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.

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 at UBS Financial Services with credentials including Series 63 and Series 65 licenses. He joined UBS in 2026 and has previous experience at Grow Financial Federal Credit Union and Penske Truck Leasing Co. He is based in West Palm Beach, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses model-based asset allocations and research from its Chief Investment Office and UBS Global Research to tailor financial plans to clients' goals and risk tolerances.

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 at UBS Financial Services with 28 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2009, following prior roles at Morgan Stanley and AllianceBernstein. Hayes serves on the boards of the No Greater Sacrifice foundation and the Great Meadow Foundation, contributing to scholarship funding and nonprofit community initiatives. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and banking activities.

Cara Puccio is a financial advisor with Primerica Advisors in Lake Worth, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior work includes six years at Morgan Stanley and eight years at Stifel. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-delivery strategies developed by external asset managers and supports accounts through BNY Mellon Advisors and Pershing, focusing on advisory services delivered by a large network of approximately 3,700 advisors.

Roy Lipson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses, and has 32 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1993 and operates his own entity, Roy A. Lipson, Inc. In addition to his advisory role, he is also an attorney and is involved in sales of investment and non-investment related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies created by unaffiliated asset managers and offers discretionary separately managed accounts, supported by custodians such as BNY Mellon Advisors and Pershing.

David Wells Jr. is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets and Wells Fargo Bank. 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 solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Andrew Oremland is a CFP®-credentialed financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He has worked at Robert W. Baird since 2016 and previously held roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. The DDK Group, part of Baird’s Private Wealth Management department, serves high net worth individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside internal research and tools, including artificial intelligence.

Jessica Bernowitz is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities. She is also an estate administrator. 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.

Jeremy Schneider is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank NA and JPMorgan Securities for 10 years, as well as Elite Security Solutions and the Palm Beach County Sheriff's Office. Wells Fargo Advisors is a national securities firm that provides 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Emily Kurczyk is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2019. Outside of her advisory role, she owns and operates TGSD Westlake, LLC, a landscaping and janitorial services business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans and offers a broad range of advisory and capital markets services.

Melika Assadi is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in connecting clients to the people, plans, and processes that align with their unique ambitions. Melika works closely with clients to pursue personal goals such as funding education, planning for retirement and potential health care costs, and achieving long-term family objectives. Holding the Personal Investment Advisor (PIA) designation, Melika applies her expertise to create personalized financial plans that reflect her clients' individual perspectives and priorities. She strives to bring simplicity and transparency to wealth planning, aiming to make the investment process a manageable and goal-oriented experience. Melika earned her Bachelor's Degree from the University of Florida. She emphasizes connecting all aspects of a client's financial life to help prioritize and pursue goals that matter most.

Woo Joo Han is a financial advisor at J.P. Morgan Securities with eight years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at Goldman Sachs and Wells Fargo. He serves on the board of a local charity, Jack The Bike Man, which restores bicycles for underprivileged children in Palm Beach County. 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 to support its recommendations.

Douglas Marcello is a CFP® and ChFC® with 12 years of industry experience. He is currently affiliated with Edward Jones in Wellington, FL, where he has worked for a total of 11 years, including a two-year period at Core Wealth Management, Inc. Marcello holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm offers a range of advisory programs supported by a large nationwide network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Kim Love is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Her career includes roles at Cetera Wealth Services, LLC and Summit Financial Group Inc. Outside of advising, she is involved in real estate activities, including acting as an agent for Cummings & Cohen Real Estate Inc. and owning Pure Profit's LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base ranging from individuals to institutional accounts. The firm offers a multi-manager platform that supports discretionary and non-discretionary portfolio management through a variety of program structures and affiliated resources.

Jeremy Doucette is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill and service in the New York State Assembly, as well as work with the Westchester County District Attorney. Morgan Stanley Wealth Management offers advisory programs to both individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and incorporates diverse investment strategies through its Global Investment Committee.

Jonathon Evans is a Series 66-licensed financial advisor with Merrill in West Palm Beach, FL, and has 17 years of experience at the firm. He has six years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.