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 Investments, holding Series 63, Series 65, and Series 66 designations and bringing 38 years of industry experience. She has worked in various roles within Fidelity since 2011, including positions at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where she is based, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

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 at LPL Financial with four years of industry experience. He holds a Series 65 designation and previously worked at Financial Gravity Family Office Services, LLC for four years. Kaplan is also the principal owner and founder of A. Kaplan CPA, PLLC, a tax services firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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.

Justin Blews is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2016. Prior to that, he held positions at Morgan Stanley, Merrill, and Ameriprise. Outside of his advisory work, he is involved with PSI Technologies, Inc., where he handles back office accounting functions. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing comprehensive investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs. The firm employs a broad planning approach supported by proprietary research and tools, offering clients tailored recommendations with optional implementation through brokerage or advisory programs.

Kristin Kochanski is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at notable firms including JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and First Republic Investment Management. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patricia Murphy is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at RBC Capital Markets and Northwestern Mutual Wealth Management Company. She has been with Ameriprise since 2019. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

James Malatino is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and firm-approved tools, supporting clients with planning without providing individual security recommendations.

Robert Danion is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Danion serves as a board member on the Investment Committee for The King's Academy, a private educational institution, overseeing its endowment fund investments. He is also named successor trustee of the Brown Family Trust and serves as a personal representative and beneficiary for the McIlravy family accounts. 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 combines institutional advisory capabilities with brokerage, distribution, and investment management functions, delivering recommendations on a non-discretionary basis.

Robert Deforest is a financial advisor with UBS Financial Services in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, he is a partner in a real estate venture involving Utah second homes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Jeffrey Fishman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.