Eileen Tetteris is a Series 66-credentialed financial advisor with 28 years of industry experience, currently with UBS Financial Services since 2016. Prior to UBS, she worked at Merrill from 1997 to 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a network of financial advisors using proprietary market research and model-based asset allocations.

Ernest Velez Jr. is a CFP®-certified financial advisor with Ameriprise in Boca Raton, FL, bringing 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he serves on the Board of Directors for Estada HOA. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Kathleen Keleher is a financial advisor at RBC Capital Markets with 39 years of industry experience. She has worked at RBC Capital Markets since 2022, with prior roles at Truist Advisory Services, TRUIST Investment Services, Inc., and BB&T Securities. Outside of her advisory work, she writes freelance articles on topics including travel, local events, food, dining, and sports for various websites. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a variety of investment managers and options for customized portfolio management.

Jonathon Aggen is a Series 66 credentialed financial advisor with 10 years of industry experience, currently with OSAIC since 2024. He previously spent nine years at Woodbury Financial Services and owns Midwest Productions, LLC, an investment and insurance business. Aggen also serves as Vice President of Business Development at Advisor Controls, where he supports advisors with retirement planning software and technology enhancements. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios across a range of securities, with both discretionary and non-discretionary account options.

Jason Ajmo is a financial advisor with Ameriprise in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He has been with Ameriprise since 2018. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary recommendations, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a Retirement Income Oversight Committee.

Stanley Alpert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 48 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. Alpert serves on investment committees for the Milburn-Short Hills Volunteer First Aid Squad and Temple Sharey Tefilo-Israel. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Brandin Bryant is a financial advisor with Raymond James & Associates in Boca Raton, FL. He holds Series 63 and Series 65 licenses and began his advisory career in 2025. Prior to entering the financial industry, he spent eight years with the National Football League and has experience working at Florida Atlantic University. 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, pension plans, and municipal entities, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research.

Franz Koch is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America for 11 years before joining Wells Fargo in 2022. 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 combines research and analytics with a broad range of brokerage and advisory solutions, operating at a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Christopher Relyea is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 credential and three years of industry experience. He has been with Equitable Advisors since 2026 and has concurrently worked with Broward County Schools for 20 years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm primarily uses third-party asset managers and advisory programs to implement investment models while offering ERISA fiduciary services to qualified plans.

Katherine Chacon is a financial advisor at Edward Jones in Palm Springs, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Robin Perkins is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. Before joining Raymond James in 2018, Perkins worked at Youfit Health Clubs, Severn Trent through Robert Half, and Tunie's Natural Vitamin & Grocery Store. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Martin Rico-Ortega is a Wealth Management Planning Consultant at Fidelity Investments. He has held various roles within Fidelity, including Planning Consultant from 2024 to 2026, Relationship Manager from 2022 to 2024, and Financial Representative from 2021 to 2022. Prior to joining Fidelity, Martin worked as a Registered Personal Banker II at Wells Fargo from 2013 to 2021. Martin focuses on helping clients make decisions about their wealth by understanding their individual needs and concerns. He collaborates with clients to develop strategies they can feel confident and proud of as they approach and move through retirement, continuously monitoring and adjusting plans as goals and needs evolve. Outside of his professional work, Martin enjoys activities such as spending time at the beach, camping, family activities, football, outdoor adventures, and traveling.

Michael Rothenberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. He serves as co-trustee of his father's deceased business trust and family trust, both investment-related roles. 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.

Kristina Olsen is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2016. Prior to that, she was employed by Bank of America and Merrill Lynch from 2012 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides planning supported by structured discovery, firm-approved tools, and modeling techniques such as Monte Carlo simulations.

Shannon Leavey is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, Leavey worked at Starbucks and Burberry, among other positions. 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 and advisory services with a range of portfolio management styles and affiliated research.

Adam Rothstein is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank, Truist Advisory Services, and BB&T Securities. Outside of his advisory role, he acts as a travel advisor with Fora Travel, providing research and planning for family trips. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that combine in-house and third-party managers, providing tailored portfolio management and financial planning services.

Joseph Lagriola is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 designations and 44 years of industry experience. He has been with Equitable Advisors since 2005, including during the period when the firm was known as AXA Advisors. Equitable Advisors serves a broad client base that includes individuals ranging from non-high-net-worth to high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of firm-offered and third-party advisory solutions.

Ronald Radner is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 15 years of industry experience. His prior experience includes eight years at Edward Jones before joining Raymond James in 2019. He is also the CEO of Radner Financial Services, a support company that assists his Raymond James 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, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and modeling tools, and maintains specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Christopher Fluehr Jr. is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has worked at multiple Raymond James entities since 2014, with a brief tenure at The Gartner Inc. prior to that. He is based in Boca Raton, FL. Raymond James & Associates, Inc. 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, institutional investors, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services.

Sarah Filipowski is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 66 designation and nine years of industry experience. She has worked with various branches of Raymond James since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary, tailored advice supported by extensive research and diverse portfolio management styles.