Pehrson Szuluk is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at JPMorgan Chase Bank, Northwestern Mutual Investment Services LLC, and Morgan Stanley. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization, offering a range of investment strategies approved through internal review processes.

Mary Acito is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Fidelity Investments. Additionally, she is a notary public in Boca Raton, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory solutions with various financial product offerings.

Alexander Mc Kendry is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His work history includes roles at Bank of America, Equitable Advisors, and Nationwide Insurance. Outside of his advisory career, he has been involved with the Overbrook Golf Club. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Timothy Lynch is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing from 2019 to 2025, as well as roles at Cintas and the New York Yankees. He is the sole owner of TL26 Capital LLC, an investment-related business based in Jupiter, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Peter Foley Jr. is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services Inc. for 10 years. Outside of his advisory role, he is involved in a private investment acquiring distribution rights for life jackets and related apparel in North America and Europe, with plans to develop an online sales platform targeting yacht clubs and sailing programs. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers, with options including tax management and responsible investing.

Ruben Rodriguez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2020, and previously at Merrill and Bank of America from 2015 to 2020. In addition to his advisory role, he is also employed by JPMorgan Bank, allowing him to offer bank products including deposit and credit services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm uses a combination of quantitative modeling and centralized due diligence, integrates an ESG eligibility framework, and offers services through a select group of advisors on a non-discretionary basis.

Don Wilber is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Richard Ewing is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory role, he manages a business specializing in interior landscaping and orchids. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its affiliated entities and utilizes algorithmic automation to support its retirement income planning.

John Houchin III is a financial advisor with Raymond James Financial Services Advisors Inc. based in Palm Beach Gardens, FL. Holding Series 63 and Series 65 licenses, he has 35 years of industry experience. Prior to joining Raymond James in 2017, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he owns rental real estate and operates support companies related to wealth management and income distribution. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports its services with technology and municipal advisory capabilities.

Lawrence Boytano is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and L&L on M Street LLC. He is also employed by JPMorgan Bank, where he offers various banking products alongside his advisory services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain decision-making authority.

David Crum is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL. He holds a Series 63 designation and has 43 years of industry experience. He has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop tailored recommendations.

Steven Zwirz is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2014, alongside a concurrent role at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Kevin Sercia is a financial advisor at LPL Financial with nine years of industry experience and holds a Series 66 designation. He has previously worked at JP Morgan Securities, JP Morgan Chase Bank, Seacoast Bank, Bank of America, Merrill, and Stifel, Nicolaus and Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Robert Scherer is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside his advisory role, Scherer serves on the Board of Trustees and Finance Committee at Frenchman's Creek Beach and Country Club and is an investment committee member for the Washington Hebrew Congregation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s market analyses.

Valentina Langmeyer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

James Nevin is a Vice President and Financial Consultant at Fidelity Investments, where he has been contributing since 2015. Over the years, he has progressed through various roles within the company, including Financial Representative - Full Trader, Financial Representative II, Investment Consultant, and Financial Consultant before assuming his current position in 2022. As a Certified Financial Planner, James focuses on partnering with clients to create comprehensive financial plans tailored to their individual goals. His professional approach involves defining client objectives and developing actionable strategies to achieve them. Outside of his professional life, James enjoys activities such as beach outings, boating, fishing, football, and golf.

Elizabeth Lee is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 65 and Series 66 licenses and possessing 28 years of industry experience. She has been affiliated with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she serves as a trustee for the Margaret and Daniel Lee Family Trust. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and estate planning strategies while managing approximately $2.74 trillion in client assets.

Ali Goethel is a financial advisor with Merrill, holding a Series 66 designation and over 15 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he serves as a committee member for the Leukemia Lymphoma Society’s Palm Beach Chapter and is a general board member of the Turtle River Education Foundation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Scott Powers is a CFP® professional with 34 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. and Twin Powers Wealth, LLC. His career includes previous roles at Wells Fargo Advisors and Wells Fargo Clearing. In addition to his advisory work, Powers acts as an insurance agent focused on fixed annuities and life insurance policies through Edison Risk and FSG-Financial Strategies Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning supported by advanced risk profiling and analytical modeling tools and maintains a unique affiliation with a municipal advisor to support public finance activities.

Danielle Rojas is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at several firms, including JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities, First Republic Investment Management, and Ameriprise Financial Services. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.