Jason Zitter is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding a Series 66 designation and 15 years of industry experience. He has been with UBS since 2010, including his role at UBS Bank USA. Outside of his advisory work, he serves on the school board and finance committee for Rosarian Academy in West Palm Beach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Christopher Damante is a CFP® and ChFC® professional with 32 years of experience in the financial services industry. He has been with UBS Financial Services in West Palm Beach, FL since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Kristina Bergman is a financial advisor with Mass Mutual Investors Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at MetLife Securities and has been with MassMutual and its affiliated firms since 2016. Outside of her advisory role, she operates an insurance agency focused on life, fixed annuities, disability, long-term care, and health insurance products. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and offering a range of asset management and educational programs.

Branden Schiralli is a financial advisor with Mass Mutual Investors Services in North Palm Beach, FL, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He previously worked at MetLife Securities Inc. before joining Mass Mutual Investors Services in 2017. Outside of advisory work, he serves as president of the Cardinal Newman High School Crusaders Varsity Club, where he organizes events and manages alumni engagement. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and recommend investment strategies.

Lee Weinstein is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation and Series 63 license. He has 35 years of industry experience, having worked extensively at Northwestern Mutual in various capacities from 1989 to 2022 before joining Mass Mutual Investors Services in 2022. Outside of his advisory role, he owns two insurance-related businesses that focus on life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based financial planning supported by analytical tools, with implementation services offered through separate brokerage or insurance arrangements.

Catherine Mc Dermott is a financial advisor at UBS Financial Services with eight years of industry experience. She previously worked at Wells Fargo Private Bank for 14 years. Mc Dermott serves as a board member of The Glades Academy, a non-profit public charter school in Pahokee, Florida. 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 and delivers advisory solutions tailored to clients’ goals and risk tolerances.

Michael Gara is a financial advisor with RBC Capital Markets in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at City National Bank and UBS Financial Services prior to his current roles. Outside of his advisory work, he is a partner and treasurer at Hickory Run Farm, an agricultural and livestock business focused on boarding and lesson horses, and serves as a board member for a homeowners association in Florida. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a range of clients including individual investors, institutional clients, and charitable organizations. The firm offers customized advisory programs that combine in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Brian Rapp is a financial advisor at Raymond James Financial with six years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including M Holdings Securities, Inc. and Greenberg & Rapp. Rapp has also served in non-investment roles related to insurance sales and financial advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

Noah Milling is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co. LLC, The Ayco Company, PNC Bank, and Northwestern Mutual. Milling is based in Palm Beach, Florida. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a 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 research.

John Katsigiorgis is a financial advisor with Wells Fargo Clearing in Palm City, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he co-administers an investment-related activity for his father. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

David Kustra is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, he is the owner and artist of an art and photography business based in Palm Beach Gardens, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Slobodow is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Samson Distributing for 14 years and ongoing self-employment since 1998 alongside his long-term affiliation with Primerica since 1997. Outside of investment advising, he is involved in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for portfolio implementation.

Charles Kramer is a financial advisor with Wells Fargo Clearing in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He previously worked at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Kramer has been with Wells Fargo Clearing since 2016. 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 combines in-house research with third-party analytics to evaluate investment options and provides both brokerage and advisory solutions.

Blenda Leon is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her prior work includes roles at Bank of America and Continental National Bank, among others. Outside of advising, she works as an independent contractor for Instacart and Survey Merchandiser, engaging in grocery delivery and retail services gigs. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Sarah Chambers is a Series 66 licensed financial advisor with three years of industry experience. She is currently with UBS Financial Services, where she has worked since 2023. Her prior experience includes roles at Wells Fargo Clearing and various positions in the retail sector. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings, using proprietary research and model-based asset allocations to tailor client plans.

Connor D'orio is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2018, including time at Charles Schwab Bank. Prior to joining Schwab, he worked at Sprint and attended the University of Central Florida. Charles Schwab & Co., Inc. 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 range of advisory, brokerage, custody, and cash-sweep services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and an alternative-investment program.

Peter Lurier is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for family investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Brendan Ramusevic is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with J.P. Morgan Securities in Palm Beach Gardens, FL. His prior roles include positions at Morgan Stanley, UBS, and First Republic Investment Management. In addition to his securities role, he is also employed by JPMorgan Bank, enabling him to offer certain banking products and services. 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.

Stephen Shavers is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he takes the time to understand clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides resources related to investing, retirement planning, saving for unforeseen events, and access to specialists in banking, credit, home financing, and small business solutions. His areas of focus include employee financial health, legacy planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Stephen holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Stephen earned a Bachelor's Degree from the University of Iowa. Outside of his professional work, he has interests in football, golfing, ice hockey, reading, running, spending time with his family, and watching movies.

Erica Zangrillo is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses, and has 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a trustee for a trust based in West Palm Beach, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services that leverage firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and integrates its planning services with broader investment and advisory offerings.