Kevin Powell is a financial advisor with Merrill in Delray Beach, FL, holding a Series 66 designation and seven years of industry experience. His career includes roles at Bank of America and Foresters Financial, as well as a period at the University of Central Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers.

Josh Weissman is a financial advisor with J.P. Morgan Securities in Palm Beach, FL. He holds a Series 66 designation and has been in the industry since 2024, with prior experience at Ameriprise Financial and JPMorgan Chase Bank. J.P. Morgan Securities 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Cameron Purton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Ameriprise and Charles Schwab, and he also operates Shining Sea Tax LLC, where he prepares tax returns for clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting implementation through its advisory programs or other providers.

Igor Gissoni is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2019. Prior to joining J.P. Morgan, he worked in roles at Sixt Rent A Car, GS Impex, and Paulista Energia. 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 to inform its recommendations.

Gary Russell is a financial advisor with Merrill in Delray Beach, Florida, holding a Series 63 designation and 48 years of industry experience. He has worked at Bank of America and Merrill Lynch since 2008 and 2009 respectively. Outside of his advisory role, he serves as a co-trustee for a private entity in Boynton Beach, Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary investment strategies developed by internal and third-party managers, with a focus on strategic and tactical asset allocation, including tax-aware options for investors with higher tax sensitivity.

Rachel Werdann is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Securities, LLC and Moore Capital Management LP. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Valerie Molinaro is a financial advisor with Merrill in Palm Beach, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2007. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Shannon Kane is a financial advisor with Edward Jones in Lake Worth, FL, holding a Series 66 designation and with seven years of industry experience. She has been with Edward Jones since 2019 and has prior tenure at the firm from 1995 to 2019. Outside of advising, she serves as Vice President of an art business based in Palm Beach Gardens. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bo Casson is a Series 66 licensed financial advisor with Fidelity Investments in Boynton Beach, FL. He has been with Fidelity since 2025 and has prior experience in educational and community roles, including positions at the University of Florida and local organizations in Boca Raton and Delray Beach. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and actively manages oversight and advisory functions across various investment structures.

Adam Eckman is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bankers Life and Bank of America. 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, corporations, and charitable organizations.

Ryan Dietz is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Dietz is also the sole proprietor of RD & AF LLC, an entity created to hold private direct investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 through Financial Advisors and its Estate Planning Strategies Group.

Brian Beattie is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2010 to 2016. He is based in Palm Beach, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data, and offers both brokerage and advisory solutions.

Laura Restrepo Botero is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, she worked at Enterprise Mobility for one year and competed as a professional golfer on the Epson Tour and Ladies European Tour for nine years. She continues to participate in professional golf tournaments on a part-time basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with involvement in managing and consulting on fund structures and model portfolios.

Raul Arguello is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Bank of America for 16 years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Kristen Bissett is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 11 years. Bissett serves on the Board of Directors for the Center for Creative Education and participates in community outreach activities at the Kravis Center performing arts venue in West Palm Beach. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services without providing individual security recommendations within its standalone planning programs.

David Coleman is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. 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 provides a range of capital markets and research resources to tailor solutions to clients’ goals.

Jeff Kaplan is a Financial Advisor with Merrill Lynch Wealth Management. He provides tailored guidance on investment management strategies, retirement planning, lending, and wealth management aimed at maximizing assets and helping clients achieve financial security and success. Jeff's expertise spans corporate benefits, education planning, employee benefits planning, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, special needs planning strategies, tax minimization, and retirement income. He utilizes a relationship-driven approach that incorporates thoughtful tax strategies, risk management, and legacy planning. Jeff leverages the investment insights of Merrill Lynch and the banking and lending capabilities of Bank of America to help clients pursue their financial goals through personalized wealth management strategies. He holds a Bachelor's Degree from Florida State University and carries professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Outside of his professional work, Jeff enjoys basketball, chess, fishing, football, golfing, running, tennis, traveling, volleyball, and spending time with his family.

Eitan Aharon is a Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2014 and joined Merrill in 2026. Eitan focuses on working collaboratively with clients to develop personalized financial strategies tailored to their unique goals and priorities. His client focus areas include family wealth management, investment consulting for defined contribution plans, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Eitan holds a Bachelor's Degree and a Master of Business Administration (MBA) with a concentration in Finance from Bar Ilan University. He also holds the CERTIFIED FINANCIAL PLANNER® certification. His approach to financial planning emphasizes understanding each client's individual situation to offer guidance aligned with their long-term objectives. Originally from Tel Aviv, Israel, Eitan immigrated to the United States in 2005 and has lived in Los Angeles, Beverly Hills, and now South Florida. Outside of his professional work, he spends time with his wife and three daughters. Eitan enjoys basketball, music, movies, Florida's beaches, and competitive backgammon.

Brian Johnston Jr. is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Northwestern Mutual from 2015 to 2017. Outside of advisory work, he is engaged in life and health insurance sales through Lenox Advisors. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jeffrey Mariner is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at RBC Capital Markets, City National Bank, LPL Financial, and First Horizon Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and investment research.