Juan Pacheco Cornejo is a financial advisor with Ameriprise in Delray Beach, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at North Florida Financial and has diverse work experience including roles at Youfit Gyms and Florida State University. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted retirement income recommendations.

Patrick Whelan is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Investment Advisors Asset Management, LLC, Investment Advisors Financial Group, LLC, OSAIC, Thomas Seely Agency, Inc., and Benefit Plan Consultants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by proprietary and third-party research and a variety of portfolio management options.

Eric Dion is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at City National Bank, RBC Capital Markets, Wells Fargo Clearing, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and various entities by offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients' risk profiles and implements portfolios using a mix of in-house and third-party managers, with options for tax management and responsible investing.

Lisa Reich is a financial advisor with Cetera, holding the Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked at Cetera Investment Advisers LLC since 2023 and concurrently owns LRS Capital Group, Inc., a financial services firm. Reich also works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options through affiliated and third-party managers, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Bernardo Arcos is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Brother International for 15 years. He is a voting member and Treasurer on the School Advisory Council at Emerald Cove Middle School in Wellington, FL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Roberta Zuckerman is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at Citibank Private Client Group for 12 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Eric Wagner is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 designations and 26 years of industry experience. He worked previously at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company from 1996 to 2018. In addition to his advisory role, he operates a sole proprietorship financial advisory business and has experience as an insurance broker. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes and supports multiple advisory platforms and third-party managed-account solutions.

Adam Tekel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Bank of America, Merrill, RBC Capital Markets, City National Bank, and JPMorgan Chase Bank. 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 recommendations.

Thomas Branchini is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 44 years of industry experience. He has worked with Prudential Insurance Company of America for more than five decades and was also affiliated with Pruco Securities, LLC. since 1973. Based in Boca Raton, FL, Branchini joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing model portfolios, third-party asset management programs, and access to a range of brokerage and insurance products through its integrated platform.

Adam Rudikoff is a CFP® professional with 18 years of industry experience, currently affiliated with Ameriprise Financial Services, LLC since 2016. He has held positions within Ameriprise for his entire advisory career. Outside of his advisory role, he teaches an "Intro to Finance & Accounting" course at American Heritage School, a private K-12 institution. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing tax-aware planning. The firm’s approach integrates proprietary investment research and third-party data, with recommendations focused on income sources, withdrawal strategies, and Social Security options.

Alexandra Huston is a financial advisor with Stifel in Boca Raton, FL. She holds the Series 66 designation and has been with Stifel since 2025. Prior to joining the firm, she worked at JPMorgan Chase for seven years and has experience in freelance graphic design. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and government entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking analyses to assist client decision-making.

William Cappeller is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1986 as a Certified Public Accountant with a regional public accounting firm before joining Merrill Lynch in 1996. In his role, he provides traditional advice and guidance and manages personalized investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. As a qualified Portfolio Manager, he designs and manages customized investment portfolios that incorporate both tactical and strategic strategies, focusing on generating an appropriate rate of return within a framework of capital preservation and risk management. William holds a Bachelor of Science degree in Accounting from The Florida State University, awarded in 1986. He has earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ and Chartered Retirement Plans Specialist™ designations from The College for Financial Planning Institutes Corp. He has also been involved with philanthropic organizations in the Boca Raton area, including the Rotary Club Downtown Boca Raton and the Boys and Girls Club, where he served as Chairman of the Board for three years. William lives in Boca Raton, Florida with his wife Diane and their three children.

Jesse Hed is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2013. Outside of advisory work, he owns and manages several private business interests including a private wealth management firm and merchant partnerships. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Joshua Calisti is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and Securian Financial Services. He is based in Boca Raton, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nicholas Russo is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, he worked at Magic Leap and Genisis Global Workforce Solutions, among other roles. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Ricardo Alvarado is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad array of products and services within a larger corporate platform.

Noelle Nixon is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Merrill and The Boca Raton. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client engagements and corporate financial planning agreements.

Stanley Smith Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Cetera and its affiliated entities since 2019, and previously spent 18 years with Summit Financial Group Inc. Outside of his advisory role, he manages a personal trust that provides initial mortgages and refinancing-purchase bridge loans. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various program structures incorporating both affiliated and third-party managers.

Brian Campbell is a financial advisor at Morgan Stanley in Boca Raton, FL, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Zeus Financial and Atlas Financial, and has a background that includes positions at Benedictine University and Pompano Beach High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

David Conrad is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1996, he has served in various leadership roles including Market Executive positions for the North Metro Detroit Market, the Chicago North Market, and the Boca Tropics Market. He has over 30 years of experience in the financial services and wealth management industry. David uses a holistic goals-based planning approach to provide customized wealth management strategies and investment advice. His expertise encompasses corporate executive services, family wealth management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, investment strategy, tax minimization, and retirement income. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®). David earned a Bachelor's degree in Business Administration with a major in Marketing from Western Illinois University and a Master's degree in Business Administration from Loyola University Chicago. He serves on the Board of Directors of Student Aces, a Palm Beach County organization focused on character and leadership development for high school student athletes. David lives in Delray Beach, Florida with his wife Jen and their three children. His personal interests include cooking, football, golfing, spending time with family, and traveling.