William Marshall is a CFP® and ChFC® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Marshall is involved in managing a drug and alcohol treatment center and holds ownership positions in several related business ventures. Ameriprise provides retirement-income planning and a broad range of advisory, brokerage, and insurance solutions primarily for clients with substantial investable assets. Its retirement-income service combines research and modeling with tailored recommendations delivered by a centralized consulting team in partnership with financial advisors.

Zachary Miner is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, located in Palm Beach Gardens, FL. He has over 10 years of experience providing personalized wealth management strategies tailored to clients' individual financial pictures. Zachary works closely with clients to develop family wealth management strategies, legacy planning, retirement income and personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and sports and entertainment financial planning. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Zachary earned a High School Diploma from Palm Beach Gardens High School and attended Palm Beach State College and Ashford University without degree conferral. Prior to his financial services career, he played professional baseball in the organizations of the Atlanta Braves, Detroit Tigers, Kansas City Royals, Philadelphia Phillies, and Seattle Mariners. Outside of his professional role, Zachary enjoys baseball, boating, fishing, golfing, spending time with his family, and traveling. He emphasizes understanding clients' life priorities to create personalized financial plans designed around their goals and aspirations.

Cami Schumacher is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She has worked with J.P. Morgan Chase Bank and JPMorgan Securities since 2020 and has prior experience at Bank of America and Merrill. Schumacher is also employed by JPMorgan Bank, enabling her to offer certain bank products and services alongside her advisory role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, delivering services on a non-discretionary basis.

Bryan Nickow is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been associated with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Michael Bradberry is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their goals and priorities. He serves as a planning partner, assisting clients in making informed financial decisions. He joined Fidelity Investments in 2024, serving initially as a Financial Representative, then advancing to Relationship Manager before assuming his current role as Investment Consultant in 2026. Prior to his time at Fidelity, Michael worked as a Loan Advisor at Freedom Mortgage from 2020 to 2022. Outside of his professional work, Michael has personal interests in baseball, football, movies, traveling, and food.

Peter Humphrey is a financial advisor at UBS Financial Services with 57 years of industry experience. He has been with UBS since 1985. Humphrey holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and capital markets expertise to tailor client solutions.

Patricia Trimble is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Bart Hartman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at Merrill and Bank of America for ten years each. 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 to guide investment recommendations.

Scott Shrader is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Cetera. He has been affiliated with Cetera and its related entities since 2025. Outside of his advisory role, Shrader is actively involved in automotive clubs, serving as President of the Ferrari Club of America, Florida Region, Regional Director for the same organization, and owner of the Palm Beach Car Club, LLC, where he manages event coordination and sponsorships. Cetera Investment Advisers LLC operates as a multi-manager platform providing a range of portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients. The firm supports advisors with model portfolios, third-party managers, and customizable strategies, overseeing more than $256 billion in assets under management.

Jeremy Lansat is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including City National Bank, Bank of America, and Merrill. Lansat is based in Palm Beach Gardens, FL. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and employs both in-house and third-party managers to implement portfolios.

James Atwood is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and over 41 years of industry experience. His career includes long tenures at Merrill and Bank of America, as well as roles at First Republic Investment Management and J.P. Morgan Chase. Outside of his advisory work, he serves as a board member for a condominium association in Gulf Stream, FL. 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 through a team of Wealth Advisors. 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.

Eric Cornell is a CFP® professional with 25 years of industry experience, currently affiliated with Raymond James Financial. He previously spent 20 years at Ameriprise Financial Services, Inc. Cornell is also the CEO and owner of The Cornell Group, a business involved in office and employee management. 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 institutions. The firm offers non-discretionary advisory services tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Fabiola Sardinha is an International Wealth Advisor and Managing Director at Merrill Lynch Wealth Management. She has over 25 years of experience in global wealth management, having joined Merrill in 2003 after five years at Morgan Stanley. Fluent in English and Spanish, she serves a diverse client base across Latin America, including her native Venezuela, as well as throughout the United States. Fabiola specializes in developing customized wealth management strategies for high-net-worth individuals and families, focusing on goals such as retirement and legacy planning. She also advises institutional clients including private foundations, endowments, and educational organizations, assisting them in establishing Investment Policy Statements aligned with their financial objectives. Her approach emphasizes active listening and personalized, client-focused strategies. She holds a Bachelor of Science degree in Finance and Marketing from Florida Atlantic University. Outside of her professional work, Fabiola enjoys traveling, cooking, reading, and scuba diving.

Durley Meyer is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He has held positions within Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2015. He holds Series 63 and Series 66 credentials. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds.

David Bokman is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley since 2015. Outside of his advisory role, he has participated as a one-time speaker in a customer service capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 offers services through personal and corporate financial planning agreements.

James Ernst is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His career includes nine years with Raymond James Financial Services Advisors Inc. and prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ernst also owns and operates independent contracting businesses providing financial and investment advice and acts as an agent for life insurance policies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning and analytical tools tailored to client goals and is noted for its municipal advisory affiliation and specialized employer advisory programs.

Joseph Guerrero is a financial advisor at Morgan Stanley with 38 years of industry experience. He previously worked for UBS Financial Services for 10 years before joining Morgan Stanley in 2025. Guerrero holds Series 63 and Series 65 credentials and is based in Palm Beach Gardens, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Bruce Evans Jr. is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc., Morgan Stanley Private Bank, and Bankers Healthcare Group. His current role began in 2025 at Ameriprise in West Palm Beach, FL. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, supported by a centralized consulting team and algorithmic automation overseen by an internal committee.

Patricia Eubank is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and offering access to various investment strategies and products.

Sharon Vax is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked at Wellington National Golf Club and Keller Williams Realty. Outside of her advisory role, she owns and operates an events business specializing in custom charcuterie boards and manages an Instagram account for her dog. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through both in-house and third-party investment managers.