Ashley Siler is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, she worked at JPMorgan Chase Bank, N.A., Keller Mortgage, and Guaranteed Rate. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Mitchell Edenbaum is a financial advisor with Ameriprise Financial Services, LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for Oppenheimer & Co., Inc. for 24 years before joining Ameriprise in 2026. 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 detailed retirement planning and income recommendations using proprietary research and third-party data, focused on dependable income sources and tax-aware withdrawal strategies.

Mark Galaini is a financial advisor with Ameriprise in Lake Worth, FL, holding 50 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed written 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 personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Jeannette Trevino is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2007. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Adelle Tan is a CFP® professional with 20 years of industry experience, currently affiliated with J.P. Morgan Securities. She has been with J.P. Morgan since 2016 and previously worked at Merrill, Transamerica Financial Advisors, Equity Services, and Ameriprise. Outside of her advisory role, she performs as a singer at a local restaurant on a weekly basis. 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.

Jerred Duncan is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside a range of portfolio management and financial planning services.

Adrian Sandoval is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill, and JPMorgan Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Gary Bronheim is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using tools like Monte Carlo simulations and input from a Global Investment Committee.

Gerardo Porraz is a CFP®-credentialed financial advisor with Edward Jones in Boca Raton, FL, bringing eight years of industry experience. Before joining Edward Jones in 2017, he worked with Trader Makers and Inverpro, LLC and has been involved in performing arts through Porraz Entertainment, LLC. He has experience in music performance and production. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jaynie Siegel is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services through its Financial Advisors and Estate Planning Strategies Group.

Gary Klazmer is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked with Eagle Strategies (NY Life), New York Life, and Axa Advisors. Klazmer is also a licensed attorney, though currently inactive, and serves as president and partner in several family holding entities. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through both proprietary programs and third-party managers, focusing on personalized risk assessment and model matching with access to diverse investment solutions.

Bradford Goldner is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services for 22 years. Outside of his advisory role, he serves as treasurer of a production company and is the executor of his brother's estate. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Herschel Diaz is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, E*TRADE, and Edward Jones. Outside of advising, he is a silent partner and vice president of a retail business owned jointly with his wife, for which he provided initial funding. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated model includes brokerage, custody, and financial planning services delivered through a large network of representatives.

Christopher Mata is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2007, progressing through roles including Financial Representative, Investment Representative, and Financial Consultant. With nearly 20 years of experience working with high net worth clients, Christopher specializes in retirement, income, and wealth planning. He assists clients in creating and executing financial plans tailored to their individual and family needs. Christopher holds an Arkansas Insurance License. No additional information regarding his education, personal interests, or community involvement was provided.

Brian Lee is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools.

Jonathan Stempel is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at City National Bank, Bank of America, and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Eric Peterson is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at The Hotaling Group and Northwestern Mutual in both investment services and life insurance roles. 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 sources and tax-aware withdrawal strategies.

Neil Hassett Jr. is a financial advisor with LPL Financial in Delray Beach, FL, holding a Series 63 designation and with 33 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corporation for 11 years. He is also the owner of Hassett Tax & Financial Services, a tax preparation and accounting firm since 2003. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Alten is a CFP® with 39 years of industry experience, currently affiliated with LPL Financial since 2022. He previously worked for Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company for 30 years. Alten is also licensed to sell fixed and indexed annuities and traditional life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kenneth Feliciano 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 at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 firm-approved planning tools alongside investment committee models to support its advisory services.