Maria Rodriguez is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. 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. The firm offers model-based and discretionary strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Billingslea is a Wealth Management Senior Relationship Manager currently engaged in delivering personalized service experiences to families across generations. In his role, he acts as a primary point of contact, committed to addressing individual client needs and preferences. Since 2014, Eric has worked as a Planning Consultant at Fidelity Investments, where he supports clients in wealth management services. He facilitates discussions with Wealth Management Advisors when deeper wealth planning is needed, ensuring clients receive appropriate service and support. Outside of his professional responsibilities, Eric enjoys spending time at the beach, watching football, and participating in outdoor adventures.

G Bryan Cichon is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Merrill since 1999. Merrill, along 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.

Stacy Rabin is a financial advisor with Merrill in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked at Merrill since 1991 and has also been associated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Ronald Mercatante is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His career includes roles at Kovack Advisors, Inc. and Kovack Securities, Inc., and he has been involved in insurance-related activities for more than two decades. Outside of his advisory work, he is engaged in tax services and owns an administrative firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals. The firm offers a range of investment implementation options, proprietary and third-party model strategies, and features institutional resources such as advisor transition support and formal compliance programs.

Ellen Takagi Walsh is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. She has worked at City National Bank since 2019 and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Rany Janover is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. He has worked at Ameriprise since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic tools overseen by a Retirement Income Oversight Committee.

Robert Shure is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that are flexible to adapt to clients' changing needs and market conditions. Robert offers access to investment insights from Merrill and financial solutions from Bank of America to support various aspects of clients' financial lives. Robert has been a financial advisor since 1998 and joined Merrill Lynch in 2005. His expertise includes personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Robert graduated from the Wharton School at the University of Pennsylvania with a bachelor's degree. Beyond his professional role, Robert is involved in community service and participates with organizations such as 412 Food Rescue. He resides in the South Hills of Pittsburgh, is married with three adult children, and enjoys golfing, hiking, and tennis.

Christopher Happel is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and iH Solutions, LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven strategies.

Brittany Toolsie is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. Her prior roles include positions at LPL Financial, Seacoast Bank, and SunTrust in various advisory and investment services capacities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors. The firm uses both internal and third-party managers and implements various strategic and tactical asset allocation approaches, including tax-aware options for higher tax-sensitivity clients.

Thaddeus Ripa is a financial advisor with Primerica Advisors in Delray Beach, FL, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. He has been affiliated with Primerica Financial Services and PFSI Investments, Inc. since 1989 and currently operates RIPA Wealth Advisors. Outside of advisory work, he is involved in the sale of home security and automation products through affiliate companies and owns an investment-related legal entity established for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and custodial services, managing approximately $15.5 billion in assets across a network of nearly 3,700 advisors.

Brooke Angers is a financial advisor at Charles Schwab with a Series 66 designation. She began her advisory career in 2026 and previously worked at Leeward Financial Group and Merit Financial Advisors. Brooke has a background that includes several years in full-time education and experience at Gerald R Angers PA. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Kyle Scholl is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since January 2008. He specializes in developing personalized long-term wealth management plans that are strategically tailored to meet each client's unique needs and life goals. Kyle’s areas of focus include college education planning, corporate executive services, family wealth management strategies, institutional investment consulting, and tax minimization, among others. Kyle holds a Bachelor's Degree from Florida Atlantic University and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he possesses a Florida resident agent's license in life insurance and variable annuities and holds the Personal Investment Advisor (PIA) designation. Residing in Boca Raton, Kyle is a Native Floridian who enjoys spending time outdoors. His personal interests include biking, cooking, gardening, hiking, ice hockey, scuba diving, skiing, surfing, traveling, and spending time with family. He actively volunteers on restoration projects for Coastal Mangroves and the Florida Everglades.

Jeffrey Brook is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley since 2016, working within both the Private Bank N.A. and Morgan Stanley Smith Barney LLC divisions. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models through its Financial Advisors and Estate Planning Strategies Group.

James Reilly is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley in various roles since 2009, including positions at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through direct relationships and corporate financial planning agreements.

Christine Moody is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously held roles at Morgan Stanley Smith Barney and Morgan Stanley & Co. from 2007 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Frank Cummings is a financial advisor at Equitable Advisors with 31 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC. Cummings holds a Series 66 designation and is based in West Palm Beach, FL. Outside of his advisory role, he is involved in insurance sales through various companies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Alexander Constantine is a Financial Advisor with Merrill Lynch Wealth Management. He brings a distinctive approach to financial advising, combining his background in software engineering with a degree in Economics from Boston College. Supported by a team of three seasoned advisors with over 100 years of collective experience, Alexander delivers innovative and tailored financial strategies to meet each client's unique needs. His areas of expertise include college education planning, executive and equity compensation services, family wealth management strategies, retirement planning, special needs planning, and institutional investment consulting. Alexander’s analytical skills, honed through his technical background, complement his dedication to building meaningful client relationships, inspired in part by his personal experiences supporting family members with special needs. Alexander holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys activities such as billiards, boating, gardening, golfing, music, skiing, swimming, traveling, and spending time with his family.

Geoffrey Doro is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a team member since 2007. He leads the team's wealth management planning efforts, focusing on developing strategies and advice tailored to clients' short- and long-term financial objectives. Geoffrey utilizes Merrill’s wealth management planning tools to produce Personal Wealth Analysis reports that outline clear paths for clients to achieve their financial goals. He works collaboratively with colleagues to review client investments and maintain progress toward their objectives. His expertise includes college education planning, executive compensation, institutional and corporate benefit services, legacy planning, liquidity management, personal retirement planning, portfolio management, tax minimization, and retirement income. Geoffrey holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree in Business Administration from the University of Florida. Geoffrey resides in Boca Raton with his wife, Christina, and their two children. His personal interests include biking, boating, camping, chess, fishing, hiking, music, running, skiing, and spending time with his family.

Joshua Adler is a Wealth Management Advisor and senior partner of The Rothman Adler Group at Merrill Lynch Wealth Management. His practice centers on the needs of high net worth families, entrepreneurs, and small businesses. He employs a planned-based approach to design customized strategies tailored to each client's goals and risk tolerance. His team uses a combination of active and passive strategies for portfolio construction and incorporates alternative investments when appropriate. Prior to joining Merrill Lynch Wealth Management in 2017, Joshua spent nine years at UBS as a Senior Vice President in Wealth Management and ten years at Bernstein Global Wealth Management, where he was a Principal in the Private Client Group alongside his partner, Rob Rothman. He holds a Bachelor of Arts degree from the University of Pennsylvania. Joshua resides in Boca Raton, Florida with his wife, Leslie, and their two children.