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.

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.

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.

Eric Diamond is Vice President and Private Wealth Management Advisor at Fidelity Investments, where he has worked since 2008. In his current role since 2015, he focuses on helping multigenerational families develop personalized wealth strategies that address growth, preservation, and transfer of assets. Eric collaborates with a team of specialists, including an Investment Manager, Advanced Planning members, and a Trust Officer, to deliver comprehensive wealth management services tailored to clients' needs. Prior to his current position, he served as a Senior Account Executive at Fidelity Investments from 2008 to 2015. Outside of his professional duties, Eric enjoys family activities, exploring culinary interests, and playing golf.

Richard Ehrlich is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over four decades of experience in investment management, serving high-net-worth families since 1977 and institutional clients since 1982, with combined investable assets exceeding $3 billion. Richard specializes in wealth management strategies that utilize sophisticated techniques aimed at increasing returns while reducing risk. In addition to his advisory role, Richard contributes to the development of the team's thought leadership on financial strategy and macroeconomic outlook. He is adept at translating complex Wall Street research into clear insights that inform portfolio decisions. Prior to joining Merrill Lynch, he was Senior Vice President of the high-net-worth division at a major investment bank, where he developed and marketed the firm's first billion-dollar investment management product. Richard has also been a keynote speaker at the Merrill Princeton Campus for Wealth Planning and Asset Allocation Modeling, appeared on financial television programs, and co-authored multiple books. Richard earned a Bachelor of Science degree in Finance from Syracuse University in 1977 and holds the Personal Investment Advisor (PIA) designation.

Michael Saviano is a Wealth Management Advisor and senior partner of The Saviano Group at Merrill Lynch Wealth Management. With a career beginning in 1998, he has extensive experience working with high-net-worth individuals, families, and business owners. Michael combines his background in risk management with a client-focused approach, aiming to align financial strategies with clients’ unique goals and priorities. His expertise includes retirement plan design and maintenance, investment consulting, portfolio management, and specialized planning services such as college education, divorce transition, legacy, and socially responsible investing. Michael earned a Bachelor of Business Administration in Management from Florida Atlantic University. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his ability to provide strategic guidance in employee benefit plans and enhanced risk management for plan sponsors and participants. Outside of his professional activities, Michael is an avid golfer and resides in Boca Raton with his wife and son. He is involved in the local community as a member of the Exchange Club of Pompano Beach and volunteers with The First Tee of Broward County, a youth development organization introducing golf and its values to children.

David Friedlander is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in delivering sophisticated wealth management solutions tailored to clients' unique needs, focusing on areas such as personal retirement planning, family wealth management, tax minimization, employee benefits, and college education planning. David holds bachelor’s degrees in Marketing and International Business from Indiana University and earned an MBA in Finance and Real Estate from DePaul University. He has earned the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations, underscoring his commitment to professional expertise in financial planning. Outside of his advisory role, David is actively involved in his community in Palm Beach County, where he resides with his family. His community roles have included serving on the board of Temple Beth El, membership in the Wexner Foundation, and previous leadership and board positions with the Jewish Community Center of the Palm Beaches, YMCA Indian Princess group, and the Federation of Palm Beaches. He also volunteers by coaching youth sports such as soccer and baseball. David enjoys an active lifestyle, including basketball, biking, boating, camping, fishing, football, gardening, golfing, running, and softball.

William Cappeller is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1986 as a Certified Public Accountant with a regional public accounting firm before joining Merrill Lynch in 1996. In his role, he provides traditional advice and guidance and manages personalized investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. As a qualified Portfolio Manager, he designs and manages customized investment portfolios that incorporate both tactical and strategic strategies, focusing on generating an appropriate rate of return within a framework of capital preservation and risk management. William holds a Bachelor of Science degree in Accounting from The Florida State University, awarded in 1986. He has earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ and Chartered Retirement Plans Specialist™ designations from The College for Financial Planning Institutes Corp. He has also been involved with philanthropic organizations in the Boca Raton area, including the Rotary Club Downtown Boca Raton and the Boys and Girls Club, where he served as Chairman of the Board for three years. William lives in Boca Raton, Florida with his wife Diane and their three children.