Franz Koch is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America for 11 years before joining Wells Fargo in 2022. 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 combines research and analytics with a broad range of brokerage and advisory solutions, operating at a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Melody Sills is a financial advisor with Merrill in Palm Beach, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2007. Outside of her advisory role, she owns Mustard Seed Cre8tions, LLC, a business that creates and sells home décor, art, clothing, pet accessories, and health and beauty products. 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.

Christopher Relyea is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 credential and three years of industry experience. He has been with Equitable Advisors since 2026 and has concurrently worked with Broward County Schools for 20 years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm primarily uses third-party asset managers and advisory programs to implement investment models while offering ERISA fiduciary services to qualified plans.

Richard Sweet is a financial advisor with Equitable Advisors in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior work includes roles at CMG Financial Planning Ltd., AXA Advisors, LLC, and Kestra Investment Services, LLC. Outside of advising, he owns several limited liability companies. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Katherine Chacon is a financial advisor at Edward Jones in Palm Springs, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Robin Perkins is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. Before joining Raymond James in 2018, Perkins worked at Youfit Health Clubs, Severn Trent through Robert Half, and Tunie's Natural Vitamin & Grocery Store. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Meeta Yadava is a CFP® professional with 25 years of industry experience. She is currently with LPL Financial and has previously worked at BMO Harris Financial Advisors, BMO Bank NA, and Fifth Third Securities. She holds Series 63 and Series 66 licenses. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third‑party asset management, with a platform that supports both discretionary and non‑discretionary strategies.

Nathalie Tremblay is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. Outside of her advisory role, she serves on the board and festival committee for the Festival of the Arts in Boca Raton, helping select art performers. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Martin Rico-Ortega is a Wealth Management Planning Consultant at Fidelity Investments. He has held various roles within Fidelity, including Planning Consultant from 2024 to 2026, Relationship Manager from 2022 to 2024, and Financial Representative from 2021 to 2022. Prior to joining Fidelity, Martin worked as a Registered Personal Banker II at Wells Fargo from 2013 to 2021. Martin focuses on helping clients make decisions about their wealth by understanding their individual needs and concerns. He collaborates with clients to develop strategies they can feel confident and proud of as they approach and move through retirement, continuously monitoring and adjusting plans as goals and needs evolve. Outside of his professional work, Martin enjoys activities such as spending time at the beach, camping, family activities, football, outdoor adventures, and traveling.

Michael Rothenberg is a financial advisor with Wells Fargo Clearing based in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. He also serves as co-trustee for his late father’s business and family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Shannon Leavey is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, Leavey worked at Starbucks and Burberry, among other positions. 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, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.

Adam Rothstein is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank, Truist Advisory Services, and BB&T Securities. Outside of his advisory role, he acts as a travel advisor with Fora Travel, providing research and planning for family trips. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that combine in-house and third-party managers, providing tailored portfolio management and financial planning services.

Joseph Lagriola is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 designations and 44 years of industry experience. He has been with Equitable Advisors since 2005, including during the period when the firm was known as AXA Advisors. Equitable Advisors serves a broad client base that includes individuals ranging from non-high-net-worth to high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of firm-offered and third-party advisory solutions.

Ronald Radner is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Morgan Stanley. He is also the CEO of Radner Financial Services, a support company for his Raymond James business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting client implementation through various advisory programs.

Christopher Fluehr Jr. is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has worked at multiple Raymond James entities since 2014, with a brief tenure at The Gartner Inc. prior to that. He is based in Boca Raton, FL. Raymond James & Associates, Inc. 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, institutional investors, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services.

Sarah Filipowski is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 66 designation and nine years of industry experience. She has worked with various branches of Raymond James since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary, tailored advice supported by extensive research and diverse portfolio management styles.

Joshua Pasahow is a CFP® professional with 17 years of industry experience, currently with Raymond James & Associates since 2017. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Pasahow is based in Boca Raton, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and provides municipal advisory services alongside a broad range of portfolio management styles.

Maureen Amritt is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she is listed on a family tax preparation business operated by her husband, though she has no active role in that business. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joseph Reneau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at Wells Fargo Bank NA since 2011 and at Wells Fargo Clearing since 2016, both in Boca Raton, FL. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Anthony Maneri Jr. is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of advising, he manages Plan On It, LLC, an administrative business services provider, and is involved in independent insurance brokering. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.