Rimon Attalla is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he is a partner in two holding companies that manage private residential properties. 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. The firm emphasizes a non-discretionary approach where clients retain final decision-making authority and incorporates an ESG eligibility framework in its recommendations.

Christine Wessinger is a CFP® professional with 23 years of experience in the financial services industry. She has been with Edelman Financial Engines and its predecessor entities since 2009, holding roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. She is based in Boca Raton, FL and holds a Series 66 license. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolio management and a range of workplace and wealth management solutions.

Jill Massaro is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Outside of her advisory role, she is a notary public for the state of Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, utilizing proprietary research and planning tools.

Jennifer Robinson is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial and its affiliate since 2020. Outside of her advisory role, she works as an associate at Boynton Financial Group, providing client support. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Jacqueline Escobar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank NA since 2013. Outside of her advisory role, she works as a freelance Spanish interpreter and is a partial owner, along with her spouse, of a construction and remodeling business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Henry Davidson is a CFP® and ChFC® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. His prior roles include extensive work within Ameriprise Financial Services, Inc. Outside of advising, he is a board member at The Safe Center Long Island and is involved in administrative business services through Plan On It, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm operates a centralized consulting team to deliver tailored, non-discretionary recommendations, emphasizing the use of Ameriprise-managed accounts and algorithmic automation in its advisory process.

Robert Schmidt is a financial advisor at Charles Schwab with 27 years of industry experience. He holds a Series 63 designation and has been with Charles Schwab since 2010. Outside of his advisory role, he is involved with Snap Fitness, a business he has been associated with since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

David Harris is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Bank of America and Merrill. Harris serves as a board member for the Al Cesky Foundation, which provides scholarships to high school athletes. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Theresa Osterberger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 29 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of her advisory role, she serves as a notary public in Palm Beach, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Arild Holm is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has worked previously at Vision Network, Apg, and the Abu Dhabi Investment Authority. Holm is also the owner of Verifien, LLC, a business entity based in Wellington, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers various financial planning and investment management services through a network of independent financial professionals, utilizing both proprietary and unaffiliated model strategies.

Scott Miller is a CFP®-designated financial advisor with Ameriprise in Boca Raton, FL, bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory work, Miller is co-owner of Camelot Tax Services LLC, a tax preparation business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Alton Burrell is a financial advisor with Wells Fargo Clearing based in Boca Raton, FL. He holds a Series 63 designation and has three years of industry experience. Prior to his current role, he has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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 analytics.

Bailey Rudolph is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and Rockefeller Capital Management. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marc Slama is a financial advisor with Thrivent Investment Management in Boca Raton, FL. He holds a Series 66 designation and began his financial services career in 2024. Prior to his current role, he was associated with John Leavitt - Thrivent. Outside of finance, Slama is the president and owner of Slama Sports, a tennis coaching and events business he has operated since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses and planning without discretionary portfolio management.

Douglas Labossiere is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at UBS Financial Services and City National Bank. Labossiere serves as Treasurer on the Board of Directors for the Sheridan Kalorama Neighborhood Council, a historic neighborhood preservation nonprofit. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs with both discretionary and non-discretionary portfolio management services and integrates a range of in-house and third-party investment managers.

Melvin Kornegay is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His work history is exclusively with Ameriprise entities since 2016. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Patricia Barry is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she provides financial guidance and investment strategies tailored to her clients' needs. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Framingham State College. Outside of her professional activities, Patricia has interests in cooking, reading, and traveling.

Norman Mejia is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Based in Boca Raton, FL, Mejia’s career spans both advisory and private banking services. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers these services through a centralized consulting team and employs algorithmic tools alongside advisor input to support retirement income strategies.

Daniel Gage II is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Florida Atlantic University, Southeastern University, and Master's Academy. He is also involved with QL Group LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning advice and written Recommendation Reports focused on dependable income and tax-aware withdrawal strategies.

Junior Rondeau is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has held positions at several firms including Newbridge Financial Services Group and Lincoln Financial Advisors. Outside of his advisory role, he is involved in fixed insurance sales and operates a financial services business under the name Zillmer Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services, with access to multiple program structures and third-party money managers.