Meade Wallman is a financial advisor with Merrill, holding a Series 66 designation and based in Palm Beach, FL. Wallman has one year of industry experience and has previously worked at Bank of America, N.A., United Franchise Group, and held various roles including at the University of Florida and University of Miami. 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, and institutions.

Jayson Blake is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at Fidelity Investments, Benchmark Performance Partners, and Gametime Sports Construction LLC, as well as service in the United States Army. He is employed by both JPMorgan Securities and JPMorgan Bank, where he can offer banking products alongside investment services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage and investment management capabilities.

Nicholas Ptak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a tenure at JPMorgan Chase Bank, N.A. dating back to 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with due diligence by a manager-solutions team and applies an ESG eligibility framework when recommending investment strategies.

Luke Bartolf is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 credential and has held positions at Value View Financial Corp., Palm Beach Atlantic University, and the First Presbyterian Church of North Palm Beach. Outside of finance, he has worked as a golf course desk attendant at Sandhill Crane Golf Course. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans based on clients’ goals and risk tolerances.

James Fyda is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC since 2017. Prior to this, he was affiliated with the University of Dayton from 2013 to 2017. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

John Hellwig II is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Management and Morgan Stanley. Outside of advisory work, he is a minority investor in an HVAC business where he assists with financial analysis and business finances. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Kim Fonseca is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. She has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. Fonseca serves as a director on the executive board of the Boys and Girls Clubs of Palm Beach County, where she participates in managing investments for the organization’s unrestricted funds. 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. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with centralized due diligence and an ESG eligibility process.

Catherine Papanayotou is a Series 66-licensed financial advisor at Merrill with 22 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007 and has been with Bank of America, N.A. since 2017. Her prior experience includes roles at Morgan Stanley and A. G. Edwards & Sons, Inc. 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, and institutional investors.

John Mcnamara is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Taylor Boyle is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He has been with Morgan Stanley since 2016, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. prior to his current position. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, offering tailored financial planning supported by structured processes and various investment tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Jay Coleman is a financial advisor at Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience working in education and municipal roles, including positions at the University of Florida and the Town of Palm Beach. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Morgan Staudt is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory work, Staudt has permitted the use of his image to support a family member's personal injury law practice. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and consulting services through various advisory programs and affiliated research resources.

Bryce Larson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Cambridge since 2013 and serves as president of Larson Financial Strategies Inc. He is also a vice president and board member of The Moorings of Jupiter homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple platform arrangements.

Antonio Smith is a Series 66-licensed financial advisor with Edward Jones in West Palm Beach, FL, where he has worked since 2019. He has six years of industry experience, including prior roles outside the financial sector. Smith is a partner at BlackSmith Consulting LLC and serves as Treasurer of the Omega Psi Phi Fraternity Kappa Upsilon Chapter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

David Schnall is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he owns D. Schnall LLC, an investment-related business, and serves as a trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Joseph Trotta is a financial advisor with LPL Financial, holding a Series 63 designation and over 52 years of industry experience. He previously worked at Linsco Private Ledger from 2006 and Raymond James Financial Services, Inc. from 1992 to 2006. Outside of his advisory role, he is involved in an outside fixed insurance business and Oceanview Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions through a large network of advisors, incorporating both proprietary and third-party strategies.

Nancy Leizman is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional investors, pension and profit-sharing plans, charitable organizations, and governmental entities, offering a range of financial planning and consulting services that are generally non-discretionary, supported by multiple portfolio management styles and firm research.

Mellessa Gardener Davila is a financial advisor at UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation with 17 years of industry experience. She has been with UBS Financial Services Inc. since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources to tailor investment strategies.

Brian Zimms is a financial advisor at LPL Financial with 34 years of industry experience. He has held positions at LPL Financial since 2004 and worked previously at Raymond James Financial Services from 1998 to 2004. Zimms holds the Series 63 designation and operates an additional business entity, BrianAlhambra LLC, unrelated to investment activities. 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, third-party asset management access, and institutional platforms, supported by extensive operational tools and a large network of investment adviser representatives.

Cheryl Harmelin is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015, and previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, combining financial planning with a range of investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.