Marlie Weprin is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation and four years of industry experience. Her work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Colliers International, as well as academic involvement at The Ohio State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program.

Loretta (Lori) Wilkinson is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Primerica Financial Services since 2011 and PFS Investments Inc. since 2012, alongside her role at Signs of Excellence since 2017. In addition to her advisory work, Wilkinson is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Travis Voccia is a financial advisor at Morgan Stanley in Palm Beach, FL, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at United Capital Financial Advisers, Ameriprise Financial Services, JPMorgan Securities, JPMorgan Chase Bank, Wells Fargo Clearing, and Oppenheimer. Voccia is also the sole proprietor of Three Thirteen Capital LLC, a real estate investment and finance business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Monte Carlo simulations and Secular Return Estimates.

Andy Perez Sosa is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and has worked at Wells Fargo Bank NA since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances. The firm’s IPS-driven advisory process includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Amber Bautz is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and 16 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank since 2015. Bautz also serves as a trustee for a trust based in Lake Worth, Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and firm-approved tools to develop financial plans and offers a wide range of investment and advisory services.

Harris Katz Jr. is a Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting individuals and families with long-term financial strategies aligned with their goals. His client focus areas include family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, sports & entertainment, and retirement income. He holds a Bachelor's Degree from the University of Central Florida and carries the Personal Investment Advisor (PIA) designation. Harris is committed to building meaningful relationships by understanding each client's unique financial needs and providing thoughtful guidance that helps them make informed decisions with confidence. His mission is to provide personalized financial guidance that helps clients build, preserve, and manage their wealth with confidence. Outside of his professional work, Harris enjoys basketball, boating, fishing, football, pickleball, running, swimming, traveling, and watching movies.

Gabriela Payot Borges is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wells Fargo in 2017, she worked at Citigroup from 2016 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

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.

Elias Mellul is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at PNC Investments, Leumi Investment Services Inc., and Fiduciary Financial Partners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Bryan Defrances is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank NA, Credit Suisse Securities, and Lehman Brothers Inc. 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, relying on research and analytics to guide its investment approach.

Jennifer Bailey is a financial advisor with J.P. Morgan Securities in Palm Beach, Florida. She holds the Series 66 designation and has two years of industry experience. Outside of advisory work, she is a partner in Four Cheese Holdings LLC, a personal real estate investment entity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and may incorporate an ESG eligibility framework.

Aisha Ali is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at Sanford C Bernstein & Co LLC as well as in roles outside financial services at Enjoy Technology and Etre Cosmetics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice and customized performance reporting. The firm’s advisory process uses centralized due diligence and incorporates quantitative and qualitative research, with an investment approach that includes an ESG eligibility framework and broader derivatives capabilities.

Fernando Gonzalez is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wealthcare Advisory Partners, LPL Financial, Gaines Financial Group, and Ameriprise. Gonzalez is the vice president of a business networking group focused on marketing referrals. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation, portfolio optimization, and both discretionary and third-party managed strategies.

Christian Morales is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Private Client Wealth LLC, Guardian Life, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority. The firm’s advisory process incorporates systematic quantitative screens, qualitative research, and an ESG eligibility framework.

Bianca Rodriguesde Oliveira is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. Her work history includes roles at Bank of America and Astra Acquisitions, among others. She has also been involved with El Sol Jupiter's Resource Center. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Kiley is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank NA, Merrill, and Chase Investment Services Corp. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods to construct portfolios and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Ronald Simpson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2020 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Outside of his advisory role, he is the owner and sole member of Ronnie C. Simpson, LLC, an investment and technology-related business, and serves as a board member for Solomon Institute Inc., a community organization focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both individual agreements and corporate financial planning partnerships.

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.

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.