Branden Schiralli is a financial advisor with Mass Mutual Investors Services in North Palm Beach, FL, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He previously worked at MetLife Securities Inc. before joining Mass Mutual Investors Services in 2017. Outside of advisory work, he serves as president of the Cardinal Newman High School Crusaders Varsity Club, where he organizes events and manages alumni engagement. 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, using firm-approved software to analyze client goals and recommend investment strategies.

Paul Maizes is a CFP®-certified financial advisor with 36 years of industry experience. He is currently with LPL Financial, joining in 2026 after previously working for Kestra Advisory and Kestra Investment Services. Maizes also holds the Certified Divorce Financial Analyst (CDFA) designation and provides consulting to help individuals understand the financial implications of divorce. LPL Financial is a national broker-dealer and registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Katsigiorgis is a financial advisor with Wells Fargo Clearing in Palm City, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he co-administers an investment-related activity for his father. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Charles Kramer is a financial advisor with Wells Fargo Clearing in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He previously worked at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Kramer has been with Wells Fargo Clearing since 2016. 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 combines in-house research with third-party analytics to evaluate investment options and provides both brokerage and advisory solutions.

Connor D'orio is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2018, including time at Charles Schwab Bank. Prior to joining Schwab, he worked at Sprint and attended the University of Central Florida. Charles Schwab & Co., Inc. 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 offers a range of advisory, brokerage, custody, and cash-sweep services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and an alternative-investment program.

Peter Lurier is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for family investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Jay Beaulieu is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. His prior work includes 13 years at Credit Suisse Securities and four years at Pershing LLC. He holds a Series 66 designation. Outside of his advisory role, he has a minority ownership interest in a website and app that helps shoppers find the best sports and concert ticket prices. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm leverages research and analytics to provide diversified investment solutions and operates one of the largest networks of financial advisors in the industry.

Brendan Ramusevic is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with J.P. Morgan Securities in Palm Beach Gardens, FL. His prior roles include positions at Morgan Stanley, UBS, and First Republic Investment Management. In addition to his securities role, he is also employed by JPMorgan Bank, enabling him to offer certain banking products and services. J.P. Morgan Securities LLC 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.

Anthony Colombino is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding a Series 66 designation and four years of industry experience. He previously worked at UBS Financial Services and has ownership experience in a trucking business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Makenzie Koah is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. She has worked at multiple entities within the financial sector since 2020 and has a background that includes experience in education and several non-financial business roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated services, combining brokerage, custody, and advisory functions in an integrated platform with both non-discretionary and discretionary investment management options.

Cortney Mc Elroy is a CFP® professional with 25 years of experience, currently advising at Charles Schwab. She has been with Charles Schwab since 2006 and has also worked at Charles Schwab Bank, SSB since 2008. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Steven Mcmahon Sr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Brian Hayden is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior work includes roles at Notre Dame University, Pace University Learning Commons, and Dicks Sporting Goods. 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.

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 with OSAIC, holding a Series 66 credential and 17 years of industry experience. He previously worked at Jhfn Sii and Kestra Investment Services, LLC before joining OSAIC in 2018. Outside of advising, he serves as a director on the board of Jonathan's Landing country club and chairs its Rackets committee. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors by offering integrated brokerage and advisory services alongside third-party money managers and unified managed accounts. The firm employs a variety of investment tools and strategies to create portfolios across multiple asset classes, supporting both discretionary and non-discretionary account management.

Jennifer Bonifas is a financial advisor with Merrill, holding a Series 66 designation and over 21 years of industry experience. She has been with Merrill since 2002 and with Bank of America since 2011. Outside of her advisory work, she is a part-time sales representative for Park Lane Jewelry, a direct sales company focusing on designer-inspired jewelry. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutions.

Craig Piper is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at The Investment Center Inc and NPA Asset Management, LLC. He is also involved in independent fixed insurance sales, earning commissions from life, health, and fixed annuity products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party management access, and institutional platforms.

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.