Catherine Mc Dermott is a financial advisor at UBS Financial Services with eight years of industry experience. She previously worked at Wells Fargo Private Bank for 14 years. Mc Dermott serves as a board member of The Glades Academy, a non-profit public charter school in Pahokee, Florida. UBS Financial Services 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 delivers advisory solutions tailored to clients’ goals and risk tolerances.

Paul Maizes is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial. He previously worked at Kestra Advisory and Kestra Investment Services for over a decade. Maizes also holds a Certified Divorce Financial Analyst designation and provides consulting services related to financial aspects of divorce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Michael Gara is a financial advisor with RBC Capital Markets in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at City National Bank and UBS Financial Services prior to his current roles. Outside of his advisory work, he is a partner and treasurer at Hickory Run Farm, an agricultural and livestock business focused on boarding and lesson horses, and serves as a board member for a homeowners association in Florida. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a range of clients including individual investors, institutional clients, and charitable organizations. The firm offers customized advisory programs that combine in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Brian Rapp is a financial advisor with Raymond James Financial Services Advisors, Inc. in West Palm Beach, FL, holding a Series 66 license and five years of industry experience. His prior work includes roles at M Holdings Securities, Inc., and several financial advisory firms including Greenberg & Rapp and Eagle Rock Wealth Management. He has also been employed as a financial advisor at multiple related firms and worked with the Minnesota Twins organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging proprietary research and a broad affiliate network to support tailored, client-directed investment strategies.

Noah Milling is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co. LLC, The Ayco Company, PNC Bank, and Northwestern Mutual. Milling is based in Palm Beach, Florida. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

John Katsigiorgis is a financial advisor with Wells Fargo Clearing in Palm City, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he co-administers an investment-related activity for his father. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

David Kustra is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, he is the owner and artist of an art and photography business based in Palm Beach Gardens, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Kramer is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a tenure at Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm employs an IPS-driven process grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment menus.

Blenda Leon is a financial advisor with Merrill in West Palm Beach, FL, holding a Series 66 credential and four years of industry experience. Prior to joining Merrill in 2021, she worked at Bank of America and Continental National Bank, among other roles. Outside of her advisory work, she works as an independent contractor for Instacart and Survey Merchandiser, providing grocery delivery and retail services. 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Sarah Chambers is a Series 66 licensed financial advisor with three years of industry experience. She is currently with UBS Financial Services, where she has worked since 2023. Her prior experience includes roles at Wells Fargo Clearing and various positions in the retail sector. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings, using proprietary research and model-based asset allocations to tailor client plans.

Connor D'orio is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2018, including time at Charles Schwab Bank. Prior to joining Schwab, he worked at Sprint and attended the University of Central Florida. Charles Schwab & Co., Inc. 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 range of advisory, brokerage, custody, and cash-sweep services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and an alternative-investment program.

Peter Lurier is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for family investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Jay Beaulieu is a Series 66-credentialed financial advisor with Wells Fargo Clearing, where he has worked since 2016. He has 27 years of industry experience. Outside of his advisory role, he has a minority ownership interest in a platform that helps shoppers find the best sports and concert ticket prices. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. It manages approximately $671 billion in assets with more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Brendan Ramusevic is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with J.P. Morgan Securities in Palm Beach Gardens, FL. His prior roles include positions at Morgan Stanley, UBS, and First Republic Investment Management. In addition to his securities role, he is also employed by JPMorgan Bank, enabling him to offer certain banking products and services. J.P. Morgan Securities LLC 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.

Stephen Shavers is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he takes the time to understand clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides resources related to investing, retirement planning, saving for unforeseen events, and access to specialists in banking, credit, home financing, and small business solutions. His areas of focus include employee financial health, legacy planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Stephen holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Stephen earned a Bachelor's Degree from the University of Iowa. Outside of his professional work, he has interests in football, golfing, ice hockey, reading, running, spending time with his family, and watching movies.

Erica Zangrillo is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses, and has 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a trustee for a trust based in West Palm Beach, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services that leverage firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and integrates its planning services with broader investment and advisory offerings.

Samanta Perez Rincon is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorganChase and various roles outside finance, including at The Breakers Palm Beach and involvement with Lightning Softball/Baseball Camp. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to a broad range of capital markets products and research.

Anthony Colombino is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding a Series 66 designation and four years of industry experience. He previously worked at UBS Financial Services for three years and has a diverse background including experience at Baylor University and as a business owner in the trucking industry. Colombino also owns M & M Trucking, a non-investment-related business based in West Palm Beach, FL. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Makenzie Koah is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. She has worked at multiple entities within the financial sector since 2020 and has a background that includes experience in education and several non-financial business roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated services, combining brokerage, custody, and advisory functions in an integrated platform with both non-discretionary and discretionary investment management options.

Cortney Mc Elroy is a CFP® professional with 25 years of experience, currently advising at Charles Schwab. She has been with Charles Schwab since 2006 and has also worked at Charles Schwab Bank, SSB since 2008. Charles Schwab & Co., Inc. serves a large client base 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 integrated brokerage, custody, and advisory services.