Max Goliger is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Freedom Mortgage Corporation, Equitable Advisors, Axa Advisors, and involvement with Positive Recovery Solutions, LLC. Outside of his advisory role, he is engaged in e-commerce, listing and selling products on eBay and Shopify. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolios, and maintains oversight controls and formal governance procedures in its offerings.

Michelle Shevin is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1993, including a concurrent tenure at Bank of America, N.A. since 2009. Located in Boca Raton, FL, she has an extensive background in financial services through her long-standing roles at these institutions. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Dukate is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Raymond James since 2018 and previously spent five years with Ameriprise Financial Services. He serves as the acting trustee of his mother’s revocable living trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a broad range of portfolio management styles and affiliated research resources.

Chad Hill is a financial advisor at Osaic Wealth with 12 years of industry experience and holds a Series 66 designation. His prior experience includes roles at SagePoint Financial, Madison Avenue Securities, and several Global Wealth entities. In addition to his advisory work, he is involved in selling fixed insurance products such as life, long-term care, health, and fixed annuities through Creative Financial Network. Osaic Wealth serves a broad mix of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a variety of programs including comprehensive financial planning and third-party money manager options.

Anthony Johnson is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at various Schwab entities since 2009, including Charles Schwab Bank, SSB, and Schwab Private Client Investment Advisory, Inc. Charles Schwab & Co., Inc. serves a large clientele primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a comprehensive suite of integrated brokerage, custody, and advisory services.

Brian Rubino is a financial advisor with Morgan Stanley in Coral Springs, FL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Rubino also serves as a FINRA and NFA arbitrator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

David Friedlander is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides modern and sophisticated wealth management services aimed at helping clients reach their financial goals. He holds bachelor's degrees in Marketing and International Business from Indiana University and an MBA in Finance and Real Estate from DePaul University. David holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®) designations. His expertise includes college education planning, employee benefits planning, family wealth management strategies, employee financial health, LGBT wealth planning, personal retirement planning, women and wealth, sports & entertainment, tax minimization, and retirement income. David is involved in his community through roles such as former board member of the JCC of the Palm Beaches and Temple Beth El, committee member of Temple Beth El, member of the Wexner Foundation, leadership with the YMCA Indian Princess group, and participation in the Federation of Palm Beaches. Outside of work, he enjoys an active lifestyle, spending time with family and friends, and coaching youth sports including soccer and baseball.

Michelle Paddock is a financial advisor at Merrill with a Series 66 designation and 18 years of experience at the firm. She is based in Boca Raton, FL. 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, pension plans, corporations, and charitable organizations.

Anne Walsh is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 13 years before joining RBC in 2022. Outside of her advisory role, Walsh is an officer in a private landscape architecture business that she co-owns with her husband, where she assists with billing and administrative tasks. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by comprehensive portfolio and financial planning services.

Neil Greenberg is a financial advisor at Osaic with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors, Investacorp Advisory Services, and Wamu Investments. He is also president of Liberty United Financial Inc., an insurance sales business. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, supported by proprietary tools and third-party managers.

Donald Tynion II is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as a member of the board of directors for the Catherine M. Walsh Foundation, which distributes funds to charities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Steven Chmara is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc for 15 years. Outside of his financial career, he is a drummer in a rock band. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sabrina Cabrera is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked with Equitable Advisors since 2015 and was previously affiliated with AxA Advisors. Outside of her advisory role, she serves as Treasurer for Haven in Faith, INC, a nonprofit organization in Greenacres, FL. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment strategies based on personal and plan information and risk tolerance.

Nick Kaloyios Jr. is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo, Bank of America, and several other financial services firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence, combining quantitative and qualitative research, and incorporates ESG eligibility frameworks within its recommendations.

Reed Willett is a financial advisor with Mass Mutual Investors Services in Ft Lauderdale, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Company and related affiliates since 2016. 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, structuring engagements as annual, collaborative relationships focused on goal analysis and strategy recommendations.

Joseph Mazzucco is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at JPMorgan Securities, Ameriprise, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Patrick Whelan is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and Series 66 credentials and totaling 26 years of industry experience. His prior roles include long tenures at Investment Advisors Financial Group, LLC and Investment Advisors Asset Management, LLC, as well as ongoing involvement with Thomas Seely Agency, Inc. and Benefit Plan Consultants. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Eric Dion is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, Wells Fargo Clearing, and Janney Montgomery Scott. He is based in Boca Raton, FL. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, alongside cash management and alternative investment options.

Lisa Reich is a financial advisor with Cetera, holding the Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked at Cetera Investment Advisers LLC since 2023 and concurrently owns LRS Capital Group, Inc., a financial services firm. Reich also works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options through affiliated and third-party managers, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Roberta Zuckerman is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citibank Private Client Group for 12 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model allocations and incorporates an ESG eligibility framework.