Nicholas Rodkin is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at Lincoln Investment Planning, Wells Fargo Clearing, TD Ameritrade, Citigroup Global Markets, Osaic FA, and Ameriprise. He is also involved in mental health counseling through the Saving Lives Counseling Center in Boynton Beach, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Hannah Parr is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory role, she is involved in real estate property management activities in Winston Salem, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Gregory Workman is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He supports clients in areas such as family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Gregory's approach emphasizes listening to clients to understand their priorities and creating strategies aligned with their financial goals. He holds a Bachelor's Degree from the University of Kentucky and the Personal Investment Advisor (PIA) designation. Gregory aims to build long-term relationships and provide thoughtful guidance to help clients make confident financial decisions through every stage of life. Outside of his professional work, Gregory enjoys boating, golfing, and spending time with his family.

Alexander Houck is a financial advisor at Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held various roles including positions at Florida Financial Advisors and several educational institutions. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individuals and institutional clients, utilizing structured planning tools and broad investment resources to deliver tailored financial planning services.

Brian Cartland is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having eight years of industry experience. He previously worked at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory role, he is the author of the book *Sharp Iron Study-Book of James*. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, along with corporate and charitable clients. The firm uses model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, serving thousands of advisors and managing approximately $15.5 billion in assets.

Wyn Yelin is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 and offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Esteban Perez is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Breault & Smith LLC for three years and has experience outside finance, including a position at TJ Maxx. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis models.

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 with LPL Financial and holds Series 63 and Series 65 credentials. He has 28 years of industry experience with prior roles at Grove Point Investments, H. Beck, Inc., Waddell & Reed, Ameriprise, and other firms. Vink is also involved in teaching through Online Training, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 tools such as machine-learning for operational and research purposes.

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.

Michael Gotleib is a financial advisor with LPL Financial based in Delray Beach, FL. He holds a Series 66 license and has 12 years of industry experience. Prior to joining LPL Financial in 2023, he worked for Kestra Advisory and Kestra Investment Services from 2016 to 2023 and has operated Gotleib & Associates since 2013. 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 broad range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Gabriela Bias is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wachovia Bank. Outside of her advisory role, she is president and owner of a fashion and accessories business in Delray Beach, FL. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Elena Kuznetsova is a financial advisor at Primerica Advisors with one year of industry experience. She holds the Series 65 and Series 63 designations and has worked at PFS Investments Inc. since 2025, as well as Primerica Financial Services since 2024. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through a large network of advisors and employs model-based strategies managed by third-party asset managers.

Thiago Dos Santos is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Fidelity, TD Ameritrade, Strategic Advisers LLC, and Black Socks Corp/Group KLT prior to joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, and it maintains broader derivatives and commodities capabilities through specialized regulatory registrations.

Todd Carey is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He has been with UBS since 2014 and concurrently involved with Battery Ventures since 2006. Outside of his advisory role, Carey has management oversight responsibilities at VBT Revolution LLC, a restaurant business, and serves as a trustee for the Lexington Arts & Craft Society. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of investment and capital markets services.

Seth Sigel is a Financial Advisor at Merrill Lynch Wealth Management based in Delray Beach, Florida. He specializes in creating tailored strategies to help families build and preserve wealth across generations. Seth focuses on understanding each family's unique dynamics, values, and goals to develop personalized wealth management plans that align with their long-term vision. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Seth earned his bachelor's degree from Indiana University's Kelley School of Business. With his comprehensive expertise, he assists clients in areas such as college education planning, divorce transition planning, family wealth management strategies, liquidity management, personal retirement planning, and tax minimization. Born and raised in Boca Raton, Florida, Seth is actively involved in the local community. He supports organizations like Boys & Girls Club, SABR TOPSoccer, and Speak Up for Kids. Outside of his professional work, his personal interests include adventure sports, basketball, boating, fishing, football, golfing, reading, spending time with family, and traveling.

Diana Fernandez is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Merrill and affiliated institutions, including Bank of America and Wells Fargo, since 2014. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Renee Greene is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs for 10 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Rimon Attalla is a financial advisor with J.P. Morgan Securities in Lake Worth, FL, holding a Series 66 designation and 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 for private residences. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG criteria, and leverages broader derivatives and commodities capabilities.