Douglas Burns is a Senior Financial Advisor based in the Boca Raton Merrill Lynch Wealth Management office. In his role, Douglas helps clients develop strategies to manage their personal and business finances, focusing on asset allocation and preservation of capital to prepare portfolios tailored to individual needs. He is committed to delivering financial strategies, insights, and high levels of personal service to support clients in pursuing their long-term goals. His areas of expertise include managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Douglas holds the Professional Investment Advisor (PIA) designation and earned his High School Diploma from Livingston High School. Outside of his professional work, Douglas engages in adventure sports and activities such as biking, boating, fishing, pickleball, and traveling. He also participates in community volunteering, reflecting the tradition of Merrill Lynch's community involvement.

Spencer Humbles is a financial advisor with Charles Schwab in Boca Raton, FL, holding a Series 66 designation and 18 years of industry experience. He previously worked at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. from 2009 to 2024. Outside of his advisory role, he is a passive investor in MGH Investors LLC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house financial research.

Richard Barton is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Barton is also a consulting general partner at Peery-Barton Holdings, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Jeffrey Shover is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has worked at firms including Morgan Stanley and Merrill Lynch, with his current tenure at Ameriprise beginning in 2019. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, notable for its Premier Retirement Income service, which provides tailored retirement income planning through a centralized team using proprietary research and third-party data. The firm’s approach incorporates restrictive enrollment criteria and operates within a defined investment universe influenced by affiliated product relationships.

Seth Sigel is a Financial Advisor at Merrill Lynch Wealth Management based in Delray Beach, Florida. He specializes in creating tailored strategies to help families build and preserve wealth across generations. Seth focuses on understanding each family's unique dynamics, values, and goals to develop personalized wealth management plans that align with their long-term vision. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Seth earned his bachelor's degree from Indiana University's Kelley School of Business. With his comprehensive expertise, he assists clients in areas such as college education planning, divorce transition planning, family wealth management strategies, liquidity management, personal retirement planning, and tax minimization. Born and raised in Boca Raton, Florida, Seth is actively involved in the local community. He supports organizations like Boys & Girls Club, SABR TOPSoccer, and Speak Up for Kids. Outside of his professional work, his personal interests include adventure sports, basketball, boating, fishing, football, golfing, reading, spending time with family, and traveling.

Diana Fernandez is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Merrill and affiliated institutions, including Bank of America and Wells Fargo, since 2014. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victoria Nabaggala is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Ameriprise in Boca Raton, FL, joining the firm in 2025. Prior to this, she worked at Lime Trading Corp. for five years, Lightspeed Financial Services Group for four years, and Commonwealth Financial Network for one year. 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 annual retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

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 Series 66-licensed financial advisor at Edelman Financial Engines with 26 years of industry experience. He has worked at several related firms including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services, LLC. Based in Boca Raton, FL, Bailey has been with his current firm since 2013. 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 proprietary modeling process combined with planner delivery and online tools, emphasizing diversified portfolios and long-term investment strategies.

Joshua Sobas is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and JP Morgan Chase Bank NA. His background also includes roles at several country clubs 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.

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 Wealth, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His previous career includes 17 years at Lincoln Financial Securities and over three decades operating his own firm, Dennis J. Chorney & Co. He is also an insurance agent involved with Kensington Insurance Agency and Kensington Financial Services, offering various insurance products alongside his advisory work. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a range of advisory and brokerage services. The firm employs a model-based investment approach and offers multiple portfolio management options, supported by a complex affiliated network and platform capabilities.

Ian Beller is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. Prior to joining Wells Fargo in 2022, he worked at J.P. Morgan Securities for seven years. 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 combines research-driven investment strategies with a broad range of financial products offered through bank and insurance affiliates.

Gordon Shalek is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 63 designation and 38 years of industry experience. He has worked at Ameriprise and its related entities since 2005. Shalek serves on the board of directors for the NCG Foundation. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team and uses proprietary research and algorithmic tools within a defined investment framework.

Rimon Attalla is a financial advisor with J.P. Morgan Securities in Lake Worth, FL, holding a Series 66 designation and 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 for private residences. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG criteria, and leverages broader derivatives and commodities capabilities.

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 24 years of industry experience, currently advising at Edelman Financial Engines. Her career includes roles at several Edelman entities as well as Banc of America Investment Services, Truist Investment Services, and Ameriprise. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary advice with an emphasis on diversified portfolios and long-term investment strategies.

Jill Massaro is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors and its affiliated Wells Fargo Clearing since 2016. Outside of her advisory work, she is a commissioned notary public in the state of 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 range of planning services using proprietary research and tools, allowing clients to select how to implement recommendations through brokerage or advisory programs.

Jacqueline Escobar is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2013. Outside of her advisory role, she is a freelance Spanish interpreter and a part-owner, with her spouse, of a construction and remodeling business. 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 extensive research and analytics.