Jonathan Green is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Advisors since 2022, following roles at Wells Fargo Clearing, Capital One, and RCS Florida. He is the owner of Jonathan Green Capital LLC, an investment-related firm based in Boca Raton. Wells Fargo Advisors serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis. The firm uses Wells Fargo research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Olga Davydchenko is a financial advisor at Ameriprise with 14 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her prior experience includes roles at Fidelity Investments, Morgan Stanley, Bank of America, Merrill, and Ameriprise Financial Services. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset requirements, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with its advisors.

Joseph Vitale is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies and advisor tools.

Jackier Hurtado is a financial advisor with Morgan Stanley in Plantation, FL, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2004. Outside of her financial advisory role, Hurtado is also involved in yacht brokerage through World Maritime Exchange. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its advisory process.

Harris Tuchman is a financial advisor with RBC Capital Markets in Boca Raton, FL. He holds Series 63 and Series 65 credentials and has 14 years of industry experience, including eight years at Oppenheimer prior to joining RBC in 2023. RBC Wealth Management serves a wide range of clients, including individual investors, institutional clients, and charitable organizations, offering customized portfolio management and financial planning services through various advisory programs. The firm integrates in-house and third-party investment managers and offers features such as tax management and responsible-investing options.

Robert Eigen is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

Elizaveta Mccartney is a CFP® with 20 years of industry experience, currently affiliated with RBC Capital Markets in Parkland, FL. She has worked at RBC Capital Markets since 2008 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Don Weiher II is a financial advisor with Wells Fargo Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Bank of America NA and Merrill. Outside of his advisory work, he serves as treasurer for the Saint Anthony Catholic School Safe Board. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Guy Regalado is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise since 2013 and also owns GDR Partners Group, LLC, through which he manages his advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed, model-based recommendations and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jesse Ferro is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, he serves on the board of his local Home Owners Association and has been nominated as Treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies.

John Kirk is a financial advisor with Morgan Stanley in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, Kirk owns and manages Clover Club Worldwide LLC, an indoor golf facility. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm uses structured discovery processes and advanced planning tools, supporting clients with investment advisory services alongside diverse investment offerings.

Ernesto Rodriguez is a financial advisor at Merrill with 12 years of experience in the industry. He holds a Series 66 designation and has worked at Merrill since 2009 and Bank of America since 2015. He serves as a co-trustee for a family trust. 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, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth persons, and institutional entities.

Jeremy Voccia is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at GWN SECURITIES, Inc. and has experience outside finance from his time at Village Tavern. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Eric Applewhite IV is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Toast Inc. and Paychex. 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 supported by structured discovery processes and firm-approved tools.

Sofia Rothenberg is a financial advisor with Wells Fargo Clearing in Boca Raton, FL. She holds a Series 66 designation and has been in the industry since 2025. Prior to her advisory role, she has experience in education, including positions at Tufts University, Marjory Stoneman Douglas High School, and Westglades Middle School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Dorian Waserman is a financial advisor with UBS Financial Services in Plantation, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He joined UBS in 2021 after working at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2014 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide customized financial planning and portfolio management.

Joseph Helmy is a financial advisor at Raymond James & Associates with 19 years of industry experience. His prior roles include positions at Morgan Stanley and Blue Vase Securities, as well as work in real estate brokerage with Beautiful Homes Realty. He holds Series 63 and Series 65 credentials. Raymond James & Associates is a 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 municipal entities, offering financial planning and consulting services through a variety of portfolio management styles and affiliated research.

Frank Devito is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Henry Soriano Jr. serves as a Financial Advisor with Merrill Lynch Wealth Management in Boca Raton, FL. In this role, he works closely with clients to understand their financial priorities and develop comprehensive strategies tailored to their short-, mid-, and long-term goals. He provides guidance on a range of areas including family wealth management, liquidity management, managing new wealth, personal retirement planning, investment strategy, and retirement income. Henry holds a High School Diploma/GED from West Broward High School, a Bachelor's Degree from the University of Central Florida, and a Master's Degree from Florida Atlantic University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is also a member of the Alpha Tau Omega Fraternity. Beyond his professional work, Henry is involved in the community through Spanish River High School Baseball. His personal interests include baseball, boating, cooking, football, golfing, spending time with his family, and traveling.

Jason Cohen is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 designations and nine years of industry experience. He previously worked at TD Ameritrade, Scottrade, and Florida Atlantic University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.