Allison Woolery is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked at UBS Financial Services and T. Rowe Price before joining Raymond James in 2019. Raymond James & Associates 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, and charitable organizations, providing financial planning and non-discretionary investment consulting through various advisory programs and institutional fiduciary solutions.

Manuel Gutierrez is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, following two years at Citigroup Global Markets Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning, managing approximately $2.74 trillion in client assets.

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 with Ameriprise in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her career includes roles at Raymond James & Associates, Merrill, Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services with a focus on dependable income sources and tax-aware withdrawal strategies.

Nichole Kelly is a financial advisor with Equitable Advisors holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Axa Advisors, Wyndham Vacation Ownership, and she is owner of Nichole Kelly Inc., where she advises on Medicare consulting and sales. Kelly serves on the board of the Florida Bleeding Disorders Association, participating in quarterly meetings and biannual awareness events. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm utilizes a range of advisory programs, including third-party asset managers and proprietary offerings, focusing on personalized client assessments and fiduciary services.

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, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Wells Fargo Advisors, and Flagstar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Natallia Talkachova is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Citigroup/Citibank, PNC, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

James Barr is a financial advisor with LPL Financial in Lake Worth, Florida, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Ameriprise and Gaines Financial Group. He holds an active real estate broker license, maintained for over 30 years, though it is used only for personal purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad platform that includes affiliated insurance and banking services.

Kenneth Carter is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Wells Fargo Advisors and its affiliate Wells Fargo Clearing since 2016. Outside of his advisory career, he has a majority ownership in multiple retail personal care businesses operating under the European Wax Center brand. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services. The firm offers a wide range of planning options and integrates advisory services with other financial products and referral channels.

Sean Drewniak is a financial advisor with Wells Fargo Advisors in Delray, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior work includes roles at Morgan Stanley and Wells Fargo Clearing. He is also involved in entrepreneurial activities through ownership in Drewniak Wealth Management, LLC and Coastal Capital, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. Advisors utilize Wells Fargo’s research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement these recommendations through various brokerage or advisory programs.

Victor Connor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 49 years of industry experience. His prior roles include positions at Citigroup Global Markets and various capacities within Raymond James since 2003. He also serves as CEO and principal of multiple financial services support companies, including Connor Financial Group and CFG Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individual investors to institutional clients. The firm employs tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Harleigh Freiberg is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Freiberg was involved with HF Ventures LLC and held various roles including work on Senator Marco Rubio's re-election campaign and positions in educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures and employs systematic methodologies supported by proprietary technology.

Lisa Mccoy is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Morgan Stanley. 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 employs a large network of advisors and uses research-driven strategies based on diversification and modern portfolio theory.

Douglas Brown is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at CUSO Financial Services and Power Financial Credit Union, each spanning 16 years, as well as Independent Advisor Alliance. He also engages in non-variable insurance business activities outside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of more than $819 billion in discretionary assets.

Martin Mc Dermott is a financial advisor at Morgan Stanley with 15 years of industry experience. His background includes roles at Conscientia Family Office and several Brickell Global entities prior to joining Morgan Stanley. He serves as a committee member for the Palm Beach Atlantic Heritage Committee, a nonprofit organization. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions, offering comprehensive financial planning supported by firm-approved tools and a broad range of investment programs.

Felipe Gonet is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, and previously spent one year at Citigroup Global Markets. Outside of his advisory role, he is involved in property management as a sole proprietor of rental real estate in Coconut Creek, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Gerrard Weigold is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes supported by firm-approved tools and analysis.

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.

Jennifer Cooper is a financial advisor at Edward Jones in Coral Springs, FL, with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.