Daniela Brink is a Financial Advisor affiliated with Merrill Lynch Wealth Management and a member of the Glover Brink Henderson Group, which collectively has over 50 years of investment management experience. Originally from Brazil, she earned a Bachelor’s degree in Business Administration from Metropolitan State University. Daniela began her career in banking, following in her father's footsteps, and has spent many years working in private and business banking. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Fluent in Portuguese and English, Daniela has resided in Boynton Beach, Florida since 2004. Her client focus areas include college education planning, employee benefits planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, and portfolio management services among others. Daniela is actively involved in the Palm Beach community and contributes to the organization Caridad. Outside of her professional work, she enjoys traveling, gathering with friends, playing tennis, biking, cooking, dancing, interior decorating, photography, pickleball, soccer, and spending time with her family.

Meryl Charnow serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting clients with their finances as they navigate through life changes. She manages custom investment strategies on a discretionary basis, utilizing a wide range of Merrill model portfolios and third-party investment options. Her approach integrates wealth management planning, investments, and credit and banking services, providing clients with a single point of contact to simplify their financial needs. Meryl works closely with clients to understand their unique goals and develops personalized financial strategies tailored to pursue those objectives. She collaborates with clients' attorneys, CPAs, and other advisors to better serve their interests. Her expertise encompasses areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds a Master's Degree from Boston University and a Bachelor's Degree from the University of Massachusetts, along with professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Meryl engages with her community through involvement in organizations such as Best Foot Forward, Tri-County Humane Society, Jewish Federation, Beach Clean Up, Soroptimist, and events like Boating and Beach Bash for Special Needs. Her personal interests include gardening, music, reading, spending time with family, and swimming.

Robin Smith is a Wealth Management Advisor with Merrill Lynch Wealth Management. She holds the position of Senior Vice President and has over 27 years of experience in the financial services industry. Robin's expertise includes wealth planning, retirement planning, and investment strategy and review, with a focus on assisting families, individuals, and business owners in the development of long-term financial strategies tailored to their specific needs, goals, and risk tolerance. Robin holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) credential. She earned her bachelor's degree from the University of Maryland at College Park with a major in Psychology. Her professional approach emphasizes providing exemplary service and advice to clients, aiming to become a lifetime resource and essential advisor to those she serves. Outside of her professional role, Robin is involved with organizations such as Susan G. Komen Breast Cancer and the Jewish National Fund. She resides in Pikesville, MD with her husband, Dr. Samuel Smith, and enjoys spending time with her family, including her two sons, two stepdaughters, and five grandchildren.

Reilly Burns is a Financial Advisor at Merrill Lynch Wealth Management. She brings several years of experience as a client-facing administrative professional at Merrill, where she developed a deep understanding of the financial industry and the significance of personalized service. Reilly’s approach to financial advising is informed by her personal connection to the impact of tailored financial guidance, inspired by her family's work in the field. Reilly holds a bachelor's degree from Florida Atlantic University and has earned the Professional Investment Advisor (PIA) designation. In her role, she utilizes resources from Bank of America and Merrill to develop customized strategies aligned with each client's individual goals. She is committed to building long-term relationships based on trust and transparency, and emphasizes financial education to empower both clients and future generations in achieving lasting financial wellness.

John Pratti is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 24 years of industry experience, including ten years at Commonwealth Financial Network. Pratti founded Third Phase Planning, a separate business entity, and is also involved with Touchpoint Financial Advisory Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance advisory work through unique affiliations.

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.