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 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various roles at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Investments, and Leumi Investment Services. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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, holding a Series 66 license and bringing two years of industry experience. Her background includes roles at JPMorgan Chase Bank and JPMorgan Securities, as well as involvement in other business activities as an owner and partner of Four Cheese Holdings LLC, a personal real estate investment entity. 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 an ESG eligibility framework in its offerings.

Aisha Ali is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Sanford C Bernstein & Co LLC and JPMorgan Chase Bank, N.A., as well as experience in the technology and cosmetics sectors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Fernando Gonzalez is a financial advisor with OSAIC and holds a Series 66 credential. He has 22 years of industry experience, having previously worked at Ameriprise, LPL Financial, Wealthcare Advisory Partners, and Gaines Financial Group. Outside of his advisory role, he serves as Vice President of a business networking group focused on marketing referrals. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of brokerage and advisory services. The firm employs asset-allocation tools and multiple investment platforms to construct diversified portfolios and supports both discretionary and non-discretionary account management.

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 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment structures, including model portfolios, fund advisory, and multi-manager funds, and is notable for its use of advanced methodologies and its role as an advisor to 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.

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 at Merrill Lynch Wealth Management. He provides modern and sophisticated wealth management services aimed at helping clients reach their financial goals. He holds bachelor's degrees in Marketing and International Business from Indiana University and an MBA in Finance and Real Estate from DePaul University. David holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®) designations. His expertise includes college education planning, employee benefits planning, family wealth management strategies, employee financial health, LGBT wealth planning, personal retirement planning, women and wealth, sports & entertainment, tax minimization, and retirement income. David is involved in his community through roles such as former board member of the JCC of the Palm Beaches and Temple Beth El, committee member of Temple Beth El, member of the Wexner Foundation, leadership with the YMCA Indian Princess group, and participation in the Federation of Palm Beaches. Outside of work, he enjoys an active lifestyle, spending time with family and friends, and coaching youth sports including soccer and baseball.

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.