Jonathan Gomez is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding a Series 63 designation and 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Janney Montgomery Scott, and A. G. Edwards & Sons, Inc. He has been with RBC Capital Markets since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to each client’s risk profile through a combination of in-house and third-party managers.

Wallace Fry is a CFP® professional with 42 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Citigroup Global Markets for 15 years. 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 both brokerage and advisory solutions supported by extensive research and analytics.

Brett Perlman is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with Edelman Financial Engines, where he has worked since 2012, including roles at affiliated entities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Mark King is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with UBS since 2008. Outside of advisory work, he is involved in a real estate partnership based in Atlanta, Georgia. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a wide range of capital markets and research resources.

Thomas Corcoran is a financial advisor with Merrill Lynch Wealth Management, specializing in assisting high-net-worth families and business owners in growing and preserving their wealth. He began his financial services career in 2018 at Fidelity Investments, and later gained experience with J.P. Morgan Wealth Management before joining Merrill Lynch over three years ago. Thomas leverages Merrill's resources and insights from the Chief Investment Office to guide clients through various financial stages, including retirement planning, liquidity events, and multi-generational legacy strategies. Thomas holds a Bachelor's Degree from Florida Atlantic University and has earned the Personal Investment Advisor (PIA) designation. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning, individual and corporate investment strategies, tax minimization, and retirement income planning. Outside of his professional work, Thomas enjoys adventure sports, boating, camping, cooking, fishing, gardening, hiking, hunting, ice hockey, and skiing. Raised in Upstate New York, he has lived in Boulder, Colorado, and developed a passion for offshore fishing. His personal philosophy centers on helping clients uncover what matters to them and their families to create strategies aligned with their financial goals.

Bruce Rhodes is a financial advisor at Raymond James & Associates with 47 years of industry experience. He has been with Raymond James & Associates since 1978. Rhodes holds Series 63 and Series 65 credentials. Raymond James & Associates, Inc. is a large 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, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jeffrey Greenwald is a Series 63-licensed financial advisor with Ameriprise in Boca Raton, FL, and has 36 years of industry experience. He has been with Ameriprise since 2012. Outside of his advisory role, he owns Burton Manufacturing LLC, which invests in publicly traded securities, and manages expenses for his practice through JLM Greenwald LLC. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, algorithm-assisted recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Mark Smith is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 1998. Based in Boca Raton, FL, he provides advisory services within a firm known for combining institutional trading capabilities with wealth management. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and investment models.

Timothy Hill is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing services such as family wealth management strategies, personal retirement planning, and portfolio management to affluent families and individual clients. With over 34 years of experience in various facets of finance, he focuses on helping clients achieve their financial goals. Mr. Hill holds a Bachelor's Degree from the Wharton School of the University of Pennsylvania. He has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His approach involves understanding clients' goals, personalities, and risk tolerance to develop customized financial plans aimed at pursuing their life objectives. In addition to his professional work, Timothy Hill is a member of the National Croquet Club. His personal interests include football, golfing, scuba diving, soccer, spending time with his family, and traveling.

Abel Fernandez is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and small business owners to develop customized wealth management plans that align with their financial goals. His areas of focus include personal retirement planning, small business strategies, tax minimization, and retirement income. Abel holds a Bachelor's Degree from Florida International University and has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he takes time to understand clients’ short-, mid-, and long-term objectives to provide personalized guidance and tailored strategies. Abel also connects clients to Bank of America specialists for services including banking, credit, home financing, and small business solutions. Outside of his professional role, Abel enjoys baseball, cooking, football, golfing, and spending time with his family. He emphasizes building trusted relationships through clear communication and aims to help clients navigate complex financial decisions with confidence.

Steven Duker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Jdre Investments, LLC, United Planners Financial Services, and Business Capital Solutions Inc (Dba Dubrow, Duker & Associates). He is based in Boynton Beach, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Allann Marra is a Senior Financial Advisor and founder of The Marra Group, a boutique-style investment group within Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has provided wealth management and investment advice to a diverse client base, including C-suite executives, entrepreneurs, business owners, families, nonprofit organizations, and institutional clients. As head of his team, Allann oversees five professionals dedicated to assisting ultra-high-net-worth individuals and families with their financial goals. Allann specializes in developing customized financial strategies that address complex needs such as concentrated stock positions, risk management, tax minimization, advanced estate planning, wealth transfer, and philanthropy. His expertise extends to a variety of asset classes, including stocks, bonds, mutual funds, and alternative investments. He holds Series 7 and 66 FINRA registrations, is licensed to provide life insurance, and carries the Personal Investment Advisor (PIA) designation. Residing in Boca Raton, Florida, Allann is involved in community organizations such as the ASPCA and Operation Underground Railroad. He is multilingual, speaking Portuguese, Spanish, and English. Allann attended The Academy of American Studies for his high school diploma and pursued studies at the New England College of Business and Finance without obtaining a degree. He is also a member of The Union League.

Drew Granauro is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Ameriprise since 2009, working within its various corporate entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for clients near or in retirement. The firm provides written Recommendation Reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Paolucci is a CFP® credentialed financial advisor with 36 years of industry experience, currently affiliated with Ameriprise since 2005. He is based in Boca Raton, FL, and holds a Series 63 license. Outside of his advisory role, he owns a business that rents office space and is involved with a pass-through entity related to business expenses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling techniques to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its planning process.

William Ward III is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp. from 2014 to 2020. Outside of his advisory role, he has reported involvement in non-investment-related real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Christopher Guarino is a financial advisor with Ameriprise Financial Services in Boca Raton, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Morgan Stanley from 2001 to 2015 before joining Ameriprise. Outside of his advisory role, he manages Valentine Consultants, a business focused on rental property management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice centered on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Becca Harps is a Financial Consultant at Fidelity Investments, a position she has held since 2020. In this role, she works closely with clients to understand their goals and priorities, collaborating to develop customized financial plans. She utilizes a variety of resources and strategies offered by Fidelity to implement these plans effectively. Prior to joining Fidelity, Becca served as a Financial Advisor at AIG Retirement Services from 2014 to 2020. She brings over 10 years of experience in financial planning, focusing on providing clients with insights to support important life decisions and events.

Eugene Fiamma is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Jeffrey Silverman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a part of the team since 2009. He works directly with individuals, providing support and guidance on a wide range of financial matters. Jeffrey has been involved in the financial services industry since 1996. His expertise encompasses areas such as legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. Jeffrey holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeffrey graduated from Nova Southeastern University in 1997 with a Bachelor of Science degree. He resides in St. Thomas, US Virgin Islands, with his wife and three children. Outside of work, he enjoys activities such as cooking, fishing, scuba diving, skiing, spending time with his family, and traveling.

Preston Dougherty is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior experience at Commonwealth Financial Network and various roles outside the financial sector, including positions at Salem State University and Amazon. Ameriprise serves primarily clients approaching or in retirement who meet specific asset criteria, offering retirement-income planning that includes written Recommendation Reports based on detailed analysis and modeling. The firm combines research and algorithmic tools to provide non-discretionary, tax-efficient retirement strategies, with a focus on assets managed within Ameriprise accounts.