Peter Berry is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing a comprehensive approach to wealth management that prioritizes understanding each client's individual needs and financial goals. Peter collaborates closely with clients to develop personalized financial strategies aimed at supporting their long-term objectives. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from The College of Wooster. Additionally, he completed a non-accredited certificate program at Yale University. Through his affiliation with Merrill Lynch and Bank of America, Peter integrates global investment insights with banking and lending solutions to support his clients' wealth management processes.

Alexander Palas is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Cetera, Palas Group, and Bridge Financial. Outside of his advisory work, he owns Bridge Financial, a tax preparation and corporate registration business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and a range of investment strategies.

Gabriela Burch is a financial advisor with Merrill in Stuart, FL, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Amalfi Racing and Florida Atlantic University. Outside of advising, she is involved in a family-owned rental property and assists her husband’s startup trash bin cleaning business with marketing and financial administration. 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, and institutional investors.

Steven Cole II is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at various J.P. Morgan entities since 2016. J.P. Morgan Securities LLC 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 modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Samantha Woggon is a financial advisor with Morgan Stanley in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a sole proprietor of StretchZone and involved as an investor in other business ventures. Morgan Stanley Wealth Management serves individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Edward Sorkin is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 and is responsible for business development, relationship management, and portfolio analysis. Ed began his career in financial services in 1982 as a commodities trading advisor in Washington DC and became licensed as a financial advisor in 1984. With more than 30 years of experience, he focuses on understanding clients’ financial situations and aligning their resources with their goals. He monitors market trends and considers global economic events to help clients achieve their objectives while managing risk. Ed holds a bachelor's degree in business and finance from the State University of New York at Buffalo and holds the designation of Personal Investment Advisor (PIA).

Jacquelyn Eckstein is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and currently works at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs, managing approximately $2.74 trillion in client assets.

Chelsea Lasater is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she provides service and support to multiple generations of families, focusing on delivering personalized service based on individual needs. When deeper wealth planning is necessary, she facilitates discussions with Wealth Management Advisors to ensure clients receive comprehensive wealth services. Chelsea has been with Fidelity Investments since 2008, holding various positions including Financial Representative, Relationship Manager, Senior Relationship Manager, Wealth Management Specialist II, Private Wealth Management Planning Consultant, and currently Private Wealth Management Senior Relationship Manager. This progression reflects her extensive experience in wealth management and client relationship roles. No information about Chelsea's education, credentials, personal interests, or community involvement was provided.

Mitch Frownfelter is a Series 66 licensed financial advisor with Edward Jones in Juno Beach, FL, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Donovan is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, Donovan serves as a director of Familywealth Management Group LLC, which focuses on financial planning and asset management. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing a variety of portfolio construction tools and third-party solutions to meet client needs.

Halli Tschannen is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining RBC Capital Markets in 2024, Halli spent 25 years at Merrill Lynch, Pierce, Fenner & Smith, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and employs tailored investment strategies using both in-house and third-party managers.

Anton Greaton is a Wealth Management Advisor at Merrill Lynch Wealth Management. He offers a comprehensive approach to managing wealth that begins with understanding a client’s family, financial situation, and priorities. Based on this, he helps develop personalized wealth management strategies that adapt to changing needs and market conditions. Anton provides clients with access to the investment insights of Merrill and the banking conveniences of Bank of America to address various aspects of their financial lives. Anton’s areas of expertise include college education planning, corporate executive services, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, socially responsible and ESG investing, tax minimization, and retirement income planning. He holds several professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Anton earned a bachelor’s degree from Southern Methodist University and is a member of the South Florida Analysts Society. Anton follows the Merrill tradition of community engagement and spends time volunteering with local organizations. His client-focused philosophy centers on collaborating one-on-one to develop financial strategies aimed at pursuing long-term goals.

Richard Walesch Jr. is a Senior Financial Advisor with Merrill based in Stuart, Florida. He began his career in the financial services industry in 1996 and transitioned from Smith Barney to Merrill in 2009. Richard holds the Chartered Retirement Planning Counselor (CRPC) and Accredited Asset Management Specialist (AAMS) designations, both registered certification marks of The College for Financial Planning Institutes Corp. He also earned his High School Diploma/GED from Jupiter, Florida. Richard focuses on developing customized financial strategies for individuals, families, and business owners. He works closely with clients to understand their goals and develop personalized plans addressing wealth preservation, growth, legacy planning, and other unique financial objectives. His client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, tax minimization, and retirement income. Originally from Milford, Connecticut, Richard and his wife Amy reside in Jupiter with their two children, Karlee and Ricky. The family are members of Jupiter First Church. Outside of work, Richard is involved in the local community through JTAA Youth Sports and JTAA Baseball (Jupiter Tequesta Athletic Association). He enjoys activities such as baseball, boating, fishing, golfing, soccer, swimming, traveling, watching movies, and spending time with his family.

George Lopes is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in portfolio management services, individual and corporate investment strategies, and retirement income planning. George works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. George holds a Bachelor's Degree from the University of Florida and has earned professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He follows Merrill’s tradition of community involvement and spends time volunteering with local organizations. Outside of work, George enjoys baseball, biking, and golfing.

Vivek Mahajan is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked at J.P. Morgan Securities since 2019 and previously spent nine years at UBS Financial Services. Outside of his advisory role, he is involved in real estate ownership and management through several LLCs. J.P. Morgan Securities LLC 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.

Austin Drukker is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that are adaptable to clients' evolving financial situations and market conditions. Austin integrates the investment insights of Merrill with the banking services of Bank of America to address the diverse aspects of clients' financial lives. Austin holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Western Connecticut State University. His expertise includes portfolio management, where he may manage personalized or defined strategies on a discretionary basis. Committed to community involvement, Austin follows the Merrill tradition by volunteering with organizations such as the Ridgefield CT Board of Education, where he served as Past Chairman, and the National Kidney Foundation of Connecticut. He is also affiliated with professional organizations including BPOE Stuart Elks and Amara Shriners. Outside of work, Austin's interests include fishing, hiking, ice hockey, pickleball, and tennis.

Kendrick White is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and with 42 years of industry experience. He has been with Raymond James & Associates since 2007. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Deborah Wise is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at UBS Financial Services and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Charlene Langford is a Series 63 licensed financial advisor at Raymond James & Associates with 38 years of industry experience. She has been with Raymond James & Associates since 2010. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Gregory Doctor is a financial advisor with LPL Financial in Stuart, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been associated with Linsco/Private Ledger Corp since 2005. Outside of his advisory role, he is involved with Doctor Wealth Management, LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.