David Slavic is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Edward Jones, he managed Slavic Mutual Funds Management Corp for 15 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Ana Campos Siberio is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of her advisory role, she serves as a board member of Equitable Agent Reinsurance Co. and is a partial owner of Wellington North Ranch, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes multiple advisory programs and offers both discretionary and non-discretionary asset management.

James Julich is a Series 66-licensed financial advisor with Morgan Stanley in West Palm Beach, FL, with 21 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Julich is a passive member of Blazer Capital LLC, a real estate entity. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery conversations and firm-approved planning tools, using resources such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to inform financial plans.

Phillip Anglade is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. His previous work includes roles at Flagstar Bank N.A., DoorDash, Crown Castle, The Vanguard Group, Inc., and Hollister Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Antoine Campbell is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior roles include a year at Northwestern Mutual and several years in full-time education. He is based in Delray Beach, FL. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary advisory models, combining multi-asset model portfolios, written advice policies, and access to alternative investments within an integrated operational structure.

Fernando Cardenas is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He has been part of the firm since 2014 and joined The Bourque Wealth Management Group in 2015. Fernando's professional focus covers family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Fernando holds a Chartered Financial Consultant® (ChFC®) designation, along with certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Florida Atlantic University, dual majoring in International Business and Trade and Finance. Prior to his financial career, Fernando served in the United States Marine Corps from 2008 to 2012, completing two combat tours in Afghanistan. Outside of his professional work, Fernando is actively involved in the veteran community and supports non-profit organizations. He volunteers with Everglades Angels Dog Rescue, fostering abandoned dogs in Florida’s Everglades. His personal interests include boxing, cooking, golfing, traveling, and watching movies. Fernando also practices and teaches self-defense and firearms tactical training during his spare time.

Barbara Mangano is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 63 designation and 33 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2013 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

John McGinty Jr. is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999, following his time at Axa Advisors. Outside of his advisory role, he is involved in horse show judging as a sole proprietor. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services according to clients’ goals and risk tolerance.

Jill Kremer is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Merrill since 1984, concurrently affiliated with Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations, integrating its services within Bank of America’s wider financial platform.

Shayla Davis is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Bank of America, and Pruco Securities prior to joining UBS. Outside of her advisory role, she owns and manages a rental property in Riviera Beach, Florida. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies for clients.

Croft Meeker is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on building, preserving, and helping transition clients' wealth to the next generation. He engages in in-depth conversations to identify clients' goals and objectives, developing personalized plans to meet those objectives using resources available through Merrill Lynch. Mr. Meeker's expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, sports and entertainment, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Hampden-Sydney College. He is proficient in English and Spanish. Outside of his professional role, Mr. Meeker participates in community activities such as serving as President of Martin County Pioneers Lacrosse, coaching lacrosse, and contributing to the Business Roundtable for Project Lift. His personal interests include boating, music, spending time with his family, surfing, and traveling.

Michael Graham is a financial advisor with Cambridge Investment Research Advisors in Wellington, FL, holding Series 65 and Series 66 licenses and having 29 years of industry experience. His prior roles include positions at Avantax Advisory Services and multiple Avantax affiliates over a decade. He also serves as president of 3HL Accountants, a tax service firm, and is involved with Three Harbor Lights LLC under a trade name. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing a range of portfolio strategies across multiple custody platforms.

Tatiana Mc Hugh is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. Her prior roles include positions at LPL Enterprise, Bank of America Private Bank, JPMorgan Chase Bank, N.A., Massachusetts Mutual Life Insurance Co, and Merrill Lynch Wealth Management. She is also involved with McHugh, Furman IFS LLC, a property and casualty firm based in Jupiter, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that offers asset allocation advice, investment manager searches, and customized performance reporting, combining quantitative modeling with centralized due diligence and an ESG eligibility framework.

Michael Bourgeois is a financial advisor at Morgan Stanley with 16 years of industry experience. He previously worked at JPMorgan Securities, Merrill Lynch, and JPMorgan Chase Bank. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning supported by approved planning tools and extensive resources.

Paul Litman is a financial advisor at Morgan Stanley with a Series 66 credential and two years of industry experience. He previously worked at BMO Nesbitt Burns for ten years before joining Morgan Stanley Smith Barney LLC in 2023 and Morgan Stanley Private Bank, N.A. in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Susan Jane Hutcheon is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Stephani Chojnacki is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63, 65, and 66 licenses. She has three years of industry experience and previously worked at JPMorgan Chase Bank, N.A., M Holdings Securities, Inc., and LRI Investments, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 a structured planning process supported by proprietary tools and market models.

Sandra Carter is a Wealth Management Advisor with The Lacy Wealth Management Group at Merrill Lynch Wealth Management. She has over 31 years of experience in the financial services industry, having begun her career with Bank of America in 1993 and joining The Lacy Group in 2011. Sandra utilizes the resources of Merrill, Bank of America, and Bank of America Private Bank to provide customized cash and credit management strategies, recognizing that liability and credit management are as important as investment planning for families and businesses. Her expertise includes home financing, aviation, marine, investment property financing, securities-based lending, and credit card and cash management solutions. Sandra holds multiple professional designations, including Chartered Retirement Plans Specialist™ (CRPS™), Certified Plan Fiduciary Advisor® (CPFA®), and Certified Divorce Financial Analyst® (CDFA®). She also holds Series 7, 63, and 65 FINRA registrations and has completed the Accredited Certificate Program from the College for Financial Planning. Sandra is actively involved in client planning, participating in investment committee meetings to develop tailored wealth management plans. She is a member of the Leadership WPB Class of 2018 and contributes to the community through involvement with Christ Fellowship Church, Hearts for Moms, and Teen Mother Choices. Her personal interests include cooking, interior decorating, music, photography, spending time with family, and traveling.

Melody Sills is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith since 2007. Outside of her advisory role, she is the owner of Mustard Seed Cre8tions, LLC, a business focused on creating and selling home décor, art, clothing, pet accessories, and health and beauty products. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Richard Sweet is a financial advisor with Equitable Advisors in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He previously worked at CMG Financial Planning Ltd. and AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored investment solutions.