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 holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured discovery processes and firm-approved analytical tools.

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 with Cetera who holds a Series 63 designation and has 27 years of industry experience. He has worked at Cetera Advisors LLC since 2016 and operates a CPA practice, Altman, Tuan & Friedberg PLLC, where he serves as owner and CPA. His professional activities include tax preparation, accounting, business planning, and acting as power of attorney for clients regarding IRS matters. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers, and supports both discretionary and non-discretionary account structures.

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.

Jodi Rosenthal is a financial advisor with Merrill, holding a Series 66 designation and bringing 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 affiliation with the Coldwell Banker Referral Network. Merrill, along 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 clients, and charitable organizations.

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 with Wells Fargo Clearing who holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bryan Shevak is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and possessing 42 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1998 and operates under the DBA Shevak Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various platforms.

Peter Petrone is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010. He has held several roles within the company, progressing from Financial Representative to his current position since 2016. In his role, he works with Fidelity's High Net Worth clients to develop personalized financial plans aligned with their goals. Peter's experience spans over 15 years in the financial services industry, focusing on creating strategies that support clients and their families both now and in the future. He leverages Fidelity's brand, technology, investment platform, and Wealth Planning Team to assist his clients. Outside of his professional work, Peter has interests in biking, family activities, fitness, food, music, and parenthood.

Mario Fratto is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Wells Fargo Clearing, Bank of America, and Merrill. Outside of his advisory work, he is the owner of STACKS FINANCIAL LLC in Boca Raton, FL. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and integrates advisory offerings with banking and other financial product channels.

John Mcdermott is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as co-trustee for his mother's investment trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Alice Baboushkin is a CFP® professional with 34 years of industry experience, currently serving at Cetera since 2024. She has a long-standing role with Pascarella Wealth Partners LLC, where she has been a financial professional since 1991. Her credentials also include the Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a large nationwide network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Jesse Burchill is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Raymond James Financial Services and Florida Central Credit Union. Outside of advisory work, he is involved with Kelly Barfield Burchill, LLC, a mortgage and real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of over 22,800 advisors.

Marjorie Santoliquido is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been a financial advisor since 2014 and joined Merrill Lynch in 2017. Prior to this, Marjorie gained extensive experience in the financial services industry through roles at Morgan Stanley, Lehman Brothers, and Barclays Capital, specializing in fixed income markets and personal wealth management. Marjorie holds a Bachelor's degree from the State University of New York system and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, liquidity management, retirement income planning, and tax minimization. In addition to her professional work, Marjorie is involved in community service as a board member of the Ramapo Bergen Animal Refuge. She resides in Ridgewood, New Jersey, where she enjoys spending time with her family, exercising, golfing, and volunteering in support of animal welfare.

Jeffrey West is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Equitable Advisors since 2011 and previously with Axa Advisors and Equity Services, Inc. Outside of his advisory role, he serves as Managing Partner of Financial Compass Group, LLC, and acts as an administrator or executor of estates and trusts. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management solutions, utilizing both firm-offered programs and third-party advisory models through a large network of Investment Adviser Representatives.

Dominick Paonessa is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates, Inc. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.