Michael Farahani is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has extensive experience in the financial services industry, having worked in various capacities including Planning Consultant and Investment Solutions Representative at Fidelity Investments, Client Services Professional at Prudential, Region Coordinator at IG Wealth Management, Financial Services Manager at BMO Bank of Montreal, and Personal Banking Representative at CIBC. Michael holds the Certified Financial Planner (CFP®) designation. His expertise lies in retirement planning and investment strategy development. He collaborates with clients to create tailored investment plans that align with their individual goals, focusing on protecting and growing their wealth through thoughtful planning and personalized guidance.

Herbert Rikeman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo Clearing, and Morgan Stanley. Rikeman is based in Loxahatchee, Florida. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Christina Towery is a CFP® professional with 24 years of industry experience, currently serving at J.P. Morgan Securities LLC since 2014. She holds Series 63 and Series 66 licenses and is based in Boca Raton, Florida. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Ryan Howison is a financial advisor at OSAIC with 16 years of industry experience. He has held roles at OSAIC since 2018 and previously worked at JHFN SII from 2011 to 2018. Outside of his advisory work, he serves on the board of directors for Jonathan's Landing country club, where he chairs the Rackets committee. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary accounts across a wide range of investment products.

Erin Caldwell is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC, Morgan Stanley, UBS Financial Services, and several other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Jennifer Bonifas is a financial advisor with Merrill in Palm Beach Gardens, FL, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Merrill since 2002 and has concurrently worked at Bank of America since 2011. Outside of her advisory role, she is a part-time sales representative for Park Lane Jewelry, a direct sales jewelry company. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig Piper is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been associated with Ic Advisory Services Inc and The Investment Center Inc since 2013. Outside of advisory work, he is involved in independent fixed insurance sales, including life, health, and fixed annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-driven investment options.

Kevin Prazenica is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he is involved as the owner of AWP Capital, LLC and Finet Practice Prazenica GP, LLC, both investment-related ventures. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Robert Sloan is a financial advisor at Primerica Advisors with 43 years of industry experience. He has been with Primerica Advisors since 1985 and with Primerica Financial Services since 1991. Outside of his advisory role, he serves as president of EMKEN, LLC, a real estate business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Sarah Levi is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with various Fidelity affiliates since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves multiple registered investment companies and fund-of-funds.

Laura Pricer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at firms including First Republic Securities Company, Bank of America, and Merrill. Outside of her advisory role, she serves as Vice President and President-elect of KCK Huggers/Special Olympics, a nonprofit supporting education, sports, and activities for individuals with intellectual and physical challenges. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

John Felice is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and UBS Financial Services. 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 financial planning services, including specialized planning for business owners, special-needs clients, and divorce, supported by Wells Fargo research and planning tools.

Claudia Arevalo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and six years of industry experience. She has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019, following prior roles at Benjamin F. Edwards & Co. and Branch Banking & Trust Co. Claudia is employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of bank products and services in addition to securities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Bruce Zwick is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Morgan Stanley and its private bank since 2018 and previously with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee and co-trustee in a trust-related capacity. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery and planning tools, with advisory services that generally do not include individual security recommendations unless specifically engaged.

Syndie Levien is a CFP® professional with 43 years of industry experience, currently serving at Ameriprise since 2025. She previously worked at UBS Financial Services for 11 years. Levien serves on the Board of Directors for the Jewish Federation of Palm Beach County. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. As a large institutional firm, it also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Luther is a CFP® professional with 15 years of experience in the financial industry. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019, and previously at Bank of America and Merrill Lynch from 2010 to 2019. In addition to his advisory role, he is also an employee of J.P. Morgan Bank, where he can offer certain bank products and services. J.P. Morgan Securities LLC 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 brokerage and investment management capabilities, offering recommendations on a non-discretionary basis.

Cynthia Carroll is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has previously worked at Goldman Sachs and Barclays Investment Bank. She is also employed by JPMorgan Chase Bank, where she offers certain bank deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Edward Yen is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended as a basis for client decisions.

Alexander Mata is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2015. In his role, he partners with clients to work towards their financial goals leading up to and throughout retirement. Prior to joining Fidelity Investments, Alexander worked as a Private Client Banker at JPMorgan Chase Bank from 2012 to 2015. His professional experience spans financial consulting and private client banking, with a focus on personalized client service. Outside of his professional work, Alexander has interests in baseball, football, golf, spending time at the beach, and pets.

Richard Brusca is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 63 designation and 44 years of industry experience. He has been associated with Wells Fargo entities since 2009. Brusca has ownership interests in Omega Chapter Inc. and Brusca GP, LLC, both investment-related ventures. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with a broad array of planning options across various specialized areas.