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 18 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. Based in Palm Beach, FL, he has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates a range of investment strategies, including ESG considerations.

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.

Paul Conklin is a Certified Financial Planner (CFP®) with over 41 years of experience in the financial services industry. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following a decade at Bank of America and twelve years at Merrill. He is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market modeling techniques.

Russell Kane is a financial advisor with UBS Financial Services in Jupiter, FL, holding a Series 63 designation and 38 years of industry experience. He has been with UBS since 1992. Outside of his advisory role, he owns and manages Shower Seal Inc., a business that produces products to stop leaking shower floors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

David Walker is a financial advisor at J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation with two years of industry experience. His career includes roles at JPMorgan Chase Bank, NA and JPMorgan Securities 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 and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process incorporates centralized due diligence, combining quantitative and qualitative research with forward-looking capital market assumptions.

Christopher Buchanan is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Ameriprise. In addition to his advisory role, he is also an insurance agent offering life insurance and annuities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization, supported by various programs such as Unified Managed Accounts and third-party money manager options.

Robert Mc Gee is a Series 66 credentialed advisor with J.P. Morgan Securities, based in Palm Beach, FL. He began his career in the financial industry in 2026 and concurrently holds positions at JPMorgan Chase Bank, Black Mule Systems LLC, and Gray Giraffe Government Services LLC. His prior experience includes roles at Nextera Energy, Dimension Renewable Energy, Kaeser Compressors, and a decade of service in the US Army. Additionally, he is involved with McGee Creative Studio LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process focuses on written asset allocation advice, manager searches, and customized reporting, supported by centralized due diligence and an ESG eligibility framework.

James Julich is a Series 66-licensed financial advisor with Morgan Stanley in West Palm Beach, FL, with 21 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Julich is a passive member of Blazer Capital LLC, a real estate entity. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery conversations and firm-approved planning tools, using resources such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to inform financial plans.

Michael Moye Jr. is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gerardo Cerda is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include seven years as an independent advisor and four years at Citigroup Global Markets Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a broad range of advisory programs, utilizing firm-approved tools and modeling techniques to support client planning.

Richard Donegan is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Primoris Wealth Advisors, Keller Williams of the Palm Beaches, and the University of Central Florida. He is also the owner and tournament director of a recreational golf event. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Barbara Mangano is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent 15 years with Morgan Stanley in various capacities. 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 supported by Wells Fargo Investment Institute research and a broad range of financial products.

Jill Kremer is a financial advisor with Merrill in Palm Beach, FL, holding Series 63 and Series 66 designations and having 41 years of industry experience. She has been with Merrill since 1984 and has worked at Bank of America, N.A. since 2009. 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.

George Butch Massaro is a Series 66-licensed advisor at J.P. Morgan Securities with 24 years of industry experience. He has worked at firms including Morgan Stanley, RBC Capital Markets, and Legg Mason Wood Walker. Outside of finance, he operated a Jiu Jitsu school from 2022 to 2024. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Its advisory program combines quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Shayla Davis is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Bank of America, and Pruco Securities prior to joining UBS. Outside of her advisory role, she owns and manages a rental property in Riviera Beach, Florida. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies for clients.

Croft Meeker is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on building, preserving, and helping transition clients' wealth to the next generation. He engages in in-depth conversations to identify goals and objectives important to clients and their families, developing tailored strategies to meet those objectives using resources available through Merrill. Croft's expertise encompasses family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, special needs planning, and retirement income. He holds a Bachelor's degree from Hampden-Sydney College and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Croft is fluent in English and Spanish. Beyond his professional work, Croft serves as President of the Martin County Pioneers Lacrosse and volunteers with South Fork High School Lacrosse. His personal interests include boating, music, spending time with family, surfing, and traveling.

Charles Incalcaterra III is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for MBSC Securities Corporation for 15 years before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Tatiana Mc Hugh is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America Private Bank, Merrill Lynch Wealth Management, and Massachusetts Mutual Life Insurance Co. Outside of her advisory role, she is involved with McHugh, Furman IFS LLC, a property and casualty business in Jupiter, 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates ESG considerations, supported by centralized due diligence and a range of affiliated investment-management solutions.

Michael Bourgeois is a financial advisor at Morgan Stanley with 16 years of industry experience. He previously worked at JPMorgan Securities, Merrill Lynch, and JPMorgan Chase Bank. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning supported by approved planning tools and extensive resources.