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 with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Good Life Advisors, LPL Financial, Wells Fargo Advisors, and Morgan Stanley. He serves as Treasurer on the Board of Directors for The Aria Condominium in Philadelphia. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service which provides ongoing, tax-aware withdrawal strategies and personalized recommendation reports.

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.

Mark Hager is a financial advisor at Edward Jones in Palm Beach, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at The Walt Disney Company and various educational institutions including Liberty University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Christopher Iwaskewycz is a CFP® with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has been affiliated with JPMorgan Chase Bank, N.A. since 2011. Based in Palm Beach, FL, he holds the Series 66 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria within model asset allocations.

Carla Bashan is a financial advisor at Merrill with 31 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1997, totaling 29 years at the firm in Boca Raton, Florida. 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, pension plans, corporations, and charitable organizations.

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®-certified financial advisor with 25 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2024, and previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities from 2001 to 2024. She serves on the finance and investment committee of 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 that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, using proprietary research and tools, with discretionary implementation through brokerage or advisory programs as optional.

Ilya Kogan is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, Bank of America, Santander, and FinPrime. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process and incorporates a forward-looking approach to build model asset allocations, with clients retaining final decision-making authority.

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 D. Polin is a Senior Vice President, Wealth Management Advisor, and Senior Portfolio Advisor with the Wilt Polin Group in Palm Beach, Florida. The Wilt Polin Group is a team of financial advisors and registered client associates dedicated to simplifying the financial lives of their clients through managing cash flows, building diversified investment portfolios, assisting with banking and financing needs, and providing generalized estate and trust planning strategies. Stephen focuses on a goal-based wealth management process to fully understand client objectives, develop personalized recommendations, and implement customized strategies for both individual and corporate clients. He also has a special focus on working with clients in the music industry. Stephen has been in the financial services industry in an advisory capacity since 1998, starting as a trainee and advancing to his current leadership roles. He earned a Bachelor of Science degree in Finance from Florida Atlantic University. He holds the Certified Private Wealth Advisor® designation granted by the Investment & Wealth Institute, which he completed in conjunction with the University of Chicago Booth Business School, and the Chartered Retirement Planning Counselor™ designation from The College for Financial Planning Institutes Corp. Committed to community involvement, Stephen serves as President of his Homeowner's Association. His personal interests include adventure sports, golfing, music, and spending time with his family.

Alan Modest is a financial advisor with LPL Financial in Boynton Beach, FL, holding the CFP® and Series 63 designations. He has 49 years of industry experience, including 37 years with LPL Financial and 45 years operating Alan K. Modest & Associates. His business activities include offering fixed insurance products such as life, health, dental, and disability plans through his firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing various portfolio programs and institutional platforms, supported by a large network of investment adviser representatives.

Marc Bettinger is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior firms include PFS Investments Inc., MML Investors Services, LLC, and Massachusetts Mutual Life Insurance Co. He is also involved in non-investment related activities such as referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates with thousands of advisors nationwide and delivers advisory services based on model-driven strategies managed by unaffiliated asset managers.

Kelly Ferrarese is a financial advisor with UBS Financial Services in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. Prior to joining UBS in 2021, Ferrarese worked at Wells Fargo Clearing for five years and has been associated with Wachovia Bank, N.A. since 2002. Outside of her advisory role, she serves as a Board Director and Secretary for the Florence Fuller Child Development Centers, a local nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a range of products including discretionary portfolio management, financial planning, and alternative investments.

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 Series 66–registered financial advisor with UBS Financial Services in West Palm Beach, FL, bringing 21 years of industry experience. Her prior roles include positions at MSI Financial Services, Wells Fargo Clearing, and Ameriprise. She is also jointly involved in developing a mobile app through Danner Time LLC, aimed at facilitating the borrowing of household items among neighbors. 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 and proprietary research to tailor investment plans to client goals and risk profiles.