Brandon Jeanneret is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2008. He brings over 25 years of experience in the financial services industry and is a qualified Portfolio Manager. In his role, Brandon provides traditional financial advice and guidance, as well as builds and manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He also manages client strategies on a discretionary basis through Merrill Lynch’s Investment Advisory Program. Brandon holds a Bachelor’s degree from the University of Houston and has earned the Chartered Retirement Planning Counselor℠ (CRPC®), Chartered Financial Consultant® (ChFC®), and Personal Investment Advisor (PIA) designations. He focuses on family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and retirement income. Brandon works closely with clients and their professional advisors, such as CPAs and estate planning attorneys, to develop strategic financial plans aimed at achieving their long-term goals. Residing in Parkland, Brandon’s interests include adventure sports, biking, hiking, pickleball, running, skiing, traveling, and spending time with his family. His approach is centered on building long-term relationships while providing access to the resources of Merrill Lynch and Bank of America to support client needs.

Kristy Leavitt is a financial advisor at UBS Financial Services with 13 years of industry experience. She previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank NA from 2013 to 2026. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking products.

Charles Shalmi is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and previously worked at Oppenheimer & Co., Inc. for 22 years. Outside of his advisory role, he serves on the Board of Directors of the Rotary Club in Boca Raton, FL. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Peter Mordente Hawkins is a financial advisor with Raymond James Financial in Boynton Beach, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James Financial since 2009 and also has longstanding involvement with E and M Investments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supports a broad advisor network, and is noted for its municipal advisory affiliation and specialized retirement plan consulting services.

David Hersh is a financial advisor with Ameriprise in Lake Worth, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet certain asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts.

Matthew Phillips is a CFP® professional with 24 years of industry experience. He has worked at LPL Financial since 2011 and previously spent eight years with Equitable Advisors. Phillips is involved in a commercial real estate venture that supports local basketball and indoor soccer activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, using both discretionary and non-discretionary strategies supported by research and advisor tools.

Gail Sokol is a financial advisor at Stifel with 44 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Caryn Gordon is a financial advisor at Edward Jones in Boca Raton, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones, she worked at Bank of America NA and Merrill Lynch, and spent nine years at The Chef's Warehouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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 two years of industry experience. His prior roles include positions at Equitable Advisors, Northwestern Mutual, and his own consulting firm, Bond Consulting LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice with access to affiliated discretionary strategies, integrated brokerage, custody, and cash-sweep services.

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 at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Seacoast Bank, PNC Investments, Merrill, and Wells Fargo Clearing. He is based in Boca Raton, FL. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad range of financial services with oversight of more than $819 billion in discretionary assets.

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 with Merrill, holding Series 66 and Series 63 licenses and 12 years of industry experience. Her prior roles include positions at JPMorgan Chase and Wells Fargo, among others. She also owned LebrickObsession Boutique for a year. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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, holding Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. He serves as treasurer of the Child Advocacy Center of Union County, NJ, and is a trustee for his mother's trust. 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 employs over 14,000 financial advisors and manages approximately $671 billion in assets, using research and analytics grounded in diversification principles and modern portfolio theory.

Amina Mansour is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Demtech International and Scotiabank. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and offers access to a range of third-party advisory programs alongside firm-offered solutions.