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 with J.P. Morgan Securities, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining J.P. Morgan, he held roles at Georgetown University McDonough School of Business, Syneos Health, Columbia Medical Center, and Kenyon College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on nondiscretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework in its model asset allocations.

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 at J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation with three years of industry experience. Her work history is primarily with JPMorgan entities since 2022, with a prior period of unemployment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative and qualitative due diligence to offer written asset allocation advice and customized reporting, with clients retaining final decision-making authority.

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 65 and Series 63 licenses and has worked at Morgan Stanley in various capacities since 2010, including his current role at Morgan Stanley Private Bank since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

Joy Ohayia is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 65 and Series 63 licenses. She has been with Primerica Advisors and Primerica Financial Services since 2025. In addition to her advisory role, she has been involved with several universities, including Manhattan University, New York University, Southern New Hampshire University Global, and Colorado State University Global Campus over multiple years. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm offers model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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 CFP® professional with 21 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2018. Prior to that, he was with NFP Securities, Inc. and has operated his own firm, Rotell & Associates, since 1994. Outside of his advisory work, he provides tax preparation and accounting services through Paul Michael Financial and is involved in insurance sales as an independent agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

Andrea Sheikh is a CFP® professional with 21 years of industry experience, currently serving at OSAIC since 2023. She has previously worked at SagePoint Financial, Lincoln Financial Advisors, NextSource, Eagle Strategies, and Independent Portfolio Consultants. Outside of her advisory role, Andrea is Chief of Staff for IronBridge Wealth Counsel, LLC, and is involved in community activities including fundraising coordination for a local school and volunteer coordination for a financial education program at a church. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform. The firm offers both brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple managed account strategies.

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, holding Series 65 and Series 63 licenses 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 involved with Temple Beth Tzedek as a committee member, participating in budgeting and investment review processes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools and supports a broad network of advisors with specialized programs and institutional consulting.

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 designation and one year of industry experience. His prior experience includes roles at Tannenbaum Capital Group, Wells Fargo Asset Management, and Alpha Investment Consulting Group. Outside of his advisory work, he owns a rental property through a single-member LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative due diligence and incorporates ESG criteria within a non-discretionary program.

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.