Robert Burns is a CFP® and ChFC® with 37 years of experience in the financial industry. He is currently a financial advisor at J.P. Morgan Securities, where he has worked since 2018. Outside of his advisory role, Burns is involved as an owner and partner in Wand Synthesis AI, Inc., an artificial intelligence company. 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.

Mark Taylor is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Since 2014, he has been with Morgan Stanley, including his tenure at Morgan Stanley Private Bank, N.A. He serves as a board member of the Donald & Ruth Taylor Family Foundation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering 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 that incorporate Secular Return Estimates and Monte Carlo simulations.

Patrick Boroian is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at Blue Sea Capital LLC, The Carlyle Group, and LNK Partners. He is also involved with Divinity Partners I. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Richard Salmeron is a CFP® professional at Raymond James Financial with 36 years of industry experience. Prior to joining Raymond James in 2025, he spent 24 years with Commonwealth Financial Network. Outside of financial advising, he is the author of a book available on Amazon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through an affiliated municipal advisor.

Terrence Burns is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns and operates T BURNS CAPITAL LLC and has a minority interest in FINET OFFICE BURNS GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Lee Staton is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has nine years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Compass Financial Group. He is based in Palm Beach Gardens, Florida. 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 Melnyk is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Mona Wilson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and with 39 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured tools and firm-approved methodologies.

Thomas Barbaccia III is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 registrations and possessing 28 years of industry experience. His prior roles include positions at OSAIC, Securities America, Lincoln Financial Advisors, and National Life. Outside of advising, he is also a songwriter for movie soundtracks and recordings. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients, using model-driven investment implementation and offering access to third-party asset managers and insurance products through a broad network of investment adviser representatives.

Joseph Connolly is a financial advisor at Merrill with Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Merrill since 1998, totaling 28 years at the firm. Merrill, along 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.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC before joining J.P. Morgan Securities in 2021. Carpenter also has experience outside finance, having been involved with Atlas Cruises & Tours for over a decade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 1998. Outside of his advisory role, he serves as a board member for the Wellness Community of Philadelphia, assisting with the organization's financial management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a non-discretionary approach.

Katelyn O'Hara is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and four years of industry experience. She previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Goldman Sachs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

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 63 and Series 65 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Allworth Financial and spent seven years at the Spinal Health Institute. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is notable for its use of algorithmic methods and its role as a registered commodity pool operator and advisor to multiple registered investment companies.

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, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at StoneX Securities, Trust Advisory Group, AGES Financial Services, Source Capital Group, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily through investment adviser representatives using a range of discretionary and non-discretionary strategies.