David Wilson is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2012 and 2013, respectively. He also maintains a teaching role at Florida Atlantic University. Outside of his advisory work, he provides consulting and bookkeeping services on a limited basis for his wife’s business, Chatterbox Speech and Language Specialists LLC. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies designed and implemented by internal and third-party managers.

Anthony Oliveri is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 designations. Oliveri has worked with Cetera and its affiliates since 2021 and previously spent seven years at Voya Financial Advisors. Outside of his advisory role, he is owner and president of The Oliveri Agency, Inc., where he recruits and trains new agents, and operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services supported by a nationwide network of advisors.

Juan Alban Castillo is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their immediate, short-term, and long-term financial goals, providing tailored advice and guidance aimed at helping clients meet and exceed their objectives. Juan utilizes the full investment platform of Merrill Lynch as well as banking products from Bank of America to support his clients’ financial independence. Juan’s expertise spans areas including employee benefits planning, executive compensation, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, and retirement income. He prioritizes building trust and maintaining a collaborative approach throughout the financial planning process, emphasizing that the journey is as important as the destination. Juan holds a Personal Investment Advisor (PIA) designation. He earned a bachelor’s degree from the University of Maryland and completed a non-accredited certificate program at Andrews University. He is bilingual in Spanish and English. Outside of work, Juan has personal interests in football, golfing, reading, soccer, and spending time with his family.

Richard Bass is a financial advisor with OSAIC in Delray Beach, FL, holding CFP® and CFA® designations and bringing 22 years of industry experience. He previously worked at Royal Alliance Associates, INC. and Jhfn Sii. Outside of advising, he owns and operates several businesses involving structured settlements and medical cost projections for legal and insurance clients. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with various managed account platforms and third-party investment solutions.

Mark Taylor is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Since 2014, he has been with Morgan Stanley, including his tenure at Morgan Stanley Private Bank, N.A. He serves as a board member of the Donald & Ruth Taylor Family Foundation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate Secular Return Estimates and Monte Carlo simulations.

Patrick Boroian is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at Blue Sea Capital LLC, The Carlyle Group, and LNK Partners. He is also involved with Divinity Partners I. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Mona Wilson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and with 39 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured tools and firm-approved methodologies.

Victor Kurtz is a financial advisor with Morgan Stanley in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and input from its Global Investment Committee to support financial planning.

Thomas Barbaccia III is a financial advisor with LPL Enterprise and holds the Series 63 and Series 66 licenses. He has 28 years of industry experience, with prior roles at firms including Securities America, Lincoln Financial Advisors, and National Life. Outside of finance, he is also a songwriter for movie soundtracks and recordings. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Benjamin Vanderpool is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving affluent families by developing tailored strategies that address the unique and often complex financial needs of his clients, their families, and their businesses. Leveraging the investment insights of Merrill and the banking services of Bank of America, he provides a range of financial solutions designed to help clients pursue both short- and long-term financial goals. Mr. Vanderpool has 14 years of experience as a financial advisor, with nine of those years spent at Merrill Lynch. His areas of expertise include college education planning, divorce transition planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds a Bachelor of Science degree in Finance and Accounting from Florida State University and an MBA from Loyola College in Maryland. Mr. Vanderpool is also a Personal Investment Advisor (PIA). Outside of his professional work, Benjamin Vanderpool lives in Delray Beach with his wife and two sons. He is an active member of the Crohn’s and Colitis Foundation of South Florida. In his spare time, he enjoys outdoor activities, traveling, and spending time with family and friends.

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®-certified financial advisor with over 35 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2026 after a 31-year tenure at Soundview Financial Associates and Commonwealth Equity Services, Inc. He is also the sole owner of Soundview Financial, LLC, a private entity involved in securities and fixed insurance business at his branch location. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.