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 credentials and having 43 years of industry experience. He has worked at Raymond James since 2009 and also serves as an independent contractor financial advisor for Connor Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth investors, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals while supporting municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

David Skid is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009, concurrently serving at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes supported by proprietary tools and data, serving a broad range of clients through customized financial strategies.

Jeremy Stein is a Wealth Management Advisor and founding partner in the Winter Stein Potvin Group at Merrill Lynch Wealth Management. In his role, he helps oversee clients' overall investment and financial strategies and serves as a lead relationship manager. Jeremy works with a select group of clients, including executives, entrepreneurs, and professionals, offering coordinated approaches to equity compensation planning, concentrated position strategies, integrated investment and financial planning, and tax-aware decision making. He holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Jeremy has experience in investment management consulting and assists high net worth clients throughout the life cycle of wealth. He is a graduate of the University of Maryland. Jeremy is involved in philanthropy and serves on the UJA Campaign Steering Committee and the UJA Young Wall Street Executive Committee. He resides on the Upper East Side of Manhattan and is engaged in personal interests such as baseball, basketball, biking, music, reading, spending time with family, swimming, tennis, traveling, and watching movies.

Ciro Gallego Bocanegra is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He has been with J.P. Morgan Securities since 2015 and JPMorgan Chase Bank, N.A. since 2014. 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 and applying an ESG eligibility framework in its investment recommendations.

Nick Cherilus is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank NA for nine years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marisol Algarin is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Merrill since 2016. Merrill, together 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Grossman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities, Bank of America, and Merrill. Outside of advising, he is a partial owner of Wego Solutions LLC, a former software development company for hospitality venues. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a comprehensive range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its financial advice.

Matthew Kazdan is a financial advisor with LPL Financial who holds the Series 66 designation and has one year of industry experience. His prior work includes positions at Franklin Templeton Investments and Montanti Advisory Services, and he has also been involved in operating On Point Barbershop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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.

Edna Cetina is a financial advisor with Wells Fargo Clearing in Jupiter, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Claudia Vasquez Martinez is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has previously worked at First Republic and Helm Bank/Itau Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

George Gundersen is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at PFS Investments Inc. and Ocwen Financial Corporation. He is also involved in sales and referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Beatrix Kondor is a financial advisor with J.P. Morgan Securities LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has worked with firms including BTIG LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm offers services on a non-discretionary basis, applying an ESG eligibility framework in its recommendations.