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 at Ameriprise with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Lincoln Financial Advisors, Innovation Partners LLC, and Northern Lights Distributors, LLC. Klein is based in Boca Raton, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.

Bo Casson is a financial advisor with Fidelity and holds a Series 66 designation. He joined Fidelity Investments in 2025 and has experience working with various organizations, including educational institutions and community centers. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic methods in its research.

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.

Aline Fisher is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and has a concurrent relationship with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Additionally, she operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved analytical tools and offering a range of asset management and educational programs.

Michael Mcnulty is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Advisors, Raymond James & Associates, and UBS Financial Services. Mcnulty also offers accident, health, disability, and traditional life insurance as an agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization and offers a range of advisory and brokerage services through a complex network of affiliates.

Alfred Novoth is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2007 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking programs.

Connor Hagen is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Sutter Securities Inc and Muddy Waters. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and a combination of proprietary and third-party advisory programs to deliver customized investment solutions.

Ryan Zangeneh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Fox Rothschild LLP, Withers Worldwide LLP, Diserio Martin O'Connor & Castiglioni LLP, Ernst & Young LLP, University of Miami School of Law, and KPMG LLP. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as fund advisory and model portfolio delivery.

Adam Weiss is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Outside of his advisory role, he serves as a trustee and co-trustee for family investment-related trusts. 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 utilizes research and analytics to support diversified investment strategies and offers a range of brokerage and advisory solutions.

Steven Johnson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and with 12 years of industry experience. He has been with J.P. Morgan Securities since 2017 and has a concurrent role with JPMorgan Chase Bank, N.A. Since 2022, he has also competed as a professional bowler in tournaments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice and investment manager searches. Their advisory process combines quantitative and qualitative research to build model asset allocations, with an emphasis on client decision-making and integration of ESG criteria.

Gwen Smith is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 63 designation and 45 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, she serves as Treasurer on the Board of Directors for Pine Tree Country Club Estates and is active as a freelance musician. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, providing tailored, research-based recommendations supported by algorithmic tools and a centralized consulting team.

Barry Mordis is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1998, he has focused on goals-based wealth management for affluent individuals, families, and private foundations. His team emphasizes long-term planning strategies and consistent communication to help clients pursue their financial objectives. Barry holds a Bachelor's Degree from Indiana University and is a CERTIFIED FINANCIAL PLANNER® certificant. He also holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. He has been named to the Forbes magazine "Best-in-State Wealth Advisor" list annually from 2018 through 2026. His client focus areas include college education planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. In his spare time, Barry enjoys reading, golfing, yoga, hiking, music, running, and running marathons. He is involved in professional and community organizations such as the Rotary Club of Boca Raton/Sunrise, Congregation Bnai Israel in Boca Raton, and Seagate Country Club in Delray Beach.

David Coleman is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to tailor solutions to clients’ goals.

Bert Costales is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance based on forward-looking capital market assumptions.

Eitan Aharon is a Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2014 and joined Merrill in 2026. Eitan holds the CERTIFIED FINANCIAL PLANNER® certification and the Personal Investment Advisor (PIA) designation. He earned both a Bachelor's Degree and a Master of Business Administration (MBA) with a concentration in Finance from Bar Ilan University. Eitan focuses on helping individuals, families, and business owners develop personalized financial strategies tailored to their unique goals, priorities, and values. His approach involves understanding each client's comprehensive financial situation, risk tolerance, and long-term objectives to address wealth accumulation, retirement planning, wealth preservation, and legacy considerations. Through Merrill Lynch, he provides clients with access to investment insights as well as banking and lending services through Bank of America. Born and raised in Tel Aviv, Israel, Eitan immigrated to the United States in 2005. He speaks English, Hebrew, French, and Farsi. Outside of his professional work, he enjoys various sports including baseball and basketball, as well as chess, cooking, reading, soccer, and traveling.