Thomas Souza is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and held prior roles at 319 Insight Inc. and Personalized Experts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carlos Palomo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. He has been affiliated with Wells Fargo Bank since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related investment options alongside traditional products.

Boone Pham is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at E*Trade Securities and work outside finance at 717 Parking. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes firm-approved tools, serving primarily in an advisory capacity.

Patricia Messner is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Wells Fargo Advisors before joining Morgan Stanley Smith Barney LLC in 2019. Outside of her advisory role, she operates a professional organizing business serving families and professionals in Southwest Florida and is an independent writer through Amazon Kindle Direct Publishing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery methods and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jerry Wicklander is a financial advisor with Primerica Advisors in Green Acres, FL, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors along with corporate and charitable clients, offering a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Cale Wayt is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2020. Prior to his advisory role, his work history includes positions at Gazebo Cafe and Boca Raton Beach Club, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Charles Zitner is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of his advisory role, he is president and COO of BCZ29, a non-investment-related business based in Sunrise, FL. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team.

Milagros Vega is a financial advisor at Merrill with 25 years of industry experience. She has worked with Merrill since 2006 and holds Series 63 and Series 66 licenses. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Zachary Tasher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2010 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory and offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Scott Blank is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009 and 2016, respectively. Outside of his advisory role, he is involved with Palm Beach Motor Accessories, also known as AutoGeek.net, a business he has been associated with since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven, incorporating modern portfolio theory and a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scott Siegel is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Siegel serves on the finance committees at Mountain Ridge Country Club in New Jersey and Royal Palm Yacht and Country Club in Boca Raton. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning and a variety of investment programs. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and models but generally acts in an advisory capacity rather than as a fiduciary for retirement accounts unless separately engaged.

Seth Bassoff is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of advisory work, he serves on the Board of Directors for the Boca Raton Synagogue as Security Chairman and Board Liaison. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm delivers personalized, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis, and offers a broad range of advisory, brokerage, and insurance solutions.

Theodora Leondis is a financial advisor at Morgan Stanley with 23 years of industry experience. She has worked at Morgan Stanley since 2016 and previously spent three years with Stifel Nicolaus & Co Inc. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and employs a structured financial planning process supported by firm-approved tools and market modeling techniques.

Joshua Feigelman is a Wealth Management Advisor with a focus on helping business owners with exit planning, retirement planning, and legacy asset transfer. He has been advising clients since 2011, specializing in financial planning, business valuation, and exit strategy development to assist clients in making informed decisions aligned with their long-term personal and financial goals. Josh holds the Certified Exit Planning Advisor (CEPA) designation, and through his knowledge of market trends, tax implications, and financial strategies, he supports clients with business valuation, succession strategies, tax-efficient wealth preservation, and post-sale financial planning. His expertise extends to areas such as educational planning, charitable gifting strategies, insurance planning, and complex financial services. He earned a Bachelor's Degree from the University of Florida and completed high school at Pine Crest School. Josh resides in Boca Raton, Florida with his wife and son. Outside of his professional work, he enjoys basketball, tennis, hiking, and spending time with his family.

Jason Altman is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliates since 2016. In addition to his advisory role, Altman operates a CPA practice specializing in tax preparation, accounting, and business planning. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Ricardo Penafiel is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities LLC for over 18 years combined. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides research-based, model-driven investment strategies.

Logan Shalmi is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Oppenheimer for 12 years before joining Ameriprise in 2025. Outside of advising, he serves on the board of directors for Homesafe and is the owner of a real estate business, Grupo De Pacifico. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored, ongoing advice based on a comprehensive analysis of income sources and withdrawal strategies.

Ellie Karibian is a financial advisor at Equitable Advisors with 26 years of industry experience. She holds the Series 66 designation and has been with Equitable Advisors since 2005, following a prior role at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services according to client goals, risk tolerance, and time horizon.

Brendan Rosenfeld is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he worked at AceApplications LLC and focused on full-time education for several years. Charles Schwab & Co., Inc. serves a large client base of 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Jodi Rosenthal is a financial advisor with Merrill in Boca Raton, FL, holding a Series 66 designation and over 29 years of industry experience. She has been with Merrill since 1992. Outside of her advisory role, she maintains an active real estate license through the Coldwell Banker Referral Network. Merrill provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm leverages its integration with Bank of America to provide a broad range of products and services.