David Jimenez is a financial advisor at Morgan Stanley with 25 years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 designations and is based in West Palm Beach, FL. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and investment models as part of its structured financial planning process.

Mark Maller is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kyle Hedden is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2020. Prior to joining the firm, he was involved with American Writers & Artists, Inc. and The Hope Center for Rehabilitation. 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 incorporating an ESG eligibility framework in its recommendations.

Robert Boronski is a CFP®-certified financial advisor with over 35 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2026 after a 31-year tenure at Soundview Financial Associates and Commonwealth Equity Services, Inc. He is also the sole owner of Soundview Financial, LLC, a private entity involved in securities and fixed insurance business at his branch location. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Steven Duker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Jdre Investments, LLC, United Planners Financial Services, and Business Capital Solutions Inc (Dba Dubrow, Duker & Associates). He is based in Boynton Beach, FL. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Burns is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he serves a diverse clientele including CEOs, entrepreneurs, lawyers, and medical professionals. His role focuses on delivering personalized financial services with an emphasis on risk management, retirement income strategies, wealth transfer, trust and estate planning, and managing concentrated stock positions. He is also involved in providing access to Bank of America's credit, lending, and banking services, coordinating with clients' external attorneys, accountants, and other professional advisors to support comprehensive financial and legacy planning. Burns holds a Bachelor's Degree from Saint Leo University and carries the Personal Investment Advisor (PIA) designation. He leads a team that offers both active and passive management without proprietary products, aiming to provide highly attentive, customized client experiences with a boutique approach. His expertise extends to assisting ultra-high-net-worth clients with lifestyle and legacy needs, including home financing, customized lending, and philanthropic planning. In addition to his professional duties, Burns values community involvement, inspired by the Merrill tradition of service. His personal interests include boating, fishing, reading, and tennis.

Lloyd Seested III is a financial advisor at UBS Financial Services with 28 years of experience in the industry. He holds Series 63 and Series 65 credentials and has been with UBS since 2011. Outside of his advisory role, Seested serves on the boards of several nonprofit organizations focused on supporting disabled adults, veterans, autistic individuals, and troubled youth. He is also involved with the Association for Corporate Growth as a board member. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a comprehensive platform that includes proprietary research and a range of capital markets services.

George Bitting Jr. is a financial advisor with UBS Financial Services in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he is involved in a family business related to oilfield management and oil exploration. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers additional capital markets and banking-related products.

Boris Reyzelman is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank, Merrill, and Bank of America. 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 additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Jeffrey Silverman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a part of the team since 2009. He works directly with individuals, providing support and guidance on a wide range of financial matters. Jeffrey has been involved in the financial services industry since 1996. His expertise encompasses areas such as legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. Jeffrey holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeffrey graduated from Nova Southeastern University in 1997 with a Bachelor of Science degree. He resides in St. Thomas, US Virgin Islands, with his wife and three children. Outside of work, he enjoys activities such as cooking, fishing, scuba diving, skiing, spending time with his family, and traveling.

Michael Wells is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1997 and has worked with Primerica Financial Services since 1991. His other business activities include part-time involvement in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts 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.

David Walker is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked within JPMorgan Chase Bank and JPMorgan Securities since 2024. Outside of finance, he briefly managed a business named Walker Home Management. 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 in their investment approach.

Robert Sherwin is a financial advisor with Morgan Stanley in Boynton Beach, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Sherwin serves as Chairman of the Investment Committee for the Jewish Federation of Rhode Island and is involved with the Rhode Island Community Foundation’s Investment Committee. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support client financial plans.

David Slavic is a financial advisor with Edward Jones in Boynton Beach, FL, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining Edward Jones in 2025, he worked for Slavic Mutual Funds Management Corp for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Ana Campos Siberio is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and having 35 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. In addition to her advisory role, she is a partial owner of Wellington North Ranch, LLC, and serves as a board member of Equitable Agent Reinsurance Co. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of model portfolios and third-party asset managers, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christopher Buchanan is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services and Questar Asset Management. Buchanan is also an insurance agent, offering life insurance and annuities through multiple agencies. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on diversified, tool-driven portfolio construction and access to multiple third-party investment platforms.

James Julich is a Series 66-licensed financial advisor with Morgan Stanley in West Palm Beach, FL, with 21 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Julich is a passive member of Blazer Capital LLC, a real estate entity. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery conversations and firm-approved planning tools, using resources such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to inform financial plans.

Barbara Mangano is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 63 designation and 33 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2013 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

John Mcginty Jr. is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his financial advisory role, he is also engaged in horse show judging. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Jill Kremer is a financial advisor with Merrill in Palm Beach, FL, holding Series 63 and Series 66 designations and having 41 years of industry experience. She has been with Merrill since 1984 and has worked at Bank of America, N.A. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.