and Series 63 licenses and 16 years of industry experience. His prior work includes roles at Rivera Family & Associates, Inc. and PFS Investments Inc. Rivera is also involved in businesses affiliated with PFS Investments Inc., including activities related to home security and loan product referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm operates at scale, offering model-driven advisory services supported by third-party asset managers and notable custodial and trade execution partnerships.

Robin Hyres Cecere is a Series 66 credentialed financial advisor with 29 years of industry experience. She has been with Merrill in Fort Lauderdale, FL since 2002. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Annette Burrowes is a financial advisor at Cetera with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Western Southern Life and W&S Brokerage Services. Outside of advising, she serves as president of the Brenetta and Lloyd Burrowes Scholarship Fund, a family-funded initiative supporting students with financial need, and teaches financial literacy to Seventh-day elementary and middle schools. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services through a large network of independent advisors.