Danielle Hyatt is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2024. She is a Certified Financial Planner™ who works closely with families to develop lifelong relationships aimed at helping them achieve their financial goals. She emphasizes understanding the unique aspects of each family to tailor financial strategies accordingly. Danielle has been with Fidelity Investments since 2018, progressing through various roles including Financial Representative, Relationship Manager, Financial Consultant, and now Vice President, Wealth Planner. Her professional experience is focused on wealth planning and client relationship management within the financial services industry.

Woo Joo Han is a financial advisor at J.P. Morgan Securities with eight years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at Goldman Sachs and Wells Fargo. He serves on the board of a local charity, Jack The Bike Man, which restores bicycles for underprivileged children in Palm Beach County. J.P. Morgan Securities 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 to support its recommendations.

Douglas Marcello is a financial advisor with Edward Jones in Wellington, FL, holding CFP®, ChFC®, and Series 66 designations and having 12 years of industry experience. He worked at Edward Jones from 2014 to 2024 before spending two years at Core Wealth Management, Inc., returning to Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Sullivan is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering a range of financial planning and consulting services that emphasize tailored, non-discretionary advice supported by proprietary research and multiple portfolio management strategies.

Michael Weissman is a financial advisor with RBC Capital Markets in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has five years of industry experience. Before joining RBC Capital Markets in 2024, he worked at Wells Fargo Securities and Wells Fargo Advisors, and also has experience in academic roles at the University of Florida. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment resources tailored to clients’ risk profiles.

Vijay Khetarpal is a financial advisor at LPL Financial with 41 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and John Hancock Life Insurance Co. He is also an author of the book *Optimized Outcomes*. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Robbye Soler is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith, UBS Financial Services, and Merrill. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Peter Mirabelli is a financial advisor at Wells Fargo Clearing with 50 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo firms since 2009. Outside of finance, he owns and operates Peter Mirabelli Racing Stable, a horse racing and breeding business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Kim Love is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Her career includes roles at Cetera Wealth Services, LLC and Summit Financial Group Inc. Outside of advising, she is involved in real estate activities, including acting as an agent for Cummings & Cohen Real Estate Inc. and owning Pure Profit's LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base ranging from individuals to institutional accounts. The firm offers a multi-manager platform that supports discretionary and non-discretionary portfolio management through a variety of program structures and affiliated resources.

Jeremy Doucette is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill and service in the New York State Assembly, as well as work with the Westchester County District Attorney. Morgan Stanley Wealth Management offers advisory programs to both individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and incorporates diverse investment strategies through its Global Investment Committee.

Jonathon Evans is a financial advisor at Merrill with 17 years at the firm and 5 years of industry experience. He holds a Series 66 designation and is based in West Palm Beach, FL. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Nancy Hite is a financial advisor with Osaic Wealth, Inc. in Boca Raton, FL, holding CFP® and ChFC® designations and over 33 years of industry experience. She has been with Osaic Wealth since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. In addition to her advisory role, she is the author of two books, "21st Century Wealth Beyond Taxes" and "The Retirement Mirage... Time to Think Differently." Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm employs a range of asset-allocation tools and investment options to construct portfolios managed on discretionary or non-discretionary bases.

Matthew Flynt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial products than typical institutional advisers.

Carole Marko is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 2000 and provides clients with goals-based wealth management strategies tailored to their personal circumstances. Carole assists clients in identifying and prioritizing financial goals such as investment management, education funding, retirement income planning, tax minimization strategies, asset preservation, estate planning, and wealth transfer. Carole holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor™ designation awarded by The College for Financial Planning Institutes Corp. She is also a qualified Portfolio Advisor and graduated from Florida State University in 1983 with a Bachelor's of Science degree in Accounting. She began her career in financial services as a Certified Public Accountant with Deloitte and Touché and has experience in the private sector with the Arvida Company. Although she retains her CPA designation, she does not provide tax advice in her role as a Wealth Management Advisor. Raised in Boca Raton, Florida, Carole continues to live there with her husband, Paul. They have been actively involved in various civic and philanthropic causes as well as their parish, Saint Joan of Arc Catholic Church.

William Hoelzel IV is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management with financial planning, tailored to clients' risk profiles and implemented through a mix of in-house and third-party investment managers.

Michael Kravitz is a financial advisor with RBC Capital Markets and holds a Series 63 designation. He has 35 years of industry experience, including roles at Truist Advisory Services and BB&T Securities. Outside of his advisory work, he is the managing member of Kravitz Enterprises LLC, a private investment account. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management, financial planning, and a broad selection of investment options.

Carrie Cannon is a financial advisor at UBS Financial Services with eight years of industry experience. She has held her current role at UBS since 2017 and previously spent two years focused on homemaking. Cannon holds a Series 66 designation and is based in Boca Raton, Florida. UBS Financial Services Inc. 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 institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Ronald Schmitt Jr. is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

David Bass is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He leads his team in developing lifelong relationships with clients and helping them pursue their unique financial goals. David provides expertise in areas including corporate benefits, executive compensation, divorce transition planning, family wealth management strategies, legacy planning, and investment consulting for defined contribution plans. He holds a Bachelor's Degree from Texas State University and maintains several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). David’s interest in general aviation has contributed to his specialized knowledge in wealth management planning for professional pilots and aviation-related business owners. Beyond his professional role, David participates in community activities such as EAA Young Eagles Discovery Flights and Young Guns Sporting Clay Instruction. He also enjoys boating, hiking, hunting, and woodworking in his personal time.

Vanessa Miranda is a financial advisor at Merrill with 20 years at the firm and 3 years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she owns an online business specializing in paper party goods and stationery. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.