Edward Edelman is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations with 56 years of industry experience. His prior work includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney before joining Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutions, including tailored financial planning supported by firm-approved tools and investment committee analyses.

Jonathan Kaplan is a financial advisor with Edward Jones in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeremy Doucette is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill and service in the New York State Assembly, as well as work with the Westchester County District Attorney. Morgan Stanley Wealth Management offers advisory programs to both individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and incorporates diverse investment strategies through its Global Investment Committee.

Jonathon Evans is a Series 66-licensed financial advisor with Merrill in West Palm Beach, FL, and has 17 years of experience at the firm. He has six years of industry experience. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Heather Anderson is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at Merrill and Chase Bank prior to joining J.P. Morgan. In addition to her advisory role, she is also employed by JPMorgan Bank, where she offers certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain decision-making authority.

John Ver Bockel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes positions at Merrill, Bank of America, and First Republic Investment Management. Outside of his advisory role, he serves on the board of the Wood Family Foundation and is a committee member of the Western Golf Association. 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 reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Donnell is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Merrill since 1983 and is also associated with Bank of America, N.A. since 2011. Donnell serves as an advisory board member of the Villanova Financial Club, a nonprofit alumni organization. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Wilson is a financial advisor with Charles Schwab in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2009. Outside of financial services, he is the owner of Ocean Beach Buddy, LLC, a company focused on designing, marketing, and distributing a retail product unrelated to the financial industry. Charles Schwab 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 blend of non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Margaret Schollmeyer is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market simulations.

Gary Harrison is a financial advisor at OSAIC with 32 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for American Portfolios Financial Services, Inc. for 20 years. In addition to his advisory role, he operates a long-term care, fixed insurance, and term life insurance business focused on asset protection and financial planning. OSAIC serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a broad range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct tailored investment portfolios.

Michael De Marchena is a financial advisor with Raymond James Financial in Wellington, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at UBS Financial Services, Inc. and Hightower Advisors. He is also associated with Boynton Financial Group, Inc., where he performs various office duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting aligned with client goals.

Michael Rodbell is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of his advisory role, he manages Rodbell Family LLC, a holding company focused on asset protection and investment decisions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of products and research-driven tailored solutions.

Hannah Foster is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and First Republic. She is an authorized member of HAC3 LLC, a rental property management business, with no active responsibilities. Merrill, along 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 individuals, high-net-worth clients, pension plans, and corporations.

Ethan Emma is a financial advisor with J.P. Morgan Securities who holds Series 63, 65, and 66 licenses and has 34 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and Jpmorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, offering bank products and services including deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin Connor is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Ameriprise in 2025, he worked at Kovack Securities, Inc. for nine years and Raymond James & Associates for four years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach combines proprietary research and third-party data and operates within a product ecosystem that includes Columbia and RiverSource sub-advised options.

Dominickey Rand is a Wealth Management Advisor at Merrill Lynch Wealth Management, focusing on providing customized wealth management strategies tailored to each client's unique financial situation. With a philosophy centered on working one-on-one with clients to develop personalized financial strategies, Dominickey supports clients in pursuing their long-term financial goals. Dominickey began a career in the financial services industry in 2008 as a Personal Banker with Bank of America and transitioned to Merrill Lynch Wealth Management in 2011. Their expertise includes personal retirement planning, portfolio management, women and wealth, and retirement income. Dominickey holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is registered with FINRA as well as licensed in insurance. They also hold a Bachelor's Degree in Finance from Florida Atlantic University. Outside of their professional work, Dominickey participates in community volunteering following the traditions of Merrill Lynch. They enjoy scuba diving, spending time with family, traveling, biking, and kayaking. Dominickey resides in Jupiter with their husband, Benjamin, and their sons, Jasper and Nico.

Philip Reagan is a financial advisor at Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC, where he worked for over a decade. He is also the managing member of PMR Ventures, LLC, an investment-related business based in Delray Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Robert Lepa is a financial advisor at Ameriprise with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Jacqueline Lorkowski is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by proprietary planning tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer-based agreements.

Hannah Parr is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory role, she is involved in real estate property management activities in Winston Salem, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.