William Browne is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2016. Based in Boca Raton, FL, he has worked within one of the largest firms in the industry. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Frederick Rioles III is a Series 66-credentialed financial advisor with two years of experience, currently with Ameriprise in Boca Raton, FL. His prior work history includes roles at the Boston Red Sox and Uber, as well as involvement in entrepreneurial ventures such as Surfside Succulents. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Daniel Leon is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC. Prior to his advisory career, he spent five years at Florida Atlantic University. Equitable Advisors serves a diverse client base including individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm bases its client strategies on risk assessment and matching clients to appropriate investment models or discretionary managers, utilizing a range of funds, separately managed accounts, and select alternative investments.

Miranda Bennett is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She previously worked at ZIMMERMANN for two years and spent eight years with Jennifer Miller. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a range of discretionary and non-discretionary services and model portfolios built from mutual funds, ETFs, and ETPs.

Stephen Hoch is a financial advisor with Robert Baird & Co. in Wellington, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Robert Baird & Co. since 1988. Outside of his advisory role, he is the owner and member of WOFTAM LLC, a non-investment related business. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Michael Robbins is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 17 years at Summit Financial Group Inc. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Priscilla Sabates is a Series 66-licensed financial advisor with UBS Financial Services in Boca Raton, FL, where she has worked since 2013. She has 16 years of industry experience. Sabates serves as Vice President and Treasurer on the Board of Directors for her local homeowners association. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Jenny Quimbayo is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior work includes roles at HSBC and PNC Bank. Outside of her advisory work, she is involved with a medical billing company serving a chiropractor’s office. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Elizabeth Bedinger is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Raymond James & Associates since 2007. 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, investment consulting, and institutional advisory services.

Lucia Boxer is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 66 license and having 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with services centered on advisory capacity without providing individual security recommendations as part of standalone planning.

Stephen Jurist is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Wells Fargo Advisors in 2024. Outside of his advisory role, he owns Oceans and Mountains, LLC, an investment-related business based in Boca Raton, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, supporting clients through diverse services such as retirement, education, and business-owner transition planning.

Frederick Yankee is a financial advisor with OSAIC, holding a Series 63 designation and over 42 years of industry experience. His career includes long tenures at Investacorp Advisory Services and Securities America Advisors. He is also CEO of Time Financial Service, a tax preparation and insurance business based in Delray Beach, FL. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.

Edward Ostrowski III is a financial advisor with Fidelity Investments, holding a Series 66 designation and 12 years of industry experience. Prior to joining Fidelity, he worked for Kovack Advisors, Inc. and Kovack Securities, Inc. for seven years. He serves as a trustee of an irrevocable trust. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 portfolios and offers specialized advisory roles with a focus on institutional and fund clients.

Sharon Shear is a Series 66 licensed financial advisor with 18 years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she has worked for three years, and previously worked at Merrill and Bank of America. She also serves as Music Director for The Neshamah Institute, a religious organization in Boca Raton, Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating ESG criteria in its investment recommendations.

Michael Keith is a financial advisor with OSAIC based in Boca Raton, FL, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Sii from 2015 to 2018. Keith is also involved as a producer and investment advisor representative at Signature Financial Solutions LLC, where he conducts securities, investment advisory, and insurance business. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary terms.

Colton Valchuis is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Jackson Hewitt Tax Services and Simon Gray Realty LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brian Mc Kenna is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Bank of America and Merrill since 2017. Outside of his advisory role, he serves as a committee member and fundraiser for The Transplant Forum at Columbia University Medical Center, a nonprofit focused on transplantation research. 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, and institutions.

Santiago Nalbandian serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he assists clients with personalized wealth management strategies tailored to their financial goals and changing market conditions. He works closely with clients one-on-one to develop financial strategies designed to pursue long-term objectives. His expertise covers a wide range of financial areas including executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Santiago holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Central Florida and an MBA from Lynn University. Outside of his professional work, Santiago participates actively in community volunteering. His personal interests include boating, golfing, music, skiing, soccer, and spending time with his family.

David Lindblad is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2011. Outside of his advisory role, he is a majority owner of Lindblad GP LLC, a merchant partnership based in Woodbury, Minnesota. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, which clients may implement through the firm's brokerage or advisory programs.

Jeffrey Green is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at various Wells Fargo entities since 2012. He also owns JG Wealth Management LLC, a separate investment-related business based in Delray Beach, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using Wells Fargo's research and tools to develop customized client recommendations.