Lee Fuller is a financial advisor with Cambridge Investment Research Advisors in Delray Beach, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously at Commonwealth Financial Network from 2005 to 2022. Fuller also serves as a board member of a local condominium association. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charities, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals who utilize various portfolio management and model-based strategies tailored to client objectives.

Eszter Koch is a financial advisor with LPL Financial in West Palm Beach, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Cetera, Cetera Wealth Services, SageView Advisory Group, Kestra Financial Services, and Strategic Retirement Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of advisers, offering advisory programs, financial planning, and retirement plan consulting.

Jackson Zavatsky is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with pre-retirees and business owners, focusing on a broad range of financial services including cash flow management, retirement readiness, business succession, and legacy planning. Jackson aims to serve as a trusted resource and objective guide, partnering with clients to develop disciplined strategies that bring clarity and confidence to their financial decisions. His areas of expertise include divorce transition planning, employee benefits planning, equity compensation services, philanthropic planning, and small business strategies, among others. Jackson holds professional designations as an Accredited Wealth Management Advisor (AWMA) and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Fairfield University and is a member of the Palm Beach Chamber of Commerce. Outside of his professional work, Jackson is involved in community organizations such as Canterbury School and First Tee - Florida Gold Coast. His personal interests include golfing, music, spending time with family, and writing.

Brian Maxted is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes roles at Charles Schwab and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a broad range of advisory services and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its advisory programs.

David Lampert is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and 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 that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning services supported by structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

David O Malley is a CFP®-certified financial advisor with Edward Jones, based in Palm Beach, FL. He has 16 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

William Brown Jr. is a Wealth Management Advisor and the founder of The Brown Hurray Plantz Group at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1982, bringing decades of experience assisting clients with complex financial affairs across a broad range of needs. He leads a team that provides personalized wealth management services to an accomplished clientele, including senior corporate executives, closely-held business owners, and multi-generational families. The team offers comprehensive financial services, including investment management, retirement strategy, executive services, trust and estate planning, and lending and banking solutions through Bank of America, N.A. William holds the CERTIFIED FINANCIAL PLANNER (CFP) and Certified Investment Management Analyst (CIMA) designations. He earned his bachelor's degree in economics from Allegheny College. Throughout his career, William has been recognized for his professional achievements and has been named among top financial advisors by industry publications. He has been involved in various community and professional organizations, including service to Sewickley Presbyterian Church and the Watson Institute. William also served as a trustee of Allegheny College for 15 years. His personal interests include boating, chess, golfing, music, skiing, spending time with family, traveling, and yoga.

Jonathan Stone is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a trustee for a family-related special needs trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage services, tailoring solutions based on client goals, risk tolerance, and time horizon.

James Goldslager is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Guardian Life for over two decades, as well as Securities America Advisors. Goldslager is the owner of BRAG Associates LLC, an investment advisory firm, and is involved in the sale of mutual funds, annuities, and life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary management, with access to third-party money managers and managed-account solutions.

Juan Freitas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Located in West Palm Beach, FL, his practice is part of a large institutional firm. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Kelly Curro is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, Curro serves as secretary of the High Sierra Homeowner Association and owns a small T-shirt design and sales business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

William Ramos is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and state and municipal entities, delivering non-discretionary advice through comprehensive planning and portfolio recommendations.

Kevin Bryan is a CFA® charterholder based in Palm Beach, FL, with 11 years of industry experience. He currently works at Morgan Stanley, where he has been since 2024, following a decade-long tenure at JPMorgan Chase Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations without providing individual security recommendations as part of standalone planning.

Richard Jackson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boynton Beach, FL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked with Raymond James since 2009 and also served at Cassandra Financial Group for 13 years. Outside of his primary role, he is an independent contractor financial advisor with Connor Financial Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support roles with tailored financial plans based on detailed client risk profiles.

Jacqueline Slye is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2008. Outside of her advisory role, she owns a delivery service business and works part-time as an independent nutritional consultant. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Ciro Gallego Bocanegra is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He has been with J.P. Morgan Securities since 2015 and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Adam Grossman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities, Bank of America, and Merrill. Outside of advising, he is a partial owner of Wego Solutions LLC, a former software development company for hospitality venues. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a comprehensive range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its financial advice.

Travis Campbell is a Series 66-licensed advisor at Fisher Investments with 12 years of industry experience. He has been with Fisher Investments since 2014. Outside of his advisory role, he is the founder of Fhoenix VC LLC, a holding company for personal assets. Fisher Investments serves a global client base including institutional and high-net-worth clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process with tax-aware strategies and manages a significant number of sub-advisory relationships and non-U.S. accounts.

George Gundersen is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at PFS Investments Inc. and Ocwen Financial Corporation. He is also involved in sales and referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Beatrix Kondor is a financial advisor with J.P. Morgan Securities LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has worked with firms including BTIG LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm offers services on a non-discretionary basis, applying an ESG eligibility framework in its recommendations.