Lauren Stuhmer is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Citigroup and JP Morgan Securities. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

John O'Brien is a financial advisor with Edward Jones in Boynton Beach, FL, holding a Series 66 credential and six years of industry experience. Before joining Edward Jones in 2020, he worked at Brown & Brown, Inc., Uber, Lyft, and various healthcare and counseling organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and fiduciary advisory services supported by a large nationwide network of advisors and branch offices.

Pierre Scavuzzo is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Bank of America since 2019 and previously spent three years at the National Bank of Canada. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Lane Davis is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior career includes roles at JPMorgan Chase Bank, Georgetown University McDonough School of Business, Syneos Health, Columbia Medical Center, Gordon Research Conference, and Kenyon College. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jennifer Thompson is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Ava Hook is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. She has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Brendan Decerbo is a Wealth Management Advisor on the Private Executive Services team at Merrill Private Wealth Management. He began his career with Merrill in 2014 and joined the PES team in 2016. Brendan works closely with corporate executives, business owners, professional athletes, and their families to identify their financial goals, risk tolerances, liquidity needs, and time horizons. He focuses on providing personalized attention and customized strategies to help clients make informed decisions about their financial lives. Brendan holds a Bachelor of Science degree in Finance from Florida State University. He has obtained several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA). He is also a member of The Society of the Friendly Sons of St. Patrick in the City of New York. Originally from Coral Springs, Florida, Brendan spent eight years working in Manhattan before relocating to Palm Beach, Florida. Outside of his professional life, he enjoys reading, exercising, traveling, and spending time with his family and friends.

Thomas Walsh is a financial advisor with Mass Mutual Investors Services in West Palm Beach, FL, and holds 30 years of industry experience. He worked at Metlife Securities Inc. for 23 years before joining Mass Mutual-related firms in 2016. Walsh also conducts sales and service of life, fixed annuities, disability, long-term care, and health insurance in a separate capacity. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a focus on collaborative, goal-based planning.

Alexander Kaufmann is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Zeigler and Elmhurst College. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning using structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate broad investment options and financial planning strategies.

Alexander Lam is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, MassMutual Life Insurance, and Aflac. Outside of advising, he is a partner in two recreational and retail businesses in Lake Worth, Florida, involving boat rentals and fishing supplies. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and models.

Mark Lindblom is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 65 and Series 63 licenses and with 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to that, he worked at Managed Account Services, LLC and Independent Portfolio Consultants, Inc. from 2013 to 2017. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning services.

Anna Vazquez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She previously worked at JP Morgan Chase bank, N.A. for eight years before joining Wells Fargo in 2024. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Paul Rotell is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63, 65, and 66 licenses. He has 21 years of industry experience, including prior roles at NFP Securities, Inc., and operates his own firm, Rotell & Associates, since 1994. Outside of advisory services, he is involved in tax preparation and accounting through Paul Michael Financial and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides both proprietary and third-party investment strategies and supports multiple custody and platform arrangements tailored to client objectives.

Andrea Sheikh is a financial advisor at OSAIC with 21 years of industry experience. She holds the CFP® designation and Series 66 license. Andrea has held roles at firms including SagePoint Financial and Lincoln Financial Advisors and currently serves as Chief of Staff for IronBridge Wealth Counsel, LLC. She is involved in community activities such as coordinating fundraising efforts for Unity School and volunteering as a coordinator for Financial Peace University at The Avenue Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated advisory and brokerage services, utilizing asset-allocation tools and third-party managers to construct varied portfolios managed on discretionary or non-discretionary bases.

Richard Wilt III serves as Senior Resident Director and Senior Vice President with the Wilt/Polin Group in Palm Beach, Florida. The group, comprised of financial advisors and registered client associates, combines over 60 years of experience in the financial services industry. They offer clients a goals-based wealth management process to understand client objectives, develop personalized strategies, and implement customized solutions for both individual and corporate clients. Richard specializes in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and portfolio management services. He has been active in the financial services industry since 1988 and previously held the position of Vice President with Smith Barney in Manalapan, Florida. Richard has conducted over 100 seminars and has been a guest speaker at several nationwide conferences. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). 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 holds a High School Diploma from Blair Academy. Outside of his professional duties, Richard is involved with his community through West Boynton Little League and is affiliated with St. Matthew Church.

Allyn Holt is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2019 and previously worked at Summit Brokerage Services Inc. Holt is also an associate at Tracy L Silpe LLC, providing registered branch support. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm provides tailored, primarily non-discretionary advisory services and maintains a notable presence in municipal and public finance through its affiliate network.

Diana Docea is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2019. She previously worked at Wells Fargo from 2010 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus, distinguishing it from many large institutional advisers.

Frank Luciano is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, following two years at Invest Financial Corporation. Outside of his advisory role, he is a partner at Briganti & Luciano CPA and president of All-In Tax Advisors, both tax preparation and accounting firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to proprietary research, model portfolios, and technology-driven investment solutions.

Dominic Delia is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. He previously worked at Tannenbaum Capital Group and Wells Fargo Asset Management. Outside of advising, he manages a single-member LLC that holds a rental property in West Palm Beach, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset allocation with centralized due diligence and an ESG eligibility framework.

Scott Weaver Sr. is a CFP®-certified financial advisor with 39 years of industry experience, currently with LPL Financial since 2025. Prior to joining LPL, he spent 18 years at Next Financial Group Inc. He is based in Palm Beach, Florida. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research to support diversified investment strategies.