Amanda Smithy is a CFP® with five years of industry experience, currently serving as a financial advisor at UBS Financial Services in Boca Raton, FL. She has worked at UBS since 2020, with a brief period outside the firm, and holds a Series 66 license. Prior to her advisory career, she was a student at the University of Florida and briefly worked in the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Daniel Burke is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2020, he worked at FSC Securities Corp from 2015 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Christian Mc Kenna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at SP Plus Corporation, Publix Super Markets, and Chipotle Mexican Grill. 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 third-party asset managers. The firm employs a hybrid referral and implementation model that leverages multiple advisory platforms and emphasizes individualized client service.

Artur Zaytsev is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Frendee.com and was involved with Prison Connect and Rubard LLC d/b/a CentMobile. 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 third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Alfred Marsicano is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. His prior work includes roles at B. Riley Wealth Management, National Securities Corporation, and Winslow, Evans & Crocker, Inc. He is also president and independent contractor of AFM Wealth Management LLC, a support company for his practice. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains distinct municipal advisory capabilities.

Mark Tasher is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Regine Carisma is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has worked at PFS Investments Inc. since 2022 and has been affiliated with Primerica Financial Services since 2012. Outside of her advisory role, she is involved with a Creole food truck business as a server and independent contractor, and she is co-author of a book on creating soul-aligned businesses. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and custodial services, operating at scale with approximately $15.5 billion in assets under management.

David Gross is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and investment committee analyses.

Bradley Mann is a CFP®-certified financial advisor with 41 years of industry experience, currently affiliated with LPL Financial since 1993. He is based in Boca Raton, FL, and has additional experience in tax preparation and accounting, holding an enrolled agent designation and operating Atlantic Tax Services. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Allen Weidman II is a financial advisor with Ameriprise in Fort Lauderdale, FL, holding CFP®, ChFC®, and Series 66 designations and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations supported by research and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

James Hartman is a Private Wealth Advisor at Merrill Private Wealth Management. He offers personalized financial strategies to a select group of individuals and families, drawing on extensive resources to help clients focus on their priorities. Jim began his career in financial services in 1990 with the Audit and Business Advisory Division of Arthur Andersen & Co. He earned his Certified Public Accountant designation in 1993 and subsequently joined Legg Mason's Private Client Group. In 2007, he joined Merrill. He earned the Certified Private Wealth Advisor® (CPWA®) designation in 2011 and holds additional professional designations, including Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor (CRPC). Jim also holds Series 7 and 66 FINRA registrations. His expertise includes corporate executive services, equity compensation services, family wealth management strategies, retirement planning, and tax minimization. Jim earned his Bachelor of Science degree in accounting from the Robert H. Smith School of Business at the University of Maryland at College Park. He resides in Annapolis and is involved in his community through coaching youth lacrosse and basketball and serving on several finance boards. Jim is also a member of the Annapolis Yacht Club and enjoys activities such as windsurfing, sailboat racing, boating, and spending time with his family.

Joseph Cianciotto is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer for seven years. Outside of finance, he has experience in the restaurant industry and education. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients with significant investable assets and delivers these services through a centralized consulting team in partnership with financial advisors.

Scott Commander is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing Services since 2021 and previously spent 12 years at Bank of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory 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.

Jordan Bernstein is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2017 and also has experience with Florida State University. Bernstein is involved in independent insurance brokering focused on fixed annuities. Ameriprise provides a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Goldberg is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Outside of his advisory work, he serves as executor of his mother's estate and is a member of the Parkland Chamber of Commerce. 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 various 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.

Deborah Van Buskirk is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James & Associates since 2012. Van Buskirk serves as an acting trustee for a college 529 trust established for her children. 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 municipalities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Steven Adelson is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliates since 2006. Outside of his advisory role, Adelson participates in professional pickleball events and tournaments. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement, typically serving clients with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, focusing on clients’ income sources and withdrawal strategies.

Kelly O'Brien is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she participates in food delivery services and market research as a Dasher for DoorDash, an Uber driver, and a user tester for online platforms. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in portfolio management.

Joseph Karam is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and previously worked at CitiGroup Global Markets from 2014 to 2018. Outside of his advisory role, he is a part-owner and officer of a property management business in Saratoga Springs, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Polychronis Bonaros is a financial advisor with OSAIC in Boca Raton, FL, holding a Series 66 credential and 21 years of industry experience. He worked at Signator Investors Inc from 2008 to 2018 before joining OSAIC in 2018. Outside of his advisory role, he serves as Managing Director of Paradigm Wealth, LLC, where he is involved in sales and marketing. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.