Scott Friedman is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2026, he spent a decade with Truist Advisory Services and Truist Investment Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Jeffrey Sohm is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has worked at Morgan Stanley since 2018 and was previously with Samlyn Capital LLC from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Joy Brown is a financial advisor with Fidelity who holds Series 63, Series 65, and Series 66 licenses and has 38 years of industry experience. She has been with various Fidelity entities since 2011, including roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently, Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

John Marvin is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 40 years of industry experience. He previously worked for UBS Financial Services Inc. for 19 years before joining Wells Fargo in 2026. Outside of his advisory role, he is a partner in Jersey Boy, LLC, a real estate investment firm in Costa Rica. 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 offers both brokerage and advisory solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Samuel Drever is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at First Republic Investment Management, Bank of America, and Merrill. 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 applying an ESG eligibility framework in its recommendations.

Philip Nelson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 15 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2023. Nelson is also a partner in Helius Wealth Management and the sole proprietor of Nelson Wealth Management LLC, both independent practices affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports clients through advisory programs and consulting across a large advisor network.

Jonathan Hardie is a financial advisor with OSAIC Wealth, Inc. in West Palm Beach, FL, holding Series 66 and Series 63 credentials and five years of industry experience. He has previously worked at Capella Financial Group, Northwestern Mutual, AquaGuidance, and PFS Investments Inc. OSAIC Wealth, Inc. serves a diverse client base including retail investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions using advanced portfolio construction tools and third-party services.

Louise Armour is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and bringing 42 years of industry experience. She has been with J.P. Morgan Securities since 2008 and also works with JPMorgan Chase Bank, N.A. Outside of her advisory role, she is involved in several investment-related business activities, including managing and co-owning various LLCs related to real estate and agricultural ventures. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Douglas Dinzik is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jolie Hoorn is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she serves as a successor trustee in a trust-related business activity. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Aleksey Kaplan is a financial advisor with LPL Financial, holding a Series 65 credential and bringing four years of industry experience. He previously worked at Financial Gravity Family Office Services, LLC and is the founder and principal owner of A. Kaplan CPA, PLLC, a tax services firm. Kaplan is also involved in insurance-related activities through Financial Gravity Enhanced Markets, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary research, third-party subadvisors, and technology-driven portfolio management solutions.

Kelly Forgatch is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL, with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley from 2016 to 2020 and again since 2024, with an interim period from 2020 to 2024 at an unspecified firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning and utilizes structured processes and advanced modeling tools to support client planning.

Ryan Mcgovern is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he is a sole proprietor landlord of a condominium in Secaucus, New Jersey. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Abeba Cherinet is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2016, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and advanced modeling tools but relies on clients for plan implementation and updates.

Evan Katz is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses. He has 56 years of industry experience and has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools alongside broad retail and institutional offerings.

Marlie Weprin is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 license and having three years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously worked at The Ohio State University and Colliers International. 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 advisory services on a non-discretionary basis.

Loretta (Lori) Wilkinson is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Primerica Financial Services since 2011 and PFS Investments Inc. since 2012, alongside her role at Signs of Excellence since 2017. In addition to her advisory work, Wilkinson is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Joseph Mercadante is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Travis Voccia is a financial advisor at Morgan Stanley in Palm Beach, FL, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at United Capital Financial Advisers, Ameriprise Financial Services, and JPMorgan securities and banking entities. Voccia is also the sole proprietor of Three Thirteen Capital LLC, an investment-related business focused on real estate finance and business development. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and investment committee analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Sergio Marquez is a Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2000. In his current role since 2006, he works closely with clients to help them plan for and achieve their financial goals. Prior to this, he served as a Financial Consultant from 2002 to 2006 and as a Financial Representative from 2000 to 2002. Over his tenure at Fidelity Investments, Mr. Marquez has developed professional relationships with many clients and families, supporting them through personalized financial planning. His work leverages Fidelity's brand, technology, and cost-efficient investment options to provide tailored financial guidance.