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. She holds the Series 66 designation and has six years of industry experience, including prior roles at Wells Fargo Clearing and LIM France, Devoucoux. She serves on the advisory board of South Florida Divers Inc., where she contributes to social media and member recruitment. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

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.

Robert Lester is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Grove Point Advisors, LLC, Grove Point Investments, LLC, Waddell & Reed, Inc., and various insurance agencies. He also operates Vandelay Financial, a DBA associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 specializes in modern and sophisticated wealth management strategies, working with clients to address a variety of financial needs including college education planning, employee benefits planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, women and wealth, sports and entertainment, tax minimization, and retirement income. David holds bachelor's degrees in Marketing and International Business from Indiana University, and an MBA in Finance and Real Estate from DePaul University. He also holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®) designations. David's approach involves evaluating multiple factors that impact wealth, such as balance sheets, risk tolerance, family dynamics, personal priorities, tax situations, long-term aspirations, and changing fiscal and economic conditions, to create customized financial plans for his clients. Outside of his professional role, David is actively involved in his community. He has served on the boards of the JCC of the Palm Beaches and Temple Beth El, is a member of the Wexner Foundation, and has held leadership roles with the YMCA Indian Princess group. He also volunteers as a youth soccer and baseball coach, and participates in the Federation of Palm Beaches. David enjoys an active lifestyle that includes basketball, biking, boating, camping, fishing, football, gardening, golfing, running, and softball.

Alexander Mckee is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation. His work history includes roles at Bank of America, N.A., MBF Clearing Corp., and the University of Miami. He has also been involved with AfterLeaseAutoSales. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, and other entities. The firm’s integration with the Bank of America platform allows access to a broad range of products and services.

Katrina Timmons is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked at several firms including Merrill, JP Morgan Chase Bank, and Pursuit Wealth Management. Outside of her advisory role, she is involved in entrepreneurial ventures, including co-owning a marine industry product startup and managing a catering business. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes advisory and implementation-support services and provides access to a broad network of affiliates to address various client needs.

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.

Lisa Santo is a CFP® with 40 years of industry experience, currently serving at Morgan Stanley in South Palm Beach, FL. She has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is an artist and art instructor affiliated with Odyssey Art at Sea. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering financial planning and investment management supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets across a diverse range of advisory programs.

Juan Pacheco Cornejo is a financial advisor with Ameriprise in Delray Beach, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at North Florida Financial and has diverse work experience including roles at Youfit Gyms and Florida State University. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted retirement income recommendations.

Richard Wilt IV serves as the Senior Resident Director and Senior Vice President with the Wilt/Polin Group in Palm Beach, Florida, a team of financial advisors and registered client associates. Together, they provide clients with a goals-based wealth management process that aims to fully understand each client's objectives to develop personalized recommendations and implement customized strategies for both individual and corporate clients. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and portfolio management services. Richard earned a Bachelor of Arts degree in Economics and Foreign Language from Hampden-Sydney College, Virginia. He also studied international business and language at the University of Madrid, Spain, and attended the School of Mortgage Banking at the University of Vermont. He has been working in the financial services industry since 1988 and was previously a Vice President with Smith Barney in Manalapan, Florida. He holds professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has given over 100 seminars and has been a featured guest speaker at several nationwide conferences. Outside of his professional work, Richard is involved in his community through organizations such as St. Matthew Church and the West Boynton Little League. His personal interests include baseball, boating, cooking, fishing, football, golfing, scuba diving, spending time with his family, traveling, and watching movies.

Christopher Guttilla is a financial advisor at Raymond James & Associates with 40 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he is a member of JYC LLC and a former owner of ARG Capital, both non-investment-related business activities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base, including individuals, institutions, and government entities, offering wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Patrick Whelan is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Investment Advisors Asset Management, LLC, Investment Advisors Financial Group, LLC, OSAIC, Thomas Seely Agency, Inc., and Benefit Plan Consultants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by proprietary and third-party research and a variety of portfolio management options.

Shane Mc Van is a financial advisor with Osaic Wealth, Inc., holding a Series 65 designation and two years of industry experience. His work history includes roles at Creative Financial Network and multiple other firms prior to joining Osaic. In addition to his advisory role, he is involved with insurance-related activities through Creative Financial Network and Capella Financial Group. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to third-party money managers and various managed-account solutions.

Lisa Reich is a financial advisor with Cetera, holding the Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked at Cetera Investment Advisers LLC since 2023 and concurrently owns LRS Capital Group, Inc., a financial services firm. Reich also works as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options through affiliated and third-party managers, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Bernardo Arcos is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Brother International for 15 years. He is a voting member and Treasurer on the School Advisory Council at Emerald Cove Middle School in Wellington, FL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.