Juan Seisdedos is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he worked at Amazon and B. Riley Wealth Management and completed his education at the University of Central Florida. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party partners.

Michael Korsten is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. He has been with Ameriprise and its affiliated entities since 2017. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and algorithmic support in its advisory process.

Danielle Weidert is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, N.A., and J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs with a structured financial planning process that utilizes firm-approved tools and methodologies.

Holika Castillo is a financial advisor at Edward Jones with two years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at TD Bank NA for ten years. Castillo serves as a board member of AEDRA Inc., focusing on marketing, PR, and operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Robert Laraia is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes roles at Dime Bank and Northstar Wealth Partners, where he has worked prior to and alongside his tenure at LPL Financial since 2008. Laraia has a minority ownership interest in an LLC that owns a health club and physical therapy office. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a variety of financial planning and portfolio management solutions through a large network of advisors using both proprietary and third-party investment strategies.

Roy Cook is the Resident Director and Wealth Management Advisor at Merrill. He holds the CERTIFIED FINANCIAL PLANNER4 designation and has been a financial advisor since 1986. Roy has over twenty-five years of experience in wealth management, including roles as a Senior Portfolio Manager, where he builds and manages personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He began his career with Bank of America in 1996 after working at a private financial planning boutique in Boca Raton. Roy's expertise includes family wealth management strategies, managing new wealth, portfolio management services, and small business strategies. He has served as a Regional Director for the Gold Coast and Treasure Coast region and is involved with the Boca Chamber of Commerce and Habitat for Humanity. Roy resides in Palm Beach with his wife Sharron and has been a South Florida resident for over forty years. His hobbies include boating, fishing, diving, boxing, cooking, football, and music.

Jason Gibilterra is a financial advisor at UBS Financial Services with 15 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2022. Outside of his advisory role, he serves as Vice President and a board member of Coral Springs Clippers Baseball, a youth travel baseball organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Alexander D'augelli is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise in Boca Raton, FL. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized advice through a centralized consulting team.

Mari Pagan is a Wealth Management Planning Consultant at Fidelity Investments, where she is part of the Private Wealth Management team. In this role, she focuses on building meaningful relationships and providing a high level of customer service for both simple and complex service requests. Mari has been with Fidelity Investments since 2010, holding various positions including Wealth Management Service Specialist II, Investor Center Relationship Manager, and Investor Center Financial Representative II. Her extensive experience at Fidelity reflects her expertise in wealth management and client service. Outside of her professional role, Mari's personal interests include art, the beach, cooking and baking, family activities, traveling, and yoga.

John Perry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and over 33 years of industry experience. His prior roles include positions at SteelPeak Wealth, RBC Wealth Management, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Raymond James Financial Services. Perry is currently employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain bank products and services in addition to securities advice. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Sean Fenton is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following prior roles at Hennion & Walsh Inc. and PMK Securities & Research, Inc. Outside of advising, he is involved in real estate business ownership and management in Boynton Beach, Florida. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm delivers these services through a centralized team working with financial advisors and offers a broad range of advisory, brokerage, and insurance solutions.

Ryan Ward is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets and Wells Fargo Clearing. He serves as a successor trustee for trusts in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm’s financial planning process involves structured discovery and firm-approved tools, providing tailored planning without individual security recommendations as part of standalone plans.

Melissa Mulhearn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior work includes roles at Bowman Consulting and PTM Electric Inc. Outside of financial services, she is a partner and title manager at Lets Go Enterprises, LLC, which creates and sells handmade soap. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies and offers discretionary portfolio management supported by third-party asset managers.

James Thorn is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 66 designation and 19 years of industry experience. He previously worked at J.P. Morgan Securities and Chase Investment Services Corp. before joining Wells Fargo in 2016. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Kristine Lampert is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 credentials and has 27 years of industry experience. She previously worked at ValMark Securities, Inc. and Fulcrum Partners. Lampert serves on the board of directors for the Delray Beach Library, a volunteer position involving oversight and management. Raymond James & Associates is a large firm serving individuals, institutions, and municipal entities with financial planning, investment consulting, and institutional fiduciary solutions. The firm offers tailored, primarily non-discretionary advice supported by extensive research, portfolio management options, and municipal advisory services.

Devin Vaides is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, he is involved with Bowen Realty and Palm Beach County Parks. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, operating primarily as a wrap-fee solution.

Matthew Shafer is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory role, Shafer serves as a continuing education instructor for the Florida Department of Financial Services and owns a business that manages land lot sales in Boca Raton, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of investment styles and affiliated research.

Noah Barrick is a financial advisor with Morgan Stanley holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and Morgan Stanley Private Bank, N.A. since 2022. Prior to his career in finance, he spent four years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process involves structured discovery conversations and firm-approved planning tools, serving clients through both direct and corporate financial planning agreements.

Jonah Ferro is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at The Bachrach Group for six years and has held roles at MJ Boyd Consulting and the New Jersey Devils. 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 employs proprietary research and model-based asset allocations to tailor investment strategies to client goals and risk tolerances.

Natalya Bradley is a Series 66 licensed financial advisor with 15 years of industry experience. She has worked with Edelman Financial Engines and its predecessor firms since 2015. Outside of her advisory role, she and her husband operate an independent online retail business selling apparel and food products. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing diversified model portfolios and a long-term investment approach.