Kelly Boyle is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, Boyle owns several businesses including a photography business, an entertainment company, and an online SaaS business, and she serves on the boards of the American Disabilities Foundation and South Florida Tech Hub. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-smart withdrawal strategies. The firm delivers non-discretionary, algorithm-assisted recommendations through a centralized team in partnership with financial advisors.

Jessika Ochoa is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked with Cetera Wealth Services and Evershore Financial Group, among other firms. Ochoa is also involved as a member of Business Network International, a large business referral organization. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary options.

Todd Kissel is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of advisory work, he has involvement in rental real estate investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management strategies supported by firm research and affiliated sub-advisers.

Ilya Yeverovich is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at Raymond James since 2018 and was previously with Leumi Investment Services Inc. from 2015 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffery Lisea is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to his current role, he worked at Wells Fargo Bank, NA for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Mario Cantor Sanchez is a financial advisor at Ameriprise with 13 years of industry experience. He holds the ChFC® designation and the Series 63 license. His career has been primarily with Ameriprise and its affiliates since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Rachel Barzilay is a Wealth Management Advisor with Merrill Lynch Wealth Management. She contributes a multigenerational perspective to her team, focusing on advising high-net-worth families not only as current clients but extending guidance to their children and grandchildren. Her client focus areas include family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, sports and entertainment, and tax minimization. Rachel earned a Bachelor’s degree in Business Administration with a major in finance from the University of Florida, where she was a dean’s list student. Her expertise includes tax-free municipal bonds, retirement and estate planning services, education savings accounts, corporate lending, and philanthropic trusts and foundations. She holds several professional designations, including Chartered Advisor in Philanthropy (CAP), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional role, Rachel’s personal interests include skiing, swimming, yoga, traveling, watching movies, and spending time with her family.

Andrew Klich is a Series 66-licensed financial advisor at LPL Financial with six years of industry experience. His previous roles include positions at Raymond James & Associates, David Lerner Associates, and The Psych Firm, as well as a twelve-year tenure at the University of Miami. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Kane is a financial advisor with Ameriprise in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at JP Morgan Securities and JP Morgan Chase Bank, as well as ownership of MW Kane Holding, LLC. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Nicholas Morales is a financial advisor with Equitable Advisors in Deerfield Beach, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in various roles including positions at Yard House and Dick's Sporting Goods. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and retirement-plan support alongside access to asset management through LPL programs and multiple third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to execute client recommendations.

Lisa Croyle is a Series 63-registered financial advisor with Merrill in Boca Raton, FL, and has 32 years of industry experience. She has been with Merrill since 2010. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Glen Morris is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and related firms since 2019, with prior experience at Summit Financial Group and Summit Brokerage Services. Outside of finance, he is a singer, songwriter, and musician involved with a musical group called Eddy St. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Patrick Sreenan is a financial advisor at Cetera with 28 years of industry experience and holds a Series 63 designation. His career includes roles at Sageview Advisory Group and a long tenure with JM Family Enterprises. Outside of his advisory work, he is involved in several entrepreneurial ventures, including managing insurance sales and owning multiple real estate investment entities. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a range of portfolio management and retirement services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Jared Morgenstern is a financial advisor with Mass Mutual Investors Services based in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He previously worked at Metlife Securities Inc. from 2004 to 2017 and has been with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in an insurance business offering life, fixed annuities, disability, long-term care, and health products. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-focused planning using firm-approved analytical tools and offers specialized programs including divorce planning and employer-sponsored planning.

Brian Muehlenbeck is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has previously worked at firms including New York Community Bank, LPL Financial, and Securian Financial Services. Outside of traditional advisory roles, he is involved with Evershore Financial Group, focusing on fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or develop customized strategies.

Angela Oprici is a financial advisor with Equitable Advisors in Boca Raton, FL. She holds a Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors in 2023, she worked at Ohlin Tax & Accounting from 2021 to 2023 and has held various roles in the hospitality sector. Outside of advising, she has engaged in food delivery services. 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 third-party programs. The firm operates a hybrid referral and implementation model, utilizing external asset managers and offering both advisory and brokerage services.

Bradford Kerr is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Destiny Wealth Partners, Independent Financial Partners, Strategic Financial Services, Inc., and Charles Schwab & Co. Inc. Raymond James & Associates is a large, 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, pension plans, and municipal entities, offering financial planning and consulting services through a range of portfolio management styles and affiliated research resources.

Juan Seisdedos is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his career in 2026. Prior to joining Equitable Advisors, he worked at Amazon and B. Riley Wealth Management. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Michael Korsten is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. He has been with Ameriprise and its affiliated entities since 2017. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and algorithmic support in its advisory process.

Danielle Weidert is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, N.A., and J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs with a structured financial planning process that utilizes firm-approved tools and methodologies.