Brandon Murray is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in goals-based wealth management strategies and managing custom investment strategies on a discretionary basis. Brandon has been with Merrill Lynch since 2018, focusing on portfolio management and financial planning. He holds a Bachelor's degree and an MBA from the College of Charleston. Brandon is a CERTIFIED FINANCIAL PLANNER® and a Personal Investment Advisor (PIA). Prior to joining Merrill Lynch, he gained experience at Northwestern Mutual and Banker's Life, enhancing his expertise in insurance planning and long-term care solutions. Brandon is a former collegiate and professional baseball player and is involved with the College of Charleston Alumni Association. He enjoys baseball, basketball, billiards, golfing, reading, soccer, swimming, and traveling. He lives with his wife Carly and their two children, Riley and Ryan.

Anita Patel is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of services including retail and institutional investment options.

Samuel Faria is a CFP® with nine years of industry experience, currently with Wells Fargo Clearing. His prior roles include positions at Charles Schwab & Co., Inc., Regions/Florida Health Group, Valor Investment Management, and Northwestern Mutual. Outside of his advisory work, he is involved as the owner of Cozy Vacation Rentals, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Timothy Smith is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A., as well as extensive experience within UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Elizabeth Rosero is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 19 years of industry experience. She has been with Cetera since 2007 and previously worked at ADP, Inc. for 10 years. In addition to her advisory role, she operates a tax and accounting practice as a CPA and serves as a notary public. Cetera Investment Advisers LLC operates as a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services utilizing multiple program platforms and both affiliated and third-party managers.

Blaine Middlebrook is a financial advisor at Raymond James & Associates with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Raymond James since 2021. Prior to his current role, he held positions in the hospitality industry and at the University of Central Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Dylan Spinks is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Spinks serves as a trustee managing investments for a family trust in Miami. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Martilla is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 13 years. LPL Financial is an SEC-registered 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 research and technology solutions.

David Schaum is a financial advisor at Cetera with 42 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Oppenheimer & Co. Inc for seven years before joining Cetera in 2023. He is also the managing partner of Schaum Wealth Management, LLC, and serves on the finance committee of the American Association of Care Giving Youth. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Brian Edgar is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering a range of brokerage and advisory solutions.

Kyle Berardi is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, and Equitable Advisors. Outside of finance, he previously worked at Black and Blue Steak and Crab and Mirbeau Inn & Spa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Matthew Fucci is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Arbor Realty Trust, the YMCA, and the University of Massachusetts Amherst. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Donald Dever is a financial advisor with UBS Financial Services in Fort Pierce, Florida, holding a Series 66 credential and 18 years of industry experience. He has been with UBS Financial Services since 2015. Dever serves on the Nova Southeastern University Regional Campus Advisory Board and the University of Miami Planned Giving Advisory Board, participating in higher education outreach and charitable giving initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets, custody, and lending solutions.

Robert Parr is a financial advisor with RBC Capital Markets in Wellington, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at City National Bank and Morgan Stanley in various roles prior to his current position. Parr serves on the board of the Rickie Fowler Foundation, which raises and distributes funds for nonprofit projects. He is also the owner of an equestrian horse training and sales business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning, utilizing both in-house and third-party investment managers.

Ryan Smith is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 65 and Series 63 licenses and beginning his advisory career in 2026. Prior to joining UBS, he gained experience at Grow Financial Federal Credit Union and Penske Truck Leasing Co., as well as educational roles at the University of South Carolina and Exeter Township schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Robert Padgett is a financial advisor with Primerica Advisors in Lake Worth, FL, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Primerica Advisors since 2022 and previously at Primerica Financial Services. Outside of finance, Mr. Padgett is a self-employed musician with over 40 years in performance, composition, and music education. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed accounts supported by custody and trade execution services from Pershing and BNY Mellon Advisors.

Mordelo Breckenridge Jr. is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2009. Prior to that, he has been associated with Bank of America, N.A. since 2007. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), 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 and profit-sharing plans, corporations, and charitable organizations.

Roy Apple is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 40 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for ten years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a broad range of financial products supported by research and analytics from Wells Fargo Investment Institute.

Holidae Hayes is a financial advisor with UBS Financial Services, holding a Series 66 license and bringing 27 years of industry experience. She has worked at UBS since 2009 and has prior experience at Morgan Stanley. Hayes serves on the boards of the No Greater Sacrifice Foundation, which provides scholarships, and the Great Meadow Foundation, a nonprofit focused on preserving open space and supporting community and equestrian events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk profiles.

Cara Puccio is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 66 registrations and bringing 13 years of industry experience. Her prior roles include six years at Morgan Stanley and eight years at Stifel. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure rather than fixed fees.