Jonathan Stone is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously associated with AXA Advisors, LLC. Outside of his advisory role, he serves as a trustee for a family-related special needs trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to various advisory models and third-party asset managers, offering a range of investment options and fiduciary services through a broad network of representatives.

James Goldslager is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Guardian Life for over two decades and spent two years with Securities America Advisors before joining OSAIC. Goldslager is also the owner of Brag Associates LLC, an investment advisory firm. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a range of brokerage and advisory services. The firm utilizes a model-based investment approach featuring asset allocation, portfolio optimization, and multiple program options delivered through an extensive affiliate network.

Juan Freitas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013, following a year at PNC Wealth Management. 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. Their advisory process combines quantitative and qualitative research, incorporates ESG eligibility frameworks, and features broader derivatives and commodities capabilities compared with many institutional advisory programs.

Kelly Curro is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. Prior to joining Wells Fargo in 2016, Curro worked at Prudential Equity Group, LLC from 1999 to 2003. Outside of advisory work, Curro serves as secretary for the High Sierra Homeowner Association and owns a T-shirt design and sales business. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Ramos is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2016. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Elmãºdesi is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Florida State University, and Striano Financial Group LLC. Outside of his financial career, he has been involved with Next Door Entertainment and Kozyrnaya Karta, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach combines quantitative and qualitative research to deliver written asset allocation advice and investment manager searches, while clients maintain final decision-making authority.

Dan Levene is the Branch Leader at the Boca Raton Investor Center, where he oversees branch operations, engages with clients, and collaborates with advisors to assist clients in pursuing their financial goals through Fidelity's planning and investment services. He has been in this leadership role since 2023. Prior to his current position, Dan held several roles at Fidelity Investments, including Wealth Management Service Specialist II from 2021 to 2023, Vice President Financial Consultant from 2014 to 2021, and Financial Consultant from 2014 to 2015. His experience encompasses financial consulting and wealth management services within Fidelity. Additional details regarding Dan's education, credentials, personal interests, or community involvement have not been provided.

Kevin Bryan is a CFA® charterholder based in Palm Beach, FL, with 11 years of industry experience. He currently works at Morgan Stanley, where he has been since 2024, following a decade-long tenure at JPMorgan Chase Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations without providing individual security recommendations as part of standalone planning.

Richard Jackson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and having 43 years of industry experience. He has worked at Raymond James since 2009 and also serves as an independent contractor financial advisor for Connor Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth investors, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals while supporting municipal and public-finance work through a unique affiliation with a municipal advisor.

Jacqueline Slye is a financial advisor with Merrill, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Merrill since 2008. Outside of her advisory work, she is the owner of Top-Notch Delivery Service, a for-profit LLC in Boynton Beach, Florida, and works part-time as an independent consultant for Isagenix, a nutritional solutions company. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Ciro Gallego Bocanegra is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2015. Previously, he worked at JPMorgan Chase Bank, N.A. starting in 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Adam Grossman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities, Bank of America, and Merrill. Outside of advising, he is a partial owner of Wego Solutions LLC, a former software development company for hospitality venues. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a comprehensive range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its financial advice.

Kristina Hartman is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on developing personalized wealth management strategies tailored to clients’ individual goals and financial situations. Kristina leverages investment insights from Merrill and banking solutions from Bank of America to help clients pursue their long-term financial objectives. Kristina began her career as a financial advisor at Legg Mason in 1998 and earned the CERTIFIED FINANCIAL PLANNER® certification in 2000. Her expertise includes wealth management planning, retirement strategies, education planning, philanthropic planning, socially responsible and ESG investing, tax minimization, portfolio management, and advising women on wealth. She holds the Series 7 and 66 FINRA registrations and also has the Personal Investment Advisor (PIA) designation. She obtained her bachelor's degree from the University of Maryland. Kristina is involved in her community through volunteer work with Anne Arundel County CASA, Inc. Outside of work, she enjoys boating, cooking, gardening, running, scuba diving, skiing, surfing, and spending time with her family.

George Gundersen is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at PFS Investments Inc. and Ocwen Financial Corporation. He is also involved in sales and referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Beatrix Kondor is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at BTIG LLC and Merrill Lynch. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing 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.

Mark Haag is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He also manages Mark Haag LLC, a legal entity established to pay expenses for his practice. Ameriprise offers a retirement-income planning service tailored for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Suzann Zadanosky is a CFP®-certified financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets products. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client strategies.

Louise Glover is a Senior Financial Advisor with The HTG Group at Merrill Lynch Wealth Management in the Delray Beach office. She specializes in advising corporations and small businesses on retirement benefit programs including 401(k) plans, as well as working with individuals, families, and businesses to develop customized wealth management strategies tailored to their needs. Louise holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. She is also licensed in Florida as a resident agent for life insurance, variable annuities, and long-term care insurance. With a career in financial services since 1988, Louise has experience working with major Wall Street firms and has been with Merrill Lynch since 2010. She earned her Bachelor of Science degree in International Business from Auburn University. Louise focuses her practice on areas such as college education planning, divorce transition planning, family wealth management, retirement income, and investment consulting for defined contribution and defined benefit plans. A native of Delray Beach, Louise remains actively involved in her community. She is a member of the Junior League of Boca Raton and Impact 100, and volunteers with organizations including the Delray Beach Public Library, Delray Beach Historical Society, Palm Beach County Food Bank, Community Greening, and Palm Beach Literacy Society. Louise lives in Delray Beach with her husband and son.

Daniel Fountain is a financial advisor with Merrill in Palm Beach, FL, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has been with Merrill since 2009 and also associated with Bank of America, N.A. since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, with portfolio implementation tailored to client needs.

Kathleen Entwistle is a financial advisor with Morgan Stanley in Delray Beach, FL, holding a Series 66 designation and 29 years of industry experience. Her career includes roles at UBS Financial Services and various Morgan Stanley entities dating back to 2002. She serves on the board of The Money Date Box, an education-focused organization, and participates on the finance committee of Ridgewood Country Club, a nonprofit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies.