Elias Kontos is a CFP® credentialed financial advisor with 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has also been employed at JPMorgan Chase Bank, N.A. since 2006. His prior experience includes managing Kontos Property Management for 11 years. 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 in its recommendations.

Francisco Blanco is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previous experience at firms including JP Morgan Chase Bank and Dale Carnegie Training. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Eitan Esan is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has 10 years of industry experience, including prior roles at Morgan Stanley and Morgan Stanley Private Bank. He serves on the finance and investment committee of the Boca Raton Synagogue’s endowment. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, and municipal clients with a range of financial planning and consulting services.

Nicholas Rodkin is a financial advisor with LPL Financial in Boynton Beach, FL, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Lincoln Investment Planning, Wells Fargo Clearing, Wells Fargo Advisors, TD Ameritrade, Citigroup Global Markets, and Ameriprise. Outside of his advisory work, he is involved with the Saving Lives Counseling Center, providing individual and family therapy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by research and technology tools.

Anthony Trigona is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Ameriprise since 2017 and previously spent 11 years with Raymond James & Associates. Ameriprise offers a retirement-income planning service tailored to individuals near or in retirement who meet specific asset criteria, combining research and modeling with tax-smart strategies and periodic written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of its institutional category.

Gregory Workman is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He supports clients in areas such as family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Gregory's approach emphasizes listening to clients to understand their priorities and creating strategies aligned with their financial goals. He holds a Bachelor's Degree from the University of Kentucky and the Personal Investment Advisor (PIA) designation. Gregory aims to build long-term relationships and provide thoughtful guidance to help clients make confident financial decisions through every stage of life. Outside of his professional work, Gregory enjoys boating, golfing, and spending time with his family.

Eric Applewhite III is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Citigroup Global Markets. He serves on the advisory board and finance committee of the Episcopal Diocese of Southeast Florida. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets with a planning process that includes firm-approved tools and broad investment offerings.

Matthew Botkin is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. He currently works at Cetera and has a background that includes ownership of the Botkin Law Group, PLLC, where he practices estate planning and related legal matters. In addition to his advisory role, he is a licensed attorney providing tax and legal advice upon client request and manages CryptoX LLC, an investment asset LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform with discretionary and non-discretionary program options, supporting over 10,000 advisors and approximately $256 billion in assets under management.

Saralyn Scaldini is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2012. She began her career in financial services in 1983 and has experience working with clients and families to develop wealth planning strategies. Her professional background includes positions as a Financial Advisor at Morgan Stanley from 2009 to 2012 and Merrill Lynch from 2005 to 2009. Prior to her financial advisory roles, she held positions such as Development Officer at The Mary Baker Eddy Library for the Betterment of Humanity and Planned Giving Officer at The First Church of Christ, Scientist. Outside of her professional work, Saralyn's interests include family activities, fitness, social events with friends, painting, traveling, and yoga.

Brian Cartland is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at PFS Investments Inc. and has been affiliated with Primerica Financial Services since 2017. Outside of financial advising, he is the author of a book titled *Sharp Iron Study-Book of James*, based in West Palm Beach, FL. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through model-delivery strategies created by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Matthew Dresnick is a Certified Financial Planner (CFP®) with 23 years of experience in the financial industry. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Stephen Tyson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Summit Brokerage Services. In addition to advising, he holds a notary public commission and works as a fixed insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Brandon Steig is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, he was employed at Florida State University and West Boca Raton High School. Outside of his advisory work, he is employed as an administrative associate at FreshWax LLC, a family business involved in buying and selling sports card collectibles. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team and algorithmic tools.

Nicholas Perez is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and JPMorgan Chase Bank, N.A. outside of his current role. In addition to his advisory work, he is involved in event services, including bartending at corporate golf tournaments. 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 applying an ESG eligibility framework in its recommendations.

Anne Plocker is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and previously held positions at Morgan Stanley & Co. LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Christine Mills is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She previously worked at Raymond James & Associates, Bank of America, Merrill, and other financial institutions. Outside of her advisory role, Mills is an author of multiple fiction and nonfiction books and hosts a bi-monthly podcast interviewing creative women entrepreneurs. 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 combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions.

Wyn Yelin is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Abel Anguiano is a financial advisor with Morgan Stanley Wealth Management in Boca Raton, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and market scenario models in its process.

Raymond Jacobs is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Florida Atlantic University and Gunther Volkswagen of Coconut Creek. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on third-party asset managers and LPL-sponsored advisory programs for many of its solutions.

Troy Wheat is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2016. Outside of his advisory role, he is a check signer for Gringle Doherty and Wheat, a commercial real estate firm, when another principal is unavailable. RBC Wealth Management serves a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.