Eric Kaplan is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and over 28 years of industry experience. His prior roles include positions at Wealthcare Advisory Partners, LLC, LPL Financial, and Gaines Financial Group. Kaplan is involved in a local marketing referral network through a membership committee role at BNI. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and efficient-frontier analysis, employing a range of investment options and third-party money managers.

Carleena Fiorenza is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. She has been with Bank of America and Merrill since 2017. Outside of her advisory role, Fiorenza is involved in a family-held LLC that leases property for a bar and restaurant. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities.

James Blaszyk is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wachovia Bank, N.A., where he has been employed since 2008. 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.

Meade Wallman is a financial advisor with Merrill, holding a Series 66 designation and based in Palm Beach, FL. Wallman has one year of industry experience and has previously worked at Bank of America, N.A., United Franchise Group, and held various roles including at the University of Florida and University of Miami. 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 institutions.

Peter Heidt is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2010 to 2020. Heidt serves on the Advisory Board of the University of Pennsylvania. Ameriprise offers retirement-income planning services for clients typically holding at least $1 million in investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Luke Bartolf is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 credential and has held positions at Value View Financial Corp., Palm Beach Atlantic University, and the First Presbyterian Church of North Palm Beach. Outside of finance, he has worked as a golf course desk attendant at Sandhill Crane Golf Course. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans based on clients’ goals and risk tolerances.

James Fyda is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC since 2017. Prior to this, he was affiliated with the University of Dayton from 2013 to 2017. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Andrew Winaker is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan in 2020. 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 applying an ESG eligibility framework in its recommendations.

Lawrence Miller is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2010. Miller is based in Boca Raton, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Frank Costa is a financial advisor with Equitable Advisors in Lantana, FL, holding a Series 66 license and 26 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2000. Outside of his advisory role, Costa is involved in sales of group disability, dental, and health insurance to real estate professionals and participates in a tax account program through Realty Benefit Services. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and endorsed third-party managers, providing both advisory and brokerage solutions with a focus on non-discretionary asset management.

Richard Hennessy III is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His career includes roles at MassMutual Life Insurance Company and affiliated firms since 2020, as well as prior experience with Blue Water Cafe and other financial services companies. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with a focus on collaborative, goal-oriented planning supported by firm-approved analytical tools.

Catherine Papanayotou is a Series 66 licensed financial advisor with 21 years of industry experience. She has been with Merrill since 2007 and concurrently associated with Bank of America, N.A. since 2017. Based in West Palm Beach, FL, her career includes long-term roles at these major financial institutions. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jay Coleman is a financial advisor at Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience working in education and municipal roles, including positions at the University of Florida and the Town of Palm Beach. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Daniel Gindi is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved with Wealth Preservation Specialists, LLC and works as an insurance representative focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Antonio Smith is a Series 66-licensed financial advisor with Edward Jones in West Palm Beach, FL, where he has worked since 2019. He has six years of industry experience, including prior roles outside the financial sector. Smith is a partner at BlackSmith Consulting LLC and serves as Treasurer of the Omega Psi Phi Fraternity Kappa Upsilon Chapter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Jonathan Green is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Advisors since 2022, following roles at Wells Fargo Clearing, Capital One, and RCS Florida. He is the owner of Jonathan Green Capital LLC, an investment-related firm based in Boca Raton. Wells Fargo Advisors serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis. The firm uses Wells Fargo research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Joseph Vitale is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He previously worked at J.P. Morgan Securities for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research from multiple sources, and advanced technologies across discretionary and non-discretionary management approaches.

Harris Tuchman is a financial advisor with RBC Capital Markets in Boca Raton, FL. He holds Series 63 and Series 65 credentials and has 14 years of industry experience, including eight years at Oppenheimer prior to joining RBC in 2023. RBC Wealth Management serves a wide range of clients, including individual investors, institutional clients, and charitable organizations, offering customized portfolio management and financial planning services through various advisory programs. The firm integrates in-house and third-party investment managers and offers features such as tax management and responsible-investing options.

Jay Fields is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over three decades of experience in the financial services industry. Since joining Merrill Lynch in June 2010, he has focused on implementing a goals-based wealth management process that integrates global resources and current web technology. Jay works closely with clients to simplify their financial lives by identifying and prioritizing their goals, including estate planning, education funding, tax strategies, wealth transfer, and retirement income. He emphasizes a comprehensive approach that considers both sides of a client’s balance sheet and offers access to specialized lending resources to support clients' overall financial strategies. Jay began his career in 1983 with Prudential Securities as a computer systems technologist and later contributed to the development of computerized portfolio trading systems at JP Morgan & First Boston. In 1992, he transitioned to a Financial Consultant role at Lehman Brothers and gained portfolio management certification in 1994 with Smith Barney's Portfolio Management Group. His professional credentials include the Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Jay holds a Bachelor's Degree from CUNY Brooklyn College. In addition to his professional work, Jay is engaged in community service, serving as President of Congregation B'nai Israel in Manalapan, NJ, and volunteering with Special Strides to support handicapped children. He resides in Monmouth County with his wife, Michelle, and has two adult children. His personal interests include biking, photography, and watching movies.

Mellessa Gardener Davila is a financial advisor at UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation with 17 years of industry experience. She has been with UBS Financial Services Inc. since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources to tailor investment strategies.