David Gordon is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Good Life Advisors, LLC, LPL Financial, LLC, and Ameriprise Financial Services Inc. Outside of his advisory work, he serves as Treasurer on the Board of Directors for The Aria Condominium in Philadelphia. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement, typically requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations through a centralized consulting team.

Antonio Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with individuals, families, and business owners to align their wealth with their goals, values, and vision for the future. His approach places clients at the center of his work, focusing on preserving assets, navigating financial complexities, and creating lasting legacies. Antonio's expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background includes an Associate's Degree from Johnson & Wales University, an Accredited Certificate Program from Gold Coast Real Estate School, and a Bachelor's Degree from Florida International University. Fluent in Spanish and English, Antonio is involved in his community through AYSO Region 1370. He enjoys basketball, football, and soccer in his personal time.

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.

Mario Ponczek is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. 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 solutions.

Stephanie Midler is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. She previously held roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2012 to 2024. Midler is a member of the finance and investment committee at the Adolph and Rose Levis Jewish Community Center in Boca Raton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with optional implementation through its brokerage or advisory programs.

Alexis Rivero is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in Delray Beach, Florida. She is part of the Rubin Wealth Management Group, working alongside Kevin Hammer and Barry Rubin. Alexis assists clients with a broad range of financial services including pre- and post-retirement planning, risk management, wealth transfer strategies, concentrated stock positions, charitable giving, trust and estate planning services, personalized asset management, and access to the firm's alternative investments platform. She focuses on serving business owners, professionals, and families, providing strategies that address employee benefits planning, executive compensation, equity compensation services, family wealth management, services for endowments, foundations, non-profits, LGBT wealth planning, personal retirement planning, small business strategies, women and wealth, and tax minimization. Alexis serves clients both nationally and internationally and communicates fluently in English and Spanish. Alexis is a first-generation college graduate with a Bachelor of Science degree in Business Administration, majoring in Finance, from the University of Central Florida's School of Business. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of her professional career, Alexis is active in community volunteer work with non-profit organizations and enjoys music, soccer, hiking, and international travel.

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.

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 Polin is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as First Vice President, Senior Financial Advisor, and Senior Portfolio Advisor with the Wilt Polin Group in Palm Beach, Florida. He has been in the financial services industry in an advisory capacity since 1998 and works with individuals, families, and businesses to help achieve their financial goals. Stephen and the Wilt Polin Group utilize a goals-based wealth management process to understand clients' objectives, develop personalized recommendations, and implement customized strategies for both individual and corporate clients. He has a special focus on working with clients in the music industry and provides services including managing cash flows, building diversified investment portfolios, banking and financing needs, and estate and trust planning strategies. Stephen earned his Bachelor of Science in Finance from Florida Atlantic University. He holds the Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA) designations. In addition to his professional work, Stephen serves as President of his Homeowner's Association and enjoys spending time with his family, writing music, boating, and playing golf. He is also a member of the Grammy Music Recording Academy.

Alan Modest is a CFP®-credentialed financial advisor with 48 years of industry experience. He has been with LPL Financial since 1989 and has operated Alan K. Modest & Associates since 1981, offering fixed insurance products including life, health, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and a variety of investment strategies.

Marc Bettinger is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at PFS Investments Inc., Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Co. He also operated Bettinger Financial Advisors Inc. for five years. Outside of advisory work, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.

Kelly Ferrarese is a financial advisor at UBS Financial Services with 27 years of industry experience. Prior to joining UBS in 2021, Kelly worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, and has been with Wachovia Bank, N.A. since 2002. She serves as a Board Director and Secretary for the Florence Fuller Child Development Centers, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Igor Feldman is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Morgan Stanley in various roles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Balestriere is a CFP® professional currently with Edelman Financial Engines, located in Boca Raton, FL, with 22 years of experience in the industry. His work history includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services Llc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary services focused on diversified portfolios and long-term investment strategies.

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.

Tracy Silpe is a CFP® professional with 18 years of experience, currently affiliated with Raymond James Financial. She has operated her own advisory businesses, including Tracy L Silpe LLC and Sabal Palm Financial, since 2015 and 2020 respectively. Outside of her advisory work, Silpe serves as an officer and secretary for ILY, Corp dba Gimco USA and volunteers with the Sports Car Club of America as a flag and communication official at Florida racetracks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers non-discretionary planning tailored to client goals using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

David Hyams is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Youssef Habib Abdelsaid is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., Merrill, and Wells Fargo Bank. Outside of his advisory role, he has a 50% ownership interest in Lighthouse Tax Services LLC. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin Hammer is a financial advisor at Merrill with 27 years of industry experience and holds a Series 66 designation. He has been with Merrill since 1999 and is also affiliated with Bank of America, where he has worked for 17 years. Outside of his advisory role, he serves on the Executive Committee of the United States Golf Association in a volunteer capacity. 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 plans, corporations, and charitable organizations.

Barbara Marsh is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She previously worked for Wells Fargo Advisors and Wells Fargo Clearing for 15 years. Marsh holds Series 63 and Series 65 licenses. 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 institutional advisory operations with brokerage and investment management capabilities.