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.

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.

Jeffrey Silverman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been a part of the team since 2009. He works directly with individuals, providing support and guidance on a wide range of financial matters. Jeffrey has been involved in the financial services industry since 1996. His expertise encompasses areas such as legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. Jeffrey holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeffrey graduated from Nova Southeastern University in 1997 with a Bachelor of Science degree. He resides in St. Thomas, US Virgin Islands, with his wife and three children. Outside of work, he enjoys activities such as cooking, fishing, scuba diving, skiing, spending time with his family, and traveling.

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 with two years of industry experience. He holds a Series 66 designation and has worked within JPMorgan Chase Bank and JPMorgan Securities since 2024. Outside of finance, he briefly managed a business named Walker Home Management. 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 an ESG eligibility framework in their investment approach.

Ana Campos Siberio is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and having 35 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. In addition to her advisory role, she is a partial owner of Wellington North Ranch, LLC, and serves as a board member of Equitable Agent Reinsurance Co. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of model portfolios and third-party asset managers, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christopher Buchanan is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services and Questar Asset Management. Buchanan is also an insurance agent, offering life insurance and annuities through multiple agencies. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on diversified, tool-driven portfolio construction and access to multiple third-party investment platforms.

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 with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Citigroup Global Markets Inc and as an independent advisor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Richard Donegan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Raymond James, he worked at Primoris Wealth Advisors and Keller Williams of the Palm Beaches. He also served in roles connected to the University of Central Florida and Jonathan's Landing Golf Club. He is the owner and tournament director of a recreational golf event, coordinating course logistics and event operations. 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, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Barbara Mangano is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 63 designation and 33 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2013 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

John Mcginty Jr. is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his financial advisory role, he is also engaged in horse show judging. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.