Adam Gillam is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup. Gillam is based in West Palm Beach, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that encompass broad retail and institutional offerings.

Cole Rowsell is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and Silver Edge Financial Group. Rowsell previously held various roles outside finance, including positions at Raptor Bay Golf Club and Florida Gulf Coast University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers tailored portfolio management and financial planning services through multiple advisory programs and leverages both in-house and third-party investment managers.

Cole Batson is a financial advisor at J.P. Morgan Securities holding a Series 66 designation. He began his career in the financial industry in 2026 and has prior experience at JPMorgan Chase Bank, N.A., as well as roles outside finance including work with Privil.Ai, University of California, Davis, and Next Level Sports Foundation Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s investment approach includes centralized due diligence combining quantitative screens and qualitative research with forward-looking capital market assumptions.

Ian Mould is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he was involved with Elite Color Solutions LLC from 2021 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, using proprietary research and tools to develop tailored client recommendations.

Thomas Boyle is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks LLC and SunTrust Bank. He is based in Palm Beach Gardens, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved planning tools.

Jessica Fiorillo is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2025. Her prior roles include positions at Cantor Fitzgerald and First Franklin Financial Services, as well as time at Vanderbilt Owen Graduate School of Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on 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 with forward-looking capital market assumptions.

Jeremy Lurier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at Trejos Cantina and Urban Outfitters. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Justin Burt is a Financial Consultant currently working at Fidelity. He specializes in serving individuals, couples, and families by addressing their complex financial needs and aims to build relationships based on trust and integrity. Justin's approach emphasizes holistic financial planning to help clients navigate financial challenges with confidence. He has professional experience as a Financial Consultant at Fidelity since 2021, and previously worked as a Financial Professional at Equitable Advisors from 2019 to 2021. Justin holds a California Insurance License.

Douglas Frizzell is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 14 years before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by Wells Fargo research and integrates advisory services with various financial products and referral channels.

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 Investments, holding Series 63, Series 65, and Series 66 designations and bringing 38 years of industry experience. She has worked in various roles within Fidelity since 2011, including positions at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where she is based, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

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 Series 66-licensed financial advisor with eight years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at First Republic Investment Management, Bank of America, and Merrill. His background also includes roles at Northwestern Medicine and Southern Illinois University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence team.

Philip Nelson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing for seven years before joining Raymond James Financial Services Advisors, Inc. in 2023. Nelson is a partner of Helius Wealth Management and sole proprietor of Nelson Wealth Management LLC, both independent practices affiliated with Raymond James. 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 offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Jonathan Hardie is a financial advisor at OSAIC Wealth, Inc. based in West Palm Beach, FL, with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Capella Financial Group, Northwestern Mutual, AquaGuidance, and PFS Investments. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory solutions supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

Louise Armour is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and bringing 43 years of industry experience. She has been with J.P. Morgan Securities since 2008 and also works with JPMorgan Chase Bank. Outside of her advisory role, she is involved in several private ventures including managing investment properties and participating in agricultural and vacation rental businesses with family. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and other institutional clients. The firm’s advisory process combines quantitative and qualitative manager due diligence and integrates ESG considerations, with implementation support from affiliated investment-management entities.

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 at LPL Financial with four years of industry experience. He holds a Series 65 designation and previously worked at Financial Gravity Family Office Services, LLC for four years. Kaplan is also the principal owner and founder of A. Kaplan CPA, PLLC, a tax services firm. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.