Marc Strasser is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 63 designation and over 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and GMS. He serves on the Board of Directors for Jarc, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Terrence Tormey is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation and Series 63 license, and has previously worked at Sagepoint Financial, LPL Financial, NationalPlanning Corporation, and Intregris Financial Network. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including Elmcrest Children’s Center and St. Joseph’s Hospital, and is an ordained minister. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and managed accounts featuring a variety of investment types.

Calvin Tannenbaum is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley since 2009, including roles within Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through Corporate Financial Planning agreements.

Brett Moore is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2021. Outside of his advisory work, he serves as a trustee for the Friends of Esperanza charity, helping raise and manage funds for an elementary school book fair. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, including financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

David Luciano is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 66 designation and has prior work history at Morgan Stanley and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services, utilizing both in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.

Francine Rubinstein is a financial advisor at Ameriprise with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Evershore Financial Group and Securian Financial Services Inc. She is based in Boca Raton, FL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Elias Kontos is a CFP® credentialed financial advisor with 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has also been employed at JPMorgan Chase Bank, N.A. since 2006. His prior experience includes managing Kontos Property Management for 11 years. 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 in its recommendations.

Francisco Blanco is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Merrill, and Northwestern Mutual. Blanco’s background also includes a role at Dale Carnegie Training. 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 provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Eitan Esan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019. Esan serves as a member of the finance and investment committee for the Boca Raton Synagogue's endowment. 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 wide range of clients, including individuals, institutions, and municipalities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nicholas Rodkin is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment Planning, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is involved with the Saving Lives Counseling Center, providing individual and family therapy services. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning and a variety of advisory programs supported by both in-house and third-party research.

Anthony Trigona is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise since 2017 and previously spent 11 years with Raymond James & Associates. Ameriprise offers a retirement-income planning service tailored to individuals near or in retirement who meet specific asset criteria, combining research and modeling with tax-smart strategies and periodic written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of its institutional category.

Gregory Workman is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He supports clients in areas such as family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Gregory's approach emphasizes listening to clients to understand their priorities and creating strategies aligned with their financial goals. He holds a Bachelor's Degree from the University of Kentucky and the Personal Investment Advisor (PIA) designation. Gregory aims to build long-term relationships and provide thoughtful guidance to help clients make confident financial decisions through every stage of life. Outside of his professional work, Gregory enjoys boating, golfing, and spending time with his family.

Eric Applewhite III is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Previously, he was with Citigroup Global Markets starting in 1990. Outside of his advisory work, he serves on the advisory board and finance committee for the Episcopal Diocese of Southeast Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery and planning tools, with a focus on advisory services across diverse investment and estate planning strategies.

Matthew Botkin is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. He currently works at Cetera and has a background that includes ownership of the Botkin Law Group, PLLC, where he practices estate planning and related legal matters. In addition to his advisory role, he is a licensed attorney providing tax and legal advice upon client request and manages CryptoX LLC, an investment asset LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform with discretionary and non-discretionary program options, supporting over 10,000 advisors and approximately $256 billion in assets under management.

Saralyn Scaldini is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2012. She began her career in financial services in 1983 and has experience working with clients and families to develop wealth planning strategies. Her professional background includes positions as a Financial Advisor at Morgan Stanley from 2009 to 2012 and Merrill Lynch from 2005 to 2009. Prior to her financial advisory roles, she held positions such as Development Officer at The Mary Baker Eddy Library for the Betterment of Humanity and Planned Giving Officer at The First Church of Christ, Scientist. Outside of her professional work, Saralyn's interests include family activities, fitness, social events with friends, painting, traveling, and yoga.

Brian Cartland is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has eight years of industry experience, including prior roles at PFS Investments Inc. and a business development position with the Business Development Board of Palm Beach. Outside of his advisory work, Cartland is the author of "Sharp Iron Study-Book of James." Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through model-based strategies managed by unaffiliated asset managers and operates a large network of advisors with approximately $15.5 billion in assets under management.

Matthew Dresnick is a Certified Financial Planner® with 22 years of industry experience. He has been with UBS Financial Services Inc. since 2013. Dresnick holds Series 63 and Series 65 licenses and is based in Boca Raton, Florida. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations.

Stephen Tyson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Summit Brokerage Services. In addition to advising, he holds a notary public commission and works as a fixed insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Brandon Steig is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, he was employed at Florida State University and West Boca Raton High School. Outside of his advisory work, he is employed as an administrative associate at FreshWax LLC, a family business involved in buying and selling sports card collectibles. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team and algorithmic tools.

Nicholas Perez is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Advisors and JPMorgan Chase Bank. Outside of finance, he works part-time in event services, bartending at corporate events such as the Cognizant Classic golf tournament. 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 to guide their recommendations.