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 previously worked at Lincoln Investment Planning, Inc. for 36 years before joining Equitable Advisors in 2026. Equitable Advisors serves a broad client base including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm delivers services through a network of Investment Adviser Representatives, using both proprietary and third-party advisory models and providing ERISA fiduciary services for qualified plans.

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.

Lindsay Podell is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo and its affiliates since 2009, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, deploying proprietary research and planning tools to develop tailored recommendations.

Sean Thompson is a Series 66-licensed financial advisor with UBS Financial Services in Palm Beach Gardens, FL, where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, he is a board member and treasurer of the Bent Tree Property Owners Association and a partner in a family investment club called Divine 7 Investment Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients.

James Mahoney is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services for 14 years. Outside of his advisory role, he is a partner in an aircraft leasing business and serves on the local board of directors for the American Heart Association. RBC Wealth Management serves a broad client base including individual and institutional investors, offering tailored portfolio management, financial planning, and brokerage services through a variety of advisory programs. The firm integrates in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Blake Erwin is a CFP® professional with five years of industry experience, currently serving at J.P. Morgan Securities in Palm Beach Gardens, FL. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to his financial services career, he was involved in the restaurant industry and held a position at Florida Atlantic University. 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 performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Rafeedie is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley since 2023. Prior to joining the firm, he held roles in technology consulting and worked at the University of Redlands. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but do not recommend individual securities within standalone financial plans.

George Pratt is a financial advisor at UBS Financial Services with 32 years of industry experience. He has worked at UBS since 2018 and previously spent nine years at Claren Road Asset Management. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including financial planning, portfolio management, and capital markets solutions.

Thomas Marcacci is a CFP® with 33 years of industry experience. He has worked at OSAIC since 2025 and previously spent 27 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved with Sagemark Consulting, offering life settlements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment products and supports multiple platforms, employing asset-allocation tools and third-party services to construct portfolios.

Kelly Oberg is a financial advisor at UBS Financial Services in Palm Beach Gardens, FL, with 27 years of industry experience. He holds the Series 63 designation and has been with Painewebber Incorporated since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Robert Savage is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Ameriprise since 2018 and Wells Fargo Clearing since 2011. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, with a focus on assets held in Ameriprise Managed Accounts.

James Harmon is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank since 2017 and previously worked at Lazard Asset Management Securities LLC from 2004 to 2017. Harmon holds the Series 65 and Series 63 licenses and is based in Palm Beach Gardens, FL. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Maureen Raihle is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management, Bank of America, and Merrill. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Brad Chamness is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Raymond James since 2017 and was previously with UBS Financial Services from 2010 to 2017. Chamness is also the owner of Edgewater Wealth Management LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and maintains unique affiliations and programs that distinguish it within the institutional advisory space.

Kurt Sylvia is a financial advisor with J.P. Morgan Securities in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes prior roles at UBS Financial Services and JPMorgan Chase Bank, N.A. Outside of advising, he is involved in several business ventures including ownership of an early education company and participation on the board of Stetson University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Amber Dakar is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill, Castle Wealth Management, Lancaster Investing LLC, Banyan Hill Publishing, and Weiss Research Inc. J.P. Morgan Securities LLC 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 non-discretionary decision making.

Steve Bunn is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Steve holds a boating captain’s license and is involved as a partner in a recreation-related business in Americus, Georgia. 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 recognized investment modeling tools.