Vivek Mahajan is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at JPMorgan Securities since 2019, following a nine-year tenure at UBS Financial Services and earlier roles at Citicorp Investment Services. Outside of his advisory work, he is a partial owner and partner in several real estate LLCs located in Brooklyn, NY. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research, and includes access to derivatives and commodities capabilities uncommon among institutional advisory programs.

Austin Drukker is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill and Bank of America N.A. since 2021. Prior to his current roles, he held positions in various municipal departments and educational institutions. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, discretionary portfolio management, and third-party manager selection. The firm integrates investment management with Bank of America affiliates and emphasizes managed account and tax-efficient strategies.

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.

Joseph Gorel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, he worked at UBS Financial Services for three years. Outside of finance, he assists a family friend’s home automation company, Seagull Electronics, with installation and repair on occasion. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research.

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, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Linsco/Private Ledger Corp, where he worked for 21 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Ronald Olivieri is a Series 66-licensed financial advisor with nine years of industry experience, currently with J.P. Morgan Securities in Stuart, Florida. His prior experience includes roles at JPMorgan Chase Bank and Bank of America. He serves as a board member on the Finance Council for St. Elizabeth Ann Seton Catholic Church, advising on parish budgeting and financial administration. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Paul Iandoli is a ChFC® with 32 years of industry experience, currently serving with Mass Mutual Investors Services since 2017. His prior experience includes roles at MassMutual Life Insurance Company and MetLife Securities Inc. He also engages in individual life, disability, and long-term care insurance sales outside his advisory role. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

Claire Mcnamara is a financial professional with 27 years of industry experience, currently affiliated with Cetera and Lifetime Wealth Management, an affiliate of Lumsden McCormick. She holds Series 63 and Series 66 licenses and has worked at firms including Avantax Investment Services, 1ST Global Advisors, and Lumsden & McCormick Financial Services, where she remains active. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over $256 billion in assets under management.

David Holland is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in Jupiter, FL since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he is involved in fiduciary activities and serves as an agent named in a health care directive or living will. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nancy Mobberley is a CFP® professional with 43 years of industry experience. She is currently with OSAIC, where she has worked since 2023, and previously spent 24 years at FSC Securities. She is also associated with Financial Investment Network, Inc., where she has worked for over 27 years. Mobberley serves as a board member for a business networking group focused on women and provides various types of insurance, including term, whole life, and long-term care. OSAIC Wealth serves a diverse client base, including retail, institutional, high-net-worth, and non-high-net-worth households, as well as retirement plan sponsors and charities. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and multiple program options delivered through affiliated broker-dealer and RIA relationships.

Gregory Johns is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates closely with clients to develop personalized financial strategies tailored to their individual goals. He leverages insights from Merrill and the resources of Bank of America to provide clients with a comprehensive approach to wealth management that adapts to changing market conditions. Gregory holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Pennsylvania State University System. His approach centers on understanding each client's full financial picture to help them pursue their long-term objectives through customized investment and lending solutions.

Anthony Santelli is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America/Merrill Lynch, J.P. Morgan Securities, Chase Investment Services Corp., HSBC Securities, and Ameriprise. His current practice is based in Palm Beach Gardens, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence using quantitative and qualitative research, and it offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Michael Stolowitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Chase Investment Services Corp. from 2006 to 2010. Outside of his advisory role, he is involved in residential property flipping in Jupiter, Florida. 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 provides both brokerage and advisory solutions.

Matthew Carrara is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a building and zoning commissioner for the Jupiter Inlet Building and Zoning Commission. Morgan Stanley Wealth Management provides a wide range of advisory programs for both individual and institutional clients. The firm’s financial planning process includes structured discovery conversations and utilizes firm-approved tools to model outcomes, supporting tailored financial planning and estate strategies.

Michael Arena is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he provides business consulting services through his company, Anera Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Dawna Duclau is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including SunTrust Advisory Services and Raymond James. Outside of her advisory work, she is involved in property management through her ownership of Jenkins Property Management and Site Services LLC. 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, corporations, and institutions. The firm emphasizes tailored, non-discretionary investment consulting and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Phillip Doherty is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, with prior experience at Metlife Securities. In addition to his advisory role, he is licensed as an insurance agent selling life insurance, fixed annuities, and disability products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs tailored to a broad client base.

Martin Sloane is a financial advisor with Raymond James & Associates in Stuart, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. Prior to joining Raymond James in 2025, he worked for UBS Financial Services from 1983 to 2025. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.