Daniela Mulet is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior work includes roles at Bank of America, Vida Medical Centers, and Preferred Insurance Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America 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.

Christophe Palabe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2013, he worked for Tower Square Securities, Inc. for 10 years. He also operates Palabe Wealth, a business related to his LPL advisory practice. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by various investment strategies and operational tools.

Michael De La Torre is a financial advisor with Raymond James Financial in Wellington, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Florida Atlantic University and Suncoast Community High School. He is also involved with Boynton Financial Group, Inc., a support company based in Wellington. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to assist clients and maintains specialized services such as municipal advisory work and a SIMPLE IRA Employer Advisory & Consulting Services program.

Thomas Souza is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and held prior roles at 319 Insight Inc. and Personalized Experts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jerry Wicklander is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and has 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. In addition to his advisory role, he also engages in the sale of investment-related products and receives non-investment related compensation for referring home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with a focus on model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, providing discretionary portfolio management primarily for individual investors rather than institutional clients.

Bruce Tanis is a financial advisor with Morgan Stanley in New York, NY, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques to support client goals.

Gregg Sessa is a CFP® professional at LPL Financial with 10 years of industry experience. He previously worked for GVS Financial Group, Inc. for 22 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolio programs and third‑party asset management, with a focus on both discretionary and non-discretionary strategies.

Melissa Mills is a financial advisor with Robert W. Baird & Co. in West Palm Beach, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Baird since 2016, following a brief tenure at Wells Fargo Advisors. Outside of her advisory role, she works as a beauty consultant for Mary Kay and is employed by a local cleaning company. The DDK Group at Robert W. Baird & Co., where Mills practices, serves a wide range of clients including individuals, corporate and business entities, pensions, and charitable organizations. The firm offers comprehensive wealth management services through a mix of discretionary and non-discretionary portfolio management strategies, emphasizing ongoing manager selection, internal research, and the integration of artificial intelligence in client advice.

Anne Sternlicht is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Northern Trust Securities Inc. and Northern Trust Bank. Outside of her advisory role, she is a partner in MediCircle, Inc., a medical-related business started by her daughter. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions, supporting a range of eligible strategies including an ESG eligibility framework.

Jason Altman is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has worked at Cetera and Cetera Advisors LLC since 2016. In addition to his advisory work, Altman operates a CPA practice specializing in tax preparation, accounting, and business planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a broad network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes both affiliated and third-party investment managers across various program structures and custodial relationships.

Elliot Palabe is a financial advisor with LPL Financial in West Palm Beach, FL, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2020 and previously at Accuity, Inc. from 2019 to 2020. In addition to his advisory role, he operates Palabe Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by extensive technology tools and manages over $819 billion in discretionary assets through a large network of investment adviser representatives.

Paige Power is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2019. She has over 15 years of financial planning experience, having previously served as Vice President and Wealth Management Advisor at Merrill Lynch from 2005 to 2019. In her role, Paige helps executives navigate their financial lives by crafting thoughtful and realistic financial frameworks that incorporate both workplace benefits and personal financial considerations. She emphasizes the use of plain language to ensure her clients can make informed decisions. Paige holds a California Insurance License. Outside of her professional work, she enjoys social events with friends, hiking, horseback riding, skiing, traveling, and practicing yoga.

Stenton Quaye Nocerino is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. His prior roles include positions at Marsh and Clean Juice, as well as academic engagements at Florida Atlantic University and Drake University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, 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 from the Wells Fargo Investment Institute.

Brett Barrett is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Morgan Stanley since 2018 with a break from 2019 to 2022 spent at Columbia Management Investment Distributors, Inc., and earlier roles at Boston Private Wealth and State Street. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and proprietary planning tools.

Hammond Han is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 13-year tenure at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

David Eidell is a Senior Financial Advisor with Merrill Lynch Wealth Management and a head of the Eidell Christian Loeb Group. He brings two decades of experience in financial services, focusing on connecting all aspects of clients' financial lives to help them prioritize and pursue their key goals. David’s expertise spans education planning, executive and equity compensation, family wealth management, legacy and liquidity planning, managing new wealth, tax minimization, and retirement income. Before transitioning to advisory services, David developed a strong foundation in market behavior and risk management through roles as a Portfolio and Position Risk Manager and Risk Analyst with Tahoe Trading, LLC and ING Barings. He holds a Personal Investment Advisor (PIA) designation and is a qualified Portfolio Manager who manages discretionary strategies, utilizing individual stocks and bonds, model portfolios, and third-party strategies. His educational background includes a Master of Business Administration in Finance/Econometrics from the Illinois Institute of Technology and a bachelor's degree from Wittenberg University. David is involved with community organizations such as the Greater Chicago Food Depository, Heifer International, and the History Fair for Chicago Public Schools. He lives in Chicago with his wife and two children and has personal interests in baseball, cooking, football, hiking, horseback riding, reading, writing, and skiing.

Donna Raymond is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates for 10 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on a variety of portfolio management styles and affiliated research.

Kristina Clark is a financial advisor at Thrivent Investment Management with 23 years of industry experience. She holds the ChFC® and Series 66 designations. Clark previously worked at Mass Mutual Investors Services and has been with Thrivent since 2005. Outside of her advisory work, she serves as a first officer flying passengers and is involved in managing rental properties in Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and integrates planning with managed-account services through its WealthPlan billing option.

Robert Debbs is a financial advisor with Morgan Stanley in West Palm Beach, Florida, holding Series 63 and Series 66 licenses with 21 years of industry experience. His prior firms include Bank of America and Merrill. He serves on the board and audit and membership committees of the Rehabilitation Center for Children and Adults and is involved with REDSNEAKER.ORG, a nonprofit supporting peanut allergy awareness in memory of his son. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations.

Alice Baboushkin is a CFP® professional with 34 years of industry experience, currently serving at Cetera since 2024. She has a long-standing role with Pascarella Wealth Partners LLC, where she has been a financial professional since 1991. Her credentials also include the Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a large nationwide network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and unaffiliated third-party managers.