Pamela Segal Rhodes is a Series 66-licensed financial advisor with UBS Financial Services in Wellington, FL, where she has worked since 2006. She has 21 years of industry experience. Outside of her advisory role, she operates a sole proprietorship involved in equestrian sales and training. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans for clients.

Jeffrey Miller is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior experience includes a decade at Goldman, Sachs & Co. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Amy Paschold is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies that align with clients’ individual financial goals. Utilizing insights from Merrill and the resources of Bank of America, she helps clients navigate changing market conditions to pursue their long-term objectives. Amy holds a Bachelor's Degree from the University of Georgia and is a Personal Investment Advisor (PIA). She is committed to working closely with clients one-on-one to develop tailored financial strategies. Outside of her professional role, Amy is actively involved in community service and volunteers with local organizations. Her personal interests include boating, music, reading, spending time with her family, tennis, and traveling.

Keith Rowling is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has held positions at Morgan Stanley and Bank of America, including Merrill, over his career. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and uses firm-approved planning tools to model outcomes, serving clients through both direct engagements and employer-sponsored financial planning agreements.

Mark Bozicevic is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, he serves as Vice President of Otter Lake HOA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap fee structure while maintaining control over model selection and oversight.

Alberto Rodriguez Jr. is a financial advisor at Merrill with 8 years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2012. Outside of his advisory work, he is involved as a general partner and managing member of Arrow Star Productions LLC, a company focused on producing musicals and short films created by his wife. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Stevens is a financial advisor with LPL Financial in Boynton Beach, FL, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stevens is involved with STOIC Financial, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various technological tools.

Elizabeth Cooper is a Series 66 licensed financial advisor at UBS Financial Services with 18 years of industry experience. She has been with UBS since 2014. 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 research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Harold Cohen is a financial advisor with Morgan Stanley in Boynton Beach, FL, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including 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 utilizing firm-approved tools and market simulations.

Garrison Wiesenhahn is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles within J.P. Morgan Asset Management, JPMorgan Chase Bank, N.A., and Columbus Investment Advisory. His prior experience also includes positions at Mettler-Toledo International, Inc. and The Ohio State University. 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 customized investment recommendations.

Poleth Armas is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she held positions at Bank of America, Florida Atlantic University, FK Construction Funding, Citibank NA, Banco de Desarrollo del Ecuador, and Universidad de Las Américas. 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 individual, institutional, and charitable clients.

Fred Scheeren is a financial advisor with Wells Fargo Advisors and holds the Series 63 and Series 65 credentials. He has 47 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is an author of multiple religious study books. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering recommendations that clients may choose to implement through brokerage or advisory programs.

Nelson Burbank Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James since 2013. He assists with administrative and clerical duties for York Investment Partners LLC on a limited basis. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm provides tailored, non-discretionary investment consulting and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

Francis Connolly is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at JPMorgan Securities and JPMORGAN Chase Bank, as well as an earlier tenure at UBS Financial Services. He serves on the board of directors for Dare 2 Care, a nonprofit providing laundry and shower services for the homeless in Palm Beach County, assisting with budgeting, fundraising, and advising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of financial and capital markets services.

Kent Pearce is a Managing Director and Private Wealth Manager with The Pearce Group at Merrill Private Wealth Management. He leads a team serving a national clientele through office locations in Towson, Maryland, and West Palm Beach, Florida. The Pearce Group provides comprehensive wealth management services to affluent individuals, families, corporate executives, business owners, foundations, endowments, private and public companies, and professional athletes and entertainers. With over 30 years of experience at Merrill Lynch Wealth Management, Kent has been recognized on multiple occasions by Forbes and Barron's for his financial advisory expertise. In 2026, he was ranked #29 on Forbes' "America's Top Wealth Advisors" list and #1 in Maryland - Baltimore on Forbes' "Best-In-State Wealth Advisors" list. He was also named among the Top 50 in America on Barron's "Top 100 Financial Advisors" list in 2025 and holds the #1 ranking in Maryland on Barron's "Top 1500 Financial Advisors" list for 2026. Kent's team comprises 20 members with over 250 years of combined experience. Kent holds a Master of Business Administration in Financial Management from Mount Saint Mary's University and a Bachelor of Arts degree from McDaniel College with a dual concentration in Economics and Finance. He has served on various boards including the Living Classrooms Foundation Board of Directors and the CEO Club of Baltimore. He is a founding member of Merrill's National Advisor Growth Network Board. Kent received Merrill's David Brady Award in 2018, honoring his commitment to clients, colleagues, and community through character and integrity.

Ali Abbas is a financial advisor affiliated with Merrill Lynch Wealth Management, specializing in personalized financial and retirement planning. He focuses on guiding individuals and families through their financial journeys by developing tailored strategies that align with their unique goals and priorities. His expertise includes college education planning, family wealth management strategies, personal retirement planning, small business strategies, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. With a bachelor's degree from the University of Miami and holding the Personal Investment Advisor (PIA) designation, Ali emphasizes education and transparency to help clients make informed decisions. He is committed to building trust-based relationships by understanding each client's individual needs and simplifying complex financial concepts. Ali is also involved in community service through his participation in the organization Big Brothers and Sisters. Outside of his professional work, Ali enjoys football, hiking, music, reading, running, spending time with his family, traveling, and watching movies. He communicates fluently in English, Hindi, and Urdu.

Kathy Santana is a financial advisor at Charles Schwab with nine years of industry experience. She holds a Series 66 designation and has worked previously at TD Ameritrade and Oceans Development & Management. Santana has been with Charles Schwab since 2022. Charles Schwab & Co., Inc. serves 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 discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.

Addison Sherman is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. He leads a wealth management team based in White Plains, New York and Delray Beach, Florida, working with a diverse group of clients to identify financial goals, implement cohesive strategies, and provide disciplined follow-through. Addison's team emphasizes a customized approach that focuses on discerning each client's unique financial priorities and challenges, fostering long-term relationships built on an empathetic understanding of individual circumstances. Addison began his financial services career in 1984, giving him over three decades of experience navigating varied market environments. His expertise includes investment management, retirement strategies, cash flow analysis, lifestyle maintenance, trust and estate planning services, and access to lending through Bank of America, N.A. He holds a Bachelor's Degree from Florida Atlantic University and the Personal Investment Advisor (PIA) designation. Addison is also a member of the ASPCA. Beyond his professional work, Addison volunteers in beach clean-up efforts and supports various charities. He divides his time between the White Plains and Delray Beach offices and spends his personal time with his wife enjoying activities such as walking their dogs, attending live music events, and spending time with their adult children.

Estefania Corbus is a financial advisor at Equitable Advisors with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Boston Medical Center. Equitable Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Ryan Kistenfeger is a financial advisor with Raymond James & Associates in West Palm Beach, FL. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior work experience includes roles at Truxio, Indigo Ag, and Rubicon Global. 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 diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.