George Moler is a financial advisor at Merrill with 48 years of industry experience. He holds a Series 63 designation and has been with Merrill since 2008, concurrently working at Bank of America since 2009. 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. The firm offers model-based and discretionary strategies managed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jose Tagle is a financial advisor at LPL Financial with 16 years of industry experience. He previously worked at Charles Schwab for six years and operated his own contracting business from 2015 to 2019. Outside of his advisory work, he was involved with All In Casino Events for over 15 years. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research.

Ayden Markowitz is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Markowitz held various roles including multiple positions at Florida State University. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Thomas Trimble is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Sheila Gabel is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 26 years of industry experience. She worked at Morgan Stanley for six years before joining Raymond James in 2018. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional services, supported by a nationwide network of advisers.

Laura Hanson Virginia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and JPMorgan Chase Bank prior to her current roles at JPMorgan Securities and JPMorgan Bank. Through her employment at JPMorgan Bank, she is able to offer certain banking products and services in addition to investment advisory. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Bernard Adair is a financial advisor with Merrill in Jupiter, FL, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill since 1991 and has been associated with Bank of America, N.A. since 2012. Outside of his advisory role, he works part-time as a golf course ranger at Jonathans Landing Golf Club. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jonathan Rynsky is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and holds Series 63 and Series 65 registrations. Outside of his advisory role, he is involved in a cosmetic retail business focused on products and services for women. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies developed by its Global Investment Committee.

David Hudson is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following seven years at Lincoln Financial Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Daniel Barboni is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2023, and prior to that, he was with Evershore Financial Group for over a decade. Barboni also holds multiple insurance agent roles involving fixed insurance sales with various companies. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified investment services through a multi-manager platform with a variety of program structures and discretionary options.

Thomas Mcdermott is a CFP® with 17 years of experience in the financial services industry. He currently works with LPL Financial and previously held roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and AllState Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Roberto Aguayo is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds the Series 66 credential. Prior to joining J.P. Morgan, he worked with Merrill and spent time in professional football with teams including the New England Patriots. Outside of finance, he is involved in coaching and youth sports, currently serving as an assistant football coach at The Benjamin Private School and operating RA Kicking Academy, which provides private placekicking instruction. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Joe Shewmaker is a financial advisor with Primerica Advisors in Jupiter, FL, holding a Series 65 designation and 14 years of industry experience. He has worked at Primerica Advisors since 2012 and previously spent 12 years with Martin County Schools. In addition to his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from third parties.

Robin Harman is a financial advisor with Merrill in Jupiter, FL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Merrill Lynch Pierce Fenner & Smith Inc. since 2008. 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. The firm offers model-based and discretionary investment strategies managed by internal CIO teams and third-party style managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Glasband is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill Lynch. Outside of his advisory duties, Glasband serves on the advisory board of Florida Atlantic University’s Charles E. Schmidt College of Medicine and is a member of the Board of Trustees at The Benjamin School. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various wrap fee programs, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Gregory Dudzik is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has previously worked at Janney Montgomery Scott and City National Bank. RBC Wealth Management serves individual and institutional clients, offering tailored portfolio management, financial planning, and brokerage services through multiple advisory programs that utilize both in-house and third-party investment managers. The firm’s capabilities include discretionary and non-discretionary management, tax-efficient strategies, and access to alternative investments and integrated banking services.

Matthew Depinto is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2014 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Diane Bilello is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and bringing 42 years of industry experience. She worked at Lincoln Investment Planning, Inc. for 36 years before joining Equitable Advisors in 2026. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing third-party managers and program sponsors to deliver advisory and brokerage solutions.

Lori Dejesus is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining RBC Capital Markets in 2026, she worked for UBS Financial Services for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations with a range of advisory programs and portfolio management options tailored to clients’ risk profiles. The firm offers discretionary and non-discretionary services and integrates in-house and third-party investment managers with various portfolio customization features.

Taylor Griffin is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.