Robert Boronski is a CFP® professional with 34 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent over three decades at Soundview Financial Associates and Commonwealth Equity Services, Inc. Boronski is also the sole owner of Soundview Financial, LLC, a private entity involved in securities and fixed insurance activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and a broad affiliate network.

James Tomlin is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He co-founded The Williams Tomlin Group, a wealth management team dedicated to providing disciplined, goals-based strategies to affluent individuals and families. He has been with Merrill Lynch since 1981, drawing from over 40 years of experience in wealth management to assist clients in retirement income planning, legacy planning, tax minimization, and portfolio management. James graduated from Chaminade High School and earned a bachelor's degree in marketing and finance from St. Bonaventure University. Prior to his financial career, he served for seven years in the United States Army, including four years on active duty with the Ninth Infantry Division and XVIII Airborne Corps. He holds the Personal Investment Advisor (PIA) designation and has been recognized by Forbes magazine on its "Best-in-State Wealth Advisors" list consistently from 2018 through 2026. Active in his community, James serves on the board of the Long Island Caddie Scholarship Fund and is a past board member of Bethany House and the Leukemia Society of Long Island. He has also held leadership roles at the Rockville Links Country Club, serving as tournament chairman and president. James resides in Rockville Centre with his wife and has two daughters.

Robert Mayer is a CFP®-certified financial advisor with Ameriprise in Jupiter, FL, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he owns and operates Mayer's Bedding LLC, an online retailer of bedding supplies. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research and modeling with personalized recommendations delivered through a centralized consulting team, offering a wide range of advisory, brokerage, and insurance solutions.

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 at UBS Financial Services with 35 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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.

Elan Danon is a financial advisor with Cetera based in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Merrill, JPMorgan Securities LLC, and Garnet Group. He is also involved with Regions Bank, providing wealth advisory and customer service related to deposit accounts, loans, and credit card applications. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Jeffrey Silverman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2009 and has been working in the financial services industry since 1996. Jeffrey specializes in providing wealth management advice and guidance to high net worth clients, assisting them in developing strategies to achieve their financial goals. His areas of expertise include 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 a Bachelor of Science degree from Nova Southeastern University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeffrey resides in St. Thomas, US Virgin Islands, with his wife and three children. Outside of his professional work, he enjoys 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.

Michael Wells is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1997 and has worked with Primerica Financial Services since 1991. His other business activities include part-time involvement in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

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 bringing 35 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of her advisory role, she serves as a board member of Equitable Agent Reinsurance Co. and is a partial owner of Wellington North Ranch, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes multiple advisory programs and offers both discretionary and non-discretionary asset management.

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.