Richard D’augelli is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in business ownership through D’augelli Financial Properties, LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering personalized, non-discretionary advice through a centralized retirement-income consulting team.

David Searles is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley and Merrill. He is the owner of two support companies, Intercoastal 101 Financial and TrueGate Capital Inc. 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, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor recommendations and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jennifer Cooper is a financial advisor at Edward Jones in Coral Springs, FL, with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Adam Schwalb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has previously worked at Citigroup Global Markets from 2001 to 2006 before joining Wells Fargo in 2016. Based in Boca Raton, FL, he has been with Wells Fargo Clearing for over a decade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Daniel Granda is a financial advisor at Osaic Wealth Inc with 10 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Ameriprise, Pruco Securities, and The Prudential Insurance Company of America. Outside of his advisory role, he owns Interstellar Collectibles & Gaming, a business focused on the sale and marketing of games, cards, comics, and figures. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization supported by various investment tools, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Lenore Dunlop is a Series 66-licensed financial advisor with Morgan Stanley, based in Coral Springs, FL, and has seven years of industry experience. She has worked with Morgan Stanley Private Bank since 2019 and has been with Morgan Stanley since 2018. Prior to her financial services career, she was involved with the Acupuncture Wellness Center of Florida and has managed self-employment activities since 2002. 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 and financial planning services that utilize firm-approved tools and investment analyses to support client financial goals.

Nuri Benturk is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets, LLC since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Christopher Grennon is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at UBS since 1995. Grennon serves on the investment committee of Maine Health and Education. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and offering a range of financial planning and portfolio management solutions.

Rory Ronzano is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held various roles including positions at Lynn University and TransMedia Group. He also manages an advisory business through CSWMG Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Schneider is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including financial planning and estate strategies, managing approximately $2.74 trillion in client assets, and employs structured planning tools and modeling techniques as part of its advisory process.

Charlene Rice is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Merrill since 2006 and previously spent eight years at UBS Financial Services. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Kelly Boyle is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2005. Outside of advising, she owns several businesses including an entertainment company and a photography business, and serves on the boards of the American Disabilities Foundation, Inc. and South Florida Tech Hub. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors to provide written Recommendation Reports utilizing proprietary research and algorithmic tools.

Joel Josephs is a financial advisor with LPL Financial in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Gaines Financial Group, Kestra Investment Services, Osaic FS, Independent Advisers Group, Wells Fargo Clearing, and Prudential Equity Group. Josephs is involved with Great Valley Advisor Group, Inc., a registered investment advisor hybrid. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and technology to assist its advisers.

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 14 years of industry experience. He holds the ChFC® designation and Series 63 license. His career has been primarily with Ameriprise and its affiliates since 2014. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 financial advisor at LPL Financial in Boca Raton, FL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Raymond James & Associates, David Lerner Associates, and the University of Miami. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various platforms.