Allison Woolery is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked at UBS Financial Services and T. Rowe Price before joining Raymond James in 2019. 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 charitable organizations, providing financial planning and non-discretionary investment consulting through various advisory programs and institutional fiduciary solutions.

Clara Guida is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Nancy Tush is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James, Merrill, and Wells Fargo. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing customized Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with at least $1 million in investable assets and significant holdings in Ameriprise-managed accounts.

Nichole Kelly is a financial advisor with Equitable Advisors in Parkland, FL, holding a Series 66 designation and six years of industry experience. She has worked at Equitable Advisors since 2019 and previously at Axa Advisors, LLC. Outside of her advisory role, she serves on the board of the Florida Bleeding Disorders Association, helping to organize awareness events. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Mark Anderson is a Wealth Management Advisor with The Lacy Wealth Management Group at Merrill Lynch Wealth Management. With over 16 years of experience, he specializes in delivering personalized wealth management strategies to ultra-affluent individuals, multigenerational families, corporate entities, and endowments. As co-lead strategist of the team, Mark collaborates closely with John Lacy to develop and implement portfolio strategies aligned with clients' long-term goals, emphasizing a goals-based planning approach and time-tested investment principles. Mark holds the Certified Investment Management Analyst® (CIMA®) and Sports and Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) designations. He earned his bachelor's degree in Economics and Business Management from Boston College. His expertise includes family wealth management strategies, services for endowments, foundations and non-profits, legacy planning, and socially responsible investing, among other areas. Outside of his professional role, Mark is involved with the Chamber of Commerce of the Palm Beaches and the Palm Beach Gardens Youth Athletic Association. His personal interests include boating, cooking, golfing, reading, spending time with his family, and traveling.

David Bormel is a Senior Financial Advisor based in the Towson, Maryland office, where he has dedicated his entire 43-year career. He specializes in designing individualized portfolios comprising equities, fixed income, and cash investments. As a qualified Portfolio Manager, David manages personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He provides both traditional advice and discretionary portfolio management through the firm's Investment Advisory Program. David offers clients a comprehensive range of services including wealth transfer, education planning, liability management, retirement planning, tax minimization, options, and asset preservation. Working alongside specialists with diverse expertise, he assists clients with financial goals from asset accumulation to securing lifetime income streams. He holds a Bachelor's Degree from the University of Maryland and is designated as a Personal Investment Advisor (PIA). A lifelong resident of the Baltimore area, David resides in Owings Mills, Maryland, with his wife, Aileen, and their children. He is actively involved in his synagogue, having served on its Board of Trustees. Outside of his professional commitments, David enjoys golfing, spending time with his family, and traveling.

Olga Agocs is a financial advisor with LPL Financial in Lake Worth, FL, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Bank, and JPMorgan Chase. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and brokerage services, supported by research and technology-driven portfolio management.

James Barr is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Gaines Financial Group from 2011 to 2018. Barr also holds a real estate broker’s license, which he maintains for personal use. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kenneth Carter is a financial advisor with Wells Fargo Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he holds a 75% ownership stake in European Wax Center franchises in Stamford, CT. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory with additional financial products and referral channels.

Sean Drewniak is a financial advisor with Wells Fargo Advisors in Warwick, RI, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Wells Fargo and its affiliates since 2011. He is also involved with Drewniak Wealth Management, LLC, and has partial ownership in Coastal Capital, LLC, both investment-related businesses. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels through its extensive network of advisors.

Victor Connor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Raymond James since 2003 and has also been involved with Distribution Planning Services since 2008. Outside of his advisory role, Connor is CEO of several support companies including CFG Wealth Management and Connor Financial Group. 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 offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports advisory programs along with municipal and public finance services.

Harleigh Freiberg is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Freiberg worked at HF Ventures LLC and participated in political campaign work and constituent services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic methodologies to construct portfolios from mutual funds, ETFs, and ETPs, and it serves multiple registered investment companies and fund-of-funds.

Lisa Mccoy is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 11 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Brion Lawler is a CFP®-designated financial advisor with 19 years of industry experience, currently with Wells Fargo Clearing in Palm Beach, FL. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC prior to his current role. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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.

Felipe Gonet is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he manages rental property in Coconut Creek, Florida. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured planning process that includes firm-approved tools and modeling techniques and manages approximately $2.74 trillion in client assets.

Gerrard Weigold is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

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.

Sara Roth is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with UBS since 1998. Roth is also involved as a member of a committee with management and supervisory functions for a family LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor strategies to client goals.

Adam Schwalb is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Danahy is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.