Alan Block is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mr. Block earned a Bachelor's Degree from the University of Pennsylvania as well as a degree from the Wharton School at the University of Pennsylvania. He also holds a Master's Degree from Harvard University Graduate School of Business.

Charles Cooper is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

David Jimenez is a financial advisor at Morgan Stanley with 25 years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 designations and is based in West Palm Beach, FL. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and investment models as part of its structured financial planning process.

Mark Maller is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Nikolas Papageorge is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services, Bank of America, Merrill, and the University of Arizona. He is based in Palm Beach Gardens, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, pension plans, and charitable organizations—and offers financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Michael Ladd is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. He is based in Palm Beach Gardens, FL. 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 and manages approximately $2.74 trillion in client assets.

Kyle Hedden is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2020. Prior to joining the firm, he was involved with American Writers & Artists, Inc. and The Hope Center for Rehabilitation. 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 incorporating an ESG eligibility framework in its recommendations.

Edward Thomasco II is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs combining portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers to implement strategies aligned with client risk profiles.

Jose Mercy is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Truist Advisory Services and Ameriprise. Outside of his advisory roles, his background includes positions in nutrition and retail. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Robert Boronski is a CFP®-certified financial advisor with over 35 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2026 after a 31-year tenure at Soundview Financial Associates and Commonwealth Equity Services, Inc. He is also the sole owner of Soundview Financial, LLC, a private entity involved in securities and fixed insurance business at his branch location. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

James Tomlin is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He co-founded The Williams Tomlin Group, a wealth management team dedicated to providing disciplined, goals-based strategies to affluent individuals and families. He has been with Merrill Lynch since 1981, drawing from over 40 years of experience in wealth management to assist clients in retirement income planning, legacy planning, tax minimization, and portfolio management. James graduated from Chaminade High School and earned a bachelor's degree in marketing and finance from St. Bonaventure University. Prior to his financial career, he served for seven years in the United States Army, including four years on active duty with the Ninth Infantry Division and XVIII Airborne Corps. He holds the Personal Investment Advisor (PIA) designation and has been recognized by Forbes magazine on its "Best-in-State Wealth Advisors" list consistently from 2018 through 2026. Active in his community, James serves on the board of the Long Island Caddie Scholarship Fund and is a past board member of Bethany House and the Leukemia Society of Long Island. He has also held leadership roles at the Rockville Links Country Club, serving as tournament chairman and president. James resides in Rockville Centre with his wife and has two daughters.

Robert Mayer is a CFP®-certified financial advisor with Ameriprise in Jupiter, FL, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he owns and operates Mayer's Bedding LLC, an online retailer of bedding supplies. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research and modeling with personalized recommendations delivered through a centralized consulting team, offering a wide range of advisory, brokerage, and insurance solutions.

Debbie Wilson is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is the sole proprietor of RTDR, LLC, a business based in Hobe Sound, Florida. Morgan Stanley Wealth Management offers a broad array of advisory programs to individuals and institutional clients, including tailored financial planning that uses firm-approved tools and models to support client decisions.

John Burns is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he serves a diverse clientele including CEOs, entrepreneurs, lawyers, and medical professionals. His role focuses on delivering personalized financial services with an emphasis on risk management, retirement income strategies, wealth transfer, trust and estate planning, and managing concentrated stock positions. He is also involved in providing access to Bank of America's credit, lending, and banking services, coordinating with clients' external attorneys, accountants, and other professional advisors to support comprehensive financial and legacy planning. Burns holds a Bachelor's Degree from Saint Leo University and carries the Personal Investment Advisor (PIA) designation. He leads a team that offers both active and passive management without proprietary products, aiming to provide highly attentive, customized client experiences with a boutique approach. His expertise extends to assisting ultra-high-net-worth clients with lifestyle and legacy needs, including home financing, customized lending, and philanthropic planning. In addition to his professional duties, Burns values community involvement, inspired by the Merrill tradition of service. His personal interests include boating, fishing, reading, and tennis.

Lloyd Seested III is a financial advisor at UBS Financial Services with 28 years of experience in the industry. He holds Series 63 and Series 65 credentials and has been with UBS since 2011. Outside of his advisory role, Seested serves on the boards of several nonprofit organizations focused on supporting disabled adults, veterans, autistic individuals, and troubled youth. He is also involved with the Association for Corporate Growth as a board member. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a comprehensive platform that includes proprietary research and a range of capital markets services.

Nancy Moon is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL. She holds Series 63 and Series 66 licenses and has 36 years of industry experience, including 10 years with UBS. 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 provides fee-based financial planning, portfolio management, and a range of capital markets and research resources.

George Bitting Jr. is a financial advisor with UBS Financial Services in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he is involved in a family business related to oilfield management and oil exploration. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers additional capital markets and banking-related products.

Tristin Tan is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation. Tan's professional experience includes service at Ameriprise since 2026, as well as prior roles with the University of Florida and the Alachua County School District. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides ongoing retirement planning advice focused on income stability and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Boris Reyzelman is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank, Merrill, and Bank of America. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Scott Mazur is an International Wealth Advisor at Merrill Lynch Wealth Management and co-founder of The BMR Wealth Management Group. He began his career in 1996 and has since developed financial analyses and strategies tailored to the needs of successful corporate executives, wealthy individuals, and families. Scott emphasizes frequent and clear communication and has played a key role in establishing his group's mission for goals-based wealth management. He holds multiple industry credentials including CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor™, reflecting his commitment to professional standards. Scott earned a Bachelor of Science degree in Business Management from Northwood University. His expertise includes family wealth management strategies, international wealth management, legacy planning, personal retirement planning, and portfolio management services. Outside of his professional work, Scott is involved in community organizations such as Forgotten Soldiers and The Equine Rescue and Adoption Association. He is also a member of the West Palm Beach Fishing Club. His personal interests include fishing, running, traveling, and spending time with his family.