Blake Rubin is a financial advisor with Raymond James Financial in Fort Lauderdale, FL, holding Series 65 and Series 63 designations and one year of industry experience. His prior experience includes roles at Leeward Financial Group, The Claure Group, Blackstone, and Grant Thornton. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor advice and supports clients through a broad advisor network with offerings that include municipal advisory services and employer advisory programs.

Allann Marra is a Senior Financial Advisor and founder of The Marra Group, a boutique-style investment group within Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has provided wealth management and investment advice to a diverse client base, including C-suite executives, entrepreneurs, business owners, families, nonprofit organizations, and institutional clients. As head of his team, Allann oversees five professionals dedicated to assisting ultra-high-net-worth individuals and families with their financial goals. Allann specializes in developing customized financial strategies that address complex needs such as concentrated stock positions, risk management, tax minimization, advanced estate planning, wealth transfer, and philanthropy. His expertise extends to a variety of asset classes, including stocks, bonds, mutual funds, and alternative investments. He holds Series 7 and 66 FINRA registrations, is licensed to provide life insurance, and carries the Personal Investment Advisor (PIA) designation. Residing in Boca Raton, Florida, Allann is involved in community organizations such as the ASPCA and Operation Underground Railroad. He is multilingual, speaking Portuguese, Spanish, and English. Allann attended The Academy of American Studies for his high school diploma and pursued studies at the New England College of Business and Finance without obtaining a degree. He is also a member of The Union League.

Oscar Guerrero is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Fidelity Investments, Wells Fargo Clearing, Ally Invest Securities, and PNC Bank. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with an emphasis on systematic methodologies and oversight.

Drew Granauro is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Ameriprise since 2009, working within its various corporate entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for clients near or in retirement. The firm provides written Recommendation Reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Paolucci is a CFP® credentialed financial advisor with 36 years of industry experience, currently affiliated with Ameriprise since 2005. He is based in Boca Raton, FL, and holds a Series 63 license. Outside of his advisory role, he owns a business that rents office space and is involved with a pass-through entity related to business expenses. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling techniques to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its planning process.

William Ward III is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aegis Capital Corp. from 2014 to 2020. Outside of his advisory role, he has reported involvement in non-investment-related real estate ownership. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Christopher Guarino is a financial advisor with Ameriprise Financial Services in Boca Raton, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Morgan Stanley from 2001 to 2015 before joining Ameriprise. Outside of his advisory role, he manages Valentine Consultants, a business focused on rental property management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice centered on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Becca Harps is a Financial Consultant at Fidelity Investments, a position she has held since 2020. In this role, she works closely with clients to understand their goals and priorities, collaborating to develop customized financial plans. She utilizes a variety of resources and strategies offered by Fidelity to implement these plans effectively. Prior to joining Fidelity, Becca served as a Financial Advisor at AIG Retirement Services from 2014 to 2020. She brings over 10 years of experience in financial planning, focusing on providing clients with insights to support important life decisions and events.

Eugene Fiamma is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Gregory Cousins is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Olin Hill IV is a financial advisor at OSAIC with five years of industry experience. He holds a Series 65 designation and previously worked at LPL and Lakeside Bank. Outside of his advisory role, he is involved with Elevated Paving Inc. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with portfolio optimization and supports a variety of managed account programs and third-party manager solutions.

Robert Swensen is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Merrill and Bank of America from 2021 to 2026. Outside of his advisory work, he serves as a lacrosse coach with FC Crush Lacrosse, a limited liability company based in Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Preston Dougherty is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior experience at Commonwealth Financial Network and various roles outside the financial sector, including positions at Salem State University and Amazon. Ameriprise serves primarily clients approaching or in retirement who meet specific asset criteria, offering retirement-income planning that includes written Recommendation Reports based on detailed analysis and modeling. The firm combines research and algorithmic tools to provide non-discretionary, tax-efficient retirement strategies, with a focus on assets managed within Ameriprise accounts.

Sean Rath is a financial advisor at Osaic with a Series 66 designation and two years of industry experience. He previously held roles at Katz Yeshiva High School and Palm Beach State College. In addition to his advisory work, Rath is an instructor for an online life skills course offered through Adventure EXP. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supporting a broad range of managed and third-party strategies.

Brian Therrell is a financial advisor with LPL Financial based in Boca Raton, FL. He holds a Series 66 designation and has 22 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Cambridge Investment Research Advisors and Voya Financial Advisors. He is also a managing partner and insurance agent at Generations Wealth Advisors. 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, including financial planning, model portfolio programs, and access to third-party asset managers, supported by technology tools and a diverse platform.

Ryan Anderson is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of advisory work, he owns a short-term vacation rental property. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning tools and firm-supported investment strategies.

Anthony Anthony is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Banc of America Investment Services from 2007 to 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

David Amiel is a financial advisor at MassMutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup Global Markets and JPMorgan Chase. Outside of finance, he owns and manages two nail salons and a food service business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a focus on collaborative, goal-oriented engagements.

John Grimstad is a financial advisor with Edward Jones in Deerfield Beach, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and operates Shady Creek Farm in Cascilla, MS. 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 strategies supported by a large network of advisors and branch offices across the United States.

Beth Mahanger is a CFP® professional with 28 years of industry experience, currently serving with Morgan Stanley in Boca Raton, FL. She has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of her advisory role, she acts as co-trustee for a family trust. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and asset management through a structured process that includes proprietary planning tools and investment modeling techniques.