Jean Wollesen is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. In addition to her advisory role, she is involved in sales of loan products and home security and automation services 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 separately managed accounts. The firm employs a wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Gordon Anthony is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2000 with a break between 2005 and 2016 and has also been associated with Wachovia Bank NA since 2002. Based in Palm Beach, FL, he serves a broad client base through his firm. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Austin King is a financial advisor with Merrill in West Palm Beach, FL, holding a Series 66 designation and five years of industry experience. He has previously worked at Bank of America and maintains a real estate license with Long & Foster Real Estate, though he does not currently practice as a realtor. King also serves as a board member of the Industry Advisory Council supporting Towson University's StarTUp Accelerator. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Joshua Sariol is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill for 14 years prior to joining J.P. Morgan. He is based in Palm Beach, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence, combining quantitative and qualitative research, and includes capabilities in derivatives and commodities through affiliated entities.

Charles Rose is a financial advisor at Equitable Advisors with 53 years of industry experience. He has been with Equitable Advisors since 1999, following his time at Axa Advisors. Rose serves as a board member of Arden Theatre Co. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of investment models and third-party asset managers to tailor advice and solutions.

Steven Colamarino is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and 19 years of industry experience. He previously worked at Bank of America, Merrill, UBS Financial Services, and Credit Suisse Securities. He serves on the Young Professionals Committee at the Raymond F. Kravis Center for the Performing Arts in Palm Beach, organizing networking events related to the arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by firm-approved tools and delivers both direct and corporate financial planning services.

George Mayer III is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2013. Mayer serves on the board of directors for Rosarian Academy and is the managing member of Emmies Properties LLC, a company involved in property flipping. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and offering tailored investment strategies based on proprietary research.

Deborah Montaperto is a Certified Financial Planner (CFP®) with 38 years of industry experience, currently serving at Morgan Stanley since 2009. She has been associated with Morgan Stanley Private Bank, National Association, since 2015. Montaperto is a member of Barron's Hall of Fame Advisory Board, contributing to financial education and business development outside her advisory role. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and access to various investment products.

Terra Brown is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 65 designations and nine years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously held roles at JPMorgan Chase Bank N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers broader derivatives and commodities capabilities through various regulatory registrations and affiliations.

Lee Fuller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Cambridge since 2022 and previously spent 17 years with Commonwealth Financial Network. Fuller is also a board member of a local condominium association in Delray Beach, FL. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple investment platforms.

Eszter Koch is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior experience includes roles at Cetera, Kestra Financial Services, and Mass Mutual Investors Services. She operates out of West Palm Beach, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jackson Zavatsky is a financial advisor and member of Merrill's Wealth Management Team in Palm Beach. He works with pre-retirees and business owners to assist them in managing the complexities of their financial lives. His areas of focus include cash flow management, retirement readiness, business succession, legacy planning, and investment strategy. Jackson partners closely with clients to develop disciplined strategies aimed at providing clarity and confidence in their financial decisions. He holds a Bachelor's degree from Fairfield University and has earned professional designations such as Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Jackson is involved with professional and community organizations including the Palm Beach Chamber of Commerce, Canterbury School, and First Tee - Florida Gold Coast. Outside of his professional work, Jackson enjoys golfing, music, spending time with his family, and writing. His personal philosophy centers on putting people first, followed by planning and purpose.

Brian Maxted is a financial advisor at Morgan Stanley in West Palm Beach, FL, with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Morgan Stanley and Charles Schwab in various roles since 2014. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools, incorporating economic modeling but does not include individual security recommendations within standalone plans.

David Lampert is a Series 66-registered financial advisor with Morgan Stanley in West Palm Beach, FL, and has 12 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. 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, and manages approximately $2.74 trillion in client assets.

David O Malley is a CFP® and Series 66-designated financial advisor with Edward Jones, based in Palm Beach, FL. He has 17 years of industry experience, all with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary advisory strategies along with affiliated mutual funds and other investment solutions.

William Brown Jr. is a financial advisor at Merrill with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 1982. Since 2009, he has also been affiliated with Bank of America. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients through managed account programs, third-party manager selection, discretionary portfolio management, brokerage, and custody services. The firm offers a wide range of program strategies and emphasizes manager selection and tax-efficient investment solutions, supported by its integration with Bank of America affiliates.

Jonathan Stone is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously associated with AXA Advisors, LLC. Outside of his advisory role, he serves as a trustee for a family-related special needs trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to various advisory models and third-party asset managers, offering a range of investment options and fiduciary services through a broad network of representatives.

James Goldslager is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Guardian Life for over two decades and spent two years with Securities America Advisors before joining OSAIC. Goldslager is also the owner of Brag Associates LLC, an investment advisory firm. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a range of brokerage and advisory services. The firm utilizes a model-based investment approach featuring asset allocation, portfolio optimization, and multiple program options delivered through an extensive affiliate network.

Juan Freitas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013, following a year at PNC Wealth 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 asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporates ESG eligibility frameworks, and features broader derivatives and commodities capabilities compared with many institutional advisory programs.

Kelly Curro is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. Prior to joining Wells Fargo in 2016, Curro worked at Prudential Equity Group, LLC from 1999 to 2003. Outside of advisory work, Curro serves as secretary for the High Sierra Homeowner Association and owns a T-shirt design and sales business. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.