Russell Johnson is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Raymond James & Associates since 2005. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Todd Devin is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. 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 advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Larry Bernstein is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. Incorporated since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Bernstein is a member of the Florida Bar Association, though he has no current duties in that capacity. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and overlays.

Joseph Silk is a financial advisor with Merrill in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill since 2009 and has an extended association with Bank of America dating back to 1996. 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 a wide range of clients including individuals, high-net-worth clients, and institutional accounts.

Robert Heeg is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been employed since 2009. In his role, Robert focuses on personal retirement planning, tax minimization, and retirement income. He works with retirees, business owners, and young professionals, developing customized portfolios tailored to their specific needs and goals. He is involved in portfolio management, business development, and client servicing within his team. Robert holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp. and is also a qualified Personal Investment Advisor (PIA). He earned a Bachelor's degree in Finance from Florida State University. Outside of his professional responsibilities, Robert enjoys playing golf, fishing, traveling, and spending time with his family. He resides in Boca Raton, Florida, with his wife Allison and their two sons.

Elizabeth Bruno is a CFP®-certified financial advisor with 40 years of industry experience, currently with Ameriprise since 2022. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Megan Powers is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience starting in 2024. Prior to joining the firm, she held roles at HMY Yacht Sales, Inc., Seaside Sisters of Stuart LLC, and served in the Florida House of Representatives. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Teagan Shaughnessy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Teagan attended the College of Charleston from 2020 to 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Eliyahu Aronov is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and simultaneously with JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, Aronov is involved in event planning as an owner and partner of Fifth and Palm Events LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within a broader broker-dealer and banking organization, offering a range of investment products including security-based swaps and futures.

Noah Lee is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has held roles at Credit Suisse, now UBS, for 12 years prior to joining J.P. Morgan. He holds Series 63 and Series 65 credentials and is based in Palm Beach, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kathy Schneider is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Schneider holds a Series 63 license and is based in Boynton Beach, FL. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Reiner Sosa is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting families and small business owners with personalized wealth management strategies, focusing on retirement planning, capital preservation, and tax minimization. His client services include equity compensation, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Reiner holds a High School Diploma from Florida Virtual School and an Associate's Degree from Palm Beach State College. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Bilingual in Spanish and English, Reiner is a Florida native raised in West Palm Beach. Outside of his professional role, Reiner enjoys baseball, basketball, dancing, football, soccer, and spending time with his family. He emphasizes transparency and prioritizes his clients' best interests in his approach to financial advising.

Joshua Matteo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, Matteo serves on the Board of Trustees for the Estates of Tradition HOA and is involved in operating a printing company through an LLC. 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 advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nicholas Gorelik is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at SROA Capital LLC and Discovery Land Company, as well as time at Michigan State University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Zechariah Miller is a financial advisor with Raymond James & Associates in West Palm Beach, FL, holding a Series 66 designation and beginning his career in 2025. Prior to joining Raymond James, he was involved with Rolling Hills Coffee Company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.

Jean Wollesen is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Jeffrey Feldman is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2016. Based in Boca Raton, FL, his tenure includes roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Gordon Anthony is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades with Wachovia Bank NA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from its own investment institute alongside third-party sources.

Joshua Sariol is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill from 2010 to 2024 before joining J.P. Morgan in 2024. Based in Palm Beach, FL, he currently serves institutional clients through J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Dawn Burgher is a financial advisor with Merrill in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she is involved in health-related ventures, including ownership of a health coaching business in development and acting as a distributor for a health product company. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.