Allison Woolery is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked at UBS Financial Services and T. Rowe Price before joining Raymond James in 2019. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Manuel Gutierrez is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with 18 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has prior experience at CitiGroup Global Markets Inc beginning in 2007. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Clara Guida is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Nancy Tush is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James, Merrill, and Wells Fargo. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing customized Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with at least $1 million in investable assets and significant holdings in Ameriprise-managed accounts.

Nichole Kelly is a financial advisor with Equitable Advisors in Parkland, FL, holding a Series 66 designation and six years of industry experience. She has worked at Equitable Advisors since 2019 and previously at Axa Advisors, LLC. Outside of her advisory role, she serves on the board of the Florida Bleeding Disorders Association, helping to organize awareness events. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

David Bormel is a Senior Financial Advisor based in the Towson, Maryland office, where he has dedicated his entire 43-year career. He specializes in designing individualized portfolios comprising equities, fixed income, and cash investments. As a qualified Portfolio Manager, David manages personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He provides both traditional advice and discretionary portfolio management through the firm's Investment Advisory Program. David offers clients a comprehensive range of services including wealth transfer, education planning, liability management, retirement planning, tax minimization, options, and asset preservation. Working alongside specialists with diverse expertise, he assists clients with financial goals from asset accumulation to securing lifetime income streams. He holds a Bachelor's Degree from the University of Maryland and is designated as a Personal Investment Advisor (PIA). A lifelong resident of the Baltimore area, David resides in Owings Mills, Maryland, with his wife, Aileen, and their children. He is actively involved in his synagogue, having served on its Board of Trustees. Outside of his professional commitments, David enjoys golfing, spending time with his family, and traveling.

Olga Agocs is a financial advisor with LPL Financial in Lake Worth, FL, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Bank, and JPMorgan Chase. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and brokerage services, supported by research and technology-driven portfolio management.

Natallia Talkachova is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Citigroup/Citibank and PNC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

James Barr is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Gaines Financial Group from 2011 to 2018. Barr also holds a real estate broker’s license, which he maintains for personal use. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kenneth Carter is a financial advisor with Wells Fargo Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he holds a 75% ownership stake in European Wax Center franchises in Stamford, CT. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory with additional financial products and referral channels.

Sean Drewniak is a financial advisor with Wells Fargo Advisors in Warwick, RI, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Wells Fargo and its affiliates since 2011. He is also involved with Drewniak Wealth Management, LLC, and has partial ownership in Coastal Capital, LLC, both investment-related businesses. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels through its extensive network of advisors.

Victor Connor is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been associated with Raymond James in various capacities since 2003 and operates Connor Wealth Management alongside his advisory role. Connor is also the CEO and principal of CFG Wealth Management and Connor Financial Group, businesses providing support services outside of investment management. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and governmental entities. The firm provides tailored, mostly non-discretionary advisory solutions and is involved in municipal and public finance through its affiliate network.

Harleigh Freiberg is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Freiberg worked at HF Ventures LLC and participated in political campaign work and constituent services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic methodologies to construct portfolios from mutual funds, ETFs, and ETPs, and it serves multiple registered investment companies and fund-of-funds.

Lisa Mccoy is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 11 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Douglas Brown is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior work history includes roles at Independent Advisor Alliance, CUSO Financial Services, and Power Financial Credit Union. He also has involvement in non-variable insurance activities outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Martin Mc Dermott is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Morgan Stanley since 2024, including a role with Morgan Stanley Private Bank, N.A. since 2026. Prior to Morgan Stanley, he spent four years at Conscientia Family Office and five years at Brickell Global entities. Mc Dermott serves as a committee member for the Palm Beach Atlantic Heritage Committee and is the sole proprietor of CamDex LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, combining tailored financial planning with extensive investment resources and tools. The firm manages approximately $2.74 trillion in client assets and offers services that include coordinated financial and estate planning strategies.

Felipe Gonet is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he manages rental property in Coconut Creek, Florida. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured planning process that includes firm-approved tools and modeling techniques and manages approximately $2.74 trillion in client assets.

Gerrard Weigold is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Richard D’augelli is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in business ownership through D’augelli Financial Properties, LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering personalized, non-discretionary advice through a centralized retirement-income consulting team.

Adam Schwalb is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.