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 63 and Series 65 licenses and eight years of industry experience. He previously worked at PFS Investments Inc. and has been affiliated with Primerica Financial Services since 2017. Outside of financial advising, he is the author of a book titled *Sharp Iron Study-Book of James*, based in West Palm Beach, FL. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through model-delivery strategies created by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

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.

Steven Salovitch currently serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 2019, initially joining as an Investment Consultant before advancing to Financial Consultant. Prior to joining Fidelity, Mr. Salovitch worked as a Financial Advisor at Morgan Stanley from 2018 to 2019. With over 40 years of experience in financial services, Mr. Salovitch has held various roles including Independent Insurance Brokerage and Consultant from 2013 to 2018, Vice President at BGC Partners from 1998 to 2013, Executive Vice President at Lassar Marshall, USA Inc. from 1994 to 1998, and Vice President at Prebon Yamane from 1986 to 1994. His professional history reflects extensive involvement in financial consulting and advisory services. At Fidelity, Mr. Salovitch and his team focus on utilizing the firm's financial planning tools and resources to collaborate with clients and families in developing strategies aimed at protecting and growing their wealth. No educational background or personal interests information was provided.

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 with Merrill, holding a Series 63 designation and 27 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wachovia Bank. Outside of finance, she is the president and owner of MIXFASHION INC., a small business selling fashion and custom jewelry. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Elena Kuznetsova is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 65 licenses and one year of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as prior experience outside the financial industry. She is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody, and operates at scale with thousands of advisors and billions in assets under management.

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 with UBS Financial Services in West Palm Beach, FL, holding Series 63, 65, and 66 credentials and 22 years of industry experience. He has been with UBS since 2014 and is also involved with Battery Ventures. Outside of his advisory work, Carey holds management roles in diverse business ventures including a partnership in the food and beverage sector, serves as a trustee for an arts organization, and operates a women’s retail clothing business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor investment strategies and offers both fiduciary financial planning 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, located in Delray Beach, Florida. He specializes in creating generational family wealth management plans, focusing on understanding each family's unique dynamics, values, and goals to craft tailored financial strategies. Seth aims to help families build and preserve wealth across generations through personalized wealth management planning. 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. His approach combines financial expertise with a personalized strategy to align clients' wealth management plans with their long-term vision. Born and raised in South Florida, Seth is actively involved in the local community, participating with organizations such as Boys & Girls Club, SABR TOPSoccer, and Speak Up for Kids. Outside of his professional work, he enjoys activities including adventure sports, basketball, boating, fishing, football, golfing, reading, spending time with his 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 with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to her current role, she worked for Goldman Sachs from 2016 to 2026. 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 incorporating an ESG eligibility framework in its recommendations.

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.