Lori Dejesus is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining RBC Capital Markets in 2026, she worked for UBS Financial Services for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations with a range of advisory programs and portfolio management options tailored to clients’ risk profiles. The firm offers discretionary and non-discretionary services and integrates in-house and third-party investment managers with various portfolio customization features.

Mark Hager is a financial advisor at Edward Jones in Palm Beach, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at The Walt Disney Company and various educational institutions including Liberty University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Christopher Iwaskewycz is a CFP® professional with 14 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its investment recommendations.

Taylor Griffin is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016. 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 and profit-sharing plans, corporations, and charitable organizations.

Ilya Kogan is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Bank of America, Santander, and FinPrime. 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.

Richard Leone is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017. Prior to UBS, he spent one year at Alston & Bird LLP. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and comprehensive capital markets resources.

Lindsay Podell is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo and its affiliates since 2009, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, deploying proprietary research and planning tools to develop tailored recommendations.

Kevin Peters is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. His outside activities include involvement with trust-related roles in North Palm Beach, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning and utilizing structured planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Stephen Polin is a Wealth Management Advisor with the Wilt Polin Group in Palm Beach, Florida, part of Merrill Lynch Wealth Management. He has been in the financial services industry in an advisory capacity since 1998 and holds the titles of Senior Vice President, Senior Financial Advisor, and Senior Portfolio Advisor. His work centers on providing comprehensive wealth management strategies, including managing cash flows, building diversified investment portfolios, banking and financing assistance, and estate and trust planning. The Wilt Polin Group, where Stephen works, applies a goals-based wealth management process to tailor strategies for individual and corporate clients, with a special focus on clients in the music industry. Stephen earned a Bachelor of Science degree in Finance from Florida Atlantic University. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a member of the Grammy Music Recording Academy. Stephen also serves as President of his Homeowner's Association. Outside of his professional work, he enjoys adventure sports, golfing, music, boating, writing music, and spending time with his family.

Sean Thompson is a Series 66-licensed financial advisor with UBS Financial Services in Palm Beach Gardens, FL, where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, he is a board member and treasurer of the Bent Tree Property Owners Association and a partner in a family investment club called Divine 7 Investment Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients.

Sheri Anne Danner is a financial advisor with UBS Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked at UBS since 2017 and previously spent time with MetLife Securities. Outside of her advisory role, she is a joint owner of a startup LLC developing an interactive mobile app to facilitate borrowing household items among neighbors. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and capital market strategies to tailor financial plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and underwriting activities.

James Mahoney is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services for 14 years. Outside of his advisory role, he is a partner in an aircraft leasing business and serves on the local board of directors for the American Heart Association. RBC Wealth Management serves a broad client base including individual and institutional investors, offering tailored portfolio management, financial planning, and brokerage services through a variety of advisory programs. The firm integrates in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Blake Erwin is a CFP® professional with five years of industry experience, currently serving at J.P. Morgan Securities in Palm Beach Gardens, FL. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to his financial services career, he was involved in the restaurant industry and held a position at Florida Atlantic University. 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 brokerage, distribution, and investment management capabilities.

Tracy Silpe is a CFP® professional with 18 years of experience, currently affiliated with Raymond James Financial. She has operated her own advisory businesses, including Tracy L Silpe LLC and Sabal Palm Financial, since 2015 and 2020 respectively. Outside of her advisory work, Silpe serves as an officer and secretary for ILY, Corp dba Gimco USA and volunteers with the Sports Car Club of America as a flag and communication official at Florida racetracks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers non-discretionary planning tailored to client goals using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

David Hyams is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Matthew Rafeedie is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2023. Prior to his current role, he held positions in technology consulting, education, and the hospitality industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Eric Shapiro is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63, 65, and 66 credentials and bringing 28 years of industry experience. He has worked with Wells Fargo entities since 2009. Outside of his advisory role, he acts as a power of attorney for a parent, assisting with investments and cash disbursements. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Jason Stamm is a CFA® charterholder with 18 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at B. Riley Wealth Advisors and National Securities Corporation. Stamm also owns and operates several businesses related to tax services and wealth management. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers both proprietary and third-party investment strategies across multiple platform arrangements, with options for discretionary and non-discretionary management.

Jeanmarie Parker is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and previously worked at Portable Medical Diagnostics, Inc. from 2019 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 plans to clients’ goals and risk tolerances.

Thomas Marcacci is a CFP® with 33 years of industry experience. He has worked at OSAIC since 2025 and previously spent 27 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he is involved with Sagemark Consulting, offering life settlements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment products and supports multiple platforms, employing asset-allocation tools and third-party services to construct portfolios.