Evan Mayer is a CFP® with 20 years of experience in financial advising, currently affiliated with Raymond James Financial Services Advisors, Inc. His prior roles include positions at SunTrust Advisory Services and Nave Capital LLC. He hosts a podcast aimed at financial advisors, discussing high-level industry concepts and practice management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while maintaining client decision authority.

Maria Mejia is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of her advisory role, she is a partner and owner of Omega Group Management Inc., a real estate business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence to support non-discretionary investment decisions.

Nicholas Greer is a financial advisor at Charles Schwab in Boca Raton, FL, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2014. Outside of his advisory role, he assists with an online clothing store operated by his wife. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and an integrated operational structure.

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.

Paul Goldbach is a financial advisor with LPL Financial in Coral Springs, FL, holding a Series 63 designation and 41 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2000. Outside of his advisory role, he is involved in creating and publishing original music content for commercial distribution. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party subadvisors, and research services.

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.

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 licenses and 19 years of industry experience. His prior roles include positions at Morgan Stanley and Beachbody LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting services.

George Gladman is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. He is based in Boca Raton, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

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.

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.

Brian Garrette is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include a long tenure at HARTFORD Funds Distributors, LLC from 2012 to 2023, as well as positions at Potomac and Arbor Court Capital, LLC. 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 numerous third-party asset managers. The firm operates a hybrid advisory and brokerage model with a focus on tailored client intake and a mix of discretionary and non-discretionary asset management.

Jeff Chanin is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of finance, he works as a freelance tennis instructor in Parkland, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Nestor Miranda is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset‑allocation modeling, centralized due diligence, and an ESG eligibility framework to make recommendations, delivering services on a non‑discretionary basis.

Alan Palazzo is a financial advisor with Ameriprise in Pompano Beach, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.