Syndie Levien is a CFP® professional with 43 years of industry experience, currently serving at Ameriprise since 2025. She previously worked at UBS Financial Services for 11 years. Levien serves on the Board of Directors for the Jewish Federation of Palm Beach County. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. As a large institutional firm, it also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Luther is a CFP® professional with 15 years of experience in the financial industry. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019, and previously at Bank of America and Merrill Lynch from 2010 to 2019. In addition to his advisory role, he is also an employee of J.P. Morgan Bank, where he can offer 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 and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis.

Cynthia Carroll is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has previously worked at Goldman Sachs and Barclays Investment Bank. She is also employed by JPMorgan Chase Bank, where she offers certain bank deposit and credit products. 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 an ESG eligibility framework.

Edward Yen is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended as a basis for client decisions.

Alexander Mata is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2015. In his role, he partners with clients to work towards their financial goals leading up to and throughout retirement. Prior to joining Fidelity Investments, Alexander worked as a Private Client Banker at JPMorgan Chase Bank from 2012 to 2015. His professional experience spans financial consulting and private client banking, with a focus on personalized client service. Outside of his professional work, Alexander has interests in baseball, football, golf, spending time at the beach, and pets.

Richard Brusca is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 63 designation and 44 years of industry experience. He has been associated with Wells Fargo entities since 2009. Brusca has ownership interests in Omega Chapter Inc. and Brusca GP, LLC, both investment-related ventures. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with a broad array of planning options across various specialized areas.

John Kent is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Truist Investment Services, Kipu, Seacoast Bank, and The Weitz Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations for clients who meet a net-worth threshold.

Matthew Kutner is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior experience includes roles at City National Bank, Bank of America, and Merrill. He serves as president of the board of trustees for Temple Judea and participates on several nonprofit advisory boards focused on charitable and community initiatives. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs, combining in-house and third-party managers with various portfolio management and financial planning services.

Dominick Pagliaro is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including TD Ameritrade, AXA Advisors, and Wells Fargo Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering 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.

Cindy Pollack is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Edward Jones, Castle Wealth Management, and TFG Financial Advisors. Outside of her advisory role, she owns a tax preparation business operating in West Palm Beach, FL. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Trevor Sluman is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Capstone Hospitality, Team Guru, and an independent advisory practice. He has also held academic roles at Lynn University and the University of Louisville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and oversight of sub-advisers.

Elena Saveleva is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. Her career includes positions at Bank of America, JP Morgan Chase, First Republic Investment Management, and Ameriprise Financial Services. She is based in Palm Beach Gardens, FL. 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, pension plans, corporations, and charitable organizations.

Daniel Hepworth is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He has worked within various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and planning tools to develop tailored recommendations.

Briana Heard is a Series 66 licensed financial advisor with Merrill in Jupiter, FL, with 11 years of industry experience. She has been with Merrill and its affiliate Bank of America since 2008 and has also been affiliated with the University of North Florida since 2006. Merrill, together with 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charlotte Martin is a financial advisor at Merrill with Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Merrill since 2017 and was previously employed at Bank of America from 2000 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Jason Hale is a financial advisor with Charles Schwab in Palm Beach Gardens, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab since 2019, with prior experience at T Rowe Price and Scottrade. Outside of advising, he owns and manages small businesses including a car wash and property management ventures. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and managed account services with a unique blend of non-discretionary guidance and access to discretionary strategies.

Peter Stocker is a financial advisor with Morgan Stanley Wealth Management in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Nino Migoya is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual 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 tools and modeling techniques to support its financial planning services.

Michael Bennett is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL. He holds a Series 63 designation and has 32 years of industry experience, including roles as a sole proprietor since 1994 and involvement with Saga Corporation’s Education Division since 1983. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by various portfolio management styles and affiliated research.

Mark Holbert is a CFP® with 27 years of industry experience, currently serving at Raymond James & Associates. He has been with Raymond James & Associates since 1998 and is also involved with E Train Sports. Outside of his advisory role, he is a founder and board member of the nonprofit organization Friends of Jupiter Beach. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, and offers a range of financial planning and investment consulting services through various specialized programs and divisions.