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.

Eddie Lopez is a financial advisor with Merrill in West Palm Beach, FL, holding a Series 66 designation and four years of industry experience. He has been with Merrill since 2016 and is currently affiliated with Bank of America N.A. since 2022. Merrill provides managed account services 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 developed by internal teams and third-party managers.

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.

Anthony Balto is a financial advisor with Merrill in Palm Beach, FL, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His work history includes roles at Merrill, Rexford Capital LLC, Robert Half Account Temps, and WC Realty Group. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 three years of industry experience. She holds the Series 66 designation and is based in Wellington, FL. Outside of her advisory role, she works as an associate at Boynton Financial Group, Inc., providing client support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional services.

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 previously worked at the Abu Dhabi Investment Authority and Apg. Holm is also the owner of Verifien, LLC, a business entity based in Wellington, FL. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through a large network of Financial Professionals and offers access to multiple platforms, proprietary model strategies, and third-party advisers.

Christine Solomon is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously managed Solomon Real Estate for 16 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating a forward-looking capital market approach and an ESG eligibility framework.

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 licenses and 20 years of industry experience. His prior roles include positions at Deutsche Bank Securities, PNC Wealth Management, Kipling Capital, and Ameritas Investment Partners. Outside of finance, he is active as a musician, creating, producing, and performing music since 2015. 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 incorporates quantitative and qualitative research and may include ESG criteria as part of 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.

Zachary Swartout is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America and roles in education at Florida Atlantic University, Tallahassee Community College, and Park Vista High School. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Eric Kaplan is a financial advisor with OSAIC in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked previously at firms including Wealthcare Advisory Partners, LPL Financial, Ameriprise, Wells Fargo Clearing, and Charles Schwab. Kaplan is a member of a marketing referral network (BNI) and operates a sole proprietorship for insurance sales and service. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies with access to multiple custodial and third-party platforms.