Caleb Barr is a financial advisor at Mariner with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at GEO Group, CBIZ Insurance, and service in the U.S. Army National Guard. Outside of finance, he is president of MD Nutrition & Wellness LLC, a business focused on creating customized nutrition and fitness plans. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates in-house research with third-party managers across various asset classes.

John Paolella is a Series 65-licensed advisor at Corient with two years of industry experience. He previously worked at Eaton Vance WaterOak Advisors for eleven years before joining Corient and its related entities in 2022. He also serves as an individual trustee for certain clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes comprehensive risk management tools.

Keith Bruni is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Lincoln Investment and Legend Equities Corporation. Bruni is also involved in insurance sales focusing on life, health, and VA products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals, through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and employs both traditional and legacy market-timing and momentum-based strategies.

Lee Rosenblum is a financial advisor with OSAIC based in Jupiter, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Sagepoint Financial, LPL Financial, and SII Investments, along with operating Rosenblum & Co./Jupiter Tax Center since 1981. Outside of advisory services, he is involved in tax preparation and operates as a real estate and insurance agent on a referral basis. OSAIC serves a wide range of clients including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm’s investment approach includes using asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Cole Rowsell is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL. He holds a Series 66 designation and has three years of industry experience, including prior roles at LPL Financial and Silver Edge Financial Group. His background also includes work in the golf and retail sectors and time spent at Florida Gulf Coast University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients from individual investors to institutions and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate third-party managers, tax management, and responsible investing options.

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.

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.