Brian Maxted is a financial advisor at Morgan Stanley with 12 years of industry experience. He has held roles at Morgan Stanley since 2014, including positions with Morgan Stanley Private Bank, N.A. Maxted holds the Series 63 and Series 65 designations and is based in West Palm Beach, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of retail and institutional offerings.

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 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 in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Elmãºdesi is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Striano Financial Group LLC, and other business ventures such as Kozyrnaya Karta, Inc. and Next Door Entertainment. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, manager selection, and customized performance reporting through a non-discretionary advisory model. The firm integrates quantitative modeling and centralized due diligence with an ESG eligibility framework in its investment approach.

Dan Levene is the Branch Leader at the Boca Raton Investor Center, where he oversees branch operations, engages with clients, and collaborates with advisors to assist clients in pursuing their financial goals through Fidelity's planning and investment services. He has been in this leadership role since 2023. Prior to his current position, Dan held several roles at Fidelity Investments, including Wealth Management Service Specialist II from 2021 to 2023, Vice President Financial Consultant from 2014 to 2021, and Financial Consultant from 2014 to 2015. His experience encompasses financial consulting and wealth management services within Fidelity. Additional details regarding Dan's education, credentials, personal interests, or community involvement have not been provided.

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., holding Series 63 and Series 65 credentials and having 43 years of industry experience. He has worked at Raymond James since 2009 and also serves as an independent contractor financial advisor for Connor Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth investors, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals while supporting municipal and public-finance work through a unique affiliation with a municipal advisor.

Jacqueline Slye is a financial advisor with Merrill, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Merrill since 2008. Outside of her advisory work, she is the owner of Top-Notch Delivery Service, a for-profit LLC in Boynton Beach, Florida, and works part-time as an independent consultant for Isagenix, a nutritional solutions company. 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

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.

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.

Mark Haag is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He also manages Mark Haag LLC, a legal entity established to pay expenses for his practice. Ameriprise offers a retirement-income planning service tailored for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Suzann Zadanosky is a CFP®-certified financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets products. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client strategies.