Bruce Rhodes is a financial advisor at Raymond James & Associates with 47 years of industry experience. He has been with Raymond James & Associates since 1978. Rhodes holds Series 63 and Series 65 credentials. Raymond James & Associates, Inc. is a large 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, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jeffrey Greenwald is a Series 63-licensed financial advisor with Ameriprise in Boca Raton, FL, and has 36 years of industry experience. He has been with Ameriprise since 2012. Outside of his advisory role, he owns Burton Manufacturing LLC, which invests in publicly traded securities, and manages expenses for his practice through JLM Greenwald LLC. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, algorithm-assisted recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Mark Smith is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with UBS since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Timothy Hill is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing services such as family wealth management strategies, personal retirement planning, and portfolio management to affluent families and individual clients. With over 34 years of experience in various facets of finance, he focuses on helping clients achieve their financial goals. Mr. Hill holds a Bachelor's Degree from the Wharton School of the University of Pennsylvania. He has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His approach involves understanding clients' goals, personalities, and risk tolerance to develop customized financial plans aimed at pursuing their life objectives. In addition to his professional work, Timothy Hill is a member of the National Croquet Club. His personal interests include football, golfing, scuba diving, soccer, spending time with his family, and traveling.

Abel Fernandez is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and small business owners to develop customized wealth management plans that align with their financial goals. His areas of focus include personal retirement planning, small business strategies, tax minimization, and retirement income. Abel holds a Bachelor's Degree from Florida International University and has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he takes time to understand clients’ short-, mid-, and long-term objectives to provide personalized guidance and tailored strategies. Abel also connects clients to Bank of America specialists for services including banking, credit, home financing, and small business solutions. Outside of his professional role, Abel enjoys baseball, cooking, football, golfing, and spending time with his family. He emphasizes building trusted relationships through clear communication and aims to help clients navigate complex financial decisions with confidence.

Steven Duker is a financial advisor at LPL Financial with 36 years of industry experience. His prior roles include positions at Jdre Investments, United Planners Financial Services, and Business Capital Solutions Inc. He holds Series 63 and Series 66 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management along with research-supported model portfolios and alternative investment strategies.

Allann Marra is a Senior Financial Advisor and founder of The Marra Group, a boutique-style investment group within Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has provided wealth management and investment advice to a diverse client base, including C-suite executives, entrepreneurs, business owners, families, nonprofit organizations, and institutional clients. As head of his team, Allann oversees five professionals dedicated to assisting ultra-high-net-worth individuals and families with their financial goals. Allann specializes in developing customized financial strategies that address complex needs such as concentrated stock positions, risk management, tax minimization, advanced estate planning, wealth transfer, and philanthropy. His expertise extends to a variety of asset classes, including stocks, bonds, mutual funds, and alternative investments. He holds Series 7 and 66 FINRA registrations, is licensed to provide life insurance, and carries the Personal Investment Advisor (PIA) designation. Residing in Boca Raton, Florida, Allann is involved in community organizations such as the ASPCA and Operation Underground Railroad. He is multilingual, speaking Portuguese, Spanish, and English. Allann attended The Academy of American Studies for his high school diploma and pursued studies at the New England College of Business and Finance without obtaining a degree. He is also a member of The Union League.

John Burns is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he serves a diverse clientele including CEOs, entrepreneurs, lawyers, and medical professionals. His role focuses on delivering personalized financial services with an emphasis on risk management, retirement income strategies, wealth transfer, trust and estate planning, and managing concentrated stock positions. He is also involved in providing access to Bank of America's credit, lending, and banking services, coordinating with clients' external attorneys, accountants, and other professional advisors to support comprehensive financial and legacy planning. Burns holds a Bachelor's Degree from Saint Leo University and carries the Personal Investment Advisor (PIA) designation. He leads a team that offers both active and passive management without proprietary products, aiming to provide highly attentive, customized client experiences with a boutique approach. His expertise extends to assisting ultra-high-net-worth clients with lifestyle and legacy needs, including home financing, customized lending, and philanthropic planning. In addition to his professional duties, Burns values community involvement, inspired by the Merrill tradition of service. His personal interests include boating, fishing, reading, and tennis.

Lloyd Seested III is a financial advisor at UBS Financial Services with 28 years of experience in the industry. He holds Series 63 and Series 65 credentials and has been with UBS since 2011. Outside of his advisory role, Seested serves on the boards of several nonprofit organizations focused on supporting disabled adults, veterans, autistic individuals, and troubled youth. He is also involved with the Association for Corporate Growth as a board member. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a comprehensive platform that includes proprietary research and a range of capital markets services.

Drew Granauro is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Ameriprise since 2009, working within its various corporate entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for clients near or in retirement. The firm provides written Recommendation Reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Paolucci is a CFP® credentialed financial advisor with 36 years of industry experience, currently affiliated with Ameriprise since 2005. He is based in Boca Raton, FL, and holds a Series 63 license. Outside of his advisory role, he owns a business that rents office space and is involved with a pass-through entity related to business expenses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling techniques to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its planning process.

William Ward III is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp. from 2014 to 2020. Outside of his advisory role, he has reported involvement in non-investment-related real estate ownership. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Christopher Guarino is a financial advisor with Ameriprise in Delray Beach, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he manages a consulting business unrelated to investment activities. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

George Bitting Jr. is a financial advisor with UBS Financial Services in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he is involved in a family business related to oilfield management and oil exploration. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers additional capital markets and banking-related products.

Boris Reyzelman is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank, Merrill, and Bank of America. 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 large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Eugene Fiamma is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Jeffrey Silverman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2009 and has been working in the financial services industry since 1996. Jeffrey specializes in providing wealth management advice and guidance to high net worth clients, assisting them in developing strategies to achieve their financial goals. His areas of expertise include legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. Jeffrey holds a Bachelor of Science degree from Nova Southeastern University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeffrey resides in St. Thomas, US Virgin Islands, with his wife and three children. Outside of his professional work, he enjoys cooking, fishing, scuba diving, skiing, spending time with his family, and traveling.

Preston Dougherty is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior experience at Commonwealth Financial Network and various roles outside the financial sector, including positions at Salem State University and Amazon. Ameriprise serves primarily clients approaching or in retirement who meet specific asset criteria, offering retirement-income planning that includes written Recommendation Reports based on detailed analysis and modeling. The firm combines research and algorithmic tools to provide non-discretionary, tax-efficient retirement strategies, with a focus on assets managed within Ameriprise accounts.

Michael Wells is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1997 and has worked with Primerica Financial Services since 1991. His other business activities include part-time involvement in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Brian Therrell is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked for Cambridge Investment Research Advisors, Inc. from 2013 to 2026. In addition to his role at LPL, he is managing partner of Generations Wealth Advisors, an insurance agency based in Boca Raton, FL. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house research and third-party subadvisors.