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.

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.

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.

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.

Alice Baboushkin is a CFP® professional with 34 years of industry experience, currently serving at Cetera since 2024. She has a long-standing role with Pascarella Wealth Partners LLC, where she has been a financial professional since 1991. Her credentials also include the Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a large nationwide network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Michael Frohman is a financial advisor with Morgan Stanley in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley since 2009 and with its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that incorporate structured discovery processes and advanced modeling tools.

Jesse Burchill is a financial advisor with LPL Financial based in Boca Raton, FL, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Raymond James Financial Services and credit unions such as Suncoast and Florida Central. He is also involved in a mortgage and real estate services business, Kelly Barfield Burchill, LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering advisory programs, financial planning, and brokerage services through a national network of representatives. The firm provides both discretionary and non-discretionary portfolio management and utilizes research from internal and third-party sources.

Maria Azzolin is a Financial Advisor with Merrill Lynch Wealth Management, where she works with families and business owners to guide their financial decisions. She helps clients create personalized roadmaps for their financial futures, navigate life's transitions, and stay on track toward achieving secure and fulfilling retirements. Her client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, women and wealth, sports and entertainment, and individual and corporate investment strategy. Maria has more than a decade of experience in the financial services industry, including roles in private equity, hedge fund operations, and commercial finance. Before joining Merrill, she also built a career as a professional pianist and developed an online community of over 100,000 people across multiple platforms. She brings a unique perspective to her advisory role, combining her financial expertise with her passion for listening and connecting with people during significant life events. Maria holds a Bachelor's Degree from the State University of New York and is a Personal Investment Advisor (PIA). She is fluent in English and Spanish. Outside of her professional work, Maria has been involved with the Starlight Children's Foundation in 2019 and 2020. She resides in Boca Raton and is a mother, drawing on her personal experiences to relate to and support her clients.

Jeffrey West is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Equitable Advisors since 2011 and previously with Axa Advisors. Outside of his advisory role, he is a managing partner of Financial Compass Group, LLC, and serves as an administrator or trustee for estates and trusts. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Dominick Paonessa is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. 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, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Robert Wallo is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been associated with Merrill and Bank of America, N.A. since 2012. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Hess is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. He also serves as trustee for family trusts, overseeing fiduciary responsibilities related to asset preservation and trust administration. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Jennifer Richards is a CFP®-designated financial advisor at J.P. Morgan Securities with 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also maintains a role at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Michael Zeman is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at City National Bank, Truist Investment Services, and BB&T. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Lee Fine is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2022, following tenure at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves a large client base of 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by Schwab Center for Financial Research.

Glenn Fuller is a financial advisor at Merrill with 59 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1991, as well as Bank of America, N.A. since 2011. Outside of his advisory role, Glenn serves as a committee member for FINRA and is involved with the New York Yacht Club’s Cruising Committee. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Martin is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James and Capital Group/American Dist. Outside of his advisory role, he is the CEO of SevenFigureSports, a business that assists high school athletes in gaining college recruitment exposure through athletic film analysis and video production. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.