Gil Gabbay is a financial advisor with LPL Financial located in Boca Raton, FL, holding a Series 66 designation and four years of industry experience. He previously worked at BMO Financial Group from 2005 to 2022 and has been with BMO Harris Bank and LPL Financial since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Juan Freitas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Located in West Palm Beach, FL, his practice is part of a large institutional firm. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Eleni Skiba is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 66 credentials and 35 years of industry experience. Her prior work includes positions at Oppenheimer & Co. Inc. and Ameriprise Financial Services, Inc. Outside of her advisory role, she is the owner and manager of Rhythm Girl LLC, an entertainment and independent music business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, supported by a centralized retirement-income consulting team.

Edward Paskin is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

David Burg is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. His outside activities include serving as a trustee and personal representative in family trusts and estates. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, and institutional clients, providing financial planning, investment consulting, and advisory services through a wide advisor network. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals.

Keith Kordich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Ameriprise and Morgan Stanley Private Bank. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brandon Moe is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Hornor Townsend & Kent LLC and Mass Mutual. Moe is also the executive of Brandon Moe Financial Services, LLC, a consulting business based in Fort Lauderdale, FL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients near or in retirement.

Christina Cleveland is a Wealth Management Advisor at Merrill Lynch Wealth Management with over four decades of experience in the financial services industry. She is a CERTIFIED FINANCIAL PLANNER® certificant and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christina focuses on building a custom-designed wealth management practice to assist financially complicated and high net worth clients with their overall personal financial strategies. Her expertise covers areas such as Family Wealth Management Strategies, Services for Defined Benefit Plans, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Small Business Strategies, Women and Wealth, and Tax Minimization. Christina and her team strive to provide an elite client experience through meaningful, lifelong relationships and aim to simplify and solve clients’ financial objectives to help make their personal needs and dreams a reality. Christina holds a Bachelor's Degree from Florida State University. Outside of her professional role, she enjoys golfing, scuba diving, spending time with her family, playing tennis, and traveling. Her personal philosophy emphasizes understanding clients' life priorities to create personalized financial plans designed around their goals and aspirations.

Kelly Curro is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, Curro serves as secretary of the High Sierra Homeowner Association and owns a small T-shirt design and sales business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

William Ramos is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2016. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Messina is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2022. Prior to that, he was employed by TD Ameritrade, including its investment management division, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment platform.

Iliana Grozdeva is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at Merrill Lynch and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Jared Spector is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2022, initially serving as an Investment Consultant before assuming his current role in 2023. Prior to joining Fidelity, Jared worked as a Financial Professional at Equitable Advisors from 2020 to 2022 and gained early experience as a Research and Operations Intern at Noesis Capital Management in 2017. Jared focuses on collaborating with clients to develop personalized financial plans that align with their unique needs and future goals. He emphasizes establishing a connection with clients to fully understand their individual financial situations. His professional journey reflects experience in financial consulting and investment advisory services.

Dan Levene is the Branch Leader at the Boca Raton Investor Center, where he oversees branch operations, engages with clients, and collaborates with advisors to assist clients in pursuing their financial goals through Fidelity's planning and investment services. He has been in this leadership role since 2023. Prior to his current position, Dan held several roles at Fidelity Investments, including Wealth Management Service Specialist II from 2021 to 2023, Vice President Financial Consultant from 2014 to 2021, and Financial Consultant from 2014 to 2015. His experience encompasses financial consulting and wealth management services within Fidelity. Additional details regarding Dan's education, credentials, personal interests, or community involvement have not been provided.

Kevin Bryan is a CFA® charterholder based in Palm Beach, FL, with 11 years of industry experience. He currently works at Morgan Stanley, where he has been since 2024, following a decade-long tenure at JPMorgan Chase Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations without providing individual security recommendations as part of standalone planning.

Richard Jackson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Raymond James since 2009 and also served as a financial advisor at Cassandra Financial Group for 13 years. Outside of his primary role, he is an independent contractor financial advisor at Connor Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Christina Karas is a financial advisor at Stifel with 34 years of industry experience. She has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Stifel in 2019. Karas serves as a board member of FemCity, a business women's networking group in Boca Raton. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Aisha Abdul Mumin is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in delivering personalized wealth management strategies tailored to meet the unique needs of business owners and families. Her expertise encompasses areas such as college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Aisha holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She attended Kent State University and earned her high school diploma from Euclid Senior High School. Her professional focus is on understanding the complex nature of wealth creation, protection, and transfer to support her clients’ long-term financial goals. Active in her community, Aisha serves as Marketing Director for the Exit Planning Institute and participates in organizations such as Habitat for Humanity's 2024 Women Build, Rotary, Teach The Children to Save Day, and United Way. Outside of her professional and volunteer activities, she enjoys adventure sports, pickleball, reading, spending time with her family, and practicing yoga.

Joseph Silverman is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. 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 and firm-approved tools, with a range of retail and institutional offerings.

Jacqueline Slye is a financial advisor with Merrill, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Merrill since 2008. Outside of her advisory work, she is the owner of Top-Notch Delivery Service, a for-profit LLC in Boynton Beach, Florida, and works part-time as an independent consultant for Isagenix, a nutritional solutions company. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.