Benjamin Gassman is a financial advisor at Charles Schwab with Series 66 credentials and five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, Northwestern Mutual, Jimmy Johns, and Tropical Smoothie. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Justin Scheckner is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2013. He holds a Series 63 license and operates out of Delray Beach, FL. In addition to his advisory role, he is also licensed as an insurance agent with Aries Capital Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Jesse Miles Jr. is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Based in Boca Raton, FL, he has been with Ameriprise since 2018. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing tax-aware retirement income planning.

Monica Vos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Merline J. Pearce - Patient Health Care and Wachovia Bank, N.A. for long-term engagements. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Marc Duquette is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has an investment-related loan business based in Fort Lauderdale, FL. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Steven Turner is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. His prior roles include positions at CourtAvenue LLC and Southern Glazer's Wine and Spirits. Outside of his advisory work, he serves as president of the Sterling Group, a networking organization in Coral Springs, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Julia Sheridan is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple roles at Ameriprise since 2010 and three years at LPL Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Robert Zaidman is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Janney Montgomery Scott and Morgan Stanley before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Kelliher is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques and offers various investment and product services through its broad platform.

Don D'adesky is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 35 years of industry experience. His career includes positions at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Outside his advisory role, he is involved as a manager of Prudent Partners, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers a range of financial planning and consulting services, employing diverse portfolio management styles and supporting municipal advisory and employer consulting programs.

Beth Golden is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 license and bringing 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she assists her husband with a Painting with a Twist franchise during weekends and evenings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Robert Reich is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Sagepoint Financial, Mass Mutual Investors Services, Metlife Securities, Equitable Advisors, and Signator Investors. Outside of advising, he is a fiction novel author. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a model-based investment approach, supporting a range of advisory and brokerage services tailored through affiliated broker-dealer and RIA relationships.

David Valtierra is a financial advisor with Mass Mutual Investors Services in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with MML Investors Services LLC and Mass Mutual Life Insurance since 2007. Outside of his advisory work, he is president and host of a fishing, hunting, and outdoor television show distributed on retail DVDs through Polarized Back Bay Creations, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software tools to develop written recommendations tailored to client goals.

Mayra Alejandra Uribe Quiceno is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Oppenheimer & Co., Deutsche Bank Securities, and Wells Fargo Clearing Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety 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 offers a comprehensive range of investment and financial planning services.

Nick De Sola is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at Hennion & Walsh, Ameriprise Financial Services LLC, and RFM Investment Advisors, as well as experience in education and the service industry. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Gregg Kleinbaum is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and Chase Investment Services Corp., as well as Merrill. Outside of his advisory role, he is an owner and partner of a real estate holding company, The Gregg Group LLC. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process includes centralized due diligence combining quantitative and qualitative research, with recommendations limited to Eligible Strategies and incorporating an ESG framework when applicable.

Peter Caruso is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 34 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2025 before joining Wells Fargo Advisors in 2025. Caruso holds ownership interests in two wealth management firms, including full ownership of PVCWealth Management. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and niche areas such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients deciding how to implement them.

Moussa Hanna is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has been with Wells Fargo Advisors since 2013 and holds a Series 66 designation. Outside of his advisory work, he serves as a trustee for a family friend in Boca Raton, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Kerianne Pouncey is a Planning Consultant at the Boca Raton Investor Center with Fidelity Investments since 2026. In this role, she partners with clients to develop comprehensive and sustainable financial plans, focusing on alignment and long-term confidence. She has been with Fidelity Investments since 2023, serving initially as a Financial Representative, then as a Relationship Manager from 2024 to 2025 before assuming her current position. Her experience encompasses client relationship management and financial planning. Outside of her professional work, Kerianne enjoys spending time at the beach, traveling, practicing yoga, and exploring food.

Adam Boyar is a financial advisor at Ameriprise in Boca Raton, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Boyar owns and manages Boyar Group LLC, an investment-related business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients with Ameriprise Managed Accounts.