Michael Gara is a financial advisor with RBC Capital Markets in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at City National Bank and UBS Financial Services prior to his current roles. Outside of his advisory work, he is a partner and treasurer at Hickory Run Farm, an agricultural and livestock business focused on boarding and lesson horses, and serves as a board member for a homeowners association in Florida. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a range of clients including individual investors, institutional clients, and charitable organizations. The firm offers customized advisory programs that combine in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Brian Rapp is a financial advisor at Raymond James Financial with five years of industry experience and holds a Series 66 designation. He has prior experience with M Holdings Securities, Inc., and has been associated with several advisory firms, including Greenberg & Rapp and Eagle Rock Wealth Management. Rapp has worked as a financial advisor and also engaged in non-variable insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses a non-discretionary, tailored approach combining risk profiling and analytical modeling, and supports municipal and public-finance work through its affiliation with a municipal advisor.

David Nelson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and provides financial and business consulting for family assets. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Mark Exler is a financial advisor with LPL Financial, holding the PFS™ and Series 66 credentials and bringing 25 years of industry experience. His career includes roles at Avantax Investment Services, Avantax Advisory Services, and 1ST Global Advisors, among others. He is also a tax partner overseeing operations at H2 R CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolio options.

Noah Milling is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co. LLC, The Ayco Company, PNC Bank, and Northwestern Mutual. Milling is based in Palm Beach, Florida. Morgan Stanley Wealth Management serves individuals and institutional clients by providing 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 research.

Patricia Pollock Imbo is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 credentials and has 39 years of industry experience. She has been affiliated with Wells Fargo Advisors Financial Network since 2026 and worked with Wells Fargo Clearing and Wells Fargo Advisors LLC in prior roles dating back to 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized niche services delivered through a network of financial advisors.

David Kustra is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, he is the owner and artist of an art and photography business based in Palm Beach Gardens, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Slobodow is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Samson Distributing for 14 years and ongoing self-employment since 1998 alongside his long-term affiliation with Primerica since 1997. Outside of investment advising, he is involved in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for portfolio implementation.

Lawrence Katz is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2009. 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.

Blenda Leon is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, she held roles at Bank of America and Continental National Bank, among others. Outside of her advisory work, she also works as a consultant and independent contractor for Instacart and Survey Merchandiser, engaging in grocery delivery and retail service gigs. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Chambers is a Series 66 licensed financial advisor with three years of industry experience. She is currently with UBS Financial Services, where she has worked since 2023. Her prior experience includes roles at Wells Fargo Clearing and various positions in the retail sector. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings, using proprietary research and model-based asset allocations to tailor client plans.

Ivon Galaini is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Delray Beach, FL. He has four years of industry experience and has been with J.P. Morgan Securities since 2021, also maintaining a long tenure with JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stephen Shavers is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he takes the time to understand clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides resources related to investing, retirement planning, saving for unforeseen events, and access to specialists in banking, credit, home financing, and small business solutions. His areas of focus include employee financial health, legacy planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Stephen holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Stephen earned a Bachelor's Degree from the University of Iowa. Outside of his professional work, he has interests in football, golfing, ice hockey, reading, running, spending time with his family, and watching movies.

Erica Zangrillo is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses, and has 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a trustee for a trust based in West Palm Beach, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services that leverage firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and integrates its planning services with broader investment and advisory offerings.

Samanta Perez Rincon is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorganChase and various roles outside finance, including at The Breakers Palm Beach and involvement with Lightning Softball/Baseball Camp. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to a broad range of capital markets products and research.

Andres Archbold is a financial advisor with UBS Financial Services in Boca Raton, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at AllofCapital and UCB, Inc. UBS Financial Services 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.

Matthew Mercer is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012 and J.P. Morgan Chase Bank, N.A. since 2016. Mercer serves as a board member for The Promise Fund of Florida, a nonprofit focused on improving healthcare for low-income residents in Palm Beach County. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Richard Koblick is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 20 years of industry experience. He has worked at VOYA Financial Advisors and has operated Feller Financial Services since 2011. Koblick serves on the Board of Directors for the Jewish Community Center in Boca Raton. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment strategies.

Sharon Paul is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and having 28 years of industry experience. She previously worked at UBS Financial Services from 2008 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering comprehensive financial plans without individual security recommendations as part of standalone planning.

John Correll III is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at TIAA-CREF from 2014 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing research and model portfolios from internal and third-party sources.