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. His prior roles include positions at Sagepoint Financial, LPL Financial, NationalPlanning Corporation, and Intregris Financial Network. Outside of his advisory work, he serves on the boards of children's and hospital nonprofit organizations and is an ordained minister. Osaic Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supported by multiple program offerings and a complex affiliate network.

Calvin Tannenbaum is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Morgan Stanley in various roles since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery processes and analytical tools like Monte Carlo simulations.

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® with 25 years of experience in the financial industry, currently serving at J.P. Morgan Securities since 2012. His prior experience includes roles at UBS Financial Services and Morgan Stanley, as well as managing a property management business for over a decade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a range of investment strategies.

Francisco Blanco is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and totaling 11 years of industry experience. His previous roles include positions at JPMorgan Chase Bank, JP Morgan Securities, Dale Carnegie Training, Northwestern Mutual, Merrill, and Bank of America. Blanco is also involved with Stonebrook Wealth Partners, a business related to his work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management options alongside various non-advisory financial services.

Eitan Esan is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has 10 years of industry experience, including prior roles at Morgan Stanley and Morgan Stanley Private Bank. He serves on the finance and investment committee of the Boca Raton Synagogue’s endowment. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, and municipal clients with a range of financial planning and consulting services.

Nicholas Rodkin is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at Lincoln Investment Planning, Wells Fargo Clearing, TD Ameritrade, Citigroup Global Markets, Osaic FA, and Ameriprise. He is also involved in mental health counseling through the Saving Lives Counseling Center in Boynton Beach, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

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 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Citigroup Global Markets. He serves on the advisory board and finance committee of the Episcopal Diocese of Southeast Florida. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets with a planning process that includes firm-approved tools and broad investment offerings.

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, holding Series 65 and Series 63 licenses and having eight years of industry experience. He previously worked at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory role, he is the author of the book *Sharp Iron Study-Book of James*. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, along with corporate and charitable clients. The firm uses model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, serving thousands of advisors and managing approximately $15.5 billion in assets.

Matthew Dresnick is a Certified Financial Planner (CFP®) with 23 years of experience in the financial industry. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

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 four years of industry experience. He holds a Series 66 designation and previously worked at Florida State University and West Boca Raton High School. Outside of advising, he is employed as an administrative associate at FreshWax LLC, a family-owned business involved in buying and selling sports card collectibles. Ameriprise Financial Services is a large, diversified 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.

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. He has worked at several firms, including Wells Fargo Advisors and JPMorgan Chase Bank, and is currently employed by both J.P. Morgan Securities and JPMorgan Bank. Outside of his advisory role, he works in event services as a bartender at Spectrum Events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG criteria where applicable.