Nathalie Tremblay is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. Outside of her advisory role, she serves on the board and festival committee for the Festival of the Arts in Boca Raton, helping select art performers. 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 and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Martin Rico-Ortega is a Wealth Management Planning Consultant at Fidelity Investments. He has held various roles within Fidelity, including Planning Consultant from 2024 to 2026, Relationship Manager from 2022 to 2024, and Financial Representative from 2021 to 2022. Prior to joining Fidelity, Martin worked as a Registered Personal Banker II at Wells Fargo from 2013 to 2021. Martin focuses on helping clients make decisions about their wealth by understanding their individual needs and concerns. He collaborates with clients to develop strategies they can feel confident and proud of as they approach and move through retirement, continuously monitoring and adjusting plans as goals and needs evolve. Outside of his professional work, Martin enjoys activities such as spending time at the beach, camping, family activities, football, outdoor adventures, and traveling.

Jason Heller is a financial advisor with Mass Mutual Investors Services in North Palm Beach, FL. He holds the CFP® and ChFC® designations and has 25 years of industry experience. Jason has worked with MML Investors Services since 2010 and has been affiliated with MassMutual Life Insurance Company since 2003. Outside of advising, he serves as an adjunct professor teaching graduate-level financial planning courses and holds senior executive roles in insurance-related businesses. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annual planning engagements using firm-approved software and tools, with implementation of recommendations offered separately.

George Moler is a financial advisor at Merrill with 48 years of industry experience. He holds a Series 63 designation and has been with Merrill since 2008, concurrently working at Bank of America since 2009. 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 strategies managed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jose Tagle is a financial advisor at LPL Financial with 16 years of industry experience. He previously worked at Charles Schwab for six years and operated his own contracting business from 2015 to 2019. Outside of his advisory work, he was involved with All In Casino Events for over 15 years. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research.

Ayden Markowitz is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Markowitz held various roles including multiple positions at Florida State University. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Thomas Trimble is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Sheila Gabel is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 26 years of industry experience. She worked at Morgan Stanley for six years before joining Raymond James in 2018. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional services, supported by a nationwide network of advisers.

Laura Hanson Virginia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and JPMorgan Chase Bank prior to her current roles at JPMorgan Securities and JPMorgan Bank. Through her employment at JPMorgan Bank, she is able to offer certain banking products and services in addition to investment advisory. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Bernard Adair is a financial advisor with Merrill in Jupiter, FL, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill since 1991 and has been associated with Bank of America, N.A. since 2012. Outside of his advisory role, he works part-time as a golf course ranger at Jonathans Landing Golf Club. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jonathan Rynsky is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and holds Series 63 and Series 65 registrations. Outside of his advisory role, he is involved in a cosmetic retail business focused on products and services for women. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies developed by its Global Investment Committee.

David Hudson is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following seven years at Lincoln Financial Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Daniel Barboni is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2023, and prior to that, he was with Evershore Financial Group for over a decade. Barboni also holds multiple insurance agent roles involving fixed insurance sales with various companies. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified investment services through a multi-manager platform with a variety of program structures and discretionary options.

Thomas Mcdermott is a CFP® with 17 years of experience in the financial services industry. He currently works with LPL Financial and previously held roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and AllState Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Roberto Aguayo is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds the Series 66 credential. Prior to joining J.P. Morgan, he worked with Merrill and spent time in professional football with teams including the New England Patriots. Outside of finance, he is involved in coaching and youth sports, currently serving as an assistant football coach at The Benjamin Private School and operating RA Kicking Academy, which provides private placekicking instruction. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Joe Shewmaker is a financial advisor with Primerica Advisors in Jupiter, FL, holding a Series 65 designation and 14 years of industry experience. He has worked at Primerica Advisors since 2012 and previously spent 12 years with Martin County Schools. In addition to his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from third parties.

Robin Harman is a financial advisor with Merrill in Jupiter, FL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Merrill Lynch Pierce Fenner & Smith Inc. since 2008. 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 managed by internal CIO teams and third-party style managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Glasband is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill Lynch. Outside of his advisory duties, Glasband serves on the advisory board of Florida Atlantic University’s Charles E. Schmidt College of Medicine and is a member of the Board of Trustees at The Benjamin School. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various wrap fee programs, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Gregory Dudzik is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has previously worked at Janney Montgomery Scott and City National Bank. RBC Wealth Management serves individual and institutional clients, offering tailored portfolio management, financial planning, and brokerage services through multiple advisory programs that utilize both in-house and third-party investment managers. The firm’s capabilities include discretionary and non-discretionary management, tax-efficient strategies, and access to alternative investments and integrated banking services.

Reilly Burns is a Financial Advisor at Merrill Lynch Wealth Management. She brings several years of experience as a client-facing administrative professional at Merrill, where she developed a deep understanding of the financial industry and the significance of personalized service. Reilly’s approach to financial advising is informed by her personal connection to the impact of tailored financial guidance, inspired by her family's work in the field. Reilly holds a bachelor's degree from Florida Atlantic University and has earned the Professional Investment Advisor (PIA) designation. In her role, she utilizes resources from Bank of America and Merrill to develop customized strategies aligned with each client's individual goals. She is committed to building long-term relationships based on trust and transparency, and emphasizes financial education to empower both clients and future generations in achieving lasting financial wellness.