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.

Matthew Depinto is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2014 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Diane Bilello is a financial advisor with Equitable Advisors in Jupiter, FL, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. She previously worked at Lincoln Investment Planning, Inc. for 36 years before joining Equitable Advisors in 2026. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients to appropriate investment models while offering ERISA fiduciary services to qualified plans.

Lori Dejesus is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining RBC Capital Markets in 2026, she worked for UBS Financial Services for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations with a range of advisory programs and portfolio management options tailored to clients’ risk profiles. The firm offers discretionary and non-discretionary services and integrates in-house and third-party investment managers with various portfolio customization features.

Mark Hager is a financial advisor at Edward Jones in Palm Beach, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at The Walt Disney Company and various educational institutions including Liberty University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Christopher Iwaskewycz is a CFP® professional with 14 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2011. 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 uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its investment recommendations.

Taylor Griffin is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ilya Kogan is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Bank of America, Santander, and FinPrime. 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 incorporating an ESG eligibility framework in its recommendations.

Richard Leone is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017. Prior to UBS, he spent one year at Alston & Bird LLP. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and comprehensive capital markets resources.

Lindsay Podell is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo and its affiliates since 2009, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, deploying proprietary research and planning tools to develop tailored recommendations.

Kevin Peters is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 credentials and over 42 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. His outside activities include involvement with trust-related roles in North Palm Beach, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning and utilizing structured planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Stephen D. Polin is a Senior Vice President, Wealth Management Advisor, and Senior Portfolio Advisor with the Wilt Polin Group in Palm Beach, Florida. The Wilt Polin Group is a team of financial advisors and registered client associates dedicated to simplifying the financial lives of their clients through managing cash flows, building diversified investment portfolios, assisting with banking and financing needs, and providing generalized estate and trust planning strategies. Stephen focuses on a goal-based wealth management process to fully understand client objectives, develop personalized recommendations, and implement customized strategies for both individual and corporate clients. He also has a special focus on working with clients in the music industry. Stephen has been in the financial services industry in an advisory capacity since 1998, starting as a trainee and advancing to his current leadership roles. He earned a Bachelor of Science degree in Finance from Florida Atlantic University. He holds the Certified Private Wealth Advisor® designation granted by the Investment & Wealth Institute, which he completed in conjunction with the University of Chicago Booth Business School, and the Chartered Retirement Planning Counselor™ designation from The College for Financial Planning Institutes Corp. Committed to community involvement, Stephen serves as President of his Homeowner's Association. His personal interests include adventure sports, golfing, music, and spending time with his family.

Sean Thompson is a Series 66-licensed financial advisor with UBS Financial Services in Palm Beach Gardens, FL, where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, he is a board member and treasurer of the Bent Tree Property Owners Association and a partner in a family investment club called Divine 7 Investment Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients.

Sheri Anne Danner is a financial advisor with UBS Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked at UBS since 2017 and previously spent time with MetLife Securities. Outside of her advisory role, she is a joint owner of a startup LLC developing an interactive mobile app to facilitate borrowing household items among neighbors. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and capital market strategies to tailor financial plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and underwriting activities.

James Mahoney is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services for 14 years. Outside of his advisory role, he is a partner in an aircraft leasing business and serves on the local board of directors for the American Heart Association. RBC Wealth Management serves a broad client base including individual and institutional investors, offering tailored portfolio management, financial planning, and brokerage services through a variety of advisory programs. The firm integrates in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Blake Erwin is a CFP® professional with five years of industry experience, currently serving at J.P. Morgan Securities in Palm Beach Gardens, FL. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to his financial services career, he was involved in the restaurant industry and held a position at Florida Atlantic University. 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 brokerage, distribution, and investment management capabilities.