Weidan Li is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Ameriprise since 2005, including six years at the current firm entity. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Ryan Grai is a financial advisor with Wells Fargo Clearing in Palm City, FL, holding Series 63 and Series 66 licenses and with seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Laura Borselli is a financial advisor with Merrill in Boynton Beach, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at TD Private Client Wealth LLC and TD Bank. Outside of her advisory work, she serves as an authorized signer for her husband's general contracting business, Roberts Contracting Inc. 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 model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Alexander Londono is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2012. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Hale is a financial advisor at J.P. Morgan Securities in Boca Raton, FL, holding a Series 66 designation with seven years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and previously at Bank of America and Merrill from 2017 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sydney Ronzano is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2018 and previously worked in service-learning at West Chester University. Ronzano also manages an advisory business, CSWMG Inc., as part of her outside employment. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered through a centralized consulting team, supported by algorithmic tools and oversight committees.

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 19 years of industry experience, currently serving at J.P. Morgan Securities. Her work history includes roles at Merrill and Bank of America, and she has been with J.P. Morgan since 2016. Outside of her financial advisory career, she performs as a singer at a restaurant once a week. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage and investment management capabilities.

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.

Neil Mehta is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in partnering with affluent to high net worth individuals and business owners to manage all aspects of their financial lives through individualized portfolios. Neil's approach focuses on providing differentiated returns by leveraging his knowledge of Alternative Investments, including Hedge Funds, Private Equity, Private Placements, and Structured Investments. He also offers tailored lending strategies through Bank of America to support his clients' financial goals. Neil is a Certified Private Wealth Advisor (CPWA) designee, a certification awarded by the Investments & Wealth Institute. He also holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill Lynch Wealth Management in 2016, Neil worked as a Private Client Advisor at JP Morgan. He earned a Bachelor of Science degree in Finance from Florida Atlantic University. Outside of his professional role, Neil enjoys baseball, basketball, and football, and values spending time with his family.

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 with 41 years of industry experience. His prior roles include positions at New York Life, Eagle Strategies (NY Life), and Axa Advisors. Klazmer is also a licensed attorney, though inactive, and serves as president or partner of several family-related business entities and partnerships. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

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.

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.