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 at LPL Financial with 36 years of industry experience. His prior roles include positions at Jdre Investments, United Planners Financial Services, and Business Capital Solutions Inc. He holds Series 63 and Series 66 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management along with research-supported model portfolios and alternative investment strategies.

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 in Delray Beach, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he manages a consulting business unrelated to investment activities. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Gregory Cousins is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jeffrey Silverman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2009 and has been working in the financial services industry since 1996. Jeffrey specializes in providing wealth management advice and guidance to high net worth clients, assisting them in developing strategies to achieve their financial goals. His areas of expertise include 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 a Bachelor of Science degree from Nova Southeastern University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeffrey resides in St. Thomas, US Virgin Islands, with his wife and three children. Outside of his professional work, he enjoys 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.

Michael Wells is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1997 and has worked with Primerica Financial Services since 1991. His other business activities include part-time involvement in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Brian Therrell is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked for Cambridge Investment Research Advisors, Inc. from 2013 to 2026. In addition to his role at LPL, he is managing partner of Generations Wealth Advisors, an insurance agency based in Boca Raton, FL. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house research and third-party subadvisors.

Ryan Anderson is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of advisory work, he owns a short-term vacation rental property. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning tools and firm-supported investment strategies.

Anthony Anthony is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He 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 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Amiel is a financial advisor at MassMutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup Global Markets and JPMorgan Chase. Outside of finance, he owns and manages two nail salons and a food service business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a focus on collaborative, goal-oriented engagements.

Robert Sherwin is a financial advisor with Morgan Stanley in Boynton Beach, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Sherwin serves as Chairman of the Investment Committee for the Jewish Federation of Rhode Island and is involved with the Rhode Island Community Foundation’s Investment Committee. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support client financial plans.

David Slavic is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Edward Jones, he managed Slavic Mutual Funds Management Corp for 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Beth Mahanger is a CFP® with 27 years of experience in financial advising, currently serving at Morgan Stanley in Boca Raton, FL. She has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of her advisory role, she is a co-trustee of a family trust. Morgan Stanley Wealth Management is a large, SEC-registered firm providing a range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by advanced analytical tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.