Benjamin Pogofsky is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with J.P. Morgan Securities LLC since 2016. In addition to his advisory role, he is also employed by JPMorgan Bank, where he offers a range of banking products including deposit and credit services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Louise Glover is a Senior Financial Advisor with The HTG Group at Merrill Lynch Wealth Management in the Delray Beach office. She specializes in advising corporations and small businesses on retirement benefit programs including 401(k) plans, as well as working with individuals, families, and businesses to develop customized wealth management strategies tailored to their needs. Louise holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. She is also licensed in Florida as a resident agent for life insurance, variable annuities, and long-term care insurance. With a career in financial services since 1988, Louise has experience working with major Wall Street firms and has been with Merrill Lynch since 2010. She earned her Bachelor of Science degree in International Business from Auburn University. Louise focuses her practice on areas such as college education planning, divorce transition planning, family wealth management, retirement income, and investment consulting for defined contribution and defined benefit plans. A native of Delray Beach, Louise remains actively involved in her community. She is a member of the Junior League of Boca Raton and Impact 100, and volunteers with organizations including the Delray Beach Public Library, Delray Beach Historical Society, Palm Beach County Food Bank, Community Greening, and Palm Beach Literacy Society. Louise lives in Delray Beach with her husband and son.

Mitchell Schoenbaum is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Daniel Fountain is a financial advisor with Merrill in Palm Beach, FL, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has been with Merrill since 2009 and also associated with Bank of America, N.A. since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, with portfolio implementation tailored to client needs.

Taylor Baron is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and possessing four years of industry experience. His prior roles include positions at Voya Financial Advisors, David Lerner Associates, State Farm, Nordstrom, and Brescome Barton. 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 a broad array of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Frank Haklits is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley and other firms, as well as work at the University of Alabama. 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 research from Wells Fargo Investment Institute and third-party sources.

Gary Weissman is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at City National Bank and RBC Capital Markets since 2018, and held prior roles with Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, implementing tailored strategies through a range of in-house and third-party investment managers.

Kyle Marzec is a financial advisor with OSAIC holding a Series 66 designation and three years of industry experience. He previously worked at Lincoln Financial Advisors and CAPRE. Outside of his advisory role, he owns an apparel company operated through NU ASCENT, LLC. OSAIC serves a broad range of clients including individual investors, pension plans, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios using firm-provided asset-allocation tools and third-party managed account solutions.

Veronica Cyrus is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at JP Morgan Chase Bank, JP Morgan Securities, MML Investors Services, Neiman Marcus Last Call, and Mass Mutual Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Matthew Cicero is a financial advisor with Raymond James & Associates in Boca Raton, FL. He holds Series 63 and Series 66 registrations and has 18 years of industry experience. Prior to joining Raymond James, he worked at Black River Summit. He is a passive stakeholder in Prudent Partners, LLC, an investment vehicle used to acquire a 25% equity stake in AFB Breakpoint LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, utilizing a variety of portfolio management styles supported by proprietary research and affiliated sub-advisers.

Michael Eugene is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and having eight years of industry experience. He previously worked at Wells Fargo Bank NA and Wells Fargo Clearing Services before joining Morgan Stanley and its Private Bank in 2019. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

Lori Oliveira is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing Services LLC since 2018, having worked with Wells Fargo Bank NA since 2011. 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 and incorporates modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Christina Walters is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. Walters was also the founder of The Empress Lashes LLC, an esthetics business she operated for six years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Deborah Solomon is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 uses modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Glenn Krevans is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 34 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2024 before joining Wells Fargo. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Peter Goodridge is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he owns and operates Goodridge Capital Advisors, LLC, an investment management firm based in Delray Beach, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. Advisors provide tailored recommendations using proprietary research and tools, with clients choosing how to implement them through brokerage or advisory programs.

John Castronuovo is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves on the Finance Council of the Catholic Diocese of Palm Beach and is a board member of the Forum Club of the Palm Beaches, a non-partisan public affairs organization. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Matthew Serbos Jr. is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at DataScore, Serbos Marketing Partners, and Landfall Data. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Randall Green is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 designations and bringing 45 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he owns and operates several automotive-related businesses in Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm utilizes proprietary research, planning tools, and simulation models to develop tailored recommendations, with clients making their own implementation choices through brokerage or advisory programs.

Anthony Avella is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Oppenheimer for 13 years before joining Wells Fargo Clearing Services in 2020. He has been with Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.