Alexander Mckee is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation. His work history includes roles at Bank of America, N.A., MBF Clearing Corp., and the University of Miami. He has also been involved with AfterLeaseAutoSales. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, and other entities. The firm’s integration with the Bank of America platform allows access to a broad range of products and services.

Andrew Brusca is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and has been with Wells Fargo entities since 2017, including roles at Wells Fargo Clearing prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet specific net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, delivering recommendations supported by proprietary research and planning tools.

Eric Benson is a Series 66-licensed financial advisor with RBC Capital Markets and City National Bank, based in Palm Beach Gardens, FL. He has six years of industry experience, previously working at Wells Fargo from 2014 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Katrina Timmons is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked at several firms including Merrill, JP Morgan Chase Bank, and Pursuit Wealth Management. Outside of her advisory role, she is involved in entrepreneurial ventures, including co-owning a marine industry product startup and managing a catering business. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes advisory and implementation-support services and provides access to a broad network of affiliates to address various client needs.

Lauren Bergen is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 66 designation and 10 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions while utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Juan Pacheco Cornejo is a financial advisor with Ameriprise in Delray Beach, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at North Florida Financial and has diverse work experience including roles at Youfit Gyms and Florida State University. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted retirement income recommendations.

Richard Wilt IV serves as the Senior Resident Director and Senior Vice President with the Wilt/Polin Group in Palm Beach, Florida, a team of financial advisors and registered client associates. Together, they provide clients with a goals-based wealth management process that aims to fully understand each client's objectives to develop personalized recommendations and implement customized strategies for both individual and corporate clients. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and portfolio management services. Richard earned a Bachelor of Arts degree in Economics and Foreign Language from Hampden-Sydney College, Virginia. He also studied international business and language at the University of Madrid, Spain, and attended the School of Mortgage Banking at the University of Vermont. He has been working in the financial services industry since 1988 and was previously a Vice President with Smith Barney in Manalapan, Florida. He holds professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has given over 100 seminars and has been a featured guest speaker at several nationwide conferences. Outside of his professional work, Richard is involved in his community through organizations such as St. Matthew Church and the West Boynton Little League. His personal interests include baseball, boating, cooking, fishing, football, golfing, scuba diving, spending time with his family, traveling, and watching movies.

Christopher Guttilla is a financial advisor at Raymond James & Associates with 40 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he is a member of JYC LLC and a former owner of ARG Capital, both non-investment-related business activities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base, including individuals, institutions, and government entities, offering wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Shane Mc Van is a financial advisor at OSAIC with a Series 65 credential and two years of industry experience. He has worked at several firms including Creative Financial Network and Trinity Wealth Securities. In addition to his advisory role, he is involved in insurance-related business activities through Creative Financial Network and Capella Financial Group. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and offers integrated brokerage and advisory services across multiple investment platforms.

Bernardo Arcos is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Brother International for 15 years. He is a voting member and Treasurer on the School Advisory Council at Emerald Cove Middle School in Wellington, FL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Fritzgerald Jolly is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan Securities since 2013. Prior to this, he was involved in Oceanside Limo Transportation for one year. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice and access to a wide range of investment products through its Institutional Consulting Services program.

Michael Aronson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Morgan Stanley since 2013 and has been part of Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored corporate financial planning agreements.

Gerard Ciccio is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Based in Palm Beach Garden, FL, Ciccio’s career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management provides a wide range of 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 emphasizes structured financial planning supported by firm-approved tools and methodologies.

John Kendall is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Sagepoint Financial, Inc. for 14 years. Kendall is also involved with Kendall Financial Group, where he acts as an insurance agent and investment advisor focusing on life insurance and fixed annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage and advisory services, unified managed accounts, and access to third-party money managers.

Lissette Espana is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has worked since 1993. She serves as the senior partner of the GR Wealth Management Group, focusing on delivering a comprehensive wealth management approach tailored to clients’ individual priorities, financial situations, and goals. Her team works with multi-generation families, corporate executives, business owners, and physicians, offering personalized strategies that consider factors such as risk tolerance, liquidity needs, and investment objectives. Lissette assists clients by leveraging Merrill’s investment insights and the banking services of Bank of America to address various aspects of their financial lives. Lissette holds several professional designations, including Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She graduated Magna Cum Laude with a degree in Economics from Barat College of Lake Forest, which was later acquired by DePaul University. As a Senior Portfolio Advisor within Merrill’s Investment Advisory Program, she manages custom investment strategies on a discretionary basis, selecting from a wide range of Merrill and third-party portfolios. Outside of her professional work, Lissette lives in the Northern Suburbs with her husband and two sons. The family supports various humanitarian and research organizations, including the American Cancer Society, United Way, and Special Olympics. In her spare time, Lissette enjoys hiking, interior decorating, traveling, and spending time with her family. She is fluent in English and Spanish.

Justin Mitchell is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Synovus Bank, TIAA-CREF, and PNC Bank. He 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through a centralized due-diligence framework on a non-discretionary basis.

Josephine Raus is a Financial Advisor with Merrill Lynch Wealth Management located in Palm Beach, FL. She serves as the primary point of contact for clients and utilizes Merrill's resources to provide personalized service and professional integrity. Josephine focuses on educating clients about their financial options and supports them in making confident decisions to pursue their goals. Her areas of expertise include education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management, and investment strategies for individuals and corporations. Josephine places emphasis on building lasting relationships based on trust, transparency, and exceptional client service. Josephine is a Personal Investment Advisor (PIA) and holds an Accredited Certificate from Instituto Sagrada Familia. Originally from Argentina and fluent in Spanish and English, she previously worked nearly ten years at Wells Fargo Advisors as a Senior Premier Banker. Outside of work, Josephine enjoys spending time with her dogs and traveling.

Ellen Stewart is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Wells Fargo firms since 2013, including Wells Fargo Advisors from 2013 to 2016. Outside of her advisory role, Stewart holds a real estate license in Florida and serves as a trustee and executrix for multiple family trusts and estates. Wells Fargo Advisors is a national securities firm that provides 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 supported by research and analytics.

Phillip Laird is a financial advisor with OSAIC based in West Palm Beach, FL, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Northwestern Mutual and SagePoint Financial. He is also a manager at Capella Financial Group and involved in selling fixed insurance products through Creative Financial Network. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations, providing integrated brokerage and advisory services. The firm employs asset-allocation tools, risk assessments, and offers access to third-party managers and unified managed accounts.

Kyle Smith is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Painewebber Incorporated since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.