Alexandra Pohutsky is a financial advisor at Morgan Stanley with six years of industry experience. She previously worked at T. Rowe Price for four years before joining Morgan Stanley in 2020. She holds a Series 66 designation and is based in Boca Raton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gerard Heymann is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc. His other business activities include managing personal estate planning entities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and tailors investment strategies using both in-house and third-party managers, supported by its extensive capital markets capabilities.

Stephen Estler is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 44 years of industry experience, having been with MML Investors Services since 1982 and associated with MassMutual Life Insurance Company since 1980. Outside of his advisory role, he serves as treasurer for the Christian Business Mens Connection, a religious peer group and mentoring organization. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using collaborative, goal-based approaches supported by firm-approved analytical tools.

James Bradley is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and its affiliated private banks from 2014 to 2023. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Kevin Tritsch is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior experience includes roles at Merrill and Bank of America, spanning from 1995 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning primarily in an advisory capacity.

Jeffrey Walzer is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Outside of his advisory role, he serves as vice president of CGW Corp., a real estate investment company. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services that utilize proprietary investment analysis and asset allocation methodologies.

Alyssa Saponare is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has previously worked at Rockefeller Financial LLC and UBS, as well as held various roles outside of the financial industry including positions at the University of North Carolina Wilmington, country clubs, and recreational organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies.

Jonathan Gomez is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding a Series 63 designation and 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Janney Montgomery Scott, and A. G. Edwards & Sons, Inc. He has been with RBC Capital Markets since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to each client’s risk profile through a combination of in-house and third-party managers.

Wallace Fry is a CFP® professional with 42 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Citigroup Global Markets for 15 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Brett Perlman is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with Edelman Financial Engines, where he has worked since 2012, including roles at affiliated entities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment approach.

John Ruffolo is a financial advisor with Primerica Advisors in Margate, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Primerica Advisors since 1998 and has been president of Rhino Jr., Inc., a legal entity formed for Primerica business purposes, since 1999. In addition to his advisory role, he receives non-investment related compensation for referrals related to home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Howard Shapiro is a financial advisor with Wells Fargo Advisors in Coral Springs, FL, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he fully owns Southeast Tropical Financial Services Inc., an investment-related business in Coral Springs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically being discrete and customized.

Mark King is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with UBS since 2008. Outside of advisory work, he is involved in a real estate partnership based in Atlanta, Georgia. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a wide range of capital markets and research resources.

Patrick Friderich is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors since 1997 and has worked with Primerica Financial Services since 1996. Outside of his advisory role, he is involved in managing a legal entity formed for Primerica business purposes and holds a managerial role in a commercial property venture. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan clients.

Thomas Corcoran is a financial advisor with Merrill Lynch Wealth Management, specializing in assisting high-net-worth families and business owners in growing and preserving their wealth. He began his financial services career in 2018 at Fidelity Investments, and later gained experience with J.P. Morgan Wealth Management before joining Merrill Lynch over three years ago. Thomas leverages Merrill's resources and insights from the Chief Investment Office to guide clients through various financial stages, including retirement planning, liquidity events, and multi-generational legacy strategies. Thomas holds a Bachelor's Degree from Florida Atlantic University and has earned the Personal Investment Advisor (PIA) designation. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning, individual and corporate investment strategies, tax minimization, and retirement income planning. Outside of his professional work, Thomas enjoys adventure sports, boating, camping, cooking, fishing, gardening, hiking, hunting, ice hockey, and skiing. Raised in Upstate New York, he has lived in Boulder, Colorado, and developed a passion for offshore fishing. His personal philosophy centers on helping clients uncover what matters to them and their families to create strategies aligned with their financial goals.

Bruce Rhodes is a financial advisor at Raymond James & Associates with 47 years of industry experience. He has been with Raymond James & Associates since 1978. Rhodes holds Series 63 and Series 65 credentials. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Nicholas Meade is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, he held roles at Guided Financial Advisors, Charles Schwab, and Baird, as well as multiple positions related to Indiana University. Outside of his advisory work, he has worked as a delivery driver for third-party services including Uber, Instacart, and Grubhub. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various programs including Corporate Financial Planning agreements.

Jeffrey Greenwald is a Series 63-licensed financial advisor with Ameriprise in Boca Raton, FL, and has 36 years of industry experience. He has been with Ameriprise since 2012. Outside of his advisory role, he owns Burton Manufacturing LLC, which invests in publicly traded securities, and manages expenses for his practice through JLM Greenwald LLC. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, algorithm-assisted recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Mark Smith is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 1998. Based in Boca Raton, FL, he provides advisory services within a firm known for combining institutional trading capabilities with wealth management. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and investment models.

Timothy Hill is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing services such as family wealth management strategies, personal retirement planning, and portfolio management to affluent families and individual clients. With over 34 years of experience in various facets of finance, he focuses on helping clients achieve their financial goals. Mr. Hill holds a Bachelor's Degree from the Wharton School of the University of Pennsylvania. He has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His approach involves understanding clients' goals, personalities, and risk tolerance to develop customized financial plans aimed at pursuing their life objectives. In addition to his professional work, Timothy Hill is a member of the National Croquet Club. His personal interests include football, golfing, scuba diving, soccer, spending time with his family, and traveling.