Henry Davidson is a financial advisor with Ameriprise in Boca Raton, FL, holding the CFP® and ChFC® designations and possessing 36 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of advising, he serves on the Board of Directors for The Safe Center Long Island and manages administrative and business services through his involvement with Suite Space, LLC and Plan On It, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that delivers written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. Their approach combines internal research and third-party data within an investment framework influenced by affiliated product partnerships.

Robert Schmidt is a financial advisor with Charles Schwab in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. He has been with Charles Schwab since 2010 and also has a role with Snap Fitness. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services with a focus on multi-asset portfolios and alternative investment options.

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.

Renato Wilson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Previously, he spent eight years at Bank of America and Merrill, and one year with Lincoln Property Company. Outside of his advisory role, he works as a part-time driver for Uber and Lyft on evenings and weekends. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 previously worked at the Abu Dhabi Investment Authority and Apg. Holm is also the owner of Verifien, LLC, a business entity based in Wellington, FL. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through a large network of Financial Professionals and offers access to multiple platforms, proprietary model strategies, and third-party advisers.

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, holding a Series 63 designation and four years of industry experience. He has worked with Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party sources.

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 with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at UBS Financial Services and City National Bank. He serves as treasurer on the board of 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 tailored advisory programs with discretionary and non-discretionary portfolio management, leveraging in-house and third-party managers alongside integrated capital markets and lending capabilities.

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 at Ameriprise with four years of industry experience. He previously held roles at Florida Atlantic University, Southeastern University, and Master's Academy. Outside of Ameriprise, he manages an advisory business through QL Group LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s recommendations are supported by internal research and third-party data and operate within an investment universe influenced by affiliated product and distribution arrangements.

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.

Salomon Pardo Perez is a Series 66-licensed financial advisor with Merrill, based in Boca Raton, FL, and has two years of industry experience. He has worked at Merrill since 2022 and concurrently with Bank of America from 2022 to 2024. Prior to his financial career, he was involved with Pardos Art Restorations from 2015 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies constructed by internal and third-party managers.

Zachary Swartout is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America and roles in education at Florida Atlantic University, Tallahassee Community College, and Park Vista High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Eric Kaplan is a financial advisor with OSAIC in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked previously at firms including Wealthcare Advisory Partners, LPL Financial, Ameriprise, Wells Fargo Clearing, and Charles Schwab. Kaplan is a member of a marketing referral network (BNI) and operates a sole proprietorship for insurance sales and service. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies with access to multiple custodial and third-party platforms.

Carleena Fiorenza is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. She has been with Bank of America and Merrill since 2017. Outside of her advisory role, Fiorenza is involved in a family-held LLC that leases property for a bar and restaurant. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities.