Aston Douglas is a financial advisor with Cetera, holding a Series 66 credential and 29 years of industry experience. His prior roles include positions at Avantax Advisory Services and VOYA Financial Advisors. He serves as an independent contractor and board member for the Maxine Drake Foundation, assisting in planning and implementing fundraising activities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Alexandra Marto is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. She has worked at JPMorgan Securities LLC since 2021 and has been with Jpmorgan Chase Bank NA since 2018. Prior to entering financial services, Alexandra had brief roles at IBM and UBS, and she attended the College of William and Mary. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and includes broader derivatives and commodities capabilities.

Frederick Morgan is a financial advisor at Morgan Stanley with 56 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs. The firm offers tailored financial planning supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Mark Anderson is a Wealth Management Advisor with The Lacy Wealth Management Group at Merrill Lynch Wealth Management. He brings over 16 years of experience in delivering personalized wealth management strategies to ultra-affluent individuals, multigenerational families, corporate entities, and endowments. As co-lead strategist of the team, Mark collaborates closely with John Lacy to develop and implement portfolio strategies aligned with each client’s long-term goals. Mark's approach is rooted in goals-based planning and time-tested investment principles, allowing for flexibility in a changing market environment. He holds the Certified Investment Management Analyst® (CIMA®) designation as well as the Sports and Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) designation. Mark earned his bachelor's degree in Economics and Business Management from Boston College. Outside of his professional role, Mark is involved with the Chamber of Commerce of the Palm Beaches and the Palm Beach Gardens Youth Athletic Association. His personal interests include boating, cooking, golfing, reading, spending time with his family, and traveling.

David Bormel is a Senior Financial Advisor based in the Towson, Maryland office, where he has dedicated his entire 43-year career. He specializes in designing individualized portfolios comprising equities, fixed income, and cash investments. As a qualified Portfolio Manager, David manages personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He provides both traditional advice and discretionary portfolio management through the firm's Investment Advisory Program. David offers clients a comprehensive range of services including wealth transfer, education planning, liability management, retirement planning, tax minimization, options, and asset preservation. Working alongside specialists with diverse expertise, he assists clients with financial goals from asset accumulation to securing lifetime income streams. He holds a Bachelor's Degree from the University of Maryland and is designated as a Personal Investment Advisor (PIA). A lifelong resident of the Baltimore area, David resides in Owings Mills, Maryland, with his wife, Aileen, and their children. He is actively involved in his synagogue, having served on its Board of Trustees. Outside of his professional commitments, David enjoys golfing, spending time with his family, and traveling.

Olga Agocs is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Wells Fargo Advisors, and Flagstar Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

James Barr is a financial advisor with LPL Financial in Lake Worth, Florida, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Ameriprise and Gaines Financial Group. He holds an active real estate broker license, maintained for over 30 years, though it is used only for personal purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad platform that includes affiliated insurance and banking services.

Sean Drewniak is a financial advisor with Wells Fargo Advisors in Delray, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior work includes roles at Morgan Stanley and Wells Fargo Clearing. He is also involved in entrepreneurial activities through ownership in Drewniak Wealth Management, LLC and Coastal Capital, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. Advisors utilize Wells Fargo’s research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement these recommendations through various brokerage or advisory programs.

Victor Connor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 49 years of industry experience. His prior roles include positions at Citigroup Global Markets and various capacities within Raymond James since 2003. He also serves as CEO and principal of multiple financial services support companies, including Connor Financial Group and CFG Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individual investors to institutional clients. The firm employs tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Deneen Morgia is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. Her prior roles include positions at Level Four Financial, Truist (formerly Suntrust), and Merrill. 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 options, supported by a large network of advisors and branches nationwide.

Brion Lawler is a CFP® certificant with 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at First Command Brokerage Services, Inc. from 2006 to 2007. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Sara Roth is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with UBS since 1998. Roth is also involved as a member of a committee with management and supervisory functions for a family LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor strategies to client goals.

Joseph Danahy is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. His career includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company prior to joining J.P. Morgan. He has also been involved with educational institutions such as Jupiter Christian School and Franklin Academy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Rory Ronzano is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held various roles including positions at Lynn University and TransMedia Group. He also manages an advisory business through CSWMG Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Hartigan is a financial advisor at UBS Financial Services with 52 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. from 2009 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Camille La Grange is a financial advisor with Merrill, holding a Series 66 designation and having one year of industry experience. Her previous work includes roles at Bank of America, New York Life Insurance, and various organizations related to education and networking. She is also the owner of You Already Are LLC, an art business focused on painting, photography, and creating an online gallery of handmade pieces. 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.

Jeffrey Pietrzak is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been affiliated with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Joaquin Gamero Pendola is a financial advisor at UBS Financial Services, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he was involved in the food service industry, including roles at Alacruz Grill and C'est Si Bon Catering. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides a wide range of services including fee-based financial planning, portfolio management, and capital markets services, leveraging proprietary research and institutional trading capabilities.

Sharon Dvir is a financial advisor at Cetera with 10 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Prior to joining Cetera, she worked at several firms including Raymond James Financial Services, PNC Private Bank, and SunTrust Investment Services. Dvir also serves as a board member for SafeSpace, a domestic violence nonprofit. Cetera Investment Advisers LLC is an SEC-registered firm that offers financial planning and portfolio management services through a nationwide network of independent advisors. The firm serves individual, corporate, and institutional clients, providing access to a range of investment programs and third-party managers.

Sean Mccarthy is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the CFA® designation along with Series 66, 63, and 65 licenses. Sean has worked with Wells Fargo Bank, N.A. since 2010 and joined Wells Fargo Clearing in 2021. He also serves as a successor trustee for a revocable trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets and employing over 14,000 advisors.