Carole Marko is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 2000 and provides clients with goals-based wealth management strategies tailored to their personal circumstances. Carole assists clients in identifying and prioritizing financial goals such as investment management, education funding, retirement income planning, tax minimization strategies, asset preservation, estate planning, and wealth transfer. Carole holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor™ designation awarded by The College for Financial Planning Institutes Corp. She is also a qualified Portfolio Advisor and graduated from Florida State University in 1983 with a Bachelor's of Science degree in Accounting. She began her career in financial services as a Certified Public Accountant with Deloitte and Touché and has experience in the private sector with the Arvida Company. Although she retains her CPA designation, she does not provide tax advice in her role as a Wealth Management Advisor. Raised in Boca Raton, Florida, Carole continues to live there with her husband, Paul. They have been actively involved in various civic and philanthropic causes as well as their parish, Saint Joan of Arc Catholic Church.

Carrie Cannon is a financial advisor at UBS Financial Services with eight years of industry experience. She has held her current role at UBS since 2017 and previously spent two years focused on homemaking. Cannon holds a Series 66 designation and is based in Boca Raton, Florida. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Chase Chytraus is a CFP® with two years of industry experience, currently affiliated with Charles Schwab in Boca Raton, FL. His work history includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as prior experience in hospitality and public service. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts through affiliated investment management. The firm’s integrated wrap fee programs provide advisory, brokerage, custody, and cash-sweep services with a multi-asset model portfolio approach.

Roy Jeffers is a financial advisor with Primerica Advisors in Coral Springs, FL. He holds Series 65 and Series 63 licenses and has 26 years of industry experience. He has worked with PFS Investments Inc and Primerica Financial Services since 1999 and operates Jeffers Incorporated, which has been in business since 1990. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third parties and includes discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

David Bass is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He leads his team in developing lifelong relationships with clients and helping them pursue their unique financial goals. David provides expertise in areas including corporate benefits, executive compensation, divorce transition planning, family wealth management strategies, legacy planning, and investment consulting for defined contribution plans. He holds a Bachelor's Degree from Texas State University and maintains several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). David’s interest in general aviation has contributed to his specialized knowledge in wealth management planning for professional pilots and aviation-related business owners. Beyond his professional role, David participates in community activities such as EAA Young Eagles Discovery Flights and Young Guns Sporting Clay Instruction. He also enjoys boating, hiking, hunting, and woodworking in his personal time.

Anthony Fantigrossi is a Financial Advisor at Merrill Lynch Wealth Management with over nine years of experience in the finance industry. Prior to joining Merrill Lynch, he worked at UBS and Morgan Stanley, building expertise in wealth management across a diverse client base including retirees, small business owners, professionals, and high net worth families. Anthony holds several FINRA registrations including Series 7, 66, and 3, as well as the Accredited Portfolio Management Advisor (APMA) and Chartered Retirement Planning Counselor (CRPC) designations. His professional focus includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. Anthony is committed to connecting all aspects of his clients’ financial lives through disciplined planning, risk management, and a deep understanding of market dynamics. He works closely with individuals, families, and businesses to develop personalized financial plans aligned with their goals. Anthony earned a Bachelor's Degree from Saint John Fisher College. Outside of his professional role, he enjoys basketball, cooking, football, golfing, music, spending time with his family, and traveling.

Stephen Jurrissen is a Financial Consultant at Fidelity Investments. In his current role since 2023, he utilizes Fidelity's resources to assist clients with retirement planning, tax-efficient investing, business succession strategies, and other financial decisions aligned with their long-term objectives. He emphasizes personalized planning, ongoing reviews, and team-based support to help clients stay informed and prepared as their needs evolve. Prior to his current position, Stephen worked as an Investment Management Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, he served as a Financial Advisor at Edward Jones from 2014 to 2021.

Gregory Roth is a Certified Financial Planner™ with 38 years of industry experience. He is currently with Morgan Stanley in Fort Lauderdale, where he has worked since 2022. Prior to that, he spent eight years at UBS Financial Services. Outside of his advisory role, he serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to assist clients in their financial decision-making.

Natalia Alarcon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo entities since 2010, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she assists her spouse with a pizzeria business in Fort Lauderdale on a limited basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Mauricio Steinmann is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has worked at Pfs Investments Inc. since 2002 and Primerica Financial Services since 2001. In addition to advisory work, he is involved in the sale of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered percentage-based wrap fee structure.

Alexander Porter is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, Govine Insurance LLC, and the University of Miami Rosenstiel School, among others. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes a consolidated billing option called “WealthPlan,” allowing clients to combine planning with managed-account services while keeping them separate.

Fran Zynis is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Bradford Norford is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CitiGroup Global Markets Inc, Sage Advisory, Allianz Life Financial Services LLC, and UBS since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to customize financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers additional resources such as affiliated banking and securities-backed lending programs.

Thomas Wahl Jr. is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside integrated capital markets and alternative investment capabilities.

Marc Strasser is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 63 designation and over 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and GMS. He serves on the Board of Directors for Jarc, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Roy Savarick is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Roy has a background that includes both a Bachelor's and a Master's degree from Brooklyn College. Additional details about his areas of expertise, experience, or personal interests have not been provided.

Charles Mckee Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in guiding successful individuals, families, and business owners through complex financial decisions by applying a disciplined, client-first approach that emphasizes strategic planning and long-term vision. As part of The Mehta and McKee Wealth Management Group, he utilizes the SMART² framework to create personalized strategies encompassing retirement planning, tax-efficient solutions, and legacy building. Charles holds a Bachelor's Degree from Ohio Wesleyan University and an MBA from the University of Miami. He also carries the Personal Investment Advisor (PIA) designation. His professional affiliations include membership in the Exchange Club, and he maintains active involvement in the Fort Lauderdale community. Outside of his professional pursuits, Charles enjoys boating, fishing, golfing, hunting, scuba diving, skiing, swimming, tennis, traveling, and spending time with his family. He is a father of two and a University of Miami alumnus.

Brett Moore is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2021. Outside of his advisory work, he serves as a trustee for the Friends of Esperanza charity, helping raise and manage funds for an elementary school book fair. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, including financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Amanda Conde is a financial advisor with Morgan Stanley in Fort Lauderdale, FL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, Amanda worked at TruStage - Dade County Federal Credit Union and held various roles at Nova Southeastern University. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and firm-approved tools, emphasizing an advisory role without offering individual security recommendations as part of standalone plans.

Francine Rubinstein is a financial advisor at Ameriprise with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Evershore Financial Group and Securian Financial Services Inc. She is based in Boca Raton, FL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.