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 over 42 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1998 and also operates under the DBA Shevak Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

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 based 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 credit unions such as Suncoast and Florida Central. He is also involved in a mortgage and real estate services business, Kelly Barfield Burchill, LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering advisory programs, financial planning, and brokerage services through a national network of representatives. The firm provides both discretionary and non-discretionary portfolio management and utilizes research from internal and third-party sources.

Joseph Barnett is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in providing comprehensive financial services to business owners. He leads a team that employs a hybrid model addressing both business and personal financial goals by analyzing the synergies between clients' enterprises and investment needs. This approach leverages resources from Merrill Lynch Wealth Management and Bank of America to deliver integrated solutions. With nearly three decades of experience in commercial banking and corporate finance at multinational banks, Mr. Barnett offers expertise in wealth development, transfer, preservation, retirement, and estate planning. His background also includes facilitating cash flow management, asset-based lending, acquisition and trade finance, commercial lending, leveraged buyouts, private placements, and cash management. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Baruch College. Additionally, Joseph is fluent in Hebrew and English.

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.

Maria Azzolin is a Financial Advisor with Merrill Lynch Wealth Management, where she works with families and business owners to guide their financial decisions. She helps clients create personalized roadmaps for their financial futures, navigate life's transitions, and stay on track toward achieving secure and fulfilling retirements. Her client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, women and wealth, sports and entertainment, and individual and corporate investment strategy. Maria has more than a decade of experience in the financial services industry, including roles in private equity, hedge fund operations, and commercial finance. Before joining Merrill, she also built a career as a professional pianist and developed an online community of over 100,000 people across multiple platforms. She brings a unique perspective to her advisory role, combining her financial expertise with her passion for listening and connecting with people during significant life events. Maria holds a Bachelor's Degree from the State University of New York and is a Personal Investment Advisor (PIA). She is fluent in English and Spanish. Outside of her professional work, Maria has been involved with the Starlight Children's Foundation in 2019 and 2020. She resides in Boca Raton and is a mother, drawing on her personal experiences to relate to and support her clients.

Jeffrey West is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Equitable Advisors since 2011 and previously with Axa Advisors. Outside of his advisory role, he is a managing partner of Financial Compass Group, LLC, and serves as an administrator or trustee for estates and trusts. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Dominick Paonessa is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and serves municipal clients through its Institutional Fiduciary Solutions division.

Nelson Valerio is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wells Fargo Clearing, Wells Fargo Bank, NA, and Wells Fargo Advisors from 2012 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

Paul Hess is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and J.P. Morgan. He serves as trustee for family trusts, managing fiduciary responsibilities related to asset preservation and tax obligations. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, and municipal entities. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Jennifer Richards is a CFP®-designated financial advisor at J.P. Morgan Securities with 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also maintains a role at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

John Vaughan Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with AXA Advisors for over two decades. Outside of his advisory work, he serves as a power of attorney for his spouse. 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 uses a hybrid referral and implementation model that emphasizes tailored client intake processes and a combination of advisory and brokerage channels.

Michael Zeman is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at City National Bank, Truist Investment Services, and BB&T. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Lee Fine is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2022, following tenure at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves a large client base of primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab Center for Financial Research.

Richard Schutt is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with UBS Financial Services since 1986. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.