Jonathan Vanderveen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2017, with prior roles at Bank of America and Merrill. Outside of advisory work, he is associated with a family-held LLC established to trademark a slogan, which is not operational. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Douglas Mattliano is a financial advisor with Wells Fargo Clearing in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley in various roles from 2009 to 2019, including Morgan Stanley Private Bank, N.A. 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 advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

James Van Putten Vink is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Grove Point Investments, Grove Point Advisors, H. Beck, and Waddell & Reed. He is also involved with Online Training, Inc. as an educator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering a range of advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and access to various model portfolios and research.

Daniel Morales is a financial advisor with Edward Jones in West Palm Beach, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MetLife Securities Inc., and New England Securities Inc. There are no additional notable outside business activities reported. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dean Maragos is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Merrill Lynch and several other firms across different industries, including automotive and dental arts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Michael Gotleib is a Series 66-credentialed advisor with 12 years of industry experience, currently associated with LPL Financial since 2023. His prior experience includes roles at Kestra Advisory and Kestra Investment Services from 2016 to 2023, as well as operating Gotleib & Associates since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Gabriela Bias is a financial advisor with Merrill in Delray Beach, FL, holding a Series 63 designation and 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wachovia Bank. Outside of finance, she is the president and owner of MIXFASHION INC., a business selling fashion accessories and custom jewelry. Merrill offers managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries with model-based and discretionary investment strategies.

Thiago Dos Santos is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Black Socks Corp/Group KLT, among other firms. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Todd Carey is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 65, Series 63, and Series 66 designations and has been with UBS since 2014. Carey is involved in several outside business activities, including advisory and management roles with a restaurant partnership and trusteeship at an arts and crafts society. 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 research and model-based asset allocations to tailor plans and offers a broad range of capital markets and advisory services.

Eddie Lopez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2016 and also worked at Bank of America N.A. from 2022 to the present. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s corporate platform, providing access to a wide range of products and services.

Seth Sigel is a Financial Advisor with Merrill Lynch Wealth Management based in Delray Beach, Florida. He specializes in creating personalized wealth management strategies to help families build and preserve wealth across generations. Seth works closely with clients to address various financial needs, including college education planning, retirement income, tax minimization, liquidity management, and small business strategies. Seth holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Indiana University's Kelley School of Business. Born and raised in South Florida, Seth emphasizes understanding each family's unique priorities and values to develop tailored financial plans that align with their long-term goals. He is also involved in community organizations such as the Boys & Girls Club, SABR TOPSoccer, and Speak Up for Kids. In his personal time, Seth enjoys adventure sports, basketball, boating, fishing, football, golfing, reading, traveling, and spending time with his family.

Rimon Attalla is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he is a partner in two holding companies that manage private residential properties. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm emphasizes a non-discretionary approach where clients retain final decision-making authority and incorporates an ESG eligibility framework in its recommendations.

Anthony Balto is a financial advisor at Merrill with 12 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Merrill in 2022, he worked at Rexford Capital LLC for six years and held positions at Robert Half Account Temps and WC Realty Group. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

William Mc Kenna is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2020 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Outside of advising, he is the owner and manager of a real estate LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers advisory services that include both direct individual plans and employer-related financial planning agreements.

Jennifer Robinson is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial and its affiliate since 2020. Outside of her advisory role, she works as an associate at Boynton Financial Group, providing client support. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

David Harris is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Bank of America and Merrill. Harris serves as a board member for the Al Cesky Foundation, which provides scholarships to high school athletes. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Arild Holm is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has worked previously at Vision Network, Apg, and the Abu Dhabi Investment Authority. Holm is also the owner of Verifien, LLC, a business entity based in Wellington, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers various financial planning and investment management services through a network of independent financial professionals, utilizing both proprietary and unaffiliated model strategies.

Melvin Kornegay is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His work history is exclusively with Ameriprise entities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Todd Dahlstrom is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Deutsche Bank Securities, PNC Wealth Management, and Kipling Capital. Outside of finance, he is active as a musician, creating and performing music since 2015. 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 applying an ESG eligibility framework in its recommendations.

Junior Rondeau is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has held positions at several firms including Newbridge Financial Services Group and Lincoln Financial Advisors. Outside of his advisory role, he is involved in fixed insurance sales and operates a financial services business under the name Zillmer Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services, with access to multiple program structures and third-party money managers.