Maggie Cooney is a Financial Consultant currently serving at Fidelity Investments since 2025. She specializes in building long-term relationships with clients, focusing on trust, open communication, and personalized financial guidance. By understanding each client's unique preferences and goals, she adopts a planning-first approach to develop thoughtful strategies and co-create financial plans tailored to individual situations. Prior to her role at Fidelity Investments, Maggie worked as a Financial Consultant Partner at Charles Schwab from 2023 to 2024. She also gained experience as an Implementation Associate at Fisher Investments from 2022 to 2023. Through these roles, she has developed expertise in investment consulting and financial planning. Outside of her professional career, Maggie has interests in beach activities, fitness, food, gardening, horseback riding, and traveling.

Peter Sullivan is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2022. Prior to this, he worked at Cuna Mutual Group and Cuna Brokerage Services from 2015 onward. He is also involved with CUNA Mutual Executive Benefits. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Abby Vicencio is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Palm Beach Gardens, FL. She has 17 years of industry experience, including six years with Wells Fargo Clearing prior to joining Wells Fargo Advisors in 2022. Vicencio co-owns Positive Outlook Holdings LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, using proprietary research and tools to develop customized recommendations.

David Yaccino is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. He serves on the Visitor's Board of Shady Side Academy. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, using a proprietary investment strategy methodology developed by its Investment Strategy Group.

Jeffrey Miller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining J.P. Morgan Securities in 2019, he spent 10 years at Goldman, Sachs and Co. He is based in Palm Beach, Florida. 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, supports ESG eligibility frameworks, and includes broader derivatives and commodities capabilities.

Keith Rowling is a financial advisor at Morgan Stanley with a Series 66 designation and 24 years of industry experience. His career includes prior roles at Bank of America, Merrill, UBS Financial Services, and various Morgan Stanley entities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a wide range of advisory programs without delivering individual security recommendations as part of standalone planning.

Richard Harris is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Raymond James since 2016. Harris serves as a successor trustee for two children’s trusts in Washington, DC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christy Flores is a Series 66-licensed financial advisor with 26 years of industry experience. She is currently with Morgan Stanley and has previously worked at Wells Fargo Clearing as well as earlier roles within Morgan Stanley entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that employs firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate arrangements.

Kate Logan Lindgren is a financial advisor with Wells Fargo Advisors in Jupiter, FL, holding a Series 66 designation and two years of industry experience. Before joining Wells Fargo Advisors in 2022, she worked at Port Salerno Elementary School from 2014 to 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research, planning tools, and multiple financial product channels.

Kevin Landeta is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Charles Schwab & Co., Inc. since 2017 and also worked at Charles Schwab Bank, SSB. Prior to joining Schwab, he spent three years at the University of Central Florida. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized operations and a formal alternative investment program.

Elizabeth Cooper is a Series 66 licensed financial advisor at UBS Financial Services with 18 years of industry experience. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Douglas Walker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1988, focusing on developing strategies and recommendations for high-net-worth individuals, their families, and their businesses to help meet their short- and long-term financial goals. With over 35 years of experience in the financial services industry, Douglas takes a consultative and objective approach to wealth management. He listens to and reviews client financial situations, preferences, and goals, then offers portfolio recommendations designed to align with each client's income and growth needs. His discussions also cover a wide range of opportunities, including investments, retirement, estate planning services, lending solutions from Bank of America, and philanthropy. Douglas holds a Bachelor's Degree from the University of Maryland and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He resides in Reston, Virginia with his wife, Jodi. His personal interests include baseball, golfing, and spending time with his family. Douglas is also involved with the Purcellville Cannons organization.

Garrison Wiesenhahn is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles within J.P. Morgan, including J.P. Morgan Asset Management and JPMorgan Chase Bank. 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 program incorporates centralized due diligence and a combination of quantitative and qualitative research to support its recommendations.

Joseph Rice is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors, Bank of America, and Merrill. He is also CEO of Cogan Financial, an LLC he established for tax purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jason Mccarty is a Series 66-licensed financial advisor with Morgan Stanley in Palm Beach Gardens, FL, and has 17 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory and brokerage platforms.

John Zavolas is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2021. His prior experience includes roles at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies using both in-house and third-party managers, with a focus on customized portfolio management and a broad set of financial services.

Giovanna Triana is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Merrill for 20 years before joining JPMorgan in 2019. In addition to her advisory role, she is also an employee of JPMorgan Bank, offering deposit and credit products. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research, with offerings that include ESG considerations and broader derivatives capabilities.

Nelson Burbank Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James since 2013. He assists with administrative and clerical duties for York Investment Partners LLC on a limited basis. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm provides tailored, non-discretionary investment consulting and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

Andrew Porath Jr. is a financial advisor with Morgan Stanley holding a Series 66 designation and four years of industry experience. He has previously worked at Muriel Siebert & Co., Inc. and Bank of America. Porath is based in Palm Beach Gardens, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market simulations in its financial planning process.

Francis Connolly is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at JPMorgan Securities and JPMORGAN Chase Bank, as well as an earlier tenure at UBS Financial Services. He serves on the board of directors for Dare 2 Care, a nonprofit providing laundry and shower services for the homeless in Palm Beach County, assisting with budgeting, fundraising, and advising. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of financial and capital markets services.