Theodore Peroulakis is a CFP® and ChFC® credentialed advisor with 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously at Bank of America and Merrill from 2011 to 2020. He serves as a board member for both The Salvation Army and the Navy League of the United States, nonprofit organizations supporting community and military causes. 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 institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Stephen Wentz is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following six years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and proprietary modeling tools.

Carolyn Filasky is a financial advisor with LPL Financial in Palm Beach Gardens, FL. She holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining LPL Financial in 2018, she worked at UBS Financial Services Inc for seven years. She is also involved with Saybrus Partners, an insurance agency, dedicating additional time there. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning and a range of advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Richard Gaff is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He joined Fidelity Investments in 2021 as a Financial Consultant. Richard is a licensed insurance professional in California. Before his career in finance, Richard served in the U.S. Army and is a proud veteran. He focuses on working closely with individuals and their families to understand their financial goals and co-create plans aimed at achieving financial freedom and defining legacies for future generations. Outside of his professional duties, Richard engages in family activities, fitness, outdoor adventures, running, and values his military service.

Laurie Hackler is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and is also associated with Broker Dealer Financial Services Corp. since 2004. Outside of her advisory role, she is an owner of Ragnar Trust and acts as a speaker affiliated with The Corner Office. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and model-based solutions, with investment implementation available across multiple custody and platform arrangements.

Todd Carey is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 65, Series 63, and Series 66 designations and has been with UBS since 2014. Carey is involved in several outside business activities, including advisory and management roles with a restaurant partnership and trusteeship at an arts and crafts society. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans and offers a broad range of capital markets and advisory services.

Jordan Brand is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He is based in Palm Beach Gardens, Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, supporting a variety of investment and planning strategies.

Daniel Finnegan is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses with 49 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and firm-approved tools, with advisory services delivered through its Financial Advisors and Estate Planning Strategies Group.

Eddie Lopez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2016 and also worked at Bank of America N.A. from 2022 to the present. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s corporate platform, providing access to a wide range of products and services.

Ryan Young is a financial advisor with Raymond James Financial in Palm Beach Gardens, FL. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and The Vanguard Group. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors, pension plans, and municipal entities. The firm offers tailored advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Justin Fucci is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Bank of America and has experience outside finance, including a position with Orangetheory Fitness. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

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 prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

James Mc Hale III is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, offering detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Rimon Attalla is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he is a partner in two holding companies that manage private residential properties. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm emphasizes a non-discretionary approach where clients retain final decision-making authority and incorporates an ESG eligibility framework in its recommendations.

Anthony Balto is a financial advisor at Merrill with 12 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Merrill in 2022, he worked at Rexford Capital LLC for six years and held positions at Robert Half Account Temps and WC Realty Group. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.