James Thorn is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding a Series 66 designation and 19 years of industry experience. He previously worked at J.P. Morgan Securities and Chase Investment Services Corp. before joining Wells Fargo in 2016. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Kristine Lampert is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 credentials and has 27 years of industry experience. She previously worked at ValMark Securities, Inc. and Fulcrum Partners. Lampert serves on the board of directors for the Delray Beach Library, a volunteer position involving oversight and management. Raymond James & Associates is a large firm serving individuals, institutions, and municipal entities with financial planning, investment consulting, and institutional fiduciary solutions. The firm offers tailored, primarily non-discretionary advice supported by extensive research, portfolio management options, and municipal advisory services.

Devin Vaides is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, he is involved with Bowen Realty and Palm Beach County Parks. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, operating primarily as a wrap-fee solution.

Matthew Shafer is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory role, Shafer serves as a continuing education instructor for the Florida Department of Financial Services and owns a business that manages land lot sales in Boca Raton, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of investment styles and affiliated research.

Noah Barrick is a financial advisor with Morgan Stanley holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and Morgan Stanley Private Bank, N.A. since 2022. Prior to his career in finance, he spent four years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning process involves structured discovery conversations and firm-approved planning tools, serving clients through both direct and corporate financial planning agreements.

Jonah Ferro is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at The Bachrach Group for six years and has held roles at MJ Boyd Consulting and the New Jersey Devils. 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 employs proprietary research and model-based asset allocations to tailor investment strategies to client goals and risk tolerances.

Natalya Bradley is a Series 66 licensed financial advisor with 15 years of industry experience. She has worked with Edelman Financial Engines and its predecessor firms since 2015. Outside of her advisory role, she and her husband operate an independent online retail business selling apparel and food products. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, providing diversified model portfolios and a long-term investment approach.

David Koifman is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including several roles within Cetera and prior positions at Finalis Securities LLC and First Allied Securities Inc. Outside of his advisory duties, he is involved in tax and accounting support through Eco-Tax and is an owner/member of PDMK, LLC, an expense management entity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Matthew Kochman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Outside of finance, he has been involved with GameWars since 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual client relationships and corporate financial planning agreements.

Brittney Dick is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Sanford C. Bernstein & Co., LLC, JPMorgan Securities, LLC, and JPMORGAN Chase Bank, N.A. since 2019. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides research and capital markets services through its global platform.

Bonnie Roy is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been associated with Cetera Wealth Services, LLC since 2002 and also works with Summit Financial Networks. Outside of her advisory role, she sells Medicare supplements part-time during evenings and weekends. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated managers.

Denise Madnick is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Raymond James & Associates, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. She also serves as president of her husband's business, SadieChlo. Equitable Advisors advises a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, delivering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Gregory Albiani is a financial advisor with Charles Schwab in Boca Raton, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Northwestern Mutual and academic appointments at the University of Florida and Florida Atlantic University. He has worked at Charles Schwab since 2019, including five years with Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and alternative investment opportunities.

Stacey Englander is a financial advisor at Raymond James & Associates with 56 years of industry experience. She holds the Series 63 designation and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Englander is based in Boca Raton, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Brandon Acevedo is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Bank of America, Merrill, PNC Bank, Sarvero Logistics, and Florida International University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Darren Forzese is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Villas of Berkley Homeowners Association. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to generate written recommendations, delivered through a centralized consulting team in partnership with advisors like Mr. Forzese.

Swanellie Paulin is a Series 66-credentialed financial advisor with Edward Jones in Margate, FL, bringing 18 years of industry experience, all with the same firm since 2008. Outside of her advisory role, she owns and manages rental properties in West Palm Beach, FL, and San Jose, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert O'Connor Jr. is a financial advisor with Ameriprise in Delray Beach, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer and Board Member of the Capri L Association. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Weidan Li is a financial advisor with Ameriprise in Boca Raton, FL, holding CFP® and Series 66 designations and bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. 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 recommendations and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Ryan Grai is a financial advisor with Wells Fargo Clearing in Palm City, FL, holding Series 63 and Series 66 licenses and with seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.