Margaret Hollywood is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. She began her financial services career in 1986 and has over 25 years of experience in the industry. Margaret assists clients by helping them build wealth management strategies tailored to their individual needs, with a focus on delivering a comprehensive approach that starts by listening and understanding each client's goals. Her expertise includes liquidity management, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. In 2008, she established The Hollywood Group, through which she continues to provide personalized financial strategies. Margaret holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Seton Hall University. Outside of her professional work, Margaret's personal interests include biking, gardening, golfing, interior decorating, reading, skiing, swimming, tennis, traveling, and yoga.

Diane Irving is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a broad range of advisory programs and tailored financial planning, utilizing firm‑approved tools and modeling techniques to support its clients’ financial goals.

John Faber is a financial advisor at Wells Fargo Advisors with 49 years of industry experience. He holds a Series 63 designation and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he owns a rental property in Boynton Beach. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.

Jeffrey Piliero is a CFP® practicing with Wells Fargo Clearing in Boca Raton, FL, with eight years of industry experience. His work history includes roles at Wells Fargo Bank and SunTrust Advisory Services. 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.

David Ogman is a Series 66-licensed financial advisor with 25 years of experience, currently with Raymond James Financial Services Advisors, Inc. in Boca Raton, FL. His prior experience includes roles at Citibank, Bank of America, Merrill, and UBS Financial Services. He is the founder and director of the Jordan Avi Ogman Foundation, a nonprofit focused on raising awareness and funds for a life-saving cure. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports advisory program implementation through a broad network of advisors.

Benjamin Vanderpool is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving affluent families by developing tailored strategies that address the unique and often complex financial needs of his clients, their families, and their businesses. Leveraging the investment insights of Merrill and the banking services of Bank of America, he provides a range of financial solutions designed to help clients pursue both short- and long-term financial goals. Mr. Vanderpool has 14 years of experience as a financial advisor, with nine of those years spent at Merrill Lynch. His areas of expertise include college education planning, divorce transition planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds a Bachelor of Science degree in Finance and Accounting from Florida State University and an MBA from Loyola College in Maryland. Mr. Vanderpool is also a Personal Investment Advisor (PIA). Outside of his professional work, Benjamin Vanderpool lives in Delray Beach with his wife and two sons. He is an active member of the Crohn’s and Colitis Foundation of South Florida. In his spare time, he enjoys outdoor activities, traveling, and spending time with family and friends.

Christopher Myers is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his background includes roles at Union League Liberty Hill and Snipes. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Kerrie Milligan is a financial advisor with Raymond James & Associates in Boca Raton, FL. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Milligan has been with Raymond James & Associates since 2013. She is a member of The Fox's Den Investment Club, where she contributes investment ideas without serving in an officer capacity. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Brandon Fetterman is a financial advisor with Morgan Stanley, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2020, and prior experience with United Bank of Switzerland from 2017 to 2020. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer providing a variety of advisory services to individuals and institutions. The firm emphasizes structured financial planning and offers diverse investment programs, managing approximately $2.74 trillion in client assets.

Alexandra Pohutsky is a financial advisor at Morgan Stanley with six years of industry experience. She previously worked at T. Rowe Price for four years before joining Morgan Stanley in 2020. She holds a Series 66 designation and is based in Boca Raton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gerard Heymann is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc. His other business activities include managing personal estate planning entities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and tailors investment strategies using both in-house and third-party managers, supported by its extensive capital markets capabilities.

Stephen Ostrofsky is a CFP® with 33 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2022. His prior experience includes roles at Kovack Securities, Inc. and operating his own advisory practice, Stephen Ostrofsky PA, for nearly two decades. He is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment solutions through a broad network of independent financial professionals, utilizing proprietary models and third-party strategies across various custody platforms.

James Bradley is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and its affiliated private banks from 2014 to 2023. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Kevin Tritsch is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior experience includes roles at Merrill and Bank of America, spanning from 1995 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning primarily in an advisory capacity.

Jeffrey Walzer is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Outside of his advisory role, he serves as vice president of CGW Corp., a real estate investment company. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services that utilize proprietary investment analysis and asset allocation methodologies.

James Mosier Jr. is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 credential and has worked at Cetera and Voya Financial Advisors, among other roles. In addition to his advisory work, he is licensed as a life insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment strategies.

Alyssa Saponare is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and one year of industry experience. She previously worked at Rockefeller Financial LLC and UBS, and has experience in various roles including at the University of North Carolina Wilmington and several country clubs. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Gomez is a financial advisor with RBC Capital Markets, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles. The firm combines in-house and third-party investment managers and offers integrated capital markets and lending capabilities.

Wallace Fry is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory, including investment options that extend to insurance-related vehicles and bank deposit sweep programs.

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.