Alexander Condon is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 1999 and Jpmorgan Chase Bank, N.A. since 2003. He holds Series 63 and Series 65 credentials and is based in Palm Beach, FL. 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 a team of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage, distribution, and investment management capabilities.

Stephen Ostrofsky is a CFP® with 33 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2022. His prior experience includes roles at Kovack Securities, Inc. and operating his own advisory practice, Stephen Ostrofsky PA, for nearly two decades. He is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment solutions through a broad network of independent financial professionals, utilizing proprietary models and third-party strategies across various custody platforms.

Katelyn O'hara is a financial advisor at UBS Financial Services with credentials including Series 65 and Series 63 and four years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Goldman Sachs. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

James Mosier Jr. is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 credential and has worked at Cetera and Voya Financial Advisors, among other roles. In addition to his advisory work, he is licensed as a life insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment strategies.

Alan Block is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mr. Block earned a Bachelor's Degree from the University of Pennsylvania as well as a degree from the Wharton School at the University of Pennsylvania. He also holds a Master's Degree from Harvard University Graduate School of Business.

David Jimenez is a financial advisor at Morgan Stanley with 25 years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 designations and is based in West Palm Beach, FL. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and investment models as part of its structured financial planning process.

Mark Maller is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Thomas Corcoran is a financial advisor at Merrill Lynch Wealth Management, specializing in working with high-net-worth families and business owners. He has experience from Fidelity Investments and J.P. Morgan Wealth Management, and has served clients at Merrill Lynch for over three years. Thomas focuses on thoughtful, long-term strategies aiming to preserve clients' wealth while pursuing appropriate, risk-aligned growth. He leverages planning tools and insights from Merrill's Chief Investment Office to guide clients through various financial stages, including retirement planning, liquidity events, and multi-generational legacy planning. Thomas holds a Bachelor's Degree from Florida Atlantic University and is a Personal Investment Advisor (PIA). His approach is grounded in principles such as precise planning and patience, reflecting his commitment to helping clients create effective financial strategies. When not advising clients, Thomas enjoys outdoor activities such as offshore fishing, boating, hiking, and skiing.

Timothy Hill is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing services such as family wealth management strategies, personal retirement planning, and portfolio management to affluent families and individual clients. With over 34 years of experience in various facets of finance, he focuses on helping clients achieve their financial goals. Mr. Hill holds a Bachelor's Degree from the Wharton School of the University of Pennsylvania. He has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His approach involves understanding clients' goals, personalities, and risk tolerance to develop customized financial plans aimed at pursuing their life objectives. In addition to his professional work, Timothy Hill is a member of the National Croquet Club. His personal interests include football, golfing, scuba diving, soccer, spending time with his family, and traveling.

Robert Boronski is a CFP® professional with 34 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent over three decades at Soundview Financial Associates and Commonwealth Equity Services, Inc. Boronski is also the sole owner of Soundview Financial, LLC, a private entity involved in securities and fixed insurance activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and a broad affiliate network.

Steven Duker is a financial advisor at LPL Financial with 36 years of industry experience. His prior roles include positions at Jdre Investments, United Planners Financial Services, and Business Capital Solutions Inc. He holds Series 63 and Series 66 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management along with research-supported model portfolios and alternative investment strategies.

John Burns is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he serves a diverse clientele including CEOs, entrepreneurs, lawyers, and medical professionals. His role focuses on delivering personalized financial services with an emphasis on risk management, retirement income strategies, wealth transfer, trust and estate planning, and managing concentrated stock positions. He is also involved in providing access to Bank of America's credit, lending, and banking services, coordinating with clients' external attorneys, accountants, and other professional advisors to support comprehensive financial and legacy planning. Burns holds a Bachelor's Degree from Saint Leo University and carries the Personal Investment Advisor (PIA) designation. He leads a team that offers both active and passive management without proprietary products, aiming to provide highly attentive, customized client experiences with a boutique approach. His expertise extends to assisting ultra-high-net-worth clients with lifestyle and legacy needs, including home financing, customized lending, and philanthropic planning. In addition to his professional duties, Burns values community involvement, inspired by the Merrill tradition of service. His personal interests include boating, fishing, reading, and tennis.

Lloyd Seested III is a financial advisor at UBS Financial Services with 28 years of experience in the industry. He holds Series 63 and Series 65 credentials and has been with UBS since 2011. Outside of his advisory role, Seested serves on the boards of several nonprofit organizations focused on supporting disabled adults, veterans, autistic individuals, and troubled youth. He is also involved with the Association for Corporate Growth as a board member. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a comprehensive platform that includes proprietary research and a range of capital markets services.

George Bitting Jr. is a financial advisor with UBS Financial Services in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he is involved in a family business related to oilfield management and oil exploration. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers additional capital markets and banking-related products.

Boris Reyzelman is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank, Merrill, and Bank of America. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Elan Danon is a financial advisor with Cetera based in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Merrill, JPMorgan Securities LLC, and Garnet Group. He is also involved with Regions Bank, providing wealth advisory and customer service related to deposit accounts, loans, and credit card applications. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Jeffrey Silverman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2009 and has been working in the financial services industry since 1996. Jeffrey specializes in providing wealth management advice and guidance to high net worth clients, assisting them in developing strategies to achieve their financial goals. His areas of expertise include legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. Jeffrey holds a Bachelor of Science degree from Nova Southeastern University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeffrey resides in St. Thomas, US Virgin Islands, with his wife and three children. Outside of his professional work, he enjoys cooking, fishing, scuba diving, skiing, spending time with his family, and traveling.

Michael Wells is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1997 and has worked with Primerica Financial Services since 1991. His other business activities include part-time involvement in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

David Walker is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked within JPMorgan Chase Bank and JPMorgan Securities since 2024. Outside of finance, he briefly managed a business named Walker Home Management. 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 an ESG eligibility framework in their investment approach.

Robert Sherwin is a financial advisor with Morgan Stanley in Boynton Beach, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Sherwin serves as Chairman of the Investment Committee for the Jewish Federation of Rhode Island and is involved with the Rhode Island Community Foundation’s Investment Committee. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support client financial plans.