James Thomson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Thomson has ownership interests in rental property management ventures in Blairsville, GA, and Hobe Sound, FL. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a wide range of individual, corporate, and institutional clients. The firm combines in-house research with third-party analytics to support its diversified investment approach and offers both brokerage and advisory solutions.

Sydney Maiuro is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Wells Fargo in 2022, Maiuro worked at Morgan Stanley and Morgan Stanley Private Bank between 2017 and 2022, as well as a brief tenure at Robecco in 2018. Wells Fargo Advisors serves 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 a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Jonathan Gervais is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Ilona Fialkin is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individuals and institutional clients. The firm provides tailored financial planning services and manages approximately $2.74 trillion in client assets.

Eric Martinez is a financial advisor with LPL Financial, holding a Series 66 license and 13 years of industry experience. His career includes roles at Edward Jones, Wells Fargo Clearing, and CUNA Mutual Group prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies and technology tools.

Robert Kelly is a financial advisor at Merrill with Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Merrill and Bank of America since 1986, holding roles across both firms. Outside of his advisory work, he serves as an executor for a family estate. 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 model-based and discretionary strategies managed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leo Gotleib is a CFP® with 40 years of experience in the financial services industry. He is currently with LPL Financial and has held previous roles at Kestra Advisory, Bridge Wealth Advisors, and has operated Gotleib and Associates, LLC since 1989. Outside of his advisory work, he is involved in business ownership related to fitness facilities and supplement companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Yara Gonsalves is a financial advisor at UBS Financial Services in Boca Raton, FL, holding a Series 66 designation with two years of industry experience. Prior to joining UBS, she worked at Edward Jones and has a long career history with Boeing. Outside of her advisory work, she owns a professional services business based in Lake Worth, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products.

David Hernandez is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2018. Prior to this, he worked at CitiGroup from 2010 to 2018. Outside of his advisory role, he is co-owner of RAD STUFF LLC, a business that sells online merchandise such as T-shirts, where he is involved in designing clothing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings than typical institutional advisers.

Najran Thompson is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked in various roles including at CarMax, Inc. and JPMorgan Chase Bank, N.A. Outside of his advisory duties, Thompson is involved in managing rental properties through ownership interests in real estate entities. 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 in its investment process.

Steven Miller is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has been with Merrill since 1982 and has concurrently worked at Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christine Pulver is a financial advisor at Morgan Stanley with 12 years of industry experience. She has been with Morgan Stanley since 2015 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies such as Monte Carlo simulations to model financial outcomes.

Barry Botfeld is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at multiple Cetera entities since 2018 and prior positions at firms such as Summit Financial Group and Finalis Securities. He is based in Boynton Beach, Florida. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Pamela Boodhoo is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 designation and previously worked for Kovack Advisors, Inc. and Kovack Securities, Inc. for 11 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans to clients’ goals and risk tolerances.

William Nemphos is a financial advisor with Ameriprise in Ocean City, MD, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing 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 within a structured, algorithm-supported process to deliver personalized retirement income advice.

Glen Omanson is a financial advisor with Cetera in Boca Raton, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with multiple firms including Avantax and B. Riley Wealth Advisors. Outside of his advisory role, he manages United Team Ventures LLC, which provides health insurance sales, property and casualty insurance services, tax preparation, and real estate activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and affiliated as well as third-party managers.

William Levy is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2015. He holds Series 63 and Series 66 designations and is based in Boca Raton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and uses firm-approved tools such as Monte Carlo simulations to model outcomes.

Michael Leanch is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual since 2018 and was previously with Ameriprise Financial Services, Inc. for 12 years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.

Jason Klein is a CFP® with 19 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Merrill, CitiBank, Bank of America, and HSBC. 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. The firm offers these services on a non-discretionary basis, with clients retaining final decision-making authority.

John Bottiglia is a financial advisor at Raymond James & Associates with 40 years of industry experience. He has been with Raymond James since 2007. Outside of his advisory role, he serves as executor for an estate in Fort Wayne, Indiana. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisors and affiliated research.