Sally Silk is a financial advisor at Morgan Stanley with 55 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs with a focus on tailored financial planning supported by structured discovery and firm-approved tools.

Greg Thogersen is a Series 66-licensed financial advisor with UBS Financial Services in Stuart, Florida, where he has worked since 2012. He has 22 years of experience in the industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Joseph Bosco is a financial advisor with Morgan Stanley in Stuart, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Outside of finance, he owns a watchmaking business in Palm City, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Kathryn Ramos is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Sagepoint Financial, LPL Financial, Rosenblum Wealth Management, and SII Investments. Outside of her advisory role, she works as a delivery driver for Amazon Flex. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a range of tools and third-party platforms to manage portfolios across various asset classes.

James Craig is a financial advisor with LPL Financial in Jupiter, FL, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with LPL Financial since 2004. Outside of advisory work, he is involved in marketing non-variable insurance products including long-term care, term life, disability, and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various management strategies across discretionary and non-discretionary accounts.

Jonathan Knaus is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 66 credentials and five years of industry experience. His work history includes roles at Knights of Columbus Insurance and Asset Advisors, as well as business consulting and coaching through Seagull Business Consulting. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships that use firm-approved tools to analyze client goals.

Paula Brancato is a CFP® professional with 22 years of experience in the financial industry. She has worked at MassMutual Investors Services since 2017 and previously held various roles at Northwestern Mutual from 2009 to 2017. Outside of her advisory work, she serves as a non-executive director of Tower Resources PLC and owns a strategic planning and management consulting business. She is also involved in creative writing, teaching, editing, and has experience in acting. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and offers event-driven planning programs such as divorce and estate-settlement planning.

Robert Correll Jr. is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured discovery conversations and firm-approved tools, serving clients directly and via employer-sponsored programs.

William Burns is a financial advisor with Morgan Stanley in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Kathryn Rock is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory work, she owns a rental property in Jacksonville, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

C Emmerson Small is a CFP® with 41 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, Small worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored services and ERISA fiduciary responsibility.

Joseph Connolly is a financial advisor at Merrill with Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Merrill since 1998, totaling 28 years at the firm. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Comcowich is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Avantax Advisory Services and Glowacki & Company. He serves as treasurer and board member for the Windrift at Jonathans Landing Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Montalto is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2005 and City National Bank since 2018. Outside of his advisory role, he serves as Commodore (President) of the Northport Yacht Club. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary management, tailoring strategies based on each client’s Advisory Risk Profile and utilizing both in-house and third-party investment resources.

Branden Minuth is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1996 and joined Merrill Lynch in 2011. Branden focuses on developing personalized wealth management strategies for individuals, families, and businesses by understanding their short- and long-term financial goals. His approach emphasizes listening closely to clients' needs to create strategies that adapt to changing market conditions and support clients' unique objectives. Branden holds multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from Bay City Western. Prior to his financial career, Branden served six years as a Navy SEAL. He currently serves on the board of Michigan's Military and Space Heroes Museum. Outside of work, Branden enjoys skydiving, fishing, skiing, and spending time with his wife and two sons in Midland, Michigan.

Jimmey Green Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Met Group, Metlife Securities, and Metropolitan Life Insurance. Outside of his advisory role, he owns Jimmey E Green Enterprises LLC, a horticulture propagation and irrigation business. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm implements asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

James Tomlin is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He co-founded The Williams Tomlin Group, a wealth management team dedicated to providing disciplined, goals-based strategies to affluent individuals and families. He has been with Merrill Lynch since 1981, drawing from over 40 years of experience in wealth management to assist clients in retirement income planning, legacy planning, tax minimization, and portfolio management. James graduated from Chaminade High School and earned a bachelor's degree in marketing and finance from St. Bonaventure University. Prior to his financial career, he served for seven years in the United States Army, including four years on active duty with the Ninth Infantry Division and XVIII Airborne Corps. He holds the Personal Investment Advisor (PIA) designation and has been recognized by Forbes magazine on its "Best-in-State Wealth Advisors" list consistently from 2018 through 2026. Active in his community, James serves on the board of the Long Island Caddie Scholarship Fund and is a past board member of Bethany House and the Leukemia Society of Long Island. He has also held leadership roles at the Rockville Links Country Club, serving as tournament chairman and president. James resides in Rockville Centre with his wife and has two daughters.

Cortney Gates is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2026, Gates worked at Merrill Lynch/Bank of America from 2016 to 2026. Outside of advising, Gates owns CorkNBoards LLC, a charcuterie catering service. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branches.

John Tinsley is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 65 and Series 66 licenses and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a co-owner of an investment-related LLC based in Cambridge, Maryland. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and modeling techniques to support its financial planning services.

Linda Montefusco is a financial advisor with Morgan Stanley Wealth Management in Stuart, FL, holding a Series 63 designation and 44 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.