Kathleen Durning is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Merrill since 2004. Outside of her advisory role, she has a power of attorney position related to an entity named M D in Bellevue, Washington. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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.

Robert Damante is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Dina Assion is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63, 65, and 66 designations and bringing 20 years of industry experience. Her prior experience includes seven years with Morgan Stanley and Morgan Stanley Private Bank. 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 tailored financial planning and investment consulting services through various portfolios and affiliated research resources.

Michele Romano is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2010. Prior to her advisory role, she was involved with Best In Town Physical Therapy from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering access to a range of proprietary research and capital markets activities.

Gianni Uglialoro is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab in 2025, he held positions at Wells Fargo Bank and several other financial firms. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

James Aquilina is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He currently works at Charles Schwab and has prior experience with UBS Financial Services Inc. and Northwestern Mutual. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Daniel Weaver is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019 and previously held a position at Merrill from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers non-discretionary, written asset allocation advice supported by centralized due diligence and incorporates ESG criteria in its recommendations.

Lisa Nagel is a CFP® professional with 35 years of industry experience, currently serving at J.P. Morgan Securities since 2016. Her prior roles include positions at Jawsome Inc. and JPMorgan Chase Bank, N.A. She holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program that emphasizes asset allocation advice, investment manager selection, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and incorporates ESG criteria within its investment recommendations.

Mark Tulley is a financial advisor with Wells Fargo Advisors in Jupiter, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Wells Fargo Advisors since 2021. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services that include specialized planning areas such as business-owner transition and sports and entertainment planning.

Robert Donovan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 45 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years before joining Wells Fargo in 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Kent is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked for SunTrust Advisory Services and Suntrust Investment Services, Inc. for a decade. Outside of his advisory role, he and his wife own a summer cottage in Ridgeway, Ontario, which they rent seasonally. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for clients with varying financial needs.

James Hyatt is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he works closely with clients to develop investment strategies and retirement plans that align with their individual concerns and objectives. Prior to his current role, James held several positions at Fidelity Investments, including Investment Consultant from 2020 to 2021, Financial Representative from 2018 to 2020, and Customer Relationship Advocate from 2017 to 2018. Before joining Fidelity, he worked as an Insurance Agent at Banks Life & Casualty Co. in 2015. James holds an Arkansas Insurance License and brings experience in financial consulting and investment planning to his work. Outside of his professional career, he engages in various personal interests including family activities, fitness, golf, motorcycles, parenthood, and caring for pets.

Thomas Lowell is a financial advisor at J.P. Morgan Securities with 44 years of industry experience. He holds Series 63, 65, and 66 designations and has worked previously at Bank of America, Merrill, and UBS Financial Services. Outside of his advisory work, he is involved with Friends of Green Chimneys School, serving as Co-Chair of an annual golf outing to support the organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, with recommendations limited to Eligible Strategies and incorporating an ESG eligibility framework.

Neil Kishter is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has previously worked at Bank of America, N.A., and Merrill. Kishter serves as a board member of Medstar Georgetown University Hospital, focusing on fundraising and business development. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of 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 modeling techniques.

John Lacy is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management, where he is also the founder of The Lacy Wealth Management Group. With over 30 years of experience, John provides customized wealth planning and asset management strategies primarily focused on ultra-affluent individuals, multigenerational families, corporate entities, and endowments. His approach emphasizes foundational principles summarized in his philosophy, "It All Matters." John specializes in estate planning services, income strategies, and managing sudden wealth. He is a Merrill designated Sports & Entertainment Advisor and holds the Certified Private Wealth Advisor® (CPWA®) certification from the Investments & Wealth Institute, taught in collaboration with the University of Chicago Booth School of Business. John earned a degree in Economics from the University of Texas at Austin. In addition to his professional work, John has been extensively involved in community and philanthropic organizations. He has served as Chairman of the Palm Health Foundation and trustee for multiple regional hospitals. His community activities include support for the Boys & Girls Clubs of Palm Beach County and co-chairing "A Night for Nature," which benefits the Fish and Wildlife Foundation Florida.

Josh Weissman is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial before joining J.P. Morgan. He graduated from Florida State University in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Quinton Stuard is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting mid- to late-career professionals in navigating complex financial decisions by providing structure, perspective, and disciplined planning. Quinton focuses on long-term planning and behavioral finance to help clients make informed decisions without unnecessary stress. He primarily works with clients on executive compensation, personal retirement planning, and tax minimization. Quinton serves individuals who often seek an additional perspective or validation on their financial choices and is committed to building lasting client relationships. Quinton holds a Personal Investment Advisor (PIA) designation. He earned his High School Diploma from Grace Christian Academy and attended Indiana Wesleyan University without obtaining a degree. Originally from the Midwest, he recently relocated to Jupiter, Florida with his wife and their Goldendoodle. He is involved in the Jupiter Inlet Lighthouse community and has personal interests including fishing, golfing, and surfing.

Michael Cowan is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Wachovia Securities Financial Network since 2009. Outside of advisory work, Cowan serves as Treasurer of GGI Foundation Inc. and holds ownership positions in multiple investment-related business entities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm combines proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Igor Gissoni is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked across multiple roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. His background also includes positions at Sixt Rent A Car, GS Impex, and Paulista Energia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process and incorporates an ESG eligibility framework in its recommendations.

Patrick Tonno is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at Merrill and Bank of America since 2015 and 2016, respectively. Outside of his advisory role, he owns a consulting business based in Jupiter, FL. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional investors.