Michael Mikheil is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 licenses and with eight years of industry experience. His prior roles include positions at Wisconsin Bank and Trust, JP Morgan Chase Bank, JP Morgan Securities LLC, and BMO Harris Bank. Outside of finance, he co-owns Flavors of Egypt, a catering business specializing in Egyptian cuisine, and also works as an Uber driver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both discretionary and non-discretionary solutions supported by research from the Wells Fargo Investment Institute.

Michael De La Torre is a financial advisor with Raymond James Financial in Wellington, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Florida Atlantic University and Suncoast Community High School. He is also involved with Boynton Financial Group, Inc., a support company based in Wellington. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to assist clients and maintains specialized services such as municipal advisory work and a SIMPLE IRA Employer Advisory & Consulting Services program.

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 at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2005. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jerry Wicklander is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and has 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. In addition to his advisory role, he also engages in the sale of investment-related products and receives non-investment related compensation for referring home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with a focus on model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, providing discretionary portfolio management primarily for individual investors rather than institutional clients.

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.

Gregg Sessa is a CFP® professional at LPL Financial with 10 years of industry experience. He previously worked for GVS Financial Group, Inc. for 22 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolio programs and third‑party asset management, with a focus on both discretionary and non-discretionary strategies.

Zachary Tasher is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and bringing 18 years of industry experience. His prior work includes positions at Morgan Stanley and Citigroup Global Markets. He is based in Boca Raton, Florida. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Scott Blank is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 credentials. He has 23 years of industry experience, including over a decade at Wells Fargo Clearing. Outside of his advisory role, he has been involved with Palm Beach Motor Accessories / AutoGeek.net since 2009. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

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 Cetera Advisors LLC since 2016. In addition to his advisory work, Altman operates a CPA practice specializing in tax preparation, accounting, and business planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a broad network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes both affiliated and third-party investment managers across various program structures and custodial relationships.

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 a Series 66 designation and has been with Equitable Advisors since 2005, including its predecessor, AXA Advisors. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes various advisory models and third-party asset managers to deliver tailored investment solutions.

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.

Umair Jawaid is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at TD Bank N.A., Bank of America, Merrill, J.P. Morgan Securities, LPL Financial, and other firms. Jawaid is also part owner of ON DEMAND REHAB LLC, a limited liability company. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Paige Power is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2019. She has over 15 years of financial planning experience, having previously served as Vice President and Wealth Management Advisor at Merrill Lynch from 2005 to 2019. In her role, Paige helps executives navigate their financial lives by crafting thoughtful and realistic financial frameworks that incorporate both workplace benefits and personal financial considerations. She emphasizes the use of plain language to ensure her clients can make informed decisions. Paige holds a California Insurance License. Outside of her professional work, she enjoys social events with friends, hiking, horseback riding, skiing, traveling, and practicing yoga.

Lev Beltser is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and five years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and as a self-employed advisor. 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 utilizes research from Wells Fargo Investment Institute and third-party databases, focusing on diversification and modern portfolio theory in its investment approach.