Zachary Tasher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2010 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory and offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Anne Sternlicht is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Northern Trust Securities Inc. and Northern Trust Bank. Outside of her advisory role, she is an owner and partner of MediCircle, Inc., a medical company started by her daughter in which she invested. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Scott Blank is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009 and 2016, respectively. Outside of his advisory role, he is involved with Palm Beach Motor Accessories, also known as AutoGeek.net, a business he has been associated with since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven, incorporating modern portfolio theory and a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Seth Bassoff is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of advisory work, he serves on the Board of Directors for the Boca Raton Synagogue as Security Chairman and Board Liaison. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm delivers personalized, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis, and offers a broad range of advisory, brokerage, and insurance solutions.

Joshua Feigelman is a Wealth Management Advisor with a focus on helping business owners with exit planning, retirement planning, and legacy asset transfer. He has been advising clients since 2011, specializing in financial planning, business valuation, and exit strategy development to assist clients in making informed decisions aligned with their long-term personal and financial goals. Josh holds the Certified Exit Planning Advisor (CEPA) designation, and through his knowledge of market trends, tax implications, and financial strategies, he supports clients with business valuation, succession strategies, tax-efficient wealth preservation, and post-sale financial planning. His expertise extends to areas such as educational planning, charitable gifting strategies, insurance planning, and complex financial services. He earned a Bachelor's Degree from the University of Florida and completed high school at Pine Crest School. Josh resides in Boca Raton, Florida with his wife and son. Outside of his professional work, he enjoys basketball, tennis, hiking, and spending time with his family.

Jason Altman is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliates since 2016. In addition to his advisory role, Altman operates a CPA practice specializing in tax preparation, accounting, and business planning. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Ricardo Penafiel is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities LLC for over 18 years combined. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides research-based, model-driven investment strategies.

Logan Shalmi is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Oppenheimer for 12 years before joining Ameriprise in 2025. Outside of advising, he serves on the board of directors for Homesafe and is the owner of a real estate business, Grupo De Pacifico. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored, ongoing advice based on a comprehensive analysis of income sources and withdrawal strategies.

Ellie Karibian is a financial advisor at Equitable Advisors with 26 years of industry experience. She holds the Series 66 designation and has been with Equitable Advisors since 2005, following a prior role at Axa Advisors, LLC. 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services according to client goals, risk tolerance, and time horizon.

Brendan Rosenfeld is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he worked at AceApplications LLC and focused on full-time education for several years. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Jodi Rosenthal is a financial advisor with Merrill, holding a Series 66 designation and bringing 29 years of industry experience. She has been with Merrill since 1992. Outside of her advisory role, she maintains an active real estate license through affiliation with the Coldwell Banker Referral Network. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Paige Power is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2019. She has over 15 years of financial planning experience, having previously served as Vice President and Wealth Management Advisor at Merrill Lynch from 2005 to 2019. In her role, Paige helps executives navigate their financial lives by crafting thoughtful and realistic financial frameworks that incorporate both workplace benefits and personal financial considerations. She emphasizes the use of plain language to ensure her clients can make informed decisions. Paige holds a California Insurance License. Outside of her professional work, she enjoys social events with friends, hiking, horseback riding, skiing, traveling, and practicing yoga.

Lev Beltser is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brett Barrett is a financial advisor at Morgan Stanley in Palm Beach, FL, holding Series 65 and Series 63 licenses with seven years of industry experience. His prior roles include positions at Columbia Management Investment Distributors, Boston Private Wealth, and State Street. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.

David Eidell is a Senior Financial Advisor with Merrill Lynch Wealth Management and a head of the Eidell Christian Loeb Group. He brings two decades of experience in financial services, focusing on connecting all aspects of clients' financial lives to help them prioritize and pursue their key goals. David’s expertise spans education planning, executive and equity compensation, family wealth management, legacy and liquidity planning, managing new wealth, tax minimization, and retirement income. Before transitioning to advisory services, David developed a strong foundation in market behavior and risk management through roles as a Portfolio and Position Risk Manager and Risk Analyst with Tahoe Trading, LLC and ING Barings. He holds a Personal Investment Advisor (PIA) designation and is a qualified Portfolio Manager who manages discretionary strategies, utilizing individual stocks and bonds, model portfolios, and third-party strategies. His educational background includes a Master of Business Administration in Finance/Econometrics from the Illinois Institute of Technology and a bachelor's degree from Wittenberg University. David is involved with community organizations such as the Greater Chicago Food Depository, Heifer International, and the History Fair for Chicago Public Schools. He lives in Chicago with his wife and two children and has personal interests in baseball, cooking, football, hiking, horseback riding, reading, writing, and skiing.

Donna Raymond is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates for 10 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on a variety of portfolio management styles and affiliated research.

Bryan Shevak is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and over 42 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1998 and also operates under the DBA Shevak Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Peter Petrone is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010. He has held several roles within the company, progressing from Financial Representative to his current position since 2016. In his role, he works with Fidelity's High Net Worth clients to develop personalized financial plans aligned with their goals. Peter's experience spans over 15 years in the financial services industry, focusing on creating strategies that support clients and their families both now and in the future. He leverages Fidelity's brand, technology, investment platform, and Wealth Planning Team to assist his clients. Outside of his professional work, Peter has interests in biking, family activities, fitness, food, music, and parenthood.

Mario Fratto is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Wells Fargo Clearing, Bank of America, and Merrill. Outside of his advisory work, he is the owner of STACKS FINANCIAL LLC in Boca Raton, FL. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and integrates advisory offerings with banking and other financial product channels.

John Mcdermott is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as co-trustee for his mother's investment trust. 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, incorporates modern portfolio theory, and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.