Jonathan Rynsky is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and holds Series 63 and Series 65 registrations. Outside of his advisory role, he is involved in a cosmetic retail business focused on products and services for women. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies developed by its Global Investment Committee.

Jeffrey Sultan is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at American Portfolios Financial Services Inc., Madison Advisory Services, Madison Planning Group, and Royal Alliance Associates. Outside of his advisory role, he is involved in the sale of fixed insurance products as a sole proprietor. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a multi-advisor platform with various program options and affiliated relationships.

Daniel Barboni is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2023, and prior to that, he was with Evershore Financial Group for over a decade. Barboni also holds multiple insurance agent roles involving fixed insurance sales with various companies. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified investment services through a multi-manager platform with a variety of program structures and discretionary options.

Roberto Aguayo is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked previously with Merrill and several professional sports organizations, including the New England Patriots. Outside of his advisory role, Aguayo owns RA Kicking Academy, where he provides placekicking instruction, and serves as an assistant football coach at The Benjamin Private School. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager research, and customized performance reporting, with a centralized due diligence process supported by quantitative screens and qualitative research.

Eric Glasband is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill Lynch. Outside of his advisory duties, Glasband serves on the advisory board of Florida Atlantic University’s Charles E. Schmidt College of Medicine and is a member of the Board of Trustees at The Benjamin School. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various wrap fee programs, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Gregory Dudzik is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has previously worked at Janney Montgomery Scott and City National Bank. RBC Wealth Management serves individual and institutional clients, offering tailored portfolio management, financial planning, and brokerage services through multiple advisory programs that utilize both in-house and third-party investment managers. The firm’s capabilities include discretionary and non-discretionary management, tax-efficient strategies, and access to alternative investments and integrated banking services.

Reilly Burns is a Financial Advisor at Merrill Lynch Wealth Management. She brings several years of experience as a client-facing administrative professional at Merrill, where she developed a deep understanding of the financial industry and the significance of personalized service. Reilly’s approach to financial advising is informed by her personal connection to the impact of tailored financial guidance, inspired by her family's work in the field. Reilly holds a bachelor's degree from Florida Atlantic University and has earned the Professional Investment Advisor (PIA) designation. In her role, she utilizes resources from Bank of America and Merrill to develop customized strategies aligned with each client's individual goals. She is committed to building long-term relationships based on trust and transparency, and emphasizes financial education to empower both clients and future generations in achieving lasting financial wellness.

John Pratti is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 24 years of industry experience, including ten years at Commonwealth Financial Network. Pratti founded Third Phase Planning, a separate business entity, and is also involved with Touchpoint Financial Advisory Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance advisory work through unique affiliations.

Matthew Depinto is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2014 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

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® with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has been affiliated with JPMorgan Chase Bank, N.A. since 2011. Based in Palm Beach, FL, he holds the Series 66 designation. 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’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria within model asset allocations.

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 at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, Bank of America, Santander, and FinPrime. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process and incorporates a forward-looking approach to build model asset allocations, with clients retaining final decision-making authority.

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 at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a one-year tenure at Ameriprise. 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 supported by proprietary research and tools, covering areas from retirement and education planning to specialized services such as business-owner transitions and special-needs analysis.

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 D. Polin is a Senior Vice President, Wealth Management Advisor, and Senior Portfolio Advisor with the Wilt Polin Group in Palm Beach, Florida. The Wilt Polin Group is a team of financial advisors and registered client associates dedicated to simplifying the financial lives of their clients through managing cash flows, building diversified investment portfolios, assisting with banking and financing needs, and providing generalized estate and trust planning strategies. Stephen focuses on a goal-based wealth management process to fully understand client objectives, develop personalized recommendations, and implement customized strategies for both individual and corporate clients. He also has a special focus on working with clients in the music industry. Stephen has been in the financial services industry in an advisory capacity since 1998, starting as a trainee and advancing to his current leadership roles. He earned a Bachelor of Science degree in Finance from Florida Atlantic University. He holds the Certified Private Wealth Advisor® designation granted by the Investment & Wealth Institute, which he completed in conjunction with the University of Chicago Booth Business School, and the Chartered Retirement Planning Counselor™ designation from The College for Financial Planning Institutes Corp. Committed to community involvement, Stephen serves as President of his Homeowner's Association. His personal interests include adventure sports, golfing, music, and spending time with his family.

Alan Modest is a financial advisor with LPL Financial in Boynton Beach, FL, holding the CFP® and Series 63 designations. He has 49 years of industry experience, including 37 years with LPL Financial and 45 years operating Alan K. Modest & Associates. His business activities include offering fixed insurance products such as life, health, dental, and disability plans through his firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing various portfolio programs and institutional platforms, supported by a large network of investment adviser representatives.

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.