Christina Schrant is a financial advisor with Raymond James & Associates in Lake Worth, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, she worked at Wells Fargo Clearing and internationally with LIM France, Devoucoux. She serves on the advisory board of South Florida Divers Inc., where she contributes to social media efforts and member recruitment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Cameron Mc Donough is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025, he worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. from 2017 to 2025, and Eagle Home Mortgage from 2016 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Eric Diamond is Vice President and Private Wealth Management Advisor at Fidelity Investments, where he has worked since 2008. In his current role since 2015, he focuses on helping multigenerational families develop personalized wealth strategies that address growth, preservation, and transfer of assets. Eric collaborates with a team of specialists, including an Investment Manager, Advanced Planning members, and a Trust Officer, to deliver comprehensive wealth management services tailored to clients' needs. Prior to his current position, he served as a Senior Account Executive at Fidelity Investments from 2008 to 2015. Outside of his professional duties, Eric enjoys family activities, exploring culinary interests, and playing golf.

Robert Lester is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Grove Point Advisors, Grove Point Investments, Ameriprise, Stifel, Ryan Beck & Co., and Prudential Equity Group. He also operates Vandelay Financial as a business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Andrew Gilbert is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in education at Oxbridge Academy and Palm Beach Schools, as well as being self-employed for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Douglas Cion is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at UBS Financial Services and HighTower Securities. Morgan Stanley Wealth Management serves individual and institutional clients by 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 both directly and through corporate financial planning agreements.

Peter Nardin is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 credential and bringing 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is an investor in Recovery Control Systems, a parcel auditing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model client outcomes.

David Friedlander is a Senior Financial Advisor specializing in modern wealth management strategies to assist clients in achieving their financial goals. He focuses on multiple client needs including college education planning, employee benefits, family wealth management, retirement income, tax minimization, and specialized areas such as LGBT wealth planning and serving women and athletes in sports and entertainment. David holds bachelor's degrees in Marketing and International Business from Indiana University and an MBA with a focus on Finance and Real Estate from DePaul University. He also holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). His approach involves a comprehensive analysis of clients' financial situations, balancing factors such as risk tolerance, family dynamics, tax circumstances, and economic conditions to create personalized financial plans. Outside of his professional role, David is active in his local community, holding or having held leadership and volunteer positions with organizations such as Temple Beth El, the JCC of the Palm Beaches, the Federation of Palm Beaches, and the YMCA's Indian Princess program. He also volunteers as a youth soccer and baseball coach. David enjoys an active lifestyle including basketball, biking, boating, camping, fishing, football, gardening, golfing, running, and softball, and values consistent communication and community leadership in his work and personal life.

Alexander Mckee is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. His prior experience includes roles at Bank of America, N.A., MBF Clearing Corp., AfterLeaseAutoSales, and the University of Miami. Merrill, together 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 plans, corporations, and charitable organizations.

Katrina Timmons is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 10 years of industry experience. Her prior roles include positions at Merrill, JP Morgan Chase Bank, Kovack Securities, and Pursuit Wealth Management. Outside of her advisory role, she co-owns Speaker Shield LLC, a business developing a product for the marine industry, and also manages Timmons Catering LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services using analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

Lauren Bergen is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 66 designation and 10 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Wells Fargo. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions while utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Lisa Santo is a CFP® with 40 years of industry experience, currently serving at Morgan Stanley in South Palm Beach, FL. She has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is an artist and art instructor affiliated with Odyssey Art at Sea. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and investment management supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets across a diverse range of advisory programs.

Richard Wilt IV is a financial advisor with Merrill in Palm Beach, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, the Florida Department of Financial Services, and academic institutions such as Florida State University and Cardinal Newman High School. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Christopher Guttilla is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2016. Guttilla is also a business owner of ARG Capital and JYC LLC, though he devotes minimal time to these activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles and affiliated research resources.

Patrick Whelan is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and Series 66 credentials and totaling 26 years of industry experience. His prior roles include long tenures at Investment Advisors Financial Group, LLC and Investment Advisors Asset Management, LLC, as well as ongoing involvement with Thomas Seely Agency, Inc. and Benefit Plan Consultants. 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 with access to model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Shane Mc Van is a financial advisor at OSAIC with a Series 65 credential and two years of industry experience. He has worked at several firms including Creative Financial Network and Trinity Wealth Securities. In addition to his advisory role, he is involved in insurance-related business activities through Creative Financial Network and Capella Financial Group. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and offers integrated brokerage and advisory services across multiple investment platforms.

Lisa Reich is a financial advisor with Cetera, holding the Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked at Cetera Investment Advisers LLC since 2023 and concurrently owns LRS Capital Group, Inc., a financial services firm. Reich also works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options through affiliated and third-party managers, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Bernardo Arcos is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Brother International for 15 years. He is a voting member and Treasurer on the School Advisory Council at Emerald Cove Middle School in Wellington, FL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Eric Wagner is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 designations and 26 years of industry experience. He worked previously at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company from 1996 to 2018. In addition to his advisory role, he operates a sole proprietorship financial advisory business and has experience as an insurance broker. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes and supports multiple advisory platforms and third-party managed-account solutions.

Michael Aronson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm uses structured planning tools and investment modeling techniques while generally acting in an advisory capacity without providing individual security recommendations as part of standalone plans.