Patricia Cain is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services like business-owner transition and special-needs planning, supported by Wells Fargo research and tools.

Mason Avni is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Fidelity Investments and JPMorgan Chase Bank, N.A. Mason's background includes roles outside finance, such as with Aldi and Commercial Building Consultants LLC. 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.

Debra Talarico is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and 18 years of industry experience. She has been with Ameriprise in various capacities since 2015. Her other business activities include involvement in real estate ownership outside of investment purposes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies. The firm employs a centralized team to produce tailored Recommendation Reports and ongoing advice, with a distinctive approach that includes restrictive enrollment criteria and integration of affiliated investment products.

Ryan Yelin is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Acentria Insurance and Tanium, and held roles outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Juan Rionda is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Merrill since 1993 and also has 15 years of experience at Bank of America, N.A. Outside of his advisory role, he serves on the finance committee of The Little Club, a private country club in Gulfstream, Florida. 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.

Michael Book is a financial advisor with Mass Mutual Investors Services holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including long-term roles at MassMutual Life Insurance Co and Lenox Advisors, Inc. His background also includes managing 1311 Enterprises, LLC d/b/a Fifth Avenue Financial for 15 years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements supported by firm-approved software and offers specialized services such as Divorce Planning and employer-sponsored planning programs.

Joseph Wilson is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the Investment Committee for Heritage Christian Services Foundation, a human services agency supporting children, older adults, and individuals with intellectual and developmental disabilities, and he owns an electrical and industrial supply distribution business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market insights to tailor client strategies.

Maria Rodriguez is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Whitledge is a financial advisor at Primerica Advisors with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Oppenheimer and Managed Account Services, LLC. Outside of his advisory role, he owns JKM Legacy Holdings, Inc., a company involved in real estate investing. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts within a wrap-fee structure.

Eric Billingslea is a Wealth Management Senior Relationship Manager currently engaged in delivering personalized service experiences to families across generations. In his role, he acts as a primary point of contact, committed to addressing individual client needs and preferences. Since 2014, Eric has worked as a Planning Consultant at Fidelity Investments, where he supports clients in wealth management services. He facilitates discussions with Wealth Management Advisors when deeper wealth planning is needed, ensuring clients receive appropriate service and support. Outside of his professional responsibilities, Eric enjoys spending time at the beach, watching football, and participating in outdoor adventures.

G Bryan Cichon is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Merrill since 1999. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Stacy Rabin is a financial advisor with Merrill in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked at Merrill since 1991 and has also been associated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Ronald Mercatante is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His career includes roles at Kovack Advisors, Inc. and Kovack Securities, Inc., and he has been involved in insurance-related activities for more than two decades. Outside of his advisory work, he is engaged in tax services and owns an administrative firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals. The firm offers a range of investment implementation options, proprietary and third-party model strategies, and features institutional resources such as advisor transition support and formal compliance programs.

Rany Janover is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. He has worked at Ameriprise since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic tools overseen by a Retirement Income Oversight Committee.

Robert Shure is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that are flexible to adapt to clients' changing needs and market conditions. Robert offers access to investment insights from Merrill and financial solutions from Bank of America to support various aspects of clients' financial lives. Robert has been a financial advisor since 1998 and joined Merrill Lynch in 2005. His expertise includes personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Robert graduated from the Wharton School at the University of Pennsylvania with a bachelor's degree. Beyond his professional role, Robert is involved in community service and participates with organizations such as 412 Food Rescue. He resides in the South Hills of Pittsburgh, is married with three adult children, and enjoys golfing, hiking, and tennis.

Christopher Happel is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and iH Solutions, LLC. He is involved with Adventium Wealth Advisors, LLC, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various asset classes.

Brittany Toolsie is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. Her prior roles include positions at LPL Financial, Seacoast Bank, and SunTrust in various advisory and investment services capacities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors. The firm uses both internal and third-party managers and implements various strategic and tactical asset allocation approaches, including tax-aware options for higher tax-sensitivity clients.

Thaddeus Ripa is a financial advisor with Primerica Advisors in Delray Beach, FL, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. He has been affiliated with Primerica Financial Services and PFSI Investments, Inc. since 1989 and currently operates RIPA Wealth Advisors. Outside of advisory work, he is involved in the sale of home security and automation products through affiliate companies and owns an investment-related legal entity established for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and custodial services, managing approximately $15.5 billion in assets across a network of nearly 3,700 advisors.

Brooke Angers is a financial advisor at Charles Schwab with a Series 66 designation. She began her advisory career in 2026 and previously worked at Leeward Financial Group and Merit Financial Advisors. Brooke has a background that includes several years in full-time education and experience at Gerald R Angers PA. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Kyle Scholl is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since January 2008. He specializes in developing personalized long-term wealth management plans that are strategically tailored to meet each client's unique needs and life goals. Kyle’s areas of focus include college education planning, corporate executive services, family wealth management strategies, institutional investment consulting, and tax minimization, among others. Kyle holds a Bachelor's Degree from Florida Atlantic University and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he possesses a Florida resident agent's license in life insurance and variable annuities and holds the Personal Investment Advisor (PIA) designation. Residing in Boca Raton, Kyle is a Native Floridian who enjoys spending time outdoors. His personal interests include biking, cooking, gardening, hiking, ice hockey, scuba diving, skiing, surfing, traveling, and spending time with family. He actively volunteers on restoration projects for Coastal Mangroves and the Florida Everglades.