David Skid is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009, concurrently serving at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes supported by proprietary tools and data, serving a broad range of clients through customized financial strategies.

Jeremy Stein is a Wealth Management Advisor and founding partner in the Winter Stein Potvin Group at Merrill Lynch Wealth Management. In his role, he helps oversee clients' overall investment and financial strategies and serves as a lead relationship manager. Jeremy works with a select group of clients, including executives, entrepreneurs, and professionals, offering coordinated approaches to equity compensation planning, concentrated position strategies, integrated investment and financial planning, and tax-aware decision making. He holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Jeremy has experience in investment management consulting and assists high net worth clients throughout the life cycle of wealth. He is a graduate of the University of Maryland. Jeremy is involved in philanthropy and serves on the UJA Campaign Steering Committee and the UJA Young Wall Street Executive Committee. He resides on the Upper East Side of Manhattan and is engaged in personal interests such as baseball, basketball, biking, music, reading, spending time with family, swimming, tennis, traveling, and watching movies.

Nick Cherilus is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank NA for nine years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Marisol Algarin is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Merrill since 2016. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Grossman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities, Bank of America, and Merrill. Outside of advising, he is a partial owner of Wego Solutions LLC, a former software development company for hospitality venues. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a comprehensive range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its financial advice.

Nicholas Lo Castro is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2017, following a year at Fidelity Brokerage Services, LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 both non-discretionary investment guidance and access to discretionary separately managed accounts delivered via multi-asset model portfolios and a centralized operational structure.

Matthew Kazdan is a financial advisor with LPL Financial who holds the Series 66 designation and has one year of industry experience. His prior work includes positions at Franklin Templeton Investments and Montanti Advisory Services, and he has also been involved in operating On Point Barbershop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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.

Edna Cetina is a financial advisor with Wells Fargo Clearing in Jupiter, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Claudia Vasquez Martinez is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and has previously worked at First Republic and Helm Bank/Itau Bank. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Travis Campbell is a Series 66-licensed advisor at Fisher Investments with 12 years of industry experience. He has been with Fisher Investments since 2014. Outside of his advisory role, he is the founder of Fhoenix VC LLC, a holding company for personal assets. Fisher Investments serves a global client base including institutional and high-net-worth clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process with tax-aware strategies and manages a significant number of sub-advisory relationships and non-U.S. accounts.

George Gundersen is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at PFS Investments Inc. and Ocwen Financial Corporation. He is also involved in sales and referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Beatrix Kondor is a financial advisor with J.P. Morgan Securities LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has worked with firms including BTIG LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm offers services on a non-discretionary basis, applying an ESG eligibility framework in its recommendations.

Steven Tacher is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Jennifer Cincotta is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 63 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent eight years at Morgan Stanley Smith Barney and thirteen years at Morgan Stanley & Co. Incorporated. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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.

Mark Haag is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He also manages Mark Haag LLC, a legal entity established to pay expenses for his practice. Ameriprise offers a retirement-income planning service tailored for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mark Willens is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Raymond James since 2014 and is based in Boca Raton, Florida. Outside of his advisory role, he manages Mango Wealth, LLC and serves as an independent contractor advising clients through Arthur Rottenstein LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a large network of advisors, with a notable affiliation to a municipal advisor and recent additions such as a SIMPLE IRA Employer Advisory & Consulting Services program.

Bryan Drowos is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Advisors since 2023. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over a decade at the firm. Outside of his advisor role, he is the owner of Drowos Private Wealth LLC, an investment-related business based in Boca Raton, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad planning menu supported by Wells Fargo research and tools, delivering recommendations through personalized meetings and summary letters.

Robert Harmelin is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 57 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process featuring firm-approved tools and modeling techniques.

Donna Mcmullen is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Merrill since 2010 and has been with Bank of America, N.A. since 2015. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Suzann Zadanosky is a CFP®-certified financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets products. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client strategies.