Jonathan Kaplan is a financial advisor with Edward Jones in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Heather Anderson is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at Merrill and Chase Bank prior to joining J.P. Morgan. In addition to her advisory role, she is also employed by JPMorgan Bank, where she offers certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain decision-making authority.

John Ver Bockel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes positions at Merrill, Bank of America, and First Republic Investment Management. Outside of his advisory role, he serves on the board of the Wood Family Foundation and is a committee member of the Western Golf Association. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Donnell is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Merrill since 1983 and is also associated with Bank of America, N.A. since 2011. Donnell serves as an advisory board member of the Villanova Financial Club, a nonprofit alumni organization. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Wilson is a financial advisor with Charles Schwab in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2009. Outside of financial services, he is the owner of Ocean Beach Buddy, LLC, a company focused on designing, marketing, and distributing a retail product unrelated to the financial industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Margaret Schollmeyer is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market simulations.

Hannah Foster is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and First Republic. She is an authorized member of HAC3 LLC, a rental property management business, with no active responsibilities. 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 plans, and corporations.

Ethan Emma is a financial advisor with J.P. Morgan Securities who holds Series 63, 65, and 66 licenses and has 34 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and Jpmorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, offering bank products and services including deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Loafman is a financial advisor with Edward Jones in Tequesta, Florida, holding a Series 66 designation and 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he manages a vacation rental property in Bryson City, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Kevin Connor is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. Prior to joining Ameriprise, he spent nine years at Kovack Securities, Inc. Outside of his advisory role, Kevin has involvement in real estate ownership. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dominickey Rand is a Wealth Management Advisor at Merrill Lynch Wealth Management, focusing on providing customized wealth management strategies tailored to each client's unique financial situation. With a philosophy centered on working one-on-one with clients to develop personalized financial strategies, Dominickey supports clients in pursuing their long-term financial goals. Dominickey began a career in the financial services industry in 2008 as a Personal Banker with Bank of America and transitioned to Merrill Lynch Wealth Management in 2011. Their expertise includes personal retirement planning, portfolio management, women and wealth, and retirement income. Dominickey holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is registered with FINRA as well as licensed in insurance. They also hold a Bachelor's Degree in Finance from Florida Atlantic University. Outside of their professional work, Dominickey participates in community volunteering following the traditions of Merrill Lynch. They enjoy scuba diving, spending time with family, traveling, biking, and kayaking. Dominickey resides in Jupiter with their husband, Benjamin, and their sons, Jasper and Nico.

Robert Lepa is a financial advisor at Ameriprise with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Jacqueline Lorkowski is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by proprietary planning tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer-based agreements.

Anthony Millimaci is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income. Anthony focuses on helping entrepreneurs and business owners navigate complex financial questions related to retirement readiness, business succession, and wealth preservation through personalized wealth management plans anchored by Merrill’s investment insights and Bank of America’s banking and lending solutions. Anthony holds the Chartered Financial Consultant (ChFC®) designation, is a Certified Exit Planning Advisor (CEPA), and a Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of South Carolina System. Additionally, he is involved with professional and community organizations including the Leukemia & Lymphoma Society and Big Dog Ranch Rescue. Outside of his professional work, Anthony enjoys adventure sports, golfing, photography, running, traveling, and spending time with his family. His extensive travels to over 40 countries across all seven continents have enriched his perspective on diversity and have influenced his approach to client relationships.

Leslie Muehlheuser is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience. She specializes in helping individuals and business owners build solid financial foundations by aligning wealth with their core values and goals. Leslie's approach emphasizes listening to clients to understand their priorities and delivering personalized strategies that encompass investment planning, risk management, tax-aware strategies, and legacy considerations. Leslie holds a Bachelor's Degree from the University of Central Florida and has earned the Personal Investment Advisor (PIA) designation. Her professional background includes experience at both Merrill Lynch and Bank of America, where she has developed expertise in guiding clients through complex financial decisions and changing markets. She is involved with The DAND Alliance, contributing to community efforts alongside her professional commitments. Outside of her work, Leslie enjoys activities such as golfing, hiking, interior decorating, pickleball, running marathons, tennis, traveling, yoga, and spending time with her family.

Barbara Zech is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured financial planning tools, though clients are responsible for implementing and updating their plans.

Perry Whitehead is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of non-discretionary advisory services and access to discretionary separately managed accounts alongside centralized custody and brokerage services.

Christopher Fluehr is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2014. He is involved in multiple personal business activities, including ownership roles in several family-related entities and acting as executor and trustee for family estates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through a broad network of advisors and programs.

John Gurski is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial since 2004. He operates out of Jupiter, FL. Outside of his advisory role, he manages John Gurski, LLC, a tax entity separate from his investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with a variety of discretionary and non-discretionary management options supported by research and model portfolios.

Joann Franklin is a financial advisor at Stifel with 10 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus since 2007. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. Stifel’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, providing forward-looking capital market analyses to support client decision-making.