Roberto Cucalon is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2008. He also serves as co-trustee of a family revocable trust. 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 supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Barry Schwartz is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. Outside of his advisory role, he serves on the board of directors for Delaire Country Club, a residential country club in Delray Beach, FL. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Angela Desormeaux is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously worked at CenterState Bank. Outside of her advisory role, she is involved with Y Drive Transportation Services Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research and may incorporate ESG criteria in its recommendations.

Jacob Arinus is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2016. 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, institutional clients, pension plans, and charitable organizations, offering financial planning, advisory services, and institutional consulting with a focus on tailored, non-discretionary investment strategies.

Rayla Wusiman is a financial advisor at Charles Schwab with four years of industry experience. She holds the Series 66 designation and has worked at firms including TD Ameritrade, Inc., Equitable Advisors, and Charles Schwab Bank, SSB. Prior to her financial services career, she was employed at Sisley Cosmetics USA Inc and Halston Heritage Operating Company LLC. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Peter Manning is a financial advisor with LPL Financial in Boca Raton, FL, holding PFS™ and Series 63 credentials and bringing 25 years of industry experience. His previous roles include positions at Cambridge Investment Research Advisors, Summit Financial Strategies, Commonwealth Financial Network, and Ogilvie Security Advisors Corporation. Outside of his advisory work, he serves as a trustee for multiple personal irrevocable trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party models across various strategies.

Alan Weilacher is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Weilacher is a partner in APW Holdings, a real estate-related business based in Ohio. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients, primarily acting in an advisory capacity.

Jeffrey Nova is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2017. Outside of his advisory role, he is a co-owner of RBMG MFG, a manufacturing business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Leslie Sousa is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Capital City Banc Investments, and INVEST Financial Corp. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering tailored financial planning and consulting services through a variety of investment strategies and affiliated research resources.

Zachary Goldberg is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including 11 years with Morgan Stanley Private Bank, National Association. Prior to that, he was employed at Citigroup Global Markets and Ryan Beck & Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to model financial outcomes, primarily acting in an advisory capacity.

Christine Henry is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has previously worked at Ameriprise Financial Services and Stifel Nicolaus & Co. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations, offering a variety of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services. The firm utilizes a range of investment managers and strategies tailored to clients' risk profiles, supported by RBC's extensive capital-markets capabilities.

Ivan Iglesias Jr. is a financial advisor with Wells Fargo Clearing in Boca Raton, FL. He holds Series 63 and Series 65 designations and has 18 years of industry experience, including roles at Wells Fargo Clearing since 2016 and Wachovia Bank, N.A. since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Terry Whitmore is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill since 1993 and has been with Bank of America, N.A. since 2011. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Levin is a financial advisor with Ameriprise in Delray Beach, FL, holding a Series 63 designation and 42 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of his advisory work, Levin serves as secretary on the board of the Saul and Theresa Esman Foundation and owns a sports memorabilia business that sells items on eBay. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Justin Jacobs is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. 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 supported by structured processes and firm-approved tools.

Anthony Polimeni is a financial advisor at RBC Capital Markets based in Boca Raton, FL, with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank and City National Bank. Outside of his advisory role, he serves on the finance committee of Saint John Paul II Academy, assisting with the school's annual budget. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Louis Cavallo Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2018, following a year at Camelot Wealth Management Partners and three years at the University of Florida. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual planning focused on retirement income, utilizing proprietary research, third-party data, and algorithmic tools.

Charles Dowds III is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and Series 63 and Series 65 licenses. He has 35 years of industry experience, including prior roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as a trustee and acts as an agent in life settlements and various insurance lines. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, with a focus on collaborative, ongoing client relationships.

Marc Infante is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and HSBC Securities (USA) Inc. He serves on the boards of BrOWARD 211 and the Boys and Girls Club of Broward County. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning with a non-discretionary implementation approach.

Laura O'Donnell is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her prior experience includes 16 years at Merrill before joining Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support client planning.