Roberto Cucalon is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2008. He also serves as co-trustee of a family revocable trust. 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 supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Barry Schwartz is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. Outside of his advisory role, he serves on the board of directors for Delaire Country Club, a residential country club in Delray Beach, FL. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Maria Delgado is a financial advisor with Mass Mutual Investors Services who holds the CFP® designation and has 10 years of industry experience. Her prior roles include positions at Ellevest, Bank of America, and Merrill. She serves as a board member of Women's Fund Miami Dade, a nonprofit focused on grant making and advocacy for women and girls. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary providing financial planning, asset management, and educational services to individuals, business owners, trusts, and charitable organizations.

Jacob Arinus is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 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, pension plans, and charitable organizations, offering financial planning, advisory services, and institutional consulting with a focus on tailored, non-discretionary investment strategies.

James Platania is a CFP® with 43 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He previously worked at Cetera Advisor Networks LLC for five years. Platania is also an adjunct faculty member at The National Judicial College. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Rayla Wusiman is a financial advisor with Charles Schwab in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at TD Ameritrade, Equitable Advisors, and various companies outside the financial sector such as Sisley Cosmetics USA Inc and Halston Heritage Operating Company LLC. She has also been associated with Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves primarily 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset portfolios and in-depth alternative investment due diligence.

Peter Manning is a financial advisor at LPL Financial with 24 years of industry experience. He holds the PFS™ and Series 63 designations. His prior roles include positions at Cambridge Investment Research Advisors, Summit Financial Strategies, and Commonwealth Financial Network. Outside of his advisory work, he is involved as a trustee for multiple irrevocable trusts and owns a tax preparation and accounting business. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Richard Maurer is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Maurer is based in Boca Raton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Alan Weilacher is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Weilacher is a partner in APW Holdings, a real estate-related business based in Ohio. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients, primarily acting in an advisory capacity.

Jeffrey Nova is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2017. Outside of his advisory role, he is a co-owner of RBMG MFG, a manufacturing business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

David Fox is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, supported by standardized planning tools and research from its Global Investment Committee.

Jeremy Wozunk is a financial advisor at Merrill with five years of industry experience and holds the Series 66 designation. His prior roles include positions at Bank of America, Laurel Oak Wealth Management, Ameriprise, Northwestern Mutual, and involvement with entrepreneurial ventures such as Germ-nix Enterprises LLC and Top Dog Fitness. Merrill, through its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies developed by internal and third-party managers. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Lenz is a financial advisor with LPL Financial, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at OSAIC, SagePoint Financial, MetLife Securities, and MetLife. He is also involved in selling non-variable insurance products such as group health, term, and universal life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Zachary Goldberg is a financial advisor at Morgan Stanley with 21 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Goldberg holds a Series 66 designation and is based in Boca Raton, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Christine Henry is a financial advisor with RBC Capital Markets in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has previously worked at Ameriprise Financial Services and Stifel Nicolaus & Co. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations, offering a variety of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services. The firm utilizes a range of investment managers and strategies tailored to clients' risk profiles, supported by RBC's extensive capital-markets capabilities.

Ivan Iglesias Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wachovia Bank, N.A., and has been with Wells Fargo Clearing since 2016. 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 advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Terry Whitmore is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill since 1993 and has been with Bank of America, N.A. since 2011. 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 and profit-sharing plans, corporations, and charitable organizations.

Steven Levin is a financial advisor with Ameriprise in Delray Beach, FL, holding a Series 63 designation and 42 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of his advisory work, Levin serves as secretary on the board of the Saul and Theresa Esman Foundation and owns a sports memorabilia business that sells items on eBay. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Justin Jacobs is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured processes and firm-approved tools.

Michael Fortuna is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment outlook models.