Tina Dearce is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, following a prior role at Stifel Nicolaus & Co Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by specialized tools and analysis methods.

Gregory Kraus is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2014. The firm oversees approximately $501 billion in assets and serves a wide range of clients, including individuals, institutional and pension plans, charitable organizations, and municipal entities. Raymond James offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing various portfolio management styles and supported by an extensive affiliated research network.

Antonio Puente is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to his current role, he worked at Axa Advisors and held positions at Delray Schooling Center and Florida Atlantic University. Outside of his advisory work, he serves as a football coach at Boca Raton Christian School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm leverages a network of Investment Adviser Representatives and a range of third-party asset management programs to deliver tailored investment solutions.

Robert Burie is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Marcia Lisboa is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Wilson Heeg Lisboa Wealth Management Group. She brings over 19 years of experience providing strategic financial guidance to both domestic and international clients. Her work centers on wealth preservation, succession planning, and structuring thoughtful tax strategies for families, individuals, and corporations across multiple jurisdictions. Marcia holds a Bachelor's Degree from Universidade de Sorocaba and is a Personal Investment Advisor (PIA). She collaborates closely with clients' legal, tax, immigration, and other specialized advisors to deliver coordinated financial strategies. Fluent in English, Portuguese, and Spanish, with a working knowledge of Italian, she effectively communicates complex financial matters to a diverse clientele. Beyond her professional commitments, Marcia is involved with organizations such as the Brazilian-American Chamber of Commerce of Florida, Brazil-Florida Business Council, HOLA - Hispanic/Latino Organization for Leadership & Advancement, and the Parents and Caregivers Network. She is a mother of two daughters and enjoys spending time with her family, traveling, and being near the ocean.

James Mucciaccio Jr. is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for nine years. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Stern is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 60 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, distinguishing it among large institutional advisors.

John Azzara is a financial advisor with Osaic Wealth, Inc., holding Series 63 and 66 credentials and bringing 44 years of industry experience. Prior to joining Osaic in 2025, he spent 17 years at Lincoln Financial Securities Corporation. His outside activities include serving as a board member and director of the Ocean Pines Condominium Association and partnering in a custom home building business. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs a variety of asset-allocation tools and third-party solutions to construct diversified portfolios across multiple asset classes.

Pablo Heredia is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James in various capacities since 2011, with a brief period of unemployment in 2019. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Marsengill Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 66 designation and has worked at several firms including Securities America and Investacorp, as well as leading Marsengill Financial Services since 1992. He is also president of Michael E. Marsengill & Co., Inc., which focuses on insurance and employee benefits. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms, including third-party money managers and managed accounts.

Brandon Jeanneret is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2008. He brings over 25 years of experience in the financial services industry and is a qualified Portfolio Manager. In his role, Brandon provides traditional financial advice and guidance, as well as builds and manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also manages client strategies on a discretionary basis through Merrill Lynch’s Investment Advisory Program. Brandon holds a Bachelor’s degree from the University of Houston and has earned the Chartered Retirement Planning Counselor℠ (CRPC®), Chartered Financial Consultant® (ChFC®), and Personal Investment Advisor (PIA) designations. He focuses on family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and retirement income. Brandon works closely with clients and their professional advisors, such as CPAs and estate planning attorneys, to develop strategic financial plans aimed at achieving their long-term goals. Residing in Parkland, Brandon’s interests include adventure sports, biking, hiking, pickleball, running, skiing, traveling, and spending time with his family. His approach is centered on building long-term relationships while providing access to the resources of Merrill Lynch and Bank of America to support client needs.

Kristy Leavitt is a financial advisor at UBS Financial Services with 13 years of industry experience. She previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank NA from 2013 to 2026. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking products.

Charles Shalmi is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and previously worked at Oppenheimer & Co., Inc. for 22 years. Outside of his advisory role, he serves on the Board of Directors of the Rotary Club in Boca Raton, FL. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Peter Mordente Hawkins is a financial advisor with Raymond James Financial in Boynton Beach, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James Financial since 2009 and also has longstanding involvement with E and M Investments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supports a broad advisor network, and is noted for its municipal advisory affiliation and specialized retirement plan consulting services.

David Hersh is a financial advisor with Ameriprise in Lake Worth, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet certain asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts.

Matthew Phillips is a CFP® professional with 24 years of industry experience. He has worked at LPL Financial since 2011 and previously spent eight years with Equitable Advisors. Phillips is involved in a commercial real estate venture that supports local basketball and indoor soccer activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, using both discretionary and non-discretionary strategies supported by research and advisor tools.

Gail Sokol is a financial advisor at Stifel with 44 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Caryn Gordon is a financial advisor at Edward Jones in Boca Raton, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones, she worked at Bank of America NA and Merrill Lynch, and spent nine years at The Chef's Warehouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jason Fiderer is a financial advisor at Raymond James & Associates with nine years of industry experience. He has held positions at several firms, including Morgan Stanley, Stifel Nicolaus & Company, and Hornor, Townsend & Kent. Fiderer is dually registered with Purshe Kaplan Sterling Investments and Perigon Wealth Management and is a licensed insurance agent in Boca Raton, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base ranging from individuals to institutional and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a broad range of portfolio management styles and affiliated research.

Jarrett Bond is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Equitable Advisors, Northwestern Mutual, and his own firm, Bond Consulting LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.