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 has prior experience at Bank of America N.A. since 2022. He is based in West Palm Beach, FL. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Bilger is a financial advisor with Thrivent Investment Management in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, he serves on the board of Southern Cross Service Dogs, a nonprofit focused on training service dogs for veterans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm emphasizes holistic planning and allows clients to combine planning with managed-account programs under consolidated billing through its WealthPlan option.

Lisa Paraizo Smith is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her career includes roles at Credit Suisse Securities and First Republic Investment Management prior to her current position. 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 investment recommendations.

Arnold Peskin is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 56 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee and provides financial advice for the Peskin Family Foundation Trust, which helps select students for college tuition assistance. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and investment committee analyses. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and customized financial strategies.

Renee Greene is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 65 and Series 63 licenses and bringing 8 years of industry experience. She previously worked at Goldman Sachs for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

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 the Series 66 and Series 63 designations. Prior to joining Merrill in 2022, he worked at Rexford Capital LLC for six years and held roles at Robert Half Account Temps and WC Realty Group. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

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.

Charles Rodgers is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at First Republic Investment Management, First Republic Securities Company, and Wells Fargo. 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 performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

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.

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. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, she worked at Solomon Real Estate for 16 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates with a distinctive registration as a security-based swap dealer and futures commission merchant.

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.

Joseph Andrews is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has been with the firm and JPMorgan Chase Bank, N.A. since 2026. His prior work includes roles at Andrews Luther Webb Group, Girard & Associates, and experience running a business named Lindburgers. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which offers asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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.

Richard Hazzouri is a CFA® charterholder with 24 years of industry experience, currently serving at Morgan Stanley in Palm Beach Gardens, FL. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Hazzouri serves as a board member for the Boys and Girls Clubs of Northeastern Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Eric Kaplan is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and over 28 years of industry experience. His prior roles include positions at Wealthcare Advisory Partners, LLC, LPL Financial, and Gaines Financial Group. Kaplan is involved in a local marketing referral network through a membership committee role at BNI. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and efficient-frontier analysis, employing a range of investment options and third-party money managers.

Meade Wallman is a financial advisor with Merrill, holding a Series 66 designation and based in Palm Beach, FL. Wallman has one year of industry experience and has previously worked at Bank of America, N.A., United Franchise Group, and held various roles including at the University of Florida and University of Miami. 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, and institutions.

Jayson Blake is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at Fidelity Investments, Benchmark Performance Partners, and Gametime Sports Construction LLC, as well as service in the United States Army. He is employed by both JPMorgan Securities and JPMorgan Bank, where he can offer banking products alongside investment services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage and investment management capabilities.