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.

Michael Peacock is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2026, he worked at Morgan Stanley and Morgan Stanley Private Bank for ten years. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through various programs and institutional services.

Craig Wandoff is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party analytics.

Niusha Babazadeh is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill and Bank of America since 2015. Outside of her financial advisory role, Babazadeh serves as an Infantry Company Commander with the Florida Army National Guard, a position she has held since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Lisa Holland is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she works as a fitness and nutrition coach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored financial plans based on proprietary research and model-based asset allocations.

Alexandra Carlino is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and four years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and approved planning tools, with advisory services delivered through a large platform offering diverse retail and institutional investment solutions.

Matthew Carrara is a financial advisor with Morgan Stanley in Jupiter, FL, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Carrara serves as a building and zoning commissioner for the Jupiter Inlet Colony government. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and methodologies.

Lawrence Gonnello is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and having 31 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a board member and director for Home Safe, an agency supporting abused children. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and governmental entities, offering non-discretionary planning with access to firm-sponsored wrap programs and institutional consulting services.

Christopher Mc Laughlin is a financial advisor with Merrill based in Wellington, FL, holding a Series 66 credential and 21 years of industry experience. He has been affiliated with Merrill since 2004 and also works with Bank of America, N.A. since 2010. Outside of his advisory role, he is involved in creative and environmental consulting projects, including illustrating a children's book and advising a business on climate change preparedness. Additionally, he serves as a committee member for the School Advisory Council of Elbridge Gail Elementary. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional entities. The firm’s investment approach integrates resources from Bank of America’s broader platform and offers a range of strategies including tax-aware options and direct securities allocations.

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 with Merrill in Palm Beach Gardens, FL, holding a Series 66 designation and with nine years of industry experience. She has been with Bank of America and Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wider set of products and services.

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 previously worked at MassMutual Life Insurance Co, MML Investors Services, LLC, Old City Securities, and CapInsights Partners. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

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.