Jared Fischer is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Investment Services LLC and Advisors Asset Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm focuses on tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes.

Gary Wayne is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Janney Montgomery Scott for 21 years before joining Wells Fargo in 2024. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Jennifer Zislin is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials and seven years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017 and Morgan Stanley Private Bank, N.A. since 2020. Prior to her finance career, she worked in hospitality and entertainment sectors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured discovery and planning tools without individual security recommendations in standalone planning, serving a broad range of retail and institutional investors.

Rocco DePalma is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 25 years of investment experience to his role, focusing on developing and implementing customized portfolios that align client risk tolerance with appropriate asset allocation. In addition, Rocco oversees investment managers to help ensure clients achieve the stated goals of managed strategies. His client focus areas include college education planning, family wealth management strategies, investment consulting for defined contribution plans, employee financial health, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and small business strategies. Rocco holds a Bachelor's Degree from The College of New Jersey and has earned the Personal Investment Advisor (PIA) designation. He resides in Boca Raton with his wife and two children and enjoys boating, fishing, running, skiing, and watching movies.

Marc Meran is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 provides services through Financial Advisors and its Estate Planning Strategies Group.

Paul Carman is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 63 designation and 41 years of industry experience. He previously worked at Lincoln Financial Advisors for nine years and has been involved with the Paul W. Carmen Charitable Foundation since 2006. Carman is also a notary public and holds a non-variable insurance license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Elizabeth George is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she worked at Ameriprise for two years and has experience with University Tees, University of Kentucky, Aqua Tots, and Paul Laurence Dunbar High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and advisory services supported by a nationwide network of advisors.

Sylvan Goldwert serves as a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He leads The Goldwert Group, a team dedicated to assisting families and businesses with managing various aspects of their finances, including investments, private equity, custom lending through Bank of America, retirement income, annuities, IRA, 401k, trusts, and estates. With over 30 years of experience as a Financial Advisor at Merrill in Red Bank, Sylvan specializes in areas such as college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, portfolio management services, tax minimization, and retirement income. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Sylvan earned a Bachelor's Degree from the State University of New York System. Outside of his professional career, he enjoys activities such as biking, boxing, gardening, hiking, music, reading, rock climbing, running marathons, swimming, and yoga.

Donald Rigg is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PFS Investments Inc. since 2012 and has a long-standing role with Broward County Schools beginning in 2006. Outside of his advisory work, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Michael Moon is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked with Cetera and its affiliates since 2023 and is also involved with Feller Financial Services as a Client Services Associate. Prior to his financial career, he held various roles including positions at Publix, Florida Atlantic University, Winn Dixie, and in education at Ponte Vedra High School and Valley Ridge Academy. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and account structures.

Lance Ross is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and previously worked for 15 years at Oppenheimer & Co. Inc. He is based in Fort Lauderdale, FL. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

R Bourque is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Delray Beach, Florida office. He leads a team of four teammates who provide comprehensive financial services to clients, assisting with all aspects of their financial life. As a native of Delray Beach, R Bourque is well connected within the local community and serves clients in Palm Beach County. He has been with Merrill Lynch Wealth Management since 1994 and holds the Personal Investment Advisor (PIA) designation. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. R Bourque earned a Bachelor's Degree from Clemson University. Outside of his professional work, he has a longstanding commitment to local charities, having served as President of the Mark Gerretson Memorial Fishing Tournament from 2003 to 2018 and remains active with the Coastal Conservation Association to support environmental conservation. His personal interests include boating, camping, chess, fishing, running, scuba diving, skiing, surfing, and spending time with his family.

Thomas Rizzocascio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Wells Fargo for 11 years and Gardens Wealth Management for 5 years. Outside of finance, he serves as a referee for USA Hockey in Palm Beach. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Evan Wolk is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, he is co-owner of Camelot Tax Services, LLC and serves as a youth and high school soccer and lacrosse referee. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tracy Steberger is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Patrick Rodriguez is Vice President and Branch Leader at the Boca Raton Investor Center. In this role, he leads and develops a team of financial professionals, supervises branch activities, and collaborates with advisors to support clients in achieving their financial goals through Fidelity's financial planning capabilities and process. He has been with Fidelity Investments since 2014, progressing through roles that include Financial Representative, Senior Relationship Manager, Planning Consultant, and currently Branch Leader. This experience has provided him with a comprehensive understanding of client engagement and financial planning. Outside of his professional responsibilities, Patrick enjoys activities such as beach outings, biking, camping, golf, and spending time with family and friends.

Felicia Banks is a financial advisor with Primerica Advisors in Greenacres, FL, holding Series 65 and Series 63 credentials and having 10 years of industry experience. Her prior experience includes roles at Aetna and NuVista Living at Wellington Green. She is also involved in part-time sales of loan products and home-related services through firms affiliated with Primerica. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by third-party asset managers and operates at scale with approximately $15.5 billion in assets under management.

John Corbett III is a financial advisor with Morgan Stanley in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner at JWC Peak LLC, an investment-related real estate venture in Massachusetts. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and advisory programs. The firm employs a structured planning process supported by advanced modeling tools and offers a range of investment solutions through its extensive network of financial advisors.

Eric Rivero is a financial professional with Merrill and holds Series 63 and Series 65 licenses. He has been in the industry since 2023, with prior experience at Banker's Life & Casualty Company and Insight Private Wealth. Rivero is also the owner of Rivero Advisory Services LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Spina is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023, following 13 years at SagePoint Financial. Outside of advisory work, he is involved in Dolce Printing, a printing sales business he has been part of since 2011. Osaic Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisors, offering a wide range of brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, diversified portfolios, and third-party money managers to tailor investment solutions, while maintaining a complex corporate structure with multiple platform offerings.