Pierre Scavuzzo is a financial advisor with Merrill based in Palm Beach, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, NA, and the National Bank of Canada. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

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 MassMutual Investors Services, holding over 31 years of industry experience. He has worked with MassMutual since 2016 and was previously with MetLife Securities for 23 years. He is also involved in the sales and service of life insurance, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is 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 seminars, focusing on collaborative, annual planning relationships without discretionary investment authority.

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 Series 66 licensed financial advisor with Morgan Stanley in Palm Beach, FL, bringing five years of industry experience. His prior roles include positions at Bank of America, Merrill, MassMutual Life Insurance, and Aflac. Outside of his advisory work, Lam is a partner in businesses focused on boat rentals and retail in Lake Worth, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling.

Mark Lindblom is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank since 2018. His prior work includes roles at Managed Account Services, LLC and Independent Portfolio Consultants, Inc. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools that incorporate market simulations to assist clients in financial decision-making.

Joy Ohayia is a financial advisor with Primerica Advisors in West Palm Beach, FL. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2025. In addition to her advisory role, she has academic affiliations with Manhattan University, New York University, Southern New Hampshire University Global, and Colorado State University Global Campus. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies alongside discretionary separately managed accounts.

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 is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2007 and Bank of America since 2009. He serves as co-chair of the advisory board for the Atlantic High School Academy of Finance, contributing to the development of a national high school finance curriculum. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies and benefits from its integration with Bank of America’s broader banking and capital markets platform.

Allyn Holt is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019 and previously spent two years at Summit Brokerage Services Inc. Outside his advisory role, Holt is an associate at Tracy L Silpe LLC, a non-investment-related support company. 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 institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to help illustrate potential outcomes, supporting clients through various advisory programs and institutional consulting.

Diana Docea is a CFP® and holds a Series 66 license, with seven years of industry experience. She has worked with Wells Fargo Clearing since 2019 and was previously with Wells Fargo from 2010 to 2019. She is based in Palm Beach, FL. 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 supported by research and analytics.

Alan Scheff is a financial advisor with Raymond James Financial in West Palm Beach, FL, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He previously worked at Scheff, Thompson, Cress Investment Group, LLC, and has been with Raymond James Financial since 2009. Scheff is a committee member for Temple Beth Tzedek, where he participates in budgeting and investment review. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Frank Luciano is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he was with Invest Financial Corporation for two years and has been a partner at BRIGANTI & LUCIANO CPA since 2007. He also serves as president of All-In Tax Advisors, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

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® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Next Financial Group Inc. for 18 years and Securities America Advisors, Inc. for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.