Nuri Benturk is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets, LLC since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Christopher Grennon is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at UBS since 1995. Grennon serves on the investment committee of Maine Health and Education. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and offering a range of financial planning and portfolio management solutions.

Rory Ronzano is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held various roles including positions at Lynn University and TransMedia Group. He also manages an advisory business through CSWMG Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Hartigan is a financial advisor at UBS Financial Services with 52 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. from 2009 to 2023. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Camille La Grange is a financial advisor with Merrill, holding a Series 66 designation and having one year of industry experience. Her previous work includes roles at Bank of America, New York Life Insurance, and various organizations related to education and networking. She is also the owner of You Already Are LLC, an art business focused on painting, photography, and creating an online gallery of handmade pieces. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeffrey Pietrzak is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been affiliated with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

David Schneider is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including financial planning and estate strategies, managing approximately $2.74 trillion in client assets, and employs structured planning tools and modeling techniques as part of its advisory process.

Charlene Rice is a financial advisor with Merrill in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Merrill since 2006. 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 investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Kelly Boyle is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, Boyle owns several businesses including a photography business, an entertainment company, and an online SaaS business, and she serves on the boards of the American Disabilities Foundation and South Florida Tech Hub. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-smart withdrawal strategies. The firm delivers non-discretionary, algorithm-assisted recommendations through a centralized team in partnership with financial advisors.

Joaquin Gamero Pendola is a financial advisor at UBS Financial Services, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he was involved in the food service industry, including roles at Alacruz Grill and C'est Si Bon Catering. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides a wide range of services including fee-based financial planning, portfolio management, and capital markets services, leveraging proprietary research and institutional trading capabilities.

Jessika Ochoa is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked with Cetera Wealth Services and Evershore Financial Group, among other firms. Ochoa is also involved as a member of Business Network International, a large business referral organization. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary options.

Todd Kissel is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of advisory work, he has involvement in rental real estate investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management strategies supported by firm research and affiliated sub-advisers.

Ilya Yeverovich is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at Raymond James since 2018 and was previously with Leumi Investment Services Inc. from 2015 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffery Lisea is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to his current role, he worked at Wells Fargo Bank, NA for five years. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Mario Cantor Sanchez is a financial advisor at Ameriprise with 13 years of industry experience. He holds the ChFC® designation and the Series 63 license. His career has been primarily with Ameriprise and its affiliates since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Sean Mccarthy is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the CFA® designation and Series 63, 65, and 66 licenses. Prior to his current role at Wells Fargo Clearing since 2021, he has been with Wells Fargo Bank, N.A. since 2010. He also serves as a successor trustee for a revocable trust. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Rachel Barzilay is a Wealth Management Advisor with Merrill Lynch Wealth Management. She contributes a multigenerational perspective to her team, focusing on advising high-net-worth families not only as current clients but extending guidance to their children and grandchildren. Her client focus areas include family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, sports and entertainment, and tax minimization. Rachel earned a Bachelor’s degree in Business Administration with a major in finance from the University of Florida, where she was a dean’s list student. Her expertise includes tax-free municipal bonds, retirement and estate planning services, education savings accounts, corporate lending, and philanthropic trusts and foundations. She holds several professional designations, including Chartered Advisor in Philanthropy (CAP), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional role, Rachel’s personal interests include skiing, swimming, yoga, traveling, watching movies, and spending time with her family.

Andrew Klich is a Series 66-licensed financial advisor at LPL Financial with six years of industry experience. His previous roles include positions at Raymond James & Associates, David Lerner Associates, and The Psych Firm, as well as a twelve-year tenure at the University of Miami. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Robin Cuddy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michael Kane is a financial advisor with Ameriprise in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at JP Morgan Securities and JP Morgan Chase Bank, as well as ownership of MW Kane Holding, LLC. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.