Andrew Gilbert is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in education at Oxbridge Academy and Palm Beach Schools, as well as being self-employed for nine years. 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 solutions, managing approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Douglas Cion is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at UBS Financial Services and HighTower Securities. Morgan Stanley Wealth Management serves individual and institutional clients by offering 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 provides services both directly and through corporate financial planning agreements.

Robert Dukate is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Raymond James since 2018 and previously spent five years with Ameriprise Financial Services. He serves as the acting trustee of his mother’s revocable living trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a broad range of portfolio management styles and affiliated research resources.

Peter Nardin is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 credential and bringing 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is an investor in Recovery Control Systems, a parcel auditing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model client outcomes.

David Friedlander is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides modern and sophisticated wealth management services aimed at helping clients reach their financial goals. He holds bachelor's degrees in Marketing and International Business from Indiana University and an MBA in Finance and Real Estate from DePaul University. David holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®) designations. His expertise includes college education planning, employee benefits planning, family wealth management strategies, employee financial health, LGBT wealth planning, personal retirement planning, women and wealth, sports & entertainment, tax minimization, and retirement income. David is involved in his community through roles such as former board member of the JCC of the Palm Beaches and Temple Beth El, committee member of Temple Beth El, member of the Wexner Foundation, leadership with the YMCA Indian Princess group, and participation in the Federation of Palm Beaches. Outside of work, he enjoys an active lifestyle, spending time with family and friends, and coaching youth sports including soccer and baseball.

Michelle Paddock is a financial advisor at Merrill with a Series 66 designation and 18 years of experience at the firm. She is based in Boca Raton, FL. 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 plans, corporations, and charitable organizations.

Anne Walsh is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 13 years before joining RBC in 2022. Outside of her advisory role, Walsh is an officer in a private landscape architecture business that she co-owns with her husband, where she assists with billing and administrative tasks. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by comprehensive portfolio and financial planning services.

Steven Chmara is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc for 15 years. Outside of his financial career, he is a drummer in a rock band. 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.

Sabrina Cabrera is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked with Equitable Advisors since 2015 and was previously affiliated with AxA Advisors. Outside of her advisory role, she serves as Treasurer for Haven in Faith, INC, a nonprofit organization in Greenacres, FL. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment strategies based on personal and plan information and risk tolerance.

Alexander Mckee is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. His prior experience includes roles at Bank of America, N.A., MBF Clearing Corp., AfterLeaseAutoSales, and the University of Miami. 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 plans, corporations, and charitable organizations.

Nick Kaloyios Jr. is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo, Bank of America, and several other financial services firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence, combining quantitative and qualitative research, and incorporates ESG eligibility frameworks within its recommendations.

Joseph Mazzucco is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at JPMorgan Securities, Ameriprise, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Lauren Bergen is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 66 designation and 10 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Wells Fargo. 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 while utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Lisa Santo is a CFP® with 40 years of industry experience, currently serving at Morgan Stanley in South Palm Beach, FL. She has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is an artist and art instructor affiliated with Odyssey Art at Sea. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and investment management supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets across a diverse range of advisory programs.

Richard Wilt IV is a financial advisor with Merrill in Palm Beach, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, the Florida Department of Financial Services, and academic institutions such as Florida State University and Cardinal Newman High School. 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 developed by internal teams and third-party managers.

Christopher Guttilla is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2016. Guttilla is also a business owner of ARG Capital and JYC LLC, though he devotes minimal time to these activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles and affiliated research resources.

Patrick Whelan is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and Series 66 credentials and totaling 26 years of industry experience. His prior roles include long tenures at Investment Advisors Financial Group, LLC and Investment Advisors Asset Management, LLC, as well as ongoing involvement with Thomas Seely Agency, Inc. and Benefit Plan Consultants. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Eric Dion is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, Wells Fargo Clearing, and Janney Montgomery Scott. He is based in Boca Raton, FL. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, alongside cash management and alternative investment options.

Lisa Reich is a financial advisor with Cetera, holding the Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked at Cetera Investment Advisers LLC since 2023 and concurrently owns LRS Capital Group, Inc., a financial services firm. Reich also works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options through affiliated and third-party managers, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Bernardo Arcos is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Brother International for 15 years. He is a voting member and Treasurer on the School Advisory Council at Emerald Cove Middle School in Wellington, FL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.