Cameron Sorge is a financial advisor at Morgan Stanley with two years of industry experience. Before joining Morgan Stanley, he worked at Rollins College and was involved with U-Tiki Beach Restaurant. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Nastasha Truesdale is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as a primary point of contact for clients, facilitating conversations about wealth and investment planning and delivering personalized service tailored to individual needs and preferences. When more comprehensive wealth planning is necessary, she coordinates discussions with Wealth Management Advisors to provide additional support. Nastasha has been with Fidelity Investments since 2008, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2023. Her experience encompasses client relationship management and financial planning within wealth management. No additional information regarding Nastasha's education, credentials, personal interests, or community involvement was provided.

John Lansing is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 2011. In addition to his advisory role, he serves as a trustee for the Adelaide G. Waldron Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocation to tailor client plans.

David Holland is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in Jupiter, FL since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he is involved in fiduciary activities and serves as an agent named in a health care directive or living will. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Reed is a ChFC®-designated financial advisor with 42 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at TRSS Wealth Management, LLC, and Ameriprise. He also engages in selling long-term care, disability, and fixed life insurance through a related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Jeffrey Kaltman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as co-trustee for family trusts. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Pat Bombard is a financial advisor at Stifel with five years of industry experience and holds a Series 66 designation. Prior to joining Stifel in 2022, he worked at Equitable Advisors and Wurth USA. Outside of his advisory role, he provides periodic operational support for a branding and website design company. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Nancy Mobberley is a CFP® certificant with 43 years of industry experience. She has worked at OSAIC since 2023 and was previously with FSC Securities for 24 years. Mobberley is also a board member of a business-to-business networking group for women. OSAIC serves a broad range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, advisory services, and access to third-party money managers.

Joel Morris is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at both J.P. Morgan and Wells Fargo in various securities and banking roles. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform recommendations. The firm operates within the broader J.P. Morgan organization and focuses on non-discretionary services delivered by a select group of wealth advisors.

Brooks Gilmore is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing three years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab, along with prior experience at South Eastern. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative investment program.

Gregory Johns is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates closely with clients to develop personalized financial strategies tailored to their individual goals. He leverages insights from Merrill and the resources of Bank of America to provide clients with a comprehensive approach to wealth management that adapts to changing market conditions. Gregory holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Pennsylvania State University System. His approach centers on understanding each client's full financial picture to help them pursue their long-term objectives through customized investment and lending solutions.

Scott Seltzer is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at notable firms including JPMorgan Securities, JPMorgan Chase Bank, and Morgan Stanley. Outside of his advisory role, he has ownership interests in a food supplement business and a real estate investment vehicle. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related products and bank deposit sweep options among its investment offerings.

Joel Joffe is a financial advisor at Morgan Stanley in Palm Beach, FL, holding a Series 66 credential with one year of industry experience. His prior work includes roles at Boucher Brothers Management and various positions concurrent with his time at Florida Atlantic University. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and firm-approved tools.

James Seton is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Nextera Energy and Bank of America Merrill Lynch. He has also been involved with the First Presbyterian Church of Quincy. 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 combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Max Bashford is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First National Bank Texas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines in-house research and third-party analytics to evaluate investment options, serving more than 14,000 financial advisors and managing roughly $671 billion in assets.

Mark Markowski is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at The Chugoku Bank, Ltd. and DZ BANK AG. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Anthony Santelli is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. He previously worked for Bank of America, N.A./Merrill Lynch, Pierce, Fenner & Smith Inc. for ten years before joining J.P. Morgan in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Stolowitz is a financial advisor with Wells Fargo Clearing in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, Stolowitz is involved in house flipping and property investment activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives. The firm’s offerings include a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Vincent Mesker is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 10 years. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Carryn Mclaughlin is a CFP®-certified financial advisor with Morgan Stanley, bringing 19 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, and previously worked at UBS Financial Services from 2014 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.