Adam Goldman is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill since graduating from Dickinson College in 1990, beginning his career after an internship during high school. Adam leads the Goldman Group, providing personalized wealth management counseling to affluent individuals and their families, focusing on investment selection, strategic planning, and operational excellence. Adam holds a bachelor's degree in economics from Dickinson College and completed an accredited certificate program in international economics at Cambridge University. He has earned several professional designations, including Certified Divorce Financial Analyst (CDFA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing with his wife Emily in Lafayette Hill, Pennsylvania; Margate, New Jersey; and Boca Raton, Florida, Adam supports various charities such as the Burn Prevention Foundation, Jewish Relief Agency, and Southern Jersey Family Medical Centers. His personal interests include running, pickleball, and audiobooks.

Robert Friedman is a financial advisor at Edward Jones with 29 years of industry experience, including 25 years at Edward Jones. He holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as secretary for the Exchange Club of Pompano Beach and is involved in music production, earning songwriting and CD royalties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Joshua Davila is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Winchester Savings Bank and Bentley University, as well as teaching positions at Marjory Stoneman Douglas High School and Westglades Middle School. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and investment strategies.

Melika Assadi is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in connecting clients to the people, plans, and processes that align with their unique ambitions. Melika works closely with clients to pursue personal goals such as funding education, planning for retirement and potential health care costs, and achieving long-term family objectives. Holding the Personal Investment Advisor (PIA) designation, Melika applies her expertise to create personalized financial plans that reflect her clients' individual perspectives and priorities. She strives to bring simplicity and transparency to wealth planning, aiming to make the investment process a manageable and goal-oriented experience. Melika earned her Bachelor's Degree from the University of Florida. She emphasizes connecting all aspects of a client's financial life to help prioritize and pursue goals that matter most.

Maria Killion is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and previously spent five years at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Kathleen Yahya is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1999 as well as Bank of America, N.A. since 2011. Outside of her advisory work, she is involved in sales of spa and makeup products through a non-investment related business. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anny Paulino is a Series 66-licensed financial advisor with nine years of industry experience. She currently works at Raymond James Financial Services Advisors, Inc. and has held roles at Fortuna Wealth, Nave Capital LLC, The Mayer Group, and Suntrust Advisory Services. Paulino is also involved with Fortuna Wealth in a client service and administrative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling, supporting a broad advisor network and offering specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Craig Thomas is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Wells Fargo Bank NA since 2007 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad client base.

Melissa Putten Henderson is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 66 designations and seven years of industry experience. She previously worked at Wells Fargo Private Bank for nine years and at UBS Financial Services earlier in her career. Henderson serves as Treasurer and a member of the Board of Directors for the nonprofit Child Rescue Coalition, which develops technology to assist law enforcement in protecting children from sexual abuse. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Kayla Lipinski is a financial advisor at Wells Fargo Advisors in Ft. Lauderdale, FL, holding a Series 66 designation with 11 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2024 and Equitable Advisors from 2015 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning, supported by Wells Fargo’s research and planning tools.

Denise Kennedy is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 24 years of industry experience. She previously worked at Merrill from 1992 to 2024 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, using structured discovery conversations and proprietary planning tools to support client goals.

Allan Weiss is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2013. In addition to his advisory role, he serves as an uncompensated director on the board of the nonprofit Ageless World of Dance for Youth and Veterans Inc. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Patricia Oconnor is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Roberto Lowe is a CFP®-certified financial advisor with 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC from 2000 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Scott Sullivan is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. He serves as a trustee for family trusts, including one for his father’s IRR Trust. 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, institutions, and municipal entities, offering financial planning and consulting with a focus on tailored, non-discretionary advice supported by extensive research and a range of investment strategies.

Michael Kessel is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Oppenheimer & Co. Inc and Meg Green & Associates, Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Danielle Hyatt is Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2024. She is a Certified Financial Planner™ who works closely with families to develop lifelong relationships aimed at helping them achieve their financial goals. She emphasizes understanding the unique aspects of each family to tailor financial strategies accordingly. Danielle has been with Fidelity Investments since 2018, progressing through various roles including Financial Representative, Relationship Manager, Financial Consultant, and now Vice President, Wealth Planner. Her professional experience is focused on wealth planning and client relationship management within the financial services industry.

Althea Ceasor is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has worked at Bank of America and Merrill since 2017. Outside of her advisory role, she serves as a board member for the State University of New York at Brockport, participates on a committee for the Community Foundation of Palm Beach and Martin Counties, and is a board member of the BRITE Initiative, which supports underprivileged Haitian children. 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Lee Rosen is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in serving individual, family, and corporate clients. He brings over four decades of experience in wealth management, having launched his career in 1980 after working as an accountant. Lee focuses on crafting personalized financial strategies that address investment, liability, and legacy needs for his clients and their families. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization, among others. Lee holds a Bachelor of Science degree in Accounting from Brooklyn College and an MBA from Fordham University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His professional recognition includes being named to Barron's "Top 1,000 Financial Advisors State by State Ranking" in 2009 and Forbes' "Best-In-State Wealth Advisors" list in 2022. Based on his personal interests, Lee enjoys playing golf, raising funds for various charities, and spending quality time with his three grown children—Adam Rosen, a product manager for websites and apps; Dr. Chelsey Rosen, a child psychologist; and Elana Gofman, a financial advisor and Lee's partner.

Thomas Sullivan is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Raymond James & Associates since 2016 and previously worked at Nicholas-Applegate Capital Management LLC. 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 municipal entities, offering financial planning and advisory services through a range of portfolio management styles supported by affiliated research and sub-advisers.