Michael Arena is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years. Arena also owns a business consulting firm and is involved in insurance sales and family trust management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client preferences.

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 with RBC Capital Markets, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Bank, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes strategies based on each client’s advisory risk profile, utilizing a combination of in-house and third-party investment managers and model providers.

Todd Adelstein is a financial advisor with Morgan Stanley in Palm Beach, Florida, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His career includes 14 years at JPMorgan Chase Bank and JPMorgan Securities, followed by his current roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

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.

Craig Goldslager is an investment advisor representative at Osaic with 10 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 offering workshops and seminars on general financial topics. Osaic Wealth, Inc. serves a diverse client base including individual investors, corporations, and charitable organizations through a wide network of financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers.

Giuseppe Mauceli is a CFP® and ChFC® with 25 years of industry experience, currently serving at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank NA. He owns GLM Financial LLC, an investment-related business based in Hackensack, NJ, where he serves as trustee for the firm's 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products through a network of financial advisors.

Eric Haar is a financial advisor with LPL Financial based in North Palm Beach, FL, holding Series 63 and Series 65 licenses and having six years of industry experience. His previous roles include positions at TD Private Client Wealth LLC, TD Bank, and JPMorgan Chase Bank. Outside of advising, he is a business owner of Cashpoint Access LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, and other institutions through a large network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services supported by research and multiple portfolio management options.

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.

Gregory Saville is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Chase, and First Republic Investment Management. Outside of his advisory work, he serves on the Finance Committee at Rosarian Academy and is a managing member of an LLC formed to own a boat. 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.

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.

Phillip Doherty is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, with prior experience at Metlife Securities. In addition to his advisory role, he is licensed as an insurance agent selling life insurance, fixed annuities, and disability products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs tailored to a broad client base.

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 21 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she is involved in property management for CF Tolbert Aviation, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to client 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.

Brian Lowenthal is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years. Lowenthal serves on the board of directors of the Morse Geriatric Center, a nonprofit organization in West Palm Beach, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Lauren Conlon is a financial advisor at Morgan Stanley in Palm Beach, FL, holding a Series 66 designation with eight years of industry experience. Her career includes five years at Merrill followed by four years at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including simulation models, to support its financial planning process.

Julianna Marks is a financial advisor with Merrill in Jupiter, FL, holding a Series 66 designation and 26 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1997. Outside of her advisory role, she serves as a power of attorney for her spouse. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Eliana Katsingris is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she partners with wealth management advisors to assist clients in developing financial plans tailored to their needs. Her professional experience includes positions as a Planning Consultant and Relationship Manager at Fidelity Investments in 2024, as well as serving as a Financial Representative at the same company from 2022 to 2024.

Carlie Dugan is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial in Jupiter, FL. She has been with Raymond James Financial Services since 2005 and the broader Raymond James Financial firm since 2009. Outside of her advisory role, she serves on the investment committee of Bass Rocks Golf Club and is actively involved in client consulting with Cornerstone Financial Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers customized, non-discretionary planning using analytical tools and supports municipal advisory work through a unique affiliation.