Jason Fiderer is a financial advisor at Raymond James & Associates with nine years of industry experience. He has held positions at several firms, including Morgan Stanley, Stifel Nicolaus & Company, and Hornor, Townsend & Kent. Fiderer is dually registered with Purshe Kaplan Sterling Investments and Perigon Wealth Management and is a licensed insurance agent in Boca Raton, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base ranging from individuals to institutional and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a broad range of portfolio management styles and affiliated research.

Jarrett Bond is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Equitable Advisors, Northwestern Mutual, and his own firm, Bond Consulting LLC. Charles Schwab serves primarily 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 relationships with access to affiliated discretionary separate managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Francisco Torres is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of his advisory role, he works as an ultrasound technologist at Baptist Health of South Florida and owns Torres-Torres Family Management Inc., a business established to manage family expenses. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Justin Neighbour is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Seacoast Bank, PNC Investments, and BB&T Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

Joanna Boynton is a financial advisor with Raymond James Financial in Wellington, FL, holding a Series 63 designation and 28 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1997 and worked at Clever Girl Concepts, LLC from 2010 to 2019. Outside of her advisory work, she is the owner of Boynton Family Farms, LLC, which operates a cattle ranch and tree farm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers non-discretionary planning and investment consulting tailored to client goals and supports institutional consulting and portfolio management through a large advisor network.

Kayann Blackwood is a financial advisor at Merrill with 12 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at JP Morgan Securities LLC, Wells Fargo Bank, NA, and Wells Fargo Clearing Services, LLC. She also had a brief entrepreneurial venture with LebrickObsession Boutique. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Kevin Powell is a financial advisor with Merrill in Delray Beach, FL, holding a Series 66 designation and seven years of industry experience. His career includes roles at Bank of America and Foresters Financial, as well as a period at the University of Central Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers.

Markos Stroumbakis is a Financial Advisor at Merrill Lynch Wealth Management, based in Boca Raton. He specializes in serving professionals, families, and business owners with services including tax-efficient wealth building, goal-based and income planning, estate planning, and private market and alternative investment opportunities. Markos is a member of The Marra Group and focuses on building long-term relationships grounded in trust. With a background in finance and investments complemented by studies in psychology, Markos combines deep industry knowledge with an understanding of client needs to help navigate financial decisions with clarity and confidence. His work encompasses corporate executive services, education planning, family wealth management strategies, legacy planning, small business strategies, sports and entertainment, tax minimization, and retirement income. Markos holds a Personal Investment Advisor (PIA) designation and earned his high school diploma from Saint John's Preparatory. He is multilingual, speaking English, Greek, and Spanish, and is a member of the Kappa Sigma Fraternity. Outside of his professional role, Markos is involved with Tri County Animal Rescue and enjoys adventure sports, basketball, billiards, chess, golfing, music, running, and traveling.

Cameron Purton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Ameriprise and Charles Schwab, and he also operates Shining Sea Tax LLC, where he prepares tax returns for clients. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting implementation through its advisory programs or other providers.

Erik Modansky is a financial advisor with Raymond James & Associates holding a Series 66 designation and six years of industry experience. He previously worked at MassMutual Life Insurance Company and Mass Mutual Investors Services before joining Raymond James in 2020. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services through a variety of customized strategies and affiliated research resources.

Lawrence Rudolph is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves as a trustee for a family trust and is the treasurer of the Child Advocacy Center of Union County, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Amina Mansour is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Her prior work includes roles at Demtech International and Scotiabank. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Kevin Kuhar is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Oppenheimer and UBS Financial Services. Kuhar is based in Boca Raton, FL. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and supports clients through a centralized retirement-income consulting team.

Michael Halperin is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he is involved with several technology and investment-related companies, including serving as CEO and partner of HFA Holdings LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment strategies.

Gary Russell is a financial advisor with Merrill in Delray Beach, Florida, holding a Series 63 designation and 48 years of industry experience. He has worked at Bank of America and Merrill Lynch since 2008 and 2009 respectively. Outside of his advisory role, he serves as a co-trustee for a private entity in Boynton Beach, Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary investment strategies developed by internal and third-party managers, with a focus on strategic and tactical asset allocation, including tax-aware options for investors with higher tax sensitivity.

Shannon Kane is a financial advisor with Edward Jones in Lake Worth, FL, holding a Series 66 designation and with seven years of industry experience. She has been with Edward Jones since 2019 and has prior tenure at the firm from 1995 to 2019. Outside of advising, she serves as Vice President of an art business based in Palm Beach Gardens. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Chikezie Esiobu is a financial advisor with Ameriprise in Parkland, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated firm since 2005. Outside of his advisory role, Esiobu serves on the board and as chapter president of the African Christian Fellowship and is involved with the Cresiobu Next Generation Leaders Foundation, a nonprofit focused on mentorship and sponsorship of underprivileged students in the U.S. and Nigeria. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations through a centralized consulting team.

Yona Klein is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. Prior to joining Ameriprise in 2025, Klein worked at Innovation Partners LLC, Northern Lights Distributors LLC, Mount Yale Investment Advisors LLC, Princeton Fund Advisors LLC, and Lincoln Financial Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice and written Recommendation Reports focused on dependable income sources and tax-aware withdrawal strategies.

Bo Casson is a Series 66 licensed financial advisor with Fidelity Investments in Boynton Beach, FL. He has been with Fidelity since 2025 and has prior experience in educational and community roles, including positions at the University of Florida and local organizations in Boca Raton and Delray Beach. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and actively manages oversight and advisory functions across various investment structures.

Adam Eckman is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bankers Life and Bank of America. 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, pension plans, corporations, and charitable organizations.