Jeffrey Pupo is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Evan Mayer is a CFP® professional with 20 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at several firms, including Suntrust Advisory Services and Nave Capital LLC. Mayer hosts a podcast aimed at financial advisors, discussing practice management and industry concepts at a high level. He is also the owner of Fortuna Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors through various advisory programs.

William Bandel is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked 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 options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Chris Kolasinski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 25 years of experience in financial advising, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Chris emphasizes personalized wealth management strategies that align with clients' values and goals, facilitating ongoing collaboration to help clients pursue their financial objectives and plan their legacies. Born in Poland and raised in the United States, Chris developed an early passion for investing while studying Finance at the University of Florida, where he earned his bachelor's degree. Over his career, he obtained the CERTIFIED FINANCIAL PLANNER (CFP®) designation and serves as a Personal Investment Advisor (PIA). Committed to community involvement, Chris volunteers with local organizations, reflecting the Merrill tradition of service. His personal interests include basketball, soccer, swimming, and tennis.

Adam Gillam is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup. Gillam is based in West Palm Beach, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that encompass broad retail and institutional offerings.

Jamie Rubenstein is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Rubenstein is based in Boca Raton, FL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Randy Schild is a Wealth Management Advisor at Merrill Lynch Wealth Management in Boca Raton, Florida. He began his career in financial services in 1994 and brings experience from his prior role as Branch Manager at Morgan Stanley Smith Barney in Palm Desert, California, where he served for approximately eight years. Before entering the financial sector, Randy spent a decade as an owner and operator of a manufacturing and retailing business in South Florida. He holds a Master's degree in Business Administration from St. John's University in New York and a Bachelor's degree from the State University of New York system. Randy also carries professional designations including Chartered Retirement Plans Specialist (CRPS) and Personal Investment Advisor (PIA). His areas of expertise include family wealth management, legacy and philanthropic planning, LGBT wealth planning, liquidity management, retirement income strategies, and special needs planning. Randy has been involved in community organizations such as the American Heart Association and the Jewish Federation, serving in leadership roles and on boards. He grew up in New York City and has lived in New York, Southern California, and Boca Raton. Randy and his wife, Dini, have two adult children who reside in New York City. His personal interests include golfing, hiking, reading, scuba diving, traveling, and watching movies.

Thomas Santangelo is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Ameriprise and entrepreneurial involvement with JM Golf Carts. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Jessica Fiorillo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMORGAN Chase Bank, Cantor Fitzgerald, First Franklin Financial Services, and Sl Green Realty Corporation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Taveira is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 credential and has worked at JPMorgan Chase Bank, N.A. and PNC Bank, among other roles. Outside of his financial career, he was involved with We Speak Portuguese from 2012 to 2018. 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 in its investment approach.

Jeremy Lurier is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2018, he worked at Trejos Cantina and Urban Outfitters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options based on diversification principles and modern portfolio theory.

Jaclyn Unger is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 credential and 15 years of industry experience. She has worked at Equitable Advisors since 2012, including time with Axa Advisors, LLC from 2012 to 2020. Outside of her advisory role, she is involved in sales of group and individual health and ancillary products and participates in a tax account program through Realty Benefit Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services through structured client intake and offering both discretionary and non-discretionary management options.

John Theodossakos is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management in Boca Raton, Florida. He has been part of the financial services industry since 1999 and joined Merrill Lynch in 2006. In his role, John focuses on understanding the priorities of high-net-worth individuals and families, providing personalized attention and customized wealth management strategies tailored to client objectives. As a specially qualified Senior Portfolio Manager, John offers traditional advice as well as develops and manages his own personalized or defined investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He has the flexibility to construct portfolios and select securities and may manage client assets on a discretionary basis through the firm's Investment Advisory Program. John may also use his strategies to manage assets for clients working with other Merrill Advisors after meeting specified requirements. John holds dual bachelor's degrees in Business and History from Florida Atlantic University and an MBA with a specialization in International Business from Nova Southeastern University. He is a Personal Investment Advisor (PIA) and communicates fluently in English and Greek. John resides in Delray Beach, Florida, with his wife Maritza and their two children, Demetrios and Stephanie. His client focus areas include college and education planning, family wealth management strategies, retirement income, portfolio management services, and tax minimization. Outside of work, John enjoys adventure sports, cooking, hiking, and traveling.

Shane O'Brien is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. His previous roles include positions at Morgan Stanley and Beachbody LLC. 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, institutions, and nonprofits, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

David Samick is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 27 years of industry experience. He worked at Bay Financial Advisors, Inc. for 16 years and has been with LPL Financial or its predecessor since 2004. In addition to his advisory role, he provides tax preparation and accounting services as a CPA on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Dean Dignoti is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for The Prudential Insurance Company of America and Pruco Securities LLC from 2013 to 2023. In addition to his advisory role, he operates as an independent agent specializing in the sales and service of fixed insurance products. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

Jordan Sandler is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and four years of industry experience. He previously worked at Cadaret, Grant & Co., Inc., and Equitable Advisors. Outside of his advisory role, Sandler is involved with Sandler and Sandler Tax and Accounting Services, a tax preparation and accounting business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management supported by research and model portfolios.

Thomas Kazazes is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he serves as Secretary, Treasurer, and Director of Sibyl Vision, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and a variety of advisory programs.

Brian Friedman is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors. Outside of his advisory role, Friedman coaches Little League Baseball in Florida. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Edward Venezia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. Venezia is based in Boca Raton, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.