Gail Deluca is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Joshua Skivington is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2016. Skivington serves as a board member and finance committee member at Rosarian Academy in West Palm Beach, where he reviews budgets, plans five-year school strategies, and approves investment policies. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Gabriel Wadsworth is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 65, 66, and 63 credentials and seven years of industry experience. His career includes multiple roles at JPMorgan Chase Bank and J.P. Morgan Securities, alongside periods at CAPSTONE Investment Group and involvement with Olympia Golf & Country Club. 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 searches, and customized performance reporting through a non-discretionary advisory program.

Jose Cordero is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Chubb/ACE American Insurance Company, and Morgan Stanley. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

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.

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 with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Peter Sullivan is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2022. Prior to this, he worked at Cuna Mutual Group and Cuna Brokerage Services from 2015 onward. He is also involved 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. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

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, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining J.P. Morgan Securities in 2019, he spent 10 years at Goldman, Sachs and Co. He is based in Palm Beach, Florida. 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 and qualitative research, supports ESG eligibility frameworks, and includes broader derivatives and commodities capabilities.

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 a Series 66 designation and 24 years of industry experience. His career includes prior roles at Bank of America, Merrill, UBS Financial Services, and various Morgan Stanley entities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a wide range of advisory programs without delivering individual security recommendations as part of standalone planning.

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 designations and 19 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2021 before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by extensive research and operational 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, including J.P. Morgan Asset Management and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates centralized due diligence and a combination of quantitative and qualitative research to support its 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.