Dimitri Amendola is a Financial Advisor at Merrill Lynch Wealth Management. He has been a licensed financial professional for over five years, beginning his career at Vanguard before joining Merrill Lynch four years ago. At Merrill Lynch, he collaborates with a team of specialists from Merrill and Bank of America to provide comprehensive financial services. Dimitri's areas of expertise include college education planning, executive and equity compensation services, family wealth management strategies, defined benefit plan services, managing new wealth, personal retirement planning, portfolio management, and retirement income. He holds a bachelor's degree in Finance with minors in Economics and Italian Language from the University of North Carolina at Charlotte, graduating Cum Laude. He also holds the Personal Investment Advisor (PIA) designation. Dimitri is a member of professional organizations such as the Knights of Columbus and Omicron Delta Kappa. His personal interests include antiquing, boating, boxing, cooking, reading, soccer, swimming, tennis, traveling, and writing.

John Gatto is a Wealth Management Advisor with Merrill Lynch Wealth Management who began his financial services career in 1984. He brings decades of experience guiding clients and their families in customizing wealth management strategies tailored to the next phases of their financial lives. John focuses on family wealth management strategies, personal retirement planning, sports and entertainment, and retirement income. His approach starts with mapping clients' current financial position and developing a foundation to preserve and optimize their assets, helping clients understand where their money is, where it is going, and how to keep more working for them. John holds a Bachelor of Science degree in Applied Social Science from the State University of New York at Binghamton. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional life, John is involved with numerous local charities. He resides in Lloyd Harbor, New York, with his wife and two children and enjoys boating, fishing, golfing, reading, and spending time with his family.

Andrew Toback is a financial advisor at Stifel with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill, Ameriprise, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Toback has also been employed at Lynn University and SUNY Albany. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking capital market analysis and asset allocation guidance.

David O Malley is a CFP® and Series 66-designated financial advisor with Edward Jones, based in Palm Beach, FL. He has 17 years of industry experience, all with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary advisory strategies along with affiliated mutual funds and other investment solutions.

William Brown Jr. is a Wealth Management Advisor and the founder of The Brown Hurray Plantz Group at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1982, bringing decades of experience assisting clients with complex financial affairs across a broad range of needs. He leads a team that provides personalized wealth management services to an accomplished clientele, including senior corporate executives, closely-held business owners, and multi-generational families. The team offers comprehensive financial services, including investment management, retirement strategy, executive services, trust and estate planning, and lending and banking solutions through Bank of America, N.A. William holds the CERTIFIED FINANCIAL PLANNER (CFP) and Certified Investment Management Analyst (CIMA) designations. He earned his bachelor's degree in economics from Allegheny College. Throughout his career, William has been recognized for his professional achievements and has been named among top financial advisors by industry publications. He has been involved in various community and professional organizations, including service to Sewickley Presbyterian Church and the Watson Institute. William also served as a trustee of Allegheny College for 15 years. His personal interests include boating, chess, golfing, music, skiing, spending time with family, traveling, and yoga.

Joseph Murphy is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Raymond James & Associates. He is based in Boca Raton, FL. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jonathan Stone is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a trustee for a family-related special needs trust. 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 a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage services, tailoring solutions based on client goals, risk tolerance, and time horizon.

James Goldslager is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Guardian Life for over two decades, as well as Securities America Advisors. Goldslager is the owner of BRAG Associates LLC, an investment advisory firm, and is involved in the sale of mutual funds, annuities, and life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary management, with access to third-party money managers and managed-account solutions.

Max Pawliger is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2024, he worked at Fidelity Investments and has held roles in both educational and political organizations, including the Florida Democratic Party Coordinated Campaign and Hillel at the University of Florida. Raymond James & Associates, Inc. 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 and pension plans, and charitable organizations, offering financial planning and consulting services primarily on a non-discretionary basis.

Gil Gabbay is a financial advisor with LPL Financial located in Boca Raton, FL, holding a Series 66 designation and four years of industry experience. He previously worked at BMO Financial Group from 2005 to 2022 and has been with BMO Harris Bank and LPL Financial since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Juan Freitas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Located in West Palm Beach, FL, his practice is part of a large institutional firm. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Eleni Skiba is a financial advisor with Ameriprise in Boca Raton, FL, holding Series 63 and Series 66 credentials and 35 years of industry experience. Her prior work includes positions at Oppenheimer & Co. Inc. and Ameriprise Financial Services, Inc. Outside of her advisory role, she is the owner and manager of Rhythm Girl LLC, an entertainment and independent music business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, supported by a centralized retirement-income consulting team.

Edward Paskin is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

David Burg is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. His outside activities include serving as a trustee and personal representative in family trusts and estates. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, and institutional clients, providing financial planning, investment consulting, and advisory services through a wide advisor network. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals.

Keith Kordich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Ameriprise and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brandon Moe is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Hornor Townsend & Kent LLC and Mass Mutual. Moe is also the executive of Brandon Moe Financial Services, LLC, a consulting business based in Fort Lauderdale, FL. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients near or in retirement.

Christina Cleveland is a Wealth Management Advisor at Merrill Lynch Wealth Management with over four decades of experience in the financial services industry. She is a CERTIFIED FINANCIAL PLANNER® certificant and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christina focuses on building a custom-designed wealth management practice to assist financially complicated and high net worth clients with their overall personal financial strategies. Her expertise covers areas such as Family Wealth Management Strategies, Services for Defined Benefit Plans, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Small Business Strategies, Women and Wealth, and Tax Minimization. Christina and her team strive to provide an elite client experience through meaningful, lifelong relationships and aim to simplify and solve clients’ financial objectives to help make their personal needs and dreams a reality. Christina holds a Bachelor's Degree from Florida State University. Outside of her professional role, she enjoys golfing, scuba diving, spending time with her family, playing tennis, and traveling. Her personal philosophy emphasizes understanding clients' life priorities to create personalized financial plans designed around their goals and aspirations.

Kelly Curro is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, Curro serves as secretary of the High Sierra Homeowner Association and owns a small T-shirt design and sales business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

William Ramos is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 25 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, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Elmãºdesi is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Striano Financial Group LLC, and other business ventures such as Kozyrnaya Karta, Inc. and Next Door Entertainment. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, manager selection, and customized performance reporting through a non-discretionary advisory model. The firm integrates quantitative modeling and centralized due diligence with an ESG eligibility framework in its investment approach.