Pamela Boodhoo is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 designation and previously worked for Kovack Advisors, Inc. and Kovack Securities, Inc. for 11 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans to clients’ goals and risk tolerances.

Andrew Yale is a financial advisor with LPL Financial in Coral Springs, FL, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Ameriprise Financial Services, UBS Financial Services, and Cetera. Yale also operates Yale Financial Consulting Inc. and Yaada Holdings LLC, the latter involving management of leased office space. 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 model portfolio programs, supported by a broad platform of proprietary and third-party investment strategies.

William Nemphos is a financial advisor with Ameriprise in Ocean City, MD, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing 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 within a structured, algorithm-supported process to deliver personalized retirement income advice.

Glen Omanson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at several firms, including Avantax and B. Riley Wealth Management. Outside of his advisory role, he manages United Team Ventures LLC, which offers health insurance sales and tax preparation services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform with both discretionary and non-discretionary program options.

William Levy is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2015. He holds Series 63 and Series 66 designations and is based in Boca Raton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and uses firm-approved tools such as Monte Carlo simulations to model outcomes.

Michael Leanch is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual since 2018 and was previously with Ameriprise Financial Services, Inc. for 12 years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.

Jason Klein is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior experience includes roles at Merrill, CitiBank, HSBC, Charles Schwab, and other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with each client retaining final decision-making authority.

John Bottiglia is a financial advisor at Raymond James & Associates with 40 years of industry experience. He has been with Raymond James since 2007. Outside of his advisory role, he serves as executor for an estate in Fort Wayne, Indiana. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisors and affiliated research.

Patricia Cain is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding Series 63 and Series 66 designations and having 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and detailed client summaries.

Mason Avni is a financial advisor at J.P. Morgan Securities in Boca Raton, FL, holding a Series 66 designation with one year of industry experience. His background includes roles at JPMorgan Chase Bank, Fidelity Investments, and commercial consulting, as well as varied experience in retail and consulting sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Debra Talarico is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and 18 years of industry experience. She has been with Ameriprise in various capacities since 2015. Her other business activities include involvement in real estate ownership outside of investment purposes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies. The firm employs a centralized team to produce tailored Recommendation Reports and ongoing advice, with a distinctive approach that includes restrictive enrollment criteria and integration of affiliated investment products.

Ryan Yelin is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Acentria Insurance and Tanium, and held roles outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Juan Rionda is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Merrill since 1993 and also has 15 years of experience at Bank of America, N.A. Outside of his advisory role, he serves on the finance committee of The Little Club, a private country club in Gulfstream, Florida. 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Book is a financial advisor with Mass Mutual Investors Services holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including long-term roles at MassMutual Life Insurance Co and Lenox Advisors, Inc. His background also includes managing 1311 Enterprises, LLC d/b/a Fifth Avenue Financial for 15 years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements supported by firm-approved software and offers specialized services such as Divorce Planning and employer-sponsored planning programs.

Joseph Wilson is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the Investment Committee for Heritage Christian Services Foundation, a human services agency supporting children, older adults, and individuals with intellectual and developmental disabilities, and he owns an electrical and industrial supply distribution business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market insights to tailor client strategies.

Maria Rodriguez is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015, working out of Boca Raton, FL. 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Whitledge is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Oppenheimer and Independent Portfolio Consultants, Inc. He is also the owner of JKM Legacy Holdings, a legal entity formed for real estate investing. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven strategies managed by unaffiliated asset managers.

Eric Billingslea is a Wealth Management Senior Relationship Manager currently engaged in delivering personalized service experiences to families across generations. In his role, he acts as a primary point of contact, committed to addressing individual client needs and preferences. Since 2014, Eric has worked as a Planning Consultant at Fidelity Investments, where he supports clients in wealth management services. He facilitates discussions with Wealth Management Advisors when deeper wealth planning is needed, ensuring clients receive appropriate service and support. Outside of his professional responsibilities, Eric enjoys spending time at the beach, watching football, and participating in outdoor adventures.

G Bryan Cichon is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Merrill since 1999. 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, retirement plans, corporations, and charitable organizations.

Stacy Rabin is a financial advisor with Merrill in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked at Merrill since 1991 and has also been associated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.