Anton Greaton is a Wealth Management Advisor at Merrill Lynch Wealth Management. He offers a comprehensive approach to managing wealth that begins with understanding a client’s family, financial situation, and priorities. Based on this, he helps develop personalized wealth management strategies that adapt to changing needs and market conditions. Anton provides clients with access to the investment insights of Merrill and the banking conveniences of Bank of America to address various aspects of their financial lives. Anton’s areas of expertise include college education planning, corporate executive services, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, socially responsible and ESG investing, tax minimization, and retirement income planning. He holds several professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Anton earned a bachelor’s degree from Southern Methodist University and is a member of the South Florida Analysts Society. Anton follows the Merrill tradition of community engagement and spends time volunteering with local organizations. His client-focused philosophy centers on collaborating one-on-one to develop financial strategies aimed at pursuing long-term goals.

Luciane Roessler is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management (MSWM) provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

George Lopes is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in portfolio management services, individual and corporate investment strategies, and retirement income planning. George works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. George holds a Bachelor's Degree from the University of Florida and has earned professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He follows Merrill’s tradition of community involvement and spends time volunteering with local organizations. Outside of work, George enjoys baseball, biking, and golfing.

Vivek Mahajan is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked at J.P. Morgan Securities since 2019 and previously spent nine years at UBS Financial Services. Outside of his advisory role, he is involved in real estate ownership and management through several LLCs. 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.

Jason O'Brien is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Bank of America, JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. 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, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Ryan Shippy is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. He is based in Palm Beach Gardens, FL. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities within its wealth management services.

Nathan Krueger is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2017. Prior to joining J.P. Morgan, he worked at UBS Financial Services from 2008 to 2017. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he can offer bank products including deposit and credit services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Munsell is a CFP® with 17 years of industry experience, currently serving at Cetera. He has held positions at Avantax Advisory Services and its affiliated entities for over a decade. In addition to his advisory work, he is president of Blue Water Accounting & Asset Management Inc., a firm specializing in corporate bookkeeping and tax preparation. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.

Kimberly Benko is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has held advisory roles at Truist Advisory Services and SunTrust Advisory Services prior to joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, serving clients who meet certain net-worth thresholds.

Sarah Greitz is a financial advisor at Merrill with 35 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 65 designations. 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 and profit-sharing plans, corporations, and charitable organizations.

Jetaindranath Sitahal is a financial advisor at Primerica Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2000. Outside of his advisory role, he is a partner in The Jammers, Inc., a business formed for Primerica purposes, which he operates with his wife. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure for its investment approach.

Joseph Gorel is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services. Outside of finance, he assists a family friend's home automation low voltage AV company in Jupiter, Florida, helping with installation and repair on occasion. J.P. Morgan Securities 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Portia Culley is a CFP® professional with 25 years of industry experience, currently serving at J.P. Morgan Securities. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Luke Myers is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously been involved with Restored Investments LLC and David M. Myers Furniture. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and investment models to support clients, acting primarily in an advisory capacity.

Jenelle Mitchell is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, following roles at PNC Investments and PNC Bank. Outside of her advisory work, she operates Flourishing Hearts Relationship Coaching LLC, providing counseling services. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Christopher Andrews is a CFP®-certified financial advisor with 29 years of industry experience. He has worked at Merrill and Bank of America before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. Based in Palm Beach Gardens, FL, he is able to offer both investment advisory services and certain banking products through his dual employment at JPMorgan Securities and JPMorgan Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management services.

Joselyn Springer is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2013. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Cameron Sorge is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and having one year of industry experience. Prior to joining Morgan Stanley, he worked at Rollins College and U-Tiki Beach Restaurant. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning through dedicated advisory programs and managing approximately $2.74 trillion in client assets.

Nastasha Truesdale is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as a primary point of contact for clients, facilitating conversations about wealth and investment planning and delivering personalized service tailored to individual needs and preferences. When more comprehensive wealth planning is necessary, she coordinates discussions with Wealth Management Advisors to provide additional support. Nastasha has been with Fidelity Investments since 2008, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2023. Her experience encompasses client relationship management and financial planning within wealth management. No additional information regarding Nastasha's education, credentials, personal interests, or community involvement was provided.

Claire Mcnamara is a financial professional with 27 years of industry experience, currently affiliated with Cetera and Lifetime Wealth Management, an affiliate of Lumsden McCormick. She holds Series 63 and Series 66 licenses and has worked at firms including Avantax Investment Services, 1ST Global Advisors, and Lumsden & McCormick Financial Services, where she remains active. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over $256 billion in assets under management.