Rimon Attalla is a financial advisor with J.P. Morgan Securities in Lake Worth, FL, holding a Series 66 designation and 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 for private residences. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG criteria, and leverages broader derivatives and commodities capabilities.

Anthony Balto is a financial advisor with Merrill in Palm Beach, FL, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His work history includes roles at Merrill, Rexford Capital LLC, Robert Half Account Temps, and WC Realty Group. 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 and profit-sharing plans, corporations, and charitable organizations.

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 with five years of experience in the financial industry. He currently works at J.P. Morgan Securities and has prior experience with First Republic Investment Management, First Republic Securities Company, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. Their process incorporates quantitative and qualitative due diligence and may include ESG considerations.

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 previously worked at the Abu Dhabi Investment Authority and Apg. Holm is also the owner of Verifien, LLC, a business entity based in Wellington, FL. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through a large network of Financial Professionals and offers access to multiple platforms, proprietary model strategies, and third-party advisers.

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 and has previously managed Solomon Real Estate for 16 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating a forward-looking capital market approach and an ESG eligibility framework.

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 Series 66 credentialed advisor currently with J.P. Morgan Securities in Palm Beach Gardens, FL. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. His prior roles include positions at Andrews Luther Webb Group and Girard & Associates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Todd Dahlstrom is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Deutsche Bank Securities, PNC Wealth Management, Kipling Capital, and Ameritas Investment Partners. Outside of finance, he is active as a musician, creating, producing, and performing music since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG criteria as part of 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 in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked previously at firms including Wealthcare Advisory Partners, LPL Financial, Ameriprise, Wells Fargo Clearing, and Charles Schwab. Kaplan is a member of a marketing referral network (BNI) and operates a sole proprietorship for insurance sales and service. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies with access to multiple custodial and third-party platforms.

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 with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Fidelity Investments and Benchmark Performance Partners. He has also served in the United States Army since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized performance reporting, with clients maintaining final decision-making authority.

Luke Bartolf is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 credential and has held positions at Value View Financial Corp., Palm Beach Atlantic University, and the First Presbyterian Church of North Palm Beach. Outside of finance, he has worked as a golf course desk attendant at Sandhill Crane Golf Course. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans based on clients’ goals and risk tolerances.

James Fyda is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process is supported by centralized due diligence, combining quantitative and qualitative research, and incorporates ESG criteria in its recommendations.

Andrew Winaker is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Merrill, Bank of America, Truist Investment Services, LPL Financial, and Cetera Investment Services. He is based in Delray Beach, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

John Hellwig II is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Management and Morgan Stanley. Outside of advisory work, he is a minority investor in an HVAC business where he assists with financial analysis and business finances. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Frank Costa is a financial advisor with Equitable Advisors in Lantana, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2000. Outside of his advisory role, he is involved in selling group disability, dental, and health insurance products to real estate professionals and assists with tax account programs through Realty Benefit Services. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of advisory models and third-party asset managers rather than sponsoring its own wrap fee program.

Kim Fonseca is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 designations and has 44 years of experience in the industry. Prior to joining J.P. Morgan in 2013, Kim worked at Morgan Stanley and Citigroup Global Markets. Outside of work, Kim serves as a director on the executive board of the Boys and Girls Clubs of Palm Beach County, where involvement includes overseeing long-term investment recommendations for unrestricted funds. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, focusing on non-discretionary advice around asset allocation, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with access to broad derivatives and commodities capabilities.