Alexis Viselman is a CFP® and Series 66 licensed financial advisor with Charles Schwab, based in Boca Raton, FL. She has two years of industry experience and has held roles at Charles Schwab Bank, Charles Schwab, Pro Unlimited, and USF Federal Credit Union. Prior to her financial services career, she spent several years in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and an integrated operational structure.

Brad Bailey is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and over 25 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2018 and previously at EF Legacy Securities, LLC from 2016 to 2018. Based in Boca Raton, FL, Bailey is part of a large advisory team within Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios, periodic rebalancing, and a long-term orientation.

Joshua Sobas is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has prior work history at Edward Jones and JP Morgan Chase Bank NA. His background also includes roles at several country and golf clubs. 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 both brokerage and advisory solutions, relying on research and analytics to inform investment decisions.

Theresa Mangines is a financial advisor at Morgan Stanley with 46 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, following her tenure at Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs a structured planning process using firm-approved tools and investment modeling, managing approximately $2.74 trillion in client assets.

Randall Hooper is a financial advisor at Ameriprise with 36 years of industry experience. He holds the Series 63 designation and has worked previously at UBS Financial Services and Morgan Stanley Smith Barney. Outside of his advisory work, he owns a boat charter business. 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 personalized retirement planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Dennis Chorney is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at OSAIC since 2025 and previously spent 17 years at Lincoln Financial Securities. He has also operated his own firm, Dennis J. Chorney & Co., since 1990. In addition to his advisory work, he is an agent for Kensington Insurance Agency, offering various insurance and fixed annuity products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services across multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include a variety of investment types, and supports discretionary and non-discretionary account management with access to third-party money managers and wrap programs.

Ian Beller is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities for seven years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Gordon Shalek is a financial advisor with Ameriprise in Miami Beach, FL, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Shalek serves on the board of directors for the NCG Foundation and is a contractor for Certainty of the Uncertainty, LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team.

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.

Duane Lawrence is a financial advisor with Primerica Advisors in Margate, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001 and was briefly associated with Second Mile Management LLC in 2023. Outside of his advisory role, he coaches Crossfit at Deerfield Beach, FL, spending approximately 20 hours per month in this fitness capacity. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

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.

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 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.

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.