James Reeves is a CFP® with 12 years of industry experience, currently advising at J.P. Morgan Securities in Boca Raton, FL. His prior experience includes roles at Bank of America, Merrill, and Lord, Abbett & Co. LLC. 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 within a non-discretionary advisory program.

Michele Novoth is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 10 years before joining Morgan Stanley Smith Barney LLC in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Christopher Lee is a financial advisor with Mass Mutual Investors Services in Plantation, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. Prior to joining Mass Mutual in 2018, he worked at First Investors Corporation and Foresters Financial from 2015 to 2018. He also conducts outside insurance sales specializing in life, fixed annuities, disability, and long-term care 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 provides ongoing financial planning, asset management, and educational seminars, delivering collaborative planning and a range of investment and insurance solutions.

Donna Timmerman is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2006. Outside of her advisory work, she is involved with Comprehensive Planning-Goodman LLC, focusing on life insurance policy sales. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs to deliver tailored investment solutions.

Eric Diamond is Vice President and Private Wealth Management Advisor at Fidelity Investments, where he has worked since 2008. In his current role since 2015, he focuses on helping multigenerational families develop personalized wealth strategies that address growth, preservation, and transfer of assets. Eric collaborates with a team of specialists, including an Investment Manager, Advanced Planning members, and a Trust Officer, to deliver comprehensive wealth management services tailored to clients' needs. Prior to his current position, he served as a Senior Account Executive at Fidelity Investments from 2008 to 2015. Outside of his professional duties, Eric enjoys family activities, exploring culinary interests, and playing golf.

James Robustelli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services, LLC, Robert Half, ProPark, and the University of Central Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gina Infante is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2011. Outside of her advisory work, she owns TYN LLC, a business focused on selling t-shirts online. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Richard Ehrlich is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over four decades of experience in investment management, serving high-net-worth families since 1977 and institutional clients since 1982, with combined investable assets exceeding $3 billion. Richard specializes in wealth management strategies that utilize sophisticated techniques aimed at increasing returns while reducing risk. In addition to his advisory role, Richard contributes to the development of the team's thought leadership on financial strategy and macroeconomic outlook. He is adept at translating complex Wall Street research into clear insights that inform portfolio decisions. Prior to joining Merrill Lynch, he was Senior Vice President of the high-net-worth division at a major investment bank, where he developed and marketed the firm's first billion-dollar investment management product. Richard has also been a keynote speaker at the Merrill Princeton Campus for Wealth Planning and Asset Allocation Modeling, appeared on financial television programs, and co-authored multiple books. Richard earned a Bachelor of Science degree in Finance from Syracuse University in 1977 and holds the Personal Investment Advisor (PIA) designation.

Wendy Liebowitz is a CFP® with 24 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2023. She has held prior roles at Fidelity in various capacities over two decades and maintains co-ownership positions in two family LLCs related to vacation properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized reporting supported by a centralized due diligence process.

Christopher Duffey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. His career includes prior roles at UBS Financial Services and Citigroup Global Markets. He serves as a board member of the New Floresta Nome Owners Association in Boca Raton, FL. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that cater to clients who meet a net-worth threshold. The firm combines advisory services with other financial product offerings through a large network of financial advisors.

Jose Larin Parker is a financial advisor with Morgan Stanley in Plantation, FL, holding a Series 66 designation and 18 years of industry experience. His previous work includes roles at Wells Fargo Clearing and Morgan Stanley Smith Barney. He has been with Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytics such as Monte Carlo simulations, with a broad range of investment and planning services.

John Rogge is a financial advisor at Merrill with Series 63 and Series 65 credentials and 56 years of industry experience. He has worked at Merrill since 1970 and has been with Bank of America, N.A. since 2016. He serves as Co-Trustee of the K P. R Trust in Boca Raton, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Beatrice Rauch is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 66 licenses. Rauch has held roles at several firms including NewBridge Securities Corporation and Valic Financial Advisors, and she is also involved in business ownership with Groove Recruiting Solutions Inc. and has extensive experience in real estate and mortgage services. 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 and access to various investment platforms and model portfolios.

Vincent Whatley is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including PNC Wealth Management, BB&T Investment Services, and TD Ameritrade. Outside of his advisory role, he has a 50% ownership interest in JCW Investments and Management Services LLC, a real estate investment and property management business. 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 provides both brokerage and advisory solutions.

Greg Sansum is a Series 66-licensed financial advisor with over 21 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Cambridge Investment Research Advisors, Whole Brain Investing, VOYA Financial Advisors, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Tracy Rosenau is a financial advisor at Fidelity Investments with five years of industry experience. She has previously worked at Prosperity Capital Advisors, Thrivent Financial, Harborside Group, and Sterling Trust/Equity Institutional. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Adam Klein is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a centralized team to provide written, non-discretionary recommendations that integrate research, modeling, and tax-efficiency analysis, emphasizing Ameriprise-managed accounts and a range of advisory, brokerage, and insurance solutions.

Denise Libow is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Max Goliger is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Freedom Mortgage Corporation, Equitable Advisors, Axa Advisors, and involvement with Positive Recovery Solutions, LLC. Outside of his advisory role, he is engaged in e-commerce, listing and selling products on eBay and Shopify. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolios, and maintains oversight controls and formal governance procedures in its offerings.

Michelle Shevin is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1993, including a concurrent tenure at Bank of America, N.A. since 2009. Located in Boca Raton, FL, she has an extensive background in financial services through her long-standing roles at these institutions. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.