Ian Mould is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he was involved with Elite Color Solutions LLC from 2021 to 2024. 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 range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and tools to develop tailored client recommendations.

Thomas Boyle is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks LLC and SunTrust Bank. He is based in Palm Beach Gardens, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved planning tools.

Justin Burt is a Financial Consultant currently working at Fidelity. He specializes in serving individuals, couples, and families by addressing their complex financial needs and aims to build relationships based on trust and integrity. Justin's approach emphasizes holistic financial planning to help clients navigate financial challenges with confidence. He has professional experience as a Financial Consultant at Fidelity since 2021, and previously worked as a Financial Professional at Equitable Advisors from 2019 to 2021. Justin holds a California Insurance License.

Scott Friedman is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2026, he spent a decade with Truist Advisory Services and Truist Investment Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Joy Brown is a financial advisor with Fidelity who holds Series 63, Series 65, and Series 66 licenses and has 38 years of industry experience. She has been with various Fidelity entities since 2011, including roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently, Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Christopher Conahan is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with UBS since 2013. Based in Jupiter, Florida, he serves clients through the firm’s integrated wealth management platform. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Samuel Drever is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at First Republic Investment Management, Bank of America, and Merrill. 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 applying an ESG eligibility framework in its recommendations.

Philip Nelson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 15 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2023. Nelson is also a partner in Helius Wealth Management and the sole proprietor of Nelson Wealth Management LLC, both independent practices affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports clients through advisory programs and consulting across a large advisor network.

Louise Armour is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and bringing 42 years of industry experience. She has been with J.P. Morgan Securities since 2008 and also works with JPMorgan Chase Bank, N.A. Outside of her advisory role, she is involved in several investment-related business activities, including managing and co-owning various LLCs related to real estate and agricultural ventures. J.P. Morgan Securities 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 delivers these services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Douglas Dinzik is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jolie Hoorn is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she serves as a successor trustee in a trust-related business activity. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Aleksey Kaplan is a financial advisor with LPL Financial, holding a Series 65 credential and bringing four years of industry experience. He previously worked at Financial Gravity Family Office Services, LLC and is the founder and principal owner of A. Kaplan CPA, PLLC, a tax services firm. Kaplan is also involved in insurance-related activities through Financial Gravity Enhanced Markets, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary research, third-party subadvisors, and technology-driven portfolio management solutions.

Alexandra Morgan is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has been with UBS since 2016. Outside of her advisory work, she participates in acting and improvisational theater performances as a junior actor. 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 delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Kelly Forgatch is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL, with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley from 2016 to 2020 and again since 2024, with an interim period from 2020 to 2024 at an unspecified firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning and utilizes structured processes and advanced modeling tools to support client planning.

Evan Katz is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses. He has 56 years of industry experience and has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association. 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. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools alongside broad retail and institutional offerings.

Joseph Mercadante is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank, National Association since 2015. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

John Walsh is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Stifel, having joined in 2024 after working at Bank of America and Merrill Lynch for over a decade. Outside of his advisory role, he is the owner of Grid Iron Properties LLC. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services with an investment approach grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Donald Payne Jr. is a CFP®-designated financial advisor with 34 years of industry experience. He is currently with OSAIC and has held roles at firms including Highland Capital Brokerage, Lion Street Financial, and Kestra Financial. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to corporations and charitable organizations, offering integrated advisory and brokerage services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management, utilizing a complex corporate structure and third-party commercial arrangements.

Peter McCaughan is a Financial Consultant at Fidelity Investments, where he has been working since 2019. In his current role, he partners with individuals and families to create tailored financial plans aimed at helping them achieve their personal and financial goals by leveraging Fidelity's resources. Peter has been with Fidelity Investments since 2015, progressing through several roles including Workplace Planning and Guidance Associate, Relationship Manager, Investment Consultant, and now Financial Consultant. This experience has provided him with a broad understanding of financial planning and client relationship management within the firm.

Justin Blews is a CFP® professional with 20 years of industry experience, currently with Wells Fargo Advisors since 2016. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney between 2010 and 2016. Outside of his advisory role, he is involved with PSI Technologies, Inc., assisting with accounting functions, and owns Boslinc Capital, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth criteria, utilizing proprietary research and planning tools.