Robert Loafman is a financial advisor with Edward Jones in Tequesta, Florida, holding a Series 66 designation and 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he manages a vacation rental property in Bryson City, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Dominickey Rand is a Wealth Management Advisor at Merrill Lynch Wealth Management, focusing on providing customized wealth management strategies tailored to each client's unique financial situation. With a philosophy centered on working one-on-one with clients to develop personalized financial strategies, Dominickey supports clients in pursuing their long-term financial goals. Dominickey began a career in the financial services industry in 2008 as a Personal Banker with Bank of America and transitioned to Merrill Lynch Wealth Management in 2011. Their expertise includes personal retirement planning, portfolio management, women and wealth, and retirement income. Dominickey holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is registered with FINRA as well as licensed in insurance. They also hold a Bachelor's Degree in Finance from Florida Atlantic University. Outside of their professional work, Dominickey participates in community volunteering following the traditions of Merrill Lynch. They enjoy scuba diving, spending time with family, traveling, biking, and kayaking. Dominickey resides in Jupiter with their husband, Benjamin, and their sons, Jasper and Nico.

Laurence Epstein is a Certified Financial Planner (CFP®) with 38 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Cetera Advisors Networks LLC, United Capital Financial Advisers, Girard Securities, and Osaic FA, Inc. Epstein is also involved with Clarity Wealth Management, LLC, which operates as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors and managing over $819 billion in discretionary assets.

Anthony Millimaci is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income. Anthony focuses on helping entrepreneurs and business owners navigate complex financial questions related to retirement readiness, business succession, and wealth preservation through personalized wealth management plans anchored by Merrill’s investment insights and Bank of America’s banking and lending solutions. Anthony holds the Chartered Financial Consultant (ChFC®) designation, is a Certified Exit Planning Advisor (CEPA), and a Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of South Carolina System. Additionally, he is involved with professional and community organizations including the Leukemia & Lymphoma Society and Big Dog Ranch Rescue. Outside of his professional work, Anthony enjoys adventure sports, golfing, photography, running, traveling, and spending time with his family. His extensive travels to over 40 countries across all seven continents have enriched his perspective on diversity and have influenced his approach to client relationships.

Leslie Muehlheuser is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience. She specializes in helping individuals and business owners build solid financial foundations by aligning wealth with their core values and goals. Leslie's approach emphasizes listening to clients to understand their priorities and delivering personalized strategies that encompass investment planning, risk management, tax-aware strategies, and legacy considerations. Leslie holds a Bachelor's Degree from the University of Central Florida and has earned the Personal Investment Advisor (PIA) designation. Her professional background includes experience at both Merrill Lynch and Bank of America, where she has developed expertise in guiding clients through complex financial decisions and changing markets. She is involved with The DAND Alliance, contributing to community efforts alongside her professional commitments. Outside of her work, Leslie enjoys activities such as golfing, hiking, interior decorating, pickleball, running marathons, tennis, traveling, yoga, and spending time with her family.

John Gurski is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2004. He previously worked at KeyBanc Capital Markets Inc. for one year. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

Peter Panchura is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates one-on-one with clients to develop personalized financial strategies tailored to their individual goals, considering the dynamic nature of today's market conditions. He provides clients with access to investment insights from Merrill and banking and lending solutions from Bank of America. Peter holds the designation of Personal Investment Advisor (PIA) and earned a bachelor's degree from Washington & Jefferson College. He values community involvement and dedicates time to volunteering with local organizations, reflecting Merrill's tradition of engagement in the communities it serves.

Raymond Klahne is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Melanie Rivera is a financial advisor with RBC Capital Markets in Stuart, FL, holding a Series 66 credential and 20 years of industry experience. Her prior roles include positions at Merrill, Stifel, and Barclays Capital Inc. since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with tailored advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and provides customizable portfolio options including tax management and responsible investing screens.

Paula Mierzejewski is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2019 and previously spent seven years with Bank of America Merchant Services, LLC. Paula serves as a board member of the Martin County Police Athletic League. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Casey Castor is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he is involved as a travel agent with Oasis Travel Network. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a variety of strategies and investment options to meet client goals and risk tolerances.

Mando Di Bartolomeo is a financial advisor with Ameriprise in West Palm Beach, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Ameriprise since 2018, including his current role since 2020, and previously worked at Right Pointe Company. Ameriprise offers a retirement-income planning service targeted at individuals approaching 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 to provide tailored, non-discretionary advice supported by algorithmic automation and oversight.

Peter Hatzakos is a financial advisor at Osaic Wealth Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA and HSBC Securities (USA) Inc. He is also involved in a sole proprietorship financial advisory practice that includes discussions of insurance from a planning standpoint. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across various programs, including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by risk assessment tools and offers access to multiple asset management strategies and third-party platforms.

Laurie Hackler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 23 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and previously at RBC Capital Markets. Outside of her advisory role, she is the owner of Ragnar Trust, a private trust company based in Jupiter, FL, and has experience as a speaker and independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm supports multiple management platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Justin Fucci is a Series 66 licensed financial advisor with Merrill in Jupiter, FL, with five years of industry experience. He has worked at Bank of America and Merrill since 2019 and previously spent time with Orangetheory Fitness and the University of Central Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Brown is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked across multiple divisions of Morgan Stanley since 1998, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning through dedicated Financial Advisors and its Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Charles Iosco is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2016, he worked at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Daniel Plummer is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America, N.A. and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering various advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ Advisory Risk Profiles.

Angela Kothe is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America since 2020. Prior to her financial career, she spent 12 years with Darden Restaurants. Outside of advising, she is involved in the hospitality industry as an employee at Fruits and Roots Vegan Cafe in Stuart, Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment approaches including tactical asset allocation and tax-aware strategies.

Mark Schwab is a financial advisor with LPL Financial who holds Series 65 and Series 63 licenses and has 36 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation from 2011 to 2018. Schwab is the sole owner and president of Mark A. Schwab & Associates Inc., a firm specializing in pension consulting and administration. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and investment management services, including access to third-party asset managers and institutional platforms.