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.

Have you ever woken up in the middle of the night, worried about your financial future? You’re not alone—and I’ve dedicated my career to helping people find peace of mind when it comes to money. I hold a Master’s Degree in Personal Financial Planning from Kansas State University (go Wildcats!) and am proud to be a CERTIFIED FINANCIAL PLANNER™ (CFP®), Enrolled Agent (EA), and Retirement Income Certified Professional® (RICP®). For the past seven years, I’ve worked behind the scenes crafting detailed financial plans for advisors across the country—helping clients invest wisely, retire confidently, and make smart decisions about Social Security, among other complex financial topics. Now, I’m bringing that experience directly to individuals and families. My mission is simple: to provide clear, actionable financial guidance that helps you sleep better at night and live better during the day. I live in the Village of Wellington, Florida—if you're into polo, you’ve probably heard of it! My amazing wife, Fabiola, is a Registered Nurse and was recently accepted into the Nurse Practitioner program at FAU. We have two incredible kids: Alexander (11), who’s all about tech and space, and Leah (9), who’s passionate about soccer and gymnastics. Whether you're planning for retirement, navigating a career change, or just trying to make sense of your financial future, I'm here to help.

Michael Henderson is a Financial Consultant at Fidelity Investments. In this role, he focuses on understanding the financial goals of clients and their families to co-create personalized financial plans tailored to their needs. His objective is to help clients develop clear strategies that provide peace of mind and support them through retirement. Michael's experience includes positions as a Financial Consultant at Fidelity Investments since 2025, an Investment Consultant at the same company from 2023 to 2025, and a Financial Representative from 2021 to 2023. Prior to joining Fidelity, he worked as an Operations Consultant at XCelerant Consulting from 2019 to 2021. Outside of his professional life, Michael's personal interests include boating, fitness, food, golf, snowboarding, and soccer.

Chris Kolasinski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 25 years of experience in financial advising, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Chris emphasizes personalized wealth management strategies that align with clients' values and goals, facilitating ongoing collaboration to help clients pursue their financial objectives and plan their legacies. Born in Poland and raised in the United States, Chris developed an early passion for investing while studying Finance at the University of Florida, where he earned his bachelor's degree. Over his career, he obtained the CERTIFIED FINANCIAL PLANNER (CFP®) designation and serves as a Personal Investment Advisor (PIA). Committed to community involvement, Chris volunteers with local organizations, reflecting the Merrill tradition of service. His personal interests include basketball, soccer, swimming, and tennis.

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.

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.

Justin Burt is a Financial Consultant at Fidelity, a position he has held since 2021. In this role, he focuses on building relationships based on trust and integrity, serving individuals, couples, and families with their financial needs. Prior to joining Fidelity, Justin worked as a Financial Professional at Equitable Advisors from 2019 to 2021. His experience includes guiding clients through complex financial situations and providing holistic financial planning. Justin is committed to alleviating the stress associated with financial matters and aims to inspire confidence through his work at Fidelity.

Sergio Marquez is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2006. He has been with Fidelity for over 25 years, beginning his career there in 2000 as a Financial Representative. Over the years, he progressed to Financial Consultant in 2002 before attaining his current position. Throughout his tenure, Sergio has worked closely with many clients and families, developing strong relationships and assisting them in planning and working toward their financial goals. He provides clients access to Fidelity's brand, technology, cost-efficient investments, and personalized service through his team. No additional information regarding his education, credentials, personal interests, or community involvement was provided.