Michael Weinberg serves as Senior Resident Director at Merrill Resident Director, leading the Jupiter office. He has been in the financial services industry in an advisory capacity since 1996 and has held various roles within the company, including Senior Vice President, Sales Manager, and trainee coordinator. His work focuses on helping clients pursue personal goals such as college education planning, retirement income, legacy planning, and family wealth management strategies, always taking into account their unique perspectives and long-term objectives. Michael holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a High School Diploma from The Pennington School and attended the University of Florida, although he did not receive a degree. He is fluent in both Spanish and English. Outside of his professional role, Michael is involved in community activities including the Michael Shields Memorial Inshore Open and Project LIFT (Life Initiatives for Teens). In his personal time, he enjoys boating, camping, fishing, gardening, horseback riding, scuba diving, skiing, tennis, and traveling with his family.

Eric Cantwell is a financial advisor with Charles Schwab, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, National Securities Corp, and Raymond James. Outside the financial sector, he operates a home-based bitcoin mining setup without generating income from it. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and supervisory infrastructure.

Robert Barboni is a CFP® professional with 32 years of industry experience. He currently works with Cetera and has prior experience at Evershore Financial Group and Securian Financial Services. Outside of advisory services, he is an officer of Petal Forward Inc., a nonprofit involved in flower donations. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options and financial planning through a large network of independent advisors.

Roberto Vargas is a financial advisor with Charles Schwab in Palm Beach Gardens, FL, holding Series 65 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Ameriprise, JP Morgan Securities, Bank of America, Merrill Lynch, and founded Seek First Consulting Group. Outside of his advisory role, Roberto is the host and producer of The Godfident Man Podcast and the Small Business BIG GOD YouTube channel, which focus on faith, leadership, and Christian perspectives in business. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.

Kristina Hartman is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on developing personalized wealth management strategies tailored to clients’ individual goals and financial situations. Kristina leverages investment insights from Merrill and banking solutions from Bank of America to help clients pursue their long-term financial objectives. Kristina began her career as a financial advisor at Legg Mason in 1998 and earned the CERTIFIED FINANCIAL PLANNER® certification in 2000. Her expertise includes wealth management planning, retirement strategies, education planning, philanthropic planning, socially responsible and ESG investing, tax minimization, portfolio management, and advising women on wealth. She holds the Series 7 and 66 FINRA registrations and also has the Personal Investment Advisor (PIA) designation. She obtained her bachelor's degree from the University of Maryland. Kristina is involved in her community through volunteer work with Anne Arundel County CASA, Inc. Outside of work, she enjoys boating, cooking, gardening, running, scuba diving, skiing, surfing, and spending time with her family.

Anthony Conti is a Series 66-credentialed financial advisor with seven years of experience at Merrill and Bank of America, and one year at Wells Fargo. He also worked at Palm Beach Atlantic University for three years and has five years of involvement with Treasure Coast Miata. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Jacob Smith is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to this, his experience includes roles at Blackship Ventures and Hellman, Jordan Management Co., Inc., as well as various positions at Harvard University. 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 combines quantitative screens and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Amy Tamblyn is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds the Series 63 and Series 65 designations. Her previous experience includes roles at Morgan Stanley Smith Barney, Morgan Stanley & Co., and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances.

George Gundersen is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at PFS Investments Inc. and Ocwen Financial Corporation. He is also involved in sales and referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Heidi Pittell is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 63 designation and bringing 41 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services that cover complex areas such as business-owner transition and special-needs analysis.

Beatrix Kondor is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at BTIG LLC and Merrill Lynch. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Ullanda Hill is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America since 2018. Prior to entering the financial services industry, she was employed at Comcast from 2015 to 2018. 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 model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Barber is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and over 21 years of industry experience. He worked previously at AllianceBernstein L.P. for 11 years before joining Ameriprise in 2016. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice through a written Recommendation Report and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Justin Carpenito is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding a Series 66 designation and 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm employs centralized due diligence combining quantitative and qualitative research and offers a range of investment approaches including ESG considerations and derivatives capabilities.

Suzann Zadanosky is a CFP®-certified financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets products. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client strategies.

Simona Solomos is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at First Republic Investment Management, Merrill, and The Globe. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their process integrates quantitative and qualitative research, with an emphasis on eligible strategies and ESG considerations.

Daniel Fountain is a financial advisor with Merrill in Palm Beach, FL, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has been with Merrill since 2009 and also associated with Bank of America, N.A. since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, with portfolio implementation tailored to client needs.

Keith Spencer is a financial advisor with LPL Financial in West Palm Beach, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Merrill and Citizens Securities, Inc. He also has a business affiliation with Flagstar Bank N.A. outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, leveraging extensive resources and technology while overseeing over $819 billion in discretionary assets.

Thomas Rudakas is a financial advisor with Ameriprise in Jupiter, FL, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, primarily for clients with assets managed by Ameriprise.

Carlo Sestito is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Pruco Securities, LLC for 35 years and has been affiliated with Prudential Insurance Company of America throughout his career. Outside of advisory work, he is involved in managing a family LLC and operates a financial services sole proprietorship. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach utilizing third-party portfolio strategists and offers financial planning, access to asset managers, and insurance product sales through affiliated entities.