Matthew Liebman is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is involved as the owner of Triple R Trading, a tactical gear and equipment business. Morgan Stanley Wealth Management serves individual and institutional clients with 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 offers services through both direct client relationships and corporate financial planning agreements.

Anastasiya Zaytsev is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. She has worked at Bank of America, Merrill, and Thrivent Financial. Outside of finance, she has been involved in several entrepreneurial ventures, including roles with Annie-Body and Beauty Lab LLC and Khrom Dermatology MedSpa and Wellness LLC. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Douglas Burns is a Senior Financial Advisor based in the Boca Raton Merrill Lynch Wealth Management office. In his role, Douglas helps clients develop strategies to manage their personal and business finances, focusing on asset allocation and preservation of capital to prepare portfolios tailored to individual needs. He is committed to delivering financial strategies, insights, and high levels of personal service to support clients in pursuing their long-term goals. His areas of expertise include managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Douglas holds the Professional Investment Advisor (PIA) designation and earned his High School Diploma from Livingston High School. Outside of his professional work, Douglas engages in adventure sports and activities such as biking, boating, fishing, pickleball, and traveling. He also participates in community volunteering, reflecting the tradition of Merrill Lynch's community involvement.

Spencer Humbles is a financial advisor with Charles Schwab in Boca Raton, FL, holding a Series 66 designation and 18 years of industry experience. He previously worked at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. from 2009 to 2024. Outside of his advisory role, he is a passive investor in MGH Investors LLC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and cash-sweep services 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 and employs multi-asset model portfolios supported by in-house financial research.

Richard Barton is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Barton is also a consulting general partner at Peery-Barton Holdings, LLC. 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 supported by structured discovery processes and firm-approved planning tools.

Richard Dinh is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he was involved with Alexandra Salon and Spa, LLC for eight years and serves as a manager of RVCT Holdings LLC, a real estate investment and management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Damian Chung is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ameriprise Financial Services and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Jeffrey Shover is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Raymond James & Associates, and Ameriprise Financial Services. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured, algorithm-supported process to deliver tailored retirement income advice.

Viviana Caicedo is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2016 and is currently affiliated with Bank of America, N.A. Caicedo has ownership interests in several family businesses, including a car supply wholesale store and an auto and industrial washing services company, though she is not involved in their daily operations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Byron Vasiliou is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and associated with Morgan Stanley Smith Barney since 2013. Outside of his advisory role, he is the sole proprietor of V Freres LLC, a family investment account based in Miami, FL. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services including estate planning and investment strategies.

Joseline Schwach is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Bank and has experience in law and education through roles at De Varona Law and Strayer University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Seth Sigel is a Financial Advisor with Merrill Lynch Wealth Management based in Delray Beach, Florida. He specializes in creating personalized wealth management strategies to help families build and preserve wealth across generations. Seth works closely with clients to address various financial needs, including college education planning, retirement income, tax minimization, liquidity management, and small business strategies. Seth holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Indiana University's Kelley School of Business. Born and raised in South Florida, Seth emphasizes understanding each family's unique priorities and values to develop tailored financial plans that align with their long-term goals. He is also involved in community organizations such as the Boys & Girls Club, SABR TOPSoccer, and Speak Up for Kids. In his personal time, Seth enjoys adventure sports, basketball, boating, fishing, football, golfing, reading, traveling, and spending time with his family.

James Lewis is a financial advisor with Merrill in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He has been with Merrill since 1988 and also has a tenure at Bank of America dating back to 2009. Outside of his advisory work, he serves as a committee member for All Souls Episcopal Church and is a board member of the Watergate East community. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victoria Nabaggala is a financial advisor with Ameriprise in Boca Raton, FL, holding CFP® and Series 66 credentials and having 10 years of industry experience. Her previous roles include positions at Lime Trading Corp., Lightspeed Financial Services Group, and Wedbush Securities Inc. since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing planning advice focused on retirement income strategies.

Alexis Viselman is a CFP® and Series 66 licensed financial advisor with Charles Schwab, based in Boca Raton, FL. She has two years of industry experience and has held roles at Charles Schwab Bank, Charles Schwab, Pro Unlimited, and USF Federal Credit Union. Prior to her financial services career, she spent several years in full-time education. 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 offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and an integrated operational structure.

Brad Bailey is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and over 25 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2018 and previously at EF Legacy Securities, LLC from 2016 to 2018. Based in Boca Raton, FL, Bailey is part of a large advisory team within Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios, periodic rebalancing, and a long-term orientation.

Joshua Sobas is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has prior work history at Edward Jones and JP Morgan Chase Bank NA. His background also includes roles at several country and golf clubs. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to inform investment decisions.

Theresa Mangines is a financial advisor at Morgan Stanley with 46 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, following her tenure at Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs a structured planning process using firm-approved tools and investment modeling, managing approximately $2.74 trillion in client assets.

Michael Baudo is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. His prior roles include 21 years at ING Financial Markets LLC and three years at Strategic Direction LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a range of sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Randall Hooper is a financial advisor at Ameriprise with 36 years of industry experience. He holds the Series 63 designation and has worked previously at UBS Financial Services and Morgan Stanley Smith Barney. Outside of his advisory work, he owns a boat charter business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.