Mason Avni is a financial advisor at J.P. Morgan Securities in Boca Raton, FL, holding a Series 66 designation with one year of industry experience. His background includes roles at JPMorgan Chase Bank, Fidelity Investments, and commercial consulting, as well as varied experience in retail and consulting sectors. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

Debra Talarico is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and 18 years of industry experience. She has been with Ameriprise in various capacities since 2015. Her other business activities include involvement in real estate ownership outside of investment purposes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies. The firm employs a centralized team to produce tailored Recommendation Reports and ongoing advice, with a distinctive approach that includes restrictive enrollment criteria and integration of affiliated investment products.

Ryan Yelin is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Acentria Insurance and Tanium, and held roles outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Juan Rionda is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Merrill since 1993 and also has 15 years of experience at Bank of America, N.A. Outside of his advisory role, he serves on the finance committee of The Little Club, a private country club in Gulfstream, Florida. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Book is a financial advisor with Mass Mutual Investors Services holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including long-term roles at MassMutual Life Insurance Co and Lenox Advisors, Inc. His background also includes managing 1311 Enterprises, LLC d/b/a Fifth Avenue Financial for 15 years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements supported by firm-approved software and offers specialized services such as Divorce Planning and employer-sponsored planning programs.

Joseph Wilson is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the Investment Committee for Heritage Christian Services Foundation, a human services agency supporting children, older adults, and individuals with intellectual and developmental disabilities, and he owns an electrical and industrial supply distribution business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market insights to tailor client strategies.

Maria Rodriguez is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015, working out of Boca Raton, 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Whitledge is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Oppenheimer and Independent Portfolio Consultants, Inc. He is also the owner of JKM Legacy Holdings, a legal entity formed for real estate investing. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven strategies managed by unaffiliated asset managers.

Eric Billingslea is a Wealth Management Senior Relationship Manager currently engaged in delivering personalized service experiences to families across generations. In his role, he acts as a primary point of contact, committed to addressing individual client needs and preferences. Since 2014, Eric has worked as a Planning Consultant at Fidelity Investments, where he supports clients in wealth management services. He facilitates discussions with Wealth Management Advisors when deeper wealth planning is needed, ensuring clients receive appropriate service and support. Outside of his professional responsibilities, Eric enjoys spending time at the beach, watching football, and participating in outdoor adventures.

G Bryan Cichon is a financial advisor with Merrill in Delray Beach, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Merrill since 1999. 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, retirement plans, corporations, and charitable organizations.

Stacy Rabin is a financial advisor with Merrill in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked at Merrill since 1991 and has also been associated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Ronald Mercatante is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at Kovack Advisors, Inc. and Kovack Securities, Inc. Mercatante is also involved in tax services and fixed insurance sales through related business activities. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and affiliated model strategies.

Rany Janover is a financial advisor with Ameriprise Financial Services in Boca Raton, FL, holding a Series 63 designation and bringing 29 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Ameriprise in 2021. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income and tax-aware withdrawal strategies. The firm's approach combines proprietary investment research and third-party data to provide tailored retirement planning recommendations within a defined investment framework.

Robert Shure is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that are flexible to adapt to clients' changing needs and market conditions. Robert offers access to investment insights from Merrill and financial solutions from Bank of America to support various aspects of clients' financial lives. Robert has been a financial advisor since 1998 and joined Merrill Lynch in 2005. His expertise includes personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Robert graduated from the Wharton School at the University of Pennsylvania with a bachelor's degree. Beyond his professional role, Robert is involved in community service and participates with organizations such as 412 Food Rescue. He resides in the South Hills of Pittsburgh, is married with three adult children, and enjoys golfing, hiking, and tennis.

Christopher Happel is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and iH Solutions, LLC. He is involved with Adventium Wealth Advisors, LLC, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various asset classes.

Thaddeus Ripa is a financial advisor with Primerica Advisors in Delray Beach, FL, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. He has been affiliated with Primerica Financial Services and PFSI Investments, Inc. since 1989 and currently operates RIPA Wealth Advisors. Outside of advisory work, he is involved in the sale of home security and automation products through affiliate companies and owns an investment-related legal entity established for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and custodial services, managing approximately $15.5 billion in assets across a network of nearly 3,700 advisors.

Brooke Angers is a financial advisor at Charles Schwab with a Series 66 designation. She began her advisory career in 2026 and previously worked at Leeward Financial Group and Merit Financial Advisors. Brooke has a background that includes several years in full-time education and experience at Gerald R Angers PA. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory models with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Kyle Scholl is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since January 2008. He specializes in developing personalized long-term wealth management plans that are strategically tailored to meet each client's unique needs and life goals. Kyle’s areas of focus include college education planning, corporate executive services, family wealth management strategies, institutional investment consulting, and tax minimization, among others. Kyle holds a Bachelor's Degree from Florida Atlantic University and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, he possesses a Florida resident agent's license in life insurance and variable annuities and holds the Personal Investment Advisor (PIA) designation. Residing in Boca Raton, Kyle is a Native Floridian who enjoys spending time outdoors. His personal interests include biking, cooking, gardening, hiking, ice hockey, scuba diving, skiing, surfing, traveling, and spending time with family. He actively volunteers on restoration projects for Coastal Mangroves and the Florida Everglades.

Jeffrey Brook is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley since 2016, working within both the Private Bank N.A. and Morgan Stanley Smith Barney LLC divisions. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models through its Financial Advisors and Estate Planning Strategies Group.