Nancy Leizman is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional investors, pension and profit-sharing plans, charitable organizations, and governmental entities, offering a range of financial planning and consulting services that are generally non-discretionary, supported by multiple portfolio management styles and firm research.

Brian Zimms is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is associated with BrianAlhambra LLC, a business entity established for tax and investment purposes that is not investment related. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, providing both discretionary and non-discretionary management alongside model portfolios and research support.

Cheryl Harmelin is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015, and previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, combining financial planning with a range of investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Jason Zitter is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding a Series 66 designation and 15 years of industry experience. He has been with UBS since 2010, including his role at UBS Bank USA. Outside of his advisory work, he serves on the school board and finance committee for Rosarian Academy in West Palm Beach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Branden Schiralli is a financial advisor with Mass Mutual Investors Services in North Palm Beach, FL, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He previously worked at MetLife Securities Inc. before joining Mass Mutual Investors Services in 2017. Outside of advisory work, he serves as president of the Cardinal Newman High School Crusaders Varsity Club, where he organizes events and manages alumni engagement. Mass Mutual 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, using firm-approved software to analyze client goals and recommend investment strategies.

Paul Maizes is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial. He previously worked at Kestra Advisory and Kestra Investment Services for over a decade. Maizes also holds a Certified Divorce Financial Analyst designation and provides consulting services related to financial aspects of divorce. 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, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

John Katsigiorgis is a financial advisor with Wells Fargo Clearing in Palm City, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he co-administers an investment-related activity for his father. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Charles Kramer is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a tenure at Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm employs an IPS-driven process grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment menus.

Connor D'orio is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2018, including time at Charles Schwab Bank. Prior to joining Schwab, he worked at Sprint and attended the University of Central Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a range of advisory, brokerage, custody, and cash-sweep services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and an alternative-investment program.

Peter Lurier is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for family investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Jay Beaulieu is a Series 66-credentialed financial advisor with Wells Fargo Clearing, where he has worked since 2016. He has 27 years of industry experience. Outside of his advisory role, he has a minority ownership interest in a platform that helps shoppers find the best sports and concert ticket prices. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. It manages approximately $671 billion in assets with more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Brendan Ramusevic is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with J.P. Morgan Securities in Palm Beach Gardens, FL. His prior roles include positions at Morgan Stanley, UBS, and First Republic Investment Management. In addition to his securities role, he is also employed by JPMorgan Bank, enabling him to offer certain banking products and services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Anthony Colombino is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding a Series 66 designation and four years of industry experience. He previously worked at UBS Financial Services for three years and has a diverse background including experience at Baylor University and as a business owner in the trucking industry. Colombino also owns M & M Trucking, a non-investment-related business based in West Palm Beach, FL. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Makenzie Koah is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. She has worked at multiple entities within the financial sector since 2020 and has a background that includes experience in education and several non-financial business roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated services, combining brokerage, custody, and advisory functions in an integrated platform with both non-discretionary and discretionary investment management options.

Cortney Mc Elroy is a CFP® professional with 25 years of experience, currently advising at Charles Schwab. She has been with Charles Schwab since 2006 and has also worked at Charles Schwab Bank, SSB since 2008. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Steven Mcmahon Sr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Brian Hayden is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior work includes roles at Notre Dame University, Pace University Learning Commons, and Dicks Sporting Goods. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Farahani is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has extensive experience in the financial services industry, having worked in various capacities including Planning Consultant and Investment Solutions Representative at Fidelity Investments, Client Services Professional at Prudential, Region Coordinator at IG Wealth Management, Financial Services Manager at BMO Bank of Montreal, and Personal Banking Representative at CIBC. Michael holds the Certified Financial Planner (CFP®) designation. His expertise lies in retirement planning and investment strategy development. He collaborates with clients to create tailored investment plans that align with their individual goals, focusing on protecting and growing their wealth through thoughtful planning and personalized guidance.

Herbert Rikeman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo Clearing, and Morgan Stanley. Rikeman is based in Loxahatchee, Florida. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Christina Towery is a CFP® professional with 24 years of industry experience, currently serving at J.P. Morgan Securities LLC since 2014. She holds Series 63 and Series 66 licenses and is based in Boca Raton, Florida. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.