Robert Sloan is a financial advisor at Primerica Advisors with 43 years of industry experience. He has been with Primerica Advisors since 1985 and with Primerica Financial Services since 1991. Outside of his advisory role, he serves as president of EMKEN, LLC, a real estate business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Sarah Levi is a financial advisor with Fidelity in Jupiter, FL, holding Series 63 and Series 65 licenses. She has 11 years of industry experience, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management alongside fund advisory. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios from mutual funds, ETFs, and ETPs.

Laura Pricer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at firms including First Republic Securities Company, Bank of America, and Merrill. Outside of her advisory role, she serves as Vice President and President-elect of KCK Huggers/Special Olympics, a nonprofit supporting education, sports, and activities for individuals with intellectual and physical challenges. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

John Felice is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and UBS Financial Services. 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 services, including specialized planning for business owners, special-needs clients, and divorce, supported by Wells Fargo research and planning tools.

Claudia Arevalo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and six years of industry experience. She has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019, following prior roles at Benjamin F. Edwards & Co. and Branch Banking & Trust Co. Claudia is employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of bank products and services in addition to securities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Bruce Zwick is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Morgan Stanley and its private bank since 2018 and previously with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee and co-trustee in a trust-related capacity. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery and planning tools, with advisory services that generally do not include individual security recommendations unless specifically engaged.

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.