Katherine Cuneo is a financial advisor with Merrill, holding a Series 66 designation and over seven years of industry experience. She has been with Merrill since 2005. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, combining internal Chief Investment Office teams and third-party managers.

Matthew Liebman is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is involved as the owner of Triple R Trading, a tactical gear and equipment business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Eddie Lopez is a financial advisor with Merrill in West Palm Beach, FL. He holds a Series 66 designation and has three years of industry experience. His work history includes roles at Merrill since 2016 and Bank of America N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

Jeffrey Shover is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Raymond James & Associates, and Ameriprise Financial Services. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured, algorithm-supported process to deliver tailored retirement income advice.

Viviana Caicedo is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2016 and is currently affiliated with Bank of America, N.A. Caicedo has ownership interests in several family businesses, including a car supply wholesale store and an auto and industrial washing services company, though she is not involved in their daily operations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Seth Sigel is a Financial Advisor with Merrill Lynch Wealth Management based in Delray Beach, Florida. He specializes in creating personalized wealth management strategies to help families build and preserve wealth across generations. Seth works closely with clients to address various financial needs, including college education planning, retirement income, tax minimization, liquidity management, and small business strategies. Seth holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Indiana University's Kelley School of Business. Born and raised in South Florida, Seth emphasizes understanding each family's unique priorities and values to develop tailored financial plans that align with their long-term goals. He is also involved in community organizations such as the Boys & Girls Club, SABR TOPSoccer, and Speak Up for Kids. In his personal time, Seth enjoys adventure sports, basketball, boating, fishing, football, golfing, reading, traveling, and spending time with his family.

Victoria Nabaggala is a financial advisor with Ameriprise in Boca Raton, FL, holding CFP® and Series 66 credentials and having 10 years of industry experience. Her previous roles include positions at Lime Trading Corp., Lightspeed Financial Services Group, and Wedbush Securities Inc. since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing planning advice focused on retirement income strategies.

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.

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.

Renee Greene is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. She worked at Goldman Sachs for ten years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies on a non-discretionary basis.

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.

Anthony Balto is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Merrill in 2022, he worked at Rexford Capital LLC for six years and held roles at Robert Half Account Temps and WC Realty Group. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

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.

William Mc Kenna is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2020 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Outside of advising, he is the owner and manager of a real estate LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range 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 advisory services that include both direct individual plans and employer-related financial planning agreements.