Erik Jankowski is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, and J.P. Morgan. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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 databases.

Katherine Cuneo is a financial advisor at Merrill with 21 years at the firm and seven years of industry experience. She holds a Series 66 designation and is based in Boca Raton, Florida. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates its investment offerings with Bank of America’s wider corporate platform, providing access to a broad set of products and services.

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.

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 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 credential. She has worked at Merrill since 2016 and also has experience at Bank of America, N.A. beginning in 2024. Outside of advising, she is a part owner of several family businesses, including a car supply wholesale store and an auto and industrial washing services company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

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 35 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney and UBS Financial Services. Outside of his advisory role, he owns a charter boat business in Coconut Creek, Florida. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

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.

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.