Joseph Connolly is a financial advisor with Merrill in Jupiter, Florida, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Merrill since 1998. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Donald Stewart is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm’s process uses structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Elizabeth Carpenter is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan in 2021, she worked at Morgan Stanley Smith Barney LLC for five years and was involved with Atlas Cruises & Tours from 2011 to 2023. 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.

Michael Comcowich is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Avantax Advisory Services and Glowacki & Company. He serves as treasurer and board member for the Windrift at Jonathans Landing Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Alexander Condon is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 1999 and Jpmorgan Chase Bank, N.A. since 2003. He holds Series 63 and Series 65 credentials and is based in Palm Beach, FL. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage, distribution, and investment management capabilities.

Marc Rudofker is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 1998. Outside of his advisory role, he serves on the board of the Wellness Community of Philadelphia, where he helps manage the organization’s finances. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services.

Katelyn O'hara is a financial advisor at UBS Financial Services with credentials including Series 65 and Series 63 and four years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Goldman Sachs. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Joshua Baker is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Bank of America and Merrill from 2011 to 2020. He serves on the board of directors for the Alton Neighborhood 2 Homeowners Association. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Brooks Russo is a financial advisor at Fidelity with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Allworth Financial for one year and spent seven years at the Spinal Health Institute. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products and model portfolios.

James Mosier Jr. is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 credential and has worked at Cetera and Voya Financial Advisors, among other roles. In addition to his advisory work, he is licensed as a life insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment strategies.

Michael Dworetsky is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has previously worked at StoneX Securities Inc, Trust Advisory Group, Ltd, AGES Financial Services, Ltd., and Source Capital Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, and supports its services with research, model portfolios, and technology-driven strategies.

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 eight years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Bank of America, Merrill, and the University of Arizona. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

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 with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63 and 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to individual risk profiles and investment preferences.

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.