With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.

Alissa Krasner Maizes, CERTIFIED FINANCIAL PLANNER®, is the Founder of Amplify My Wealth, a licensed attorney, fee-only fiduciary financial advisor, and winner of the 14th Annual Plutus Awards for Best Financial Advisor Financial Literacy Content Creator, providing financial advice to the clients of her firm, Amplify My Wealth, and pro bono advice to clients of the nonprofit Savvy Ladies. Alissa tailors her advice and plans to women [and their families] with a six-figure household income, net worth, or both, as well as to young adults embarking on their financial journey. As a fiduciary, Alissa places your needs at the forefront, equipping you with the knowledge and guidance to overcome wealth-building barriers and achieve financial confidence so you can live the life you desire. Empowering yourself with a trusted partner, advice, plan, and guidance for implementing your plan will ensure you achieve the life you want sooner than you imagine.

I serve women in tech nationwide who want clear, tax-smart guidance for their equity compensation and long-term wealth. My clients navigate demanding careers, complex RSUs and stock options, and sometimes life transitions, and they want a partner who makes their financial life feel easier. As a fee-only fiduciary and founder of Valoria Wealth Management, I help women across the United States confidently manage: • RSUs, ESPPs, ISOs, NQSOs • Tax-efficient planning and investing • Cash flow and lifestyle design • Retirement and financial independence planning • Career transitions, promotions, and liquidity events I simplify complexity, remove the overwhelm, and help women build real wealth so they can protect their time, expand their opportunities, and design a life with more freedom and purpose. If you are a woman in tech looking for a clear, strategic, and empowering approach to your finances, I would love to support you wherever you live in the United States. Welcome to Valoria Wealth Management! Maria

Randy Schild is a Wealth Management Advisor at Merrill Lynch Wealth Management in Boca Raton, Florida. He began his career in financial services in 1994 and brings experience from his prior role as Branch Manager at Morgan Stanley Smith Barney in Palm Desert, California, where he served for approximately eight years. Before entering the financial sector, Randy spent a decade as an owner and operator of a manufacturing and retailing business in South Florida. He holds a Master's degree in Business Administration from St. John's University in New York and a Bachelor's degree from the State University of New York system. Randy also carries professional designations including Chartered Retirement Plans Specialist (CRPS) and Personal Investment Advisor (PIA). His areas of expertise include family wealth management, legacy and philanthropic planning, LGBT wealth planning, liquidity management, retirement income strategies, and special needs planning. Randy has been involved in community organizations such as the American Heart Association and the Jewish Federation, serving in leadership roles and on boards. He grew up in New York City and has lived in New York, Southern California, and Boca Raton. Randy and his wife, Dini, have two adult children who reside in New York City. His personal interests include golfing, hiking, reading, scuba diving, traveling, and watching movies.

Scott Kauffman serves as Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been a financial advisor since 1997. He leads the Weston, Florida office, having previously directed the Coral Springs office from 2004 to 2014. Scott’s approach centers on customized wealth management, estate planning, and trust services through resources at Bank of America Private Bank. In addition to providing traditional advice, he is a qualified Portfolio Manager managing personalized strategies that include individual securities, Merrill model portfolios, and third-party investments. Scott holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC®), Certified Plan Fiduciary Advisor (CPFA™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from the University of South Florida. Throughout his career, Scott has been recognized by Forbes in its Best-in-State Wealth Advisors list for 2018, 2019, and 2020, which reflects industry experience, client retention, credentials, and other quantitative and qualitative measures. His client focus areas include college education planning, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Outside of work, Scott enjoys boating, hiking, skiing, traveling, and spending time with his wife and three children.

John Theodossakos is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management in Boca Raton, Florida. He has been part of the financial services industry since 1999 and joined Merrill Lynch in 2006. In his role, John focuses on understanding the priorities of high-net-worth individuals and families, providing personalized attention and customized wealth management strategies tailored to client objectives. As a specially qualified Senior Portfolio Manager, John offers traditional advice as well as develops and manages his own personalized or defined investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He has the flexibility to construct portfolios and select securities and may manage client assets on a discretionary basis through the firm's Investment Advisory Program. John may also use his strategies to manage assets for clients working with other Merrill Advisors after meeting specified requirements. John holds dual bachelor's degrees in Business and History from Florida Atlantic University and an MBA with a specialization in International Business from Nova Southeastern University. He is a Personal Investment Advisor (PIA) and communicates fluently in English and Greek. John resides in Delray Beach, Florida, with his wife Maritza and their two children, Demetrios and Stephanie. His client focus areas include college and education planning, family wealth management strategies, retirement income, portfolio management services, and tax minimization. Outside of work, John enjoys adventure sports, cooking, hiking, and traveling.

Jorge Cayon serves as a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works directly with clients to develop personalized financial strategies that align with their unique priorities and ambitions. Jorge focuses on helping clients plan for significant life events such as funding education, managing retirement and healthcare costs, and securing long-term family goals through customized portfolio strategies. With expertise in addressing the diverse financial demands individuals face—ranging from home buying and college savings to eldercare and healthcare preparation—Jorge provides ongoing advice tailored to each client's evolving situation. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Miami International University of Art & Design. Jorge is bilingual, offering services in both English and Spanish.

Jordan Bluestein is a Financial Advisor at Merrill Lynch Wealth Management. He holds a bachelor's degree in Risk Management and Insurance from Florida State University. Jordan began his career as an underwriter for a major insurance company, focusing on risk analysis and asset protection, before transitioning to wealth management. His background enables him to deliver tailored financial strategies and comprehensive wealth planning to his clients. Jordan and the Bluestein and Associates team provide multi-generational wealth planning with over 50 years of combined experience, offering services that include portfolio management, wealth preservation and transfer, tax minimization strategies, education funding, and lending capabilities through Bank of America. His areas of expertise encompass college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, as well as retirement income and liquidity management. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, Jordan engages in adventure sports, golf, soccer, tennis, and spending time with his family.

Matthew Goode is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their financial situations and goals. He assists in updating financial plans, implementing strategies, and making necessary adjustments to support clients in working towards their financial objectives. Matthew has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. His experience encompasses client relationship management and financial planning. Outside of his professional work, Matthew has personal interests that include cars, concerts, golf, motorcycles, outdoor adventures, and skiing.

Ryan Knight is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting affluent families, individuals, and successful business owners in developing tailored long-term financial strategies. Ryan has developed expertise in understanding the needs of business owners and healthcare professionals who own their own practices. He also focuses on providing multigenerational advice, supporting high-net-worth families by advising not only existing clients but also their children and grandchildren. Since entering the financial services industry in 2015, Ryan has worked closely with clients to understand their goals, risk tolerance, and objectives to build customized strategies that address their specific needs. He offers access to the investment insights of Merrill Lynch along with the banking services provided by Bank of America. Ryan also collaborates with clients’ attorneys, CPAs, and other professionals while maintaining relationships with family members across generations. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Ryan earned a Bachelor of Science in Finance from Florida State University. Ryan resides in Parkland, Florida. His personal interests include basketball, golf, boating, traveling, and supporting South Florida sports teams.