Gregory Saville is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Chase, and First Republic Investment Management. Outside of his advisory work, he serves on the Finance Committee at Rosarian Academy and is a managing member of an LLC formed to own a boat. 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 plans, corporations, and charitable organizations.

Christopher Metcalf is a financial advisor with Stifel in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes tenures at Bank of America and Merrill Lynch from 2009 to 2019 before joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Phillip Doherty is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, with prior experience at Metlife Securities. In addition to his advisory role, he is licensed as an insurance agent selling life insurance, fixed annuities, and disability products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs tailored to a broad client base.

Julianna Marks is a financial advisor with Merrill in Jupiter, FL, holding a Series 66 designation and 26 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1997. Outside of her advisory role, she serves as a power of attorney for her spouse. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Eliana Katsingris is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she partners with wealth management advisors to assist clients in developing financial plans tailored to their needs. Her professional experience includes positions as a Planning Consultant and Relationship Manager at Fidelity Investments in 2024, as well as serving as a Financial Representative at the same company from 2022 to 2024.

Carlie Dugan is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial in Jupiter, FL. She has been with Raymond James Financial Services since 2005 and the broader Raymond James Financial firm since 2009. Outside of her advisory role, she serves on the investment committee of Bass Rocks Golf Club and is actively involved in client consulting with Cornerstone Financial Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers customized, non-discretionary planning using analytical tools and supports municipal advisory work through a unique affiliation.

Alexander Sugar is a CFP® with 39 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2017. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory practice, he serves on the boards of trustees for Hillside School and Lawrence Academy, both private educational institutions. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs combining discretionary and non-discretionary management, utilizing a mix of in-house and third-party managers supported by RBC’s capital markets and affiliated capabilities.

Benjamin Lasater is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, United Capital Financial Advisers, Goldman Sachs, and Mass Mutual. Outside of his advisory role, he is a partner in an indoor golf simulator business based in Palm Beach County, Florida. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Blake Abadie is a financial advisor at Wells Fargo Advisors in Palm Beach Gardens, FL. He holds a Series 66 designation and has experience at EisnerAmper, Postlethwaite & Netterville, and previous roles in academia at Louisiana State University and Louisiana State University Shreveport. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Kayla Hinkle is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and its affiliates since 2013. Kayla is based in West Palm Beach, FL, and also offers certain banking products and services through her employment with 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dennis Roodman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2011 and also operates Integrated Financial Group and Dennis Roodman Insurance, the latter of which focuses on fixed, life, health, long-term care, disability, and group insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management supported by research and diverse investment strategies.

Barbara Loew is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various roles within Wells Fargo entities since 2011. Outside of her advisory work, she has a majority ownership in a merchant partnership, LOEW GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines advisory services with other financial products and planning specialties, delivering recommendations through client meetings and written summaries.

Alix Briggs is the Regional Director of Wealth Management at Fidelity Investments, overseeing, leading, and coaching a team of Private Wealth Management Planning Consultants in the Southeast Region. She has held this role since 2024. Her professional experience includes serving as a Wealth Management Planning Consultant at Fidelity Investments from 2016 to 2024. Prior to that, she worked as a Relationship Manager at Hightower Advisors from 2010 to 2016.

Justin Makso is a financial advisor with Merrill in Palm Beach Gardens, FL, holding a Series 66 credential and 15 years of industry experience. His career includes roles at Bank of America, JP Morgan Chase, J.P. Morgan Securities, and First Republic Investment Management. He serves on the finance committees of the Hippocrates Health Institute and the Alton Bay Christian institutions, nonprofit organizations focused on health and community retreats. 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 strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cassandra Scalia is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 17 years before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Lynne Cross is a Series 66 licensed financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, bringing 24 years of industry experience. She joined Wells Fargo Advisors in 2017 after working at various SunTrust entities from 2013 to 2017. Outside of her advisory role, she works as a travel advisor with Dream Vacations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with planning engagements generally structured as discrete projects.

Ryan Spracklin is a financial advisor with Charles Schwab, holding a Series 66 designation and six years of industry experience. He has worked at Charles Schwab since 2019, including positions at Charles Schwab Bank. Prior to joining Schwab, he was employed at Pinnacle Wealth Management and Seaworld Parks Entertainment. Charles Schwab & Co., Inc. 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. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Alan Greenberg is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he teaches a continuing education course on real estate investment trusts at Hofstra University and delivers market overview and asset allocation presentations at the Chautauqua Institute. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee.

Paul Rampolla is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Raymond James since 2003 and previously worked for Dale Carnegie for eight years. 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 wide range of clients including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kenneth Smail is a financial advisor with Raymond James & Associates and holds a Series 66 credential. He has 17 years of industry experience, including prior roles at Fidelity Brokerage Services, TD Ameritrade, and Scottrade. Outside of finance, he owns an epoxy coatings business that specializes in garage floor applications. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional clients, and municipal entities. The firm offers financial planning and advisory services supported by extensive research, a broad range of portfolio management styles, and specialized municipal advisory capabilities.