Glenn Fuller is a financial advisor at Merrill with Series 63 and Series 65 licenses and 58 years of industry experience. He has been with Merrill since 1991 and also works with Bank of America, N.A. since 2011. Fuller serves as a committee member for the Financial Industry Regulatory Authority (FINRA) and is on the Cruising Committee of the New York Yacht Club, helping to plan global cruising events for members. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm leverages its integration with Bank of America to offer a wide range of products and services beyond traditional investment management.

Mackendy Gourdet is a Financial Advisor with Merrill Lynch Wealth Management, dedicated to guiding individuals, families, and business owners through their financial decisions. He focuses on uncovering what matters most to clients and developing personalized strategies that align wealth with their goals, values, and long-term aspirations. His professional approach centers on understanding each client's unique needs to help them pursue their financial objectives. With sixteen years of client-facing experience, Mackendy specializes in areas including college education planning, employee benefits planning, family wealth management strategies, international wealth management, personal retirement planning, portfolio management services, and small business strategies. He values financial literacy and strives to empower clients to make confident and informed decisions about their finances. Mackendy holds a High School Diploma from Boca Community High School and carries the Personal Investment Advisor (PIA) designation. He is fluent in English and French. Outside of his professional work, he has interests in basketball, bowling, cooking, football, music, photography, reading, soccer, traveling, and watching movies.

Scott Richter is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

David Homa is a CFP® professional affiliated with LPL Financial, based in Boca Raton, FL, with 26 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Citizens Securities, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, leveraging model portfolios, third-party research, and various investment strategies.

David Vivies is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in wealth management, executive services, retirement planning, corporate retirement plans, trust and estate planning services, insurance solutions, philanthropic planning, and credit and lending solutions through Bank of America. David works with high-net-worth individuals, business owners, institutions, and non-profits to provide integrated financial strategies. David holds a Bachelor's degree in Economics with a secondary degree in Business Administration from Florida Atlantic University. He is a CERTIFIED FINANCIAL PLANNER® professional and has earned several designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in English and French. David is actively involved in his community through organizations such as the Exchange Club of Pompano Beach, Broward Children's Center, Children's Healing Institute, Habitat For Humanity, and the Humane Society of Broward County. He is also a member of the Florida State Golf Association and enjoys activities including adventure sports, boating, chess, cooking, fishing, football, golfing, hiking, horseback riding, and surfing. He lives in Deerfield Beach with his wife and son.

Jan Grobstein is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he is the principal of Advisory Services of Delray Beach, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by extensive firm research and a broad affiliate network.

Louis Dessaint is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, and PNC Investments. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary programs, and it maintains capabilities in public finance and municipal services.

Altrin Kabashi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Central Connecticut State University and the University of Connecticut, and spent a decade at F.K. Masonry. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with broader Bank of America services, including lending and custody.

Iga Szabat is a financial advisor at Ameriprise with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at MassMutual Life Insurance Co and Metlife. Szabat is based in Lake Worth, FL. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports, and its approach includes algorithmic automation reviewed by a specialized oversight committee.

David Wilson is a Series 66-licensed financial advisor at Merrill with 13 years of industry experience. He has been with Merrill since 2012 and Bank of America since 2013. Outside of his advisory role, he consults on bookkeeping for a speech and language specialist firm owned by his wife. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Stuart Grove is a financial advisor with Mass Mutual Investors Services in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2003. Outside of his advisory role, he is involved with Grove Street Financial, LLC, where he works as an insurance sales agent handling individual and group life, health, and Medicare insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing a collaborative planning approach that emphasizes investment categories and strategies without discretionary authority.

Anthony Oliveri is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 designations. Oliveri has worked with Cetera and its affiliates since 2021 and previously spent seven years at Voya Financial Advisors. Outside of his advisory role, he is owner and president of The Oliveri Agency, Inc., where he recruits and trains new agents, and operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services supported by a nationwide network of advisors.

Juan Alban Castillo is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their immediate, short-term, and long-term financial goals, providing tailored advice and guidance aimed at helping clients meet and exceed their objectives. Juan utilizes the full investment platform of Merrill Lynch as well as banking products from Bank of America to support his clients’ financial independence. Juan’s expertise spans areas including employee benefits planning, executive compensation, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, and retirement income. He prioritizes building trust and maintaining a collaborative approach throughout the financial planning process, emphasizing that the journey is as important as the destination. Juan holds a Personal Investment Advisor (PIA) designation. He earned a bachelor’s degree from the University of Maryland and completed a non-accredited certificate program at Andrews University. He is bilingual in Spanish and English. Outside of work, Juan has personal interests in football, golfing, reading, soccer, and spending time with his family.

David Elefant is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Commonwealth Financial Network and Garden State Financial Services, as well as operating Garden State Income Tax Service Inc. since 1990. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers a range of investment solutions across multiple platforms, combining proprietary and third-party strategies tailored to client objectives.

Justin Lumiere is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Boca Raton office. He advises individuals, families, trusts, and foundations on investment management needs including accumulation, preservation, income, and multi-generational transfer. His focus areas encompass family wealth management strategies, portfolio management services, individual and corporate investment strategies, retirement income, and managing new wealth. From 1997 to 2013, Justin worked in New York City for various firms. He began his career as a published Equity Research Analyst and Institutional Trader. He held leadership roles including Managing Director and Head Strategist for the Risk Arbitrage/Event Driven divisions at several large publicly traded banks. His research has been featured in major financial media outlets such as The Wall Street Journal, The New York Times, The Washington Post, CNN Money, and Bloomberg News, covering companies like Tyco, Dow Chemical, CME Group, IBM, and Pepsi Bottling. Justin holds an MBA in Analytic Finance, Finance, and Accounting from the University of Chicago Booth School of Business and a BA in French Literature from Emory University, where he interned at the Center for Disease Control's Division of Infectious Vaccines. He is fluent in English and French. Justin is a member of American Mensa and Chi Phi Fraternity, and he participates in community involvement through Junior Achievement. He grew up in Manhattan and attended the Lycée Français de New York and Kent School in Connecticut.

Richard Bass is a financial advisor with OSAIC in Delray Beach, FL, holding CFP® and CFA® designations and bringing 22 years of industry experience. He previously worked at Royal Alliance Associates, INC. and Jhfn Sii. Outside of advising, he owns and operates several businesses involving structured settlements and medical cost projections for legal and insurance clients. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with various managed account platforms and third-party investment solutions.

Michael Maynes is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2010. He holds Series 63 and Series 65 licenses and operates out of Boca Raton, FL. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

James Runey is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, Raymond James & Associates, and Primerica. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Ana Imias Ansara is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at UBS Financial Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal governments. The firm provides tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Jacob Bryant is a Series 66 licensed financial advisor with 19 years of industry experience, currently with UBS Financial Services in Boca Raton, FL. He has been with UBS since 2016 and is also involved in entrepreneurial activities through Mimosa, LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.