David Milowe is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses with 34 years of industry experience. He has been with RBC Capital Markets since 2009 and also works at City National Bank. Milowe serves on the board of directors for Jewish Family Service, a social service agency. RBC Wealth Management, part of RBC Capital Markets, offers a range of advisory programs and serves individual investors, institutions, and charitable organizations. The firm employs a tailored investment approach using both in-house and third-party managers, providing comprehensive portfolio management, financial planning, and brokerage services.

John Gordon is a Series 66-licensed financial advisor with 17 years of industry experience. He currently works at LPL Financial and has held prior positions at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is involved with Dressage Advisors of Palm Beach, a non-investment-related activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolio options.

Corey Brown is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill Lynch Pierce Fenner & Smith, Bank of America, and JPMorgan Chase Bank, where he has been employed since 2020. Brown previously served with the Cancer Alliance of Help and Hope, Inc. from 2017 to 2022. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.

Paul Zbytniewski is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held positions at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and TD Ameritrade, Inc. before joining Morgan Stanley in 2020. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and modeling techniques.

Chanan Bergman is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. Bergman is involved with the Jewish Federation of Cleveland as a community leader volunteer on a committee overseeing the organization’s retirement funds. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client solutions.

Mario Ceasor is a financial advisor at Merrill with a Series 66 designation and six years of experience at the firm. Prior to joining Merrill, he was employed at Bank of America, N.A. since 2026 and has two decades of experience with Charles Rutenberg Realty, LLC. He also worked in education at several Palm Beach County schools from 2011 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Benjamin Silberman is a financial advisor with Ameriprise in Port St Lucie, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific eligibility criteria, providing tailored Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and algorithmic tools to support retirement income planning.

Victoria Dorsey is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to help clients develop comprehensive financial plans aimed at achieving their investment goals. She focuses on building long-lasting relationships with clients to support their financial success. Victoria joined Fidelity Investments in 2020 and has held several roles within the company, including Financial Representative and Relationship Manager, before becoming a Planning Consultant in 2022. Prior to joining Fidelity, she worked as a Client Service Representative at Bank of America from 2019 to 2020.

Donna Mackay is a CFP® and CFA® charterholder with 28 years of industry experience. She has been with Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank, National Association. Outside of her advisory work, she is a partner in Chez M&W LLC, a property management business in Jupiter, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

David Bradford Jr. is a CFP®-certified financial advisor with Edward Jones, based in Jupiter, FL. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Tomas Caicedo is a financial advisor at Fidelity with 8 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Bank and Santander Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and registered investment companies.

Timothy Broderick is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through individual and corporate financial planning agreements.

Brad Weinman is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and approved tools, supporting a range of investment programs without providing individual security recommendations as part of standalone plans.

Joel Lansat is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. He serves as President of the Board for the Healing and Creative Arts Center of the Palm Beaches, a nonprofit focused on behavioral health, where he advises on financial, policy, community involvement, and fundraising matters. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers advisory programs and investment services to individual investors, institutions, corporations, and charitable organizations. The firm employs tailored strategies with access to both in-house and third-party managers, providing discretionary and non-discretionary portfolio management alongside financial planning and custody services.

Richard Fitzsimmons is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Merrill since 2002 and concurrently with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristopher Wall is a financial advisor with Ameriprise in Jupiter, FL, holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for nine years before joining Ameriprise in 2018. Wall serves on the Board of Directors and Finance Committee of The Kings Academy and holds leadership roles with the Florida Atlantic University Alumni Association. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Hein is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at firms including Morgan Stanley and Kestra Investment Services. Hein has also served as a financial analyst at NextEra Energy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Grant Johnson is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools.

George Spivak is a CFP® and CFA® with 28 years of industry experience, currently serving at Charles Schwab in Palm Beach Gardens, FL. He previously worked at Edward Jones and Fidelity Investments and has held various roles across financial services firms. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options.

Lindsey Hansen II is a CFP®-certified financial advisor with 32 years of industry experience, currently practicing at Raymond James Financial in Palm Beach Gardens, FL. His prior work includes roles at SunTrust Advisory Services and SunTrust Investment Services. He is also the owner of Acadium Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.