Jason Gibilterra is a financial advisor at UBS Financial Services with 15 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2022. Outside of his advisory role, he serves as Vice President and a board member of Coral Springs Clippers Baseball, a youth travel baseball organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Alexander D'augelli is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise in Boca Raton, FL. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized advice through a centralized consulting team.

Mari Pagan is a Wealth Management Planning Consultant at Fidelity Investments, where she is part of the Private Wealth Management team. In this role, she focuses on building meaningful relationships and providing a high level of customer service for both simple and complex service requests. Mari has been with Fidelity Investments since 2010, holding various positions including Wealth Management Service Specialist II, Investor Center Relationship Manager, and Investor Center Financial Representative II. Her extensive experience at Fidelity reflects her expertise in wealth management and client service. Outside of her professional role, Mari's personal interests include art, the beach, cooking and baking, family activities, traveling, and yoga.

John Perry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and over 33 years of industry experience. His prior roles include positions at SteelPeak Wealth, RBC Wealth Management, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Raymond James Financial Services. Perry is currently employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain bank products and services in addition to securities advice. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Sean Fenton is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following prior roles at Hennion & Walsh Inc. and PMK Securities & Research, Inc. Outside of advising, he is involved in real estate business ownership and management in Boynton Beach, Florida. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm delivers these services through a centralized team working with financial advisors and offers a broad range of advisory, brokerage, and insurance solutions.

Melissa Mulhearn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior work includes roles at Bowman Consulting and PTM Electric Inc. Outside of financial services, she is a partner and title manager at Lets Go Enterprises, LLC, which creates and sells handmade soap. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies and offers discretionary portfolio management supported by third-party asset managers.

James Thorn is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 66 designation and 19 years of industry experience. He previously worked at J.P. Morgan Securities and Chase Investment Services Corp. before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Kristine Lampert is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 credentials and has 27 years of industry experience. She previously worked at ValMark Securities, Inc. and Fulcrum Partners. Lampert serves on the board of directors for the Delray Beach Library, a volunteer position involving oversight and management. Raymond James & Associates is a large firm serving individuals, institutions, and municipal entities with financial planning, investment consulting, and institutional fiduciary solutions. The firm offers tailored, primarily non-discretionary advice supported by extensive research, portfolio management options, and municipal advisory services.

Devin Vaides is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, he is involved with Bowen Realty and Palm Beach County Parks. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, operating primarily as a wrap-fee solution.

Matthew Shafer is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory role, Shafer serves as a continuing education instructor for the Florida Department of Financial Services and owns a business that manages land lot sales in Boca Raton, FL. 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—including high-net-worth clients—institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of investment styles and affiliated research.

Noah Barrick is a financial advisor with Morgan Stanley holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and Morgan Stanley Private Bank, N.A. since 2022. Prior to his career in finance, he spent four years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process involves structured discovery conversations and firm-approved planning tools, serving clients through both direct and corporate financial planning agreements.

Jonah Ferro is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at The Bachrach Group for six years and has held roles at MJ Boyd Consulting and the New Jersey Devils. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor investment strategies to client goals and risk tolerances.

Natalya Bradley is a Series 66 licensed financial advisor with 15 years of industry experience. She has worked with Edelman Financial Engines and its predecessor firms since 2015. Outside of her advisory role, she and her husband operate an independent online retail business selling apparel and food products. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing diversified model portfolios and a long-term investment approach.

David Koifman is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including several roles within Cetera and prior positions at Finalis Securities LLC and First Allied Securities Inc. Outside of his advisory duties, he is involved in tax and accounting support through Eco-Tax and is an owner/member of PDMK, LLC, an expense management entity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Matthew Kochman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of finance, he has been involved with GameWars since 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual client relationships and corporate financial planning agreements.

Brittney Dick is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Sanford C. Bernstein & Co., LLC, JPMorgan Securities, LLC, and JPMORGAN Chase Bank, N.A. since 2019. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides research and capital markets services through its global platform.

Bonnie Roy is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been associated with Cetera Wealth Services, LLC since 2002 and also works with Summit Financial Networks. Outside of her advisory role, she sells Medicare supplements part-time during evenings and weekends. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated managers.

Denise Madnick is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Raymond James & Associates, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. She also serves as president of her husband's business, SadieChlo. Equitable Advisors advises a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, delivering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Gregory Albiani is a financial advisor with Charles Schwab in Boca Raton, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Northwestern Mutual and academic appointments at the University of Florida and Florida Atlantic University. He has worked at Charles Schwab since 2019, including five years with Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and alternative investment opportunities.

Stacey Englander is a financial advisor at Raymond James & Associates with 56 years of industry experience. She holds the Series 63 designation and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Englander is based in Boca Raton, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.