Jose Cordero is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley, Chubb\ACE American Insurance Company, and USTA Player Development Incorporated. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform investment recommendations.

James Radler is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The J&R Group. He began his career in financial services in 1989 and joined Merrill in 1992 after serving on a portfolio management team with a major Boston-based money management firm. Within The J&R Group, he provides wealth management guidance to both individual and corporate clients, specializing in areas such as retirement benefits consulting and equity compensation plans. Jim is a qualified Portfolio Manager who manages personalized or defined strategies on a discretionary basis, utilizing individual stocks and bonds, model portfolios, and third-party investment strategies. His expertise includes corporate retirement services, institutional philanthropic management, retirement planning strategies for institutions and affluent individuals, concentrated stock strategies, retirement and estate planning, and private money management. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jim received a bachelor's degree in political science from Northwestern University in Evanston, Illinois. He enjoys reading, golfing, traveling, and spending time with his family in Winnetka, Illinois.

Rose Raphael is a Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning, investment management, and financial decision support. She holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. Rose focuses on managing new wealth, personal retirement planning, women and wealth, and retirement income. She works with clients to develop personalized investment strategies aligned with their goals and priorities. Rose emphasizes understanding each client's unique situation to provide tailored advice and ongoing guidance. She earned her High School Diploma from South Tech Academy. Outside of her professional role, Rose enjoys cooking, music, reading, and spending time with her family.

James Smith is a CFP® credentialed financial advisor with 37 years of industry experience, currently affiliated with Morgan Stanley in West Palm Beach, FL. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory work, he teaches a course on the time value of money for Boston University’s Program for Financial Planners and serves on the Culture and Communications Committee for the Delray Beach Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market simulations as part of its financial planning process.

Wanda Roker is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Peter Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and concurrently has roles with CUNA Brokerage Services and CUNA Mutual Group since 2015. His other business activities include involvement with CUNA Mutual Executive Benefits. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of financial planning and investment management services supported by research and technology tools, overseeing over $819 billion in discretionary assets.

Erik Park is a CFP® with 35 years of industry experience, currently affiliated with LPL Financial where he has worked for over 26 years. Based in Wellington, FL, he also serves as a trustee for the Park Family 2015 Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisers.

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 licenses and 19 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of 12 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.