Niusha Babazadeh is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2015. Outside of her financial career, she serves as an Infantry Company Commander in the Florida Army National Guard, a role she has held since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutions.

Lisa Holland is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she works as a fitness and nutrition coach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored financial plans based on proprietary research and model-based asset allocations.

Alexandra Carlino is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and four years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and approved planning tools, with advisory services delivered through a large platform offering diverse retail and institutional investment solutions.

Lawrence Gonnello is a financial advisor at Raymond James & Associates with 31 years of industry experience. He has been with Raymond James since 2016 and holds Series 63, Series 65, and Series 66 designations. Gonnello serves as a board member for Home Safe, an agency supporting abused children, where he attends monthly meetings and assists with fundraising efforts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services through a range of portfolio management styles and extensive affiliated resources.

Christopher Mc Laughlin is a financial advisor with Merrill in Wellington, FL, holding a Series 66 credential and 22 years of industry experience. He has worked at Merrill since 2004 and is also associated with Bank of America, N.A. since 2010. Outside of his advisory role, he is involved in authoring a children's book through collaboration with a family member and serves as an independent consultant for a climate advisory business. Additionally, he participates as a committee member on a local school advisory council. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Maria Reusche is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with support for trading, account administration, and custody.

Peter Loguidice is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Wells Fargo Clearing, Wells Fargo Bank, and Banc of America Investment Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies using both in-house and third-party managers, supported by a comprehensive suite of financial planning, custody, and brokerage services.

Todd Adelstein is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held roles at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, and Wells Fargo Clearing, among others. His credentials include Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process that utilizes firm-approved tools and modeling techniques to assist clients.

Christopher Cerniglia is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has worked previously at MassMutual Life Insurance Co, MML Investors Services, Old City Securities, and CapInsights Partners. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Teresa Sember is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Banc of America Investment Services, and Morgan Stanley. She has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, supported by centralized due diligence and implementation services from affiliated entities.

Craig Goldslager is a financial advisor with OSAIC in West Palm Beach, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Securities America Advisors and Park Avenue Securities. Outside of his advisory role, he owns CMG Consulting, an education platform that provides workshops and seminars on general financial topics. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation, portfolio optimization, and a range of program options supported by a complex affiliate network and multiple custodial arrangements.

Giuseppe Mauceli is a CFP® and ChFC® credentialed advisor with 26 years of industry experience, currently with Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank NA. He is also the owner and trustee of GLM Financial LLC, an investment-related business based in Hackensack, NJ. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and tailored recommendations supported by Wells Fargo’s research and tools.

Anthony Fazzio is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior experience includes roles at Northern Trust Corporation and JPMorgan Chase Bank, N.A. He was also involved with A Gift Of Hope For The Homeless Of South Florida for five years. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Eric Haar is a financial advisor with LPL Financial based in North Palm Beach, FL. He holds the Series 63 and Series 65 credentials and has six years of industry experience. His prior work includes roles at TD Private Client Wealth LLC, TD Bank, and JPMorgan Chase Bank. Outside of advisory work, he is the owner of Cashpoint Access LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors.

Jesus Silva is a Series 66 licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2023. Prior to this, he held roles at Bank of America, Merrill, Wells Fargo Bank, and Midflorida Credit Union. Outside of his advisory work, Silva owns and operates an e-commerce business, Point of Growth, LLC, which sells household items on Amazon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and includes broader derivatives and commodities capabilities.

Joshua Lichtner is a financial advisor at Charles Schwab with the Series 66 designation and began his industry career in 2025. Prior to joining Schwab, he worked in various roles including education and hospitality. He is based in West Palm Beach, Florida. 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 model portfolios and alternative investment options.

Felix Rosado is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 credentials with 18 years of industry experience. He has worked in various capacities within the Wells Fargo organization since 2009, including roles at Wells Fargo Bank NA and Wells Fargo Clearing. Outside of his advisory work, Rosado has ownership interests in family and wealth management LLCs. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad range of planning services and integrates advisory offerings with banking and other financial products through a large network of advisors.

Christopher Metcalf is a financial advisor with Stifel in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes tenures at Bank of America and Merrill Lynch from 2009 to 2019 before joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Arlene Mendez Nouel is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at Credit Suisse Securities (USA) LLC for eight years and Lehman Brothers Inc. for one year. Outside of her advisory role, she is involved in property management through CF Tolbert Aviation, Inc. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.

John Domenico is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2009. Outside of his advisory role, he is a board member of the PGA Corridor Association in Palm Beach Gardens, Florida, where he contributes to community and charitable initiatives. Additionally, he is connected to a charter boat business in Cape Cod, Massachusetts, inherited from his father and operated by a licensed captain. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.