Gregory Miseyko is a financial advisor with Ameriprise in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Bank of America and Merrill for over a decade each. Miseyko serves on the Board of Directors for Ligonier Ministries and participates annually as a judge in the American Fine Wine Competition. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Eric Lubitz is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with UBS Financial Services since 2009. Outside of his advisory role, he is a partner in SUNGRIA LLC, a company involved in the production of wine cocktails. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Robert Chen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and over 21 years of industry experience. He has worked at several firms including SagePoint Financial, Inc. and Principal Life Insurance Company, and serves as president of RMC Wealth Strategics & Financial Services LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options and model-based investment solutions, supported by institutional features such as advisor transition programs and compliance processes.

Andrew Rifkin is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is involved as a member and manager in an estate planning LLC. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling.

Mariana De Campos Salles Gregori is a Series 66 licensed financial advisor with UBS Financial Services, based in Boca Raton, FL. She has two years of experience at UBS Financial Services and previously spent sixteen years with UBS Switzerland AG. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Daniel Waldman is a financial advisor with Edward Jones in Wellington, FL, holding Series 63, Series 65, and Series 66 licenses and having nine years of industry experience. His prior roles include positions at Insperity and BFS Capital, as well as consulting work at Cantey Tech Consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts.

Gregory Heninger is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley, E*Trade, TD Ameritrade, and Interactive Trader. He has also been involved with Swirls Donuts LLC for nine years. J.P. Morgan Securities LLC 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 a structured, non-discretionary process.

Ernst Mahler III is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Lincoln Financial Advisors, Managed Account Services, LLC, and Independent Portfolio Consultants, Inc. He serves as a trustee for family trusts, including responsibilities related to estate tax payments. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Elyse Jurman is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and bringing 28 years of industry experience. She has been with Cetera Advisors LLC since 2014 and currently owns EJ Designs LLC, which focuses on interior decorating. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and advisory services, supporting over 10,000 advisors and managing more than $256 billion in assets.

Vincent Gregoire is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining J.P. Morgan, he worked at Northwestern Mutual and has experience in business management through his role as a general manager and board member of Financiere Givey SAS, a holding company for a metal sheet factory in France. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, offering both advisory and brokerage services.

Thomas Reid is a financial advisor with LPL Financial who holds Series 63 and Series 66 registrations and has 19 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Astor Investment Management. In addition to his advisory work, he has served as a high school teacher and coach in Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, planning services, and investment management options through a nationwide network of representatives.

Alfredo Rosas is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Truist Advisory Services, BB&T Securities, Morgan Stanley, and J.P. Morgan Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides both discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Leonard Kaplan is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2009. He is based in Boynton Beach, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and market simulations.

Louis Lo Franco is a Series 66 licensed financial advisor with Edward Jones in Wellington, FL, where he has worked since 2014, accumulating 11 years of industry experience. He serves as a volunteer board member for BridgePrep Academy in Miami, FL. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Shannon Voelk is a Series 66-licensed financial advisor with five years of industry experience. She has worked at Edward Jones since 2022 and previously spent four years at Putnam Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

David Newman is a CFP® with over 31 years of experience in the financial industry. He has been with Ameriprise and its affiliates since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a business ownership related to resource management and health insurance administration. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, offering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Alexander Aiello is a financial advisor at Wells Fargo Clearing with 15 years of industry experience and holds the Series 66 designation. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support investment decisions.

Paige Ottenbrite is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Ameriprise, Stifel Nicolaus & Company, and Charles Schwab. She is also involved with RGWool LLC. 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 institutional clients. The firm offers non-discretionary consulting tailored to client goals, utilizing various analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Casey Siegelman is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, Siegelman worked at Flagstar Bank N.A. and has experience in various roles including positions at Florida Atlantic University and Dominics III. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios.

David Villalobos is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley and its private bank since 2018, and previously held roles at Bank of America and Merrill from 2002 to 2018. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its services.