William Bandel is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Lee Rosenblum is a financial advisor with OSAIC based in Jupiter, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Sagepoint Financial, LPL Financial, and SII Investments, along with operating Rosenblum & Co./Jupiter Tax Center since 1981. Outside of advisory services, he is involved in tax preparation and operates as a real estate and insurance agent on a referral basis. OSAIC serves a wide range of clients including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm’s investment approach includes using asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Chris Kolasinski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 25 years of experience in financial advising, focusing on areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Chris emphasizes personalized wealth management strategies that align with clients' values and goals, facilitating ongoing collaboration to help clients pursue their financial objectives and plan their legacies. Born in Poland and raised in the United States, Chris developed an early passion for investing while studying Finance at the University of Florida, where he earned his bachelor's degree. Over his career, he obtained the CERTIFIED FINANCIAL PLANNER (CFP®) designation and serves as a Personal Investment Advisor (PIA). Committed to community involvement, Chris volunteers with local organizations, reflecting the Merrill tradition of service. His personal interests include basketball, soccer, swimming, and tennis.

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 with RBC Capital Markets in Palm Beach Gardens, FL. He holds a Series 66 designation and has three years of industry experience, including prior roles at LPL Financial and Silver Edge Financial Group. His background also includes work in the golf and retail sectors and time spent at Florida Gulf Coast University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients from individual investors to institutions and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate third-party managers, tax management, and responsible investing options.

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 a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMORGAN Chase Bank, Cantor Fitzgerald, First Franklin Financial Services, and Sl Green Realty Corporation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jeremy Lurier is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2018, he worked at Trejos Cantina and Urban Outfitters. 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 uses research and analytics to evaluate investment options based on diversification principles and modern portfolio theory.

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.

Thomas Kazazes is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he serves as Secretary, Treasurer, and Director of Sibyl Vision, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and a variety of advisory programs.

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 who holds Series 63, Series 65, and Series 66 licenses and has 38 years of industry experience. She has been with various Fidelity entities since 2011, including roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently, Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

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.

Christopher Conahan is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with UBS since 2013. Based in Jupiter, Florida, he serves clients through the firm’s integrated wealth management platform. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Samuel Drever is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at First Republic Investment Management, Bank of America, and Merrill. 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 recommendations.

Philip Nelson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 15 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2023. Nelson is also a partner in Helius Wealth Management and the sole proprietor of Nelson Wealth Management LLC, both independent practices affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports clients through advisory programs and consulting across a large advisor network.

Jonathan Hardie is a financial advisor with OSAIC Wealth, Inc. in West Palm Beach, FL, holding Series 66 and Series 63 credentials and five years of industry experience. He has previously worked at Capella Financial Group, Northwestern Mutual, AquaGuidance, and PFS Investments Inc. OSAIC Wealth, Inc. serves a diverse client base including retail investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions using advanced portfolio construction tools and third-party services.