Marilyn Neckes is a financial advisor at Ameriprise with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for nine years. She has been with Ameriprise since 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds. The firm provides non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options, delivered through a centralized consulting team in partnership with clients' advisors.

Lynnae Atkinson is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She has worked at Merrill Lynch from 2009 to 2018 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018. She holds a Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

David Goldman is a financial advisor with Stifel in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brandon Jones is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and JPMorgan Chase Bank prior to his current role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Joyce Gibbs is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Outside of her advisory role, Gibbs is a managing general partner of a limited partnership and a partner in a construction-related LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support clients’ financial goals.

Craig Rosenberg is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he engages directly with clients to understand their personal and financial goals, assisting them in prioritizing objectives across short, intermediate, and long-term horizons. He collaborates with Merrill investment specialists and Bank of America banking professionals to develop client-specific recommendations covering investments, credit and lending, insurance, and retirement planning services. Craig has been a Financial Advisor since 1997 and joined Merrill Lynch Wealth Management in 2007. His expertise includes asset and liability management, legacy planning, risk management, wealth transfer, trust and estate planning services, and retirement income strategies. He works closely with families, privately held business owners, corporate executives, and independent women to identify objectives and develop tailored financial plans. He is also involved in the Optimal Practice Model faculty, where he coaches fellow advisors on enhancing client experiences. He holds a bachelor's degree from the State University of New York system and an MBA from Hofstra University. Craig has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His community involvement includes participation with the Alzheimer's Association Connecticut Chapter and the McGivney Community Center. Outside of work, he enjoys boating, golfing, and traveling.

John Mclaughlin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. With over thirty years of experience, John focuses on serving high-net-worth individuals and families, providing retirement planning services, wealth accumulation, and wealth distribution tailored to their lifestyle and legacy objectives. He also assists corporations in selecting retirement platforms and investment line-up menus for their employees. John’s approach to financial advising emphasizes a thorough understanding of each client as an individual and investor. He evaluates clients’ lifestyles, risk tolerance, family structures, and long-term goals to develop personalized wealth management strategies. He carefully analyzes investment options and potential risks, presenting clear recommendations to help clients comprehend complex investment models before implementation. Having advised clients through multiple economic cycles, John applies his firsthand experience to guide clients toward informed decisions across varying market conditions. John earned a bachelor's degree in political science from the University of Maryland. He resides in Potomac, Maryland, with his wife, Caroline, and their pet beagle, Cooper. Outside of his professional responsibilities, John volunteers at charitable golf tournaments in his community.

Peter Scott is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved planning tools, incorporating models such as Monte Carlo simulations, while generally acting in an advisory capacity rather than providing individual security recommendations.

Steven Scalici is a CFP®-designated financial advisor with UBS Financial Services, bringing 32 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Scalici serves as a pastor at the Family Church of Jupiter and co-authored a book on generosity. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client solutions.

Anthony Guadagnino is a CFP® professional with 17 years of industry experience, currently affiliated with Morgan Stanley. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019 and held prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Based in Palm Beach Gardens, FL, he holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, delivering a range of investment programs alongside institutional and retail offerings.

John Lipari is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Raymond James since 2015. Lipari is also involved in business activities outside of his advisory role, including ownership of Pecuniam Capital LLC and Lipari & Associates Investment Management in North Palm Beach, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable affiliation supporting municipal and public-finance work.

Russell Bissett is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2021, following five years at UBS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

Vincent Illuzzi is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has prior experience at JPMorgan Chase Bank and J.P. Morgan Securities. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Daniel Markow is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Merrill since 1993. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Martine Lipnitzky is a financial advisor with Cambridge Investment Research Advisors in Jupiter, FL. She holds a Series 66 designation and has professional experience dating back to 2015, with prior roles at firms including LPL Enterprise LLC and Cetera Advisor Networks LLC. Cambridge Investment Research Advisors serves a diverse range of clients including individuals, retirement plans, and charitable organizations, providing services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers multiple investment platforms and incorporates both proprietary and third-party strategies in its approach.

Sharon Gleckner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial products than typical large institutional advisers.

Eric Olson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Fidelity Brokerage Services LLC, Northwestern Mutual Investment Services LLC, and Amundi Pioneer Asset Management. Olson is based in Palm Beach Gardens, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Steven Goethel is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he assists high net worth individuals, their families, and their businesses in developing wealth management solutions tailored to their unique financial profiles. His approach emphasizes personalized service, taking time to understand each client's investment preferences, risk tolerance, liquidity needs, and long-term objectives. Steven offers recommendations for asset allocation, diversification, and rebalancing, and continuously reviews clients' financial situations to address opportunities in investment, retirement, insurance, and estate planning. He partners with Merrill Private Wealth Management to accommodate strategies exceeding $5 million and manages personalized or defined strategies on a discretionary basis. Steven holds a Bachelor of Business Administration from the AACSB-accredited Coggin College of Business at The University of North Florida, graduating Cum Laude. He possesses multiple FINRA registrations including Series 7, Series 66, and Series 31, along with a license for Life, Health, and Variable Annuities. He has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Tequesta, Florida with his wife Ali and their two children, Steven enjoys spending time with his family engaging in activities like swimming, boating, and outdoor pursuits. He is an avid fisherman and advocates for conservation efforts to protect waterways for future generations. Steven actively participates in his community through involvement with organizations including the Leukemia & Lymphoma Society, Captains for Clean Water, and Friends of the Everglades.

Karla Sordo is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Desha Perez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023, Perez worked at First Republic Bank for five years and was involved with Impact Zone Golf from 2014 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.