Marc Harwood is a financial advisor with RBC Capital Markets based in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes roles at Sidoti & Company, LLC and City National Bank. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations, offering various wrap fee advisory programs with discretionary and non-discretionary portfolio management tailored to each client’s risk profile.

Danielle Hyatt is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2024. She is a Certified Financial Planner™ who works closely with families to develop lifelong relationships aimed at helping them achieve their financial goals. She emphasizes understanding the unique aspects of each family to tailor financial strategies accordingly. Danielle has been with Fidelity Investments since 2018, progressing through various roles including Financial Representative, Relationship Manager, Financial Consultant, and now Vice President, Wealth Planner. Her professional experience is focused on wealth planning and client relationship management within the financial services industry.

Woo Joo Han is a financial advisor at J.P. Morgan Securities with eight years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at Goldman Sachs and Wells Fargo. He serves on the board of a local charity, Jack The Bike Man, which restores bicycles for underprivileged children in Palm Beach County. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Douglas Marcello is a CFP® and ChFC® with 12 years of industry experience. He is currently affiliated with Edward Jones in Wellington, FL, where he has worked for a total of 11 years, including a two-year period at Core Wealth Management, Inc. Marcello holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm offers a range of advisory programs supported by a large nationwide network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Edward Edelman is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling as part of its financial planning process.

Jonathan Kaplan is a financial advisor with Edward Jones in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeremy Doucette is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill and service in the New York State Assembly, as well as work with the Westchester County District Attorney. Morgan Stanley Wealth Management offers advisory programs to both individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and incorporates diverse investment strategies through its Global Investment Committee.

Jonathon Evans is a Series 66-licensed financial advisor with Merrill in West Palm Beach, FL, and has 17 years of experience at the firm. He has six years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Heather Anderson is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at Merrill and Chase Bank prior to joining J.P. Morgan. In addition to her advisory role, she is also employed by JPMorgan Bank, where she offers certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain decision-making authority.

John Ver Bockel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes positions at Merrill, Bank of America, and First Republic Investment Management. Outside of his advisory role, he serves on the board of the Wood Family Foundation and is a committee member of the Western Golf Association. 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 reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Donnell is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Merrill since 1983 and is also associated with Bank of America, N.A. since 2011. Donnell serves as an advisory board member of the Villanova Financial Club, a nonprofit alumni organization. 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, pension plans, corporations, and charitable organizations.

Ronald Schmitt Jr. is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Douglas Wilson is a financial advisor with Charles Schwab in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2009. Outside of financial services, he is the owner of Ocean Beach Buddy, LLC, a company focused on designing, marketing, and distributing a retail product unrelated to the financial industry. Charles Schwab serves 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 a blend of non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Margaret Schollmeyer is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market simulations.

Gary Harrison is a financial advisor at OSAIC with 32 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for American Portfolios Financial Services, Inc. for 20 years. In addition to his advisory role, he operates a long-term care, fixed insurance, and term life insurance business focused on asset protection and financial planning. OSAIC serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct tailored investment portfolios.

Michael De Marchena is a financial advisor with Raymond James Financial in Wellington, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at UBS Financial Services, Inc. and Hightower Advisors. He is also associated with Boynton Financial Group, Inc., where he performs various office duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting aligned with client goals.

Michael Rodbell is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of his advisory role, he manages Rodbell Family LLC, a holding company focused on asset protection and investment decisions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of products and research-driven tailored solutions.

Hannah Foster is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and First Republic. She is an authorized member of HAC3 LLC, a rental property management business, with no active responsibilities. Merrill, along 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, pension plans, and corporations.

Ethan Emma is a financial advisor with J.P. Morgan Securities who holds Series 63, 65, and 66 licenses and has 34 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and Jpmorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, offering bank products and services including deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin Connor is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. Prior to joining Ameriprise, he spent nine years at Kovack Securities, Inc. Outside of his advisory role, Kevin has involvement in real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.