Justin Fucci is a Series 66 licensed financial advisor with Merrill in Jupiter, FL, with five years of industry experience. He has worked at Bank of America and Merrill since 2019 and previously spent time with Orangetheory Fitness and the University of Central Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Bilger is a financial advisor with Thrivent Investment Management in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, he serves on the board of Southern Cross Service Dogs, a nonprofit focused on training service dogs for veterans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm emphasizes holistic planning and allows clients to combine planning with managed-account programs under consolidated billing through its WealthPlan option.

Lisa Paraizo Smith is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank, N.A., J.P. Morgan Securities, First Republic Investment Management, Inc., and First Republic Securities Company, LLC. 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.

Diana Fernandez is a financial advisor with Merrill in Jupiter, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at Bank of America and Wells Fargo entities. 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 investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Arnold Peskin is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 56 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee and provides financial advice for the Peskin Family Foundation Trust, which helps select students for college tuition assistance. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and investment committee analyses. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and customized financial strategies.

Renee Greene is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for ten years before joining J.P. Morgan in 2026. J.P. Morgan Securities 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. The firm offers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies.

James Mc Hale III is a financial advisor at Ameriprise with 28 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2024. He holds Series 63, Series 65, and Series 66 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and annual retirement planning focused on income reliability and tax-aware withdrawal strategies.

Anthony Balto is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Merrill in 2022, he worked at Rexford Capital LLC for six years and held roles at Robert Half Account Temps and WC Realty Group. 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, and institutional accounts.

Sally Ann Weger is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory role, she is a partner in a real estate property management business based in Jupiter, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis, and manages approximately $2.74 trillion in client assets.

William Mc Kenna is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2020 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Outside of advising, he is the owner and manager of a real estate LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 offers advisory services that include both direct individual plans and employer-related financial planning agreements.

David Brown is a financial advisor with Morgan Stanley in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured tools and scenario modeling, offering advisory services without providing individual security recommendations as part of standalone plans.

Richard Fischer is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1982, also affiliated with Bank of America since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Rodgers is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at First Republic Investment Management, First Republic Securities Company, and Wells Fargo. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Abby Neeld is a Planning Consultant based in Palm Beach Gardens, Florida, currently working with Fidelity Investments. She assists clients and their families in developing financial plans tailored to their specific goals. Abby emphasizes a personalized, hands-on approach and maintains ongoing communication with clients to ensure their financial strategies remain appropriate through changing life circumstances. Abby joined Fidelity Investments in 2021, initially serving as a Transition Services Case Manager before progressing to the role of Wealth Management Services Case Manager in 2023. In 2026, she became a Planning Consultant, bringing experience from her previous positions to support clients effectively. Outside of her professional work, Abby's personal interests include art, spending time at the beach, engaging in family activities, fitness, outdoor adventures, and caring for pets.

Arild Holm is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has worked previously at Vision Network, Apg, and the Abu Dhabi Investment Authority. Holm is also the owner of Verifien, LLC, a business entity based in Wellington, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers various financial planning and investment management services through a network of independent financial professionals, utilizing both proprietary and unaffiliated model strategies.

Christine Solomon is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, she worked at Solomon Real Estate for 16 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates with a distinctive registration as a security-based swap dealer and futures commission merchant.

Mista Siagel is a financial advisor at Stifel with 28 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform allocation and planning analyses.

Alyssa Marazzi is a Financial Consultant at Fidelity Investments. In her role, she works closely with families to understand their personal and financial goals, collaborating to create tailored financial plans. She partners with clients over time, adapting plans as life circumstances change. Alyssa has been with Fidelity Investments since 2020, progressing through several positions including Customer Relationship Advocate, Financial Representative, and Planning Consultant before her current role. Her experience spans client relationship management and financial planning. Outside of her professional work, Alyssa engages in family activities and enjoys hiking, painting, reading, running, and practicing yoga.

Todd Dahlstrom is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Deutsche Bank Securities, PNC Wealth Management, and Kipling Capital. Outside of finance, he is active as a musician, creating and performing music since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Richard Hazzouri is a CFA® charterholder with 24 years of industry experience, currently serving at Morgan Stanley in Palm Beach Gardens, FL. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Hazzouri serves as a board member for the Boys and Girls Clubs of Northeastern Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.