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.

Louise Glover is a Senior Financial Advisor with The HTG Group at Merrill Lynch Wealth Management in the Delray Beach office. She specializes in advising corporations and small businesses on retirement benefit programs including 401(k) plans, as well as working with individuals, families, and businesses to develop customized wealth management strategies tailored to their needs. Louise holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. She is also licensed in Florida as a resident agent for life insurance, variable annuities, and long-term care insurance. With a career in financial services since 1988, Louise has experience working with major Wall Street firms and has been with Merrill Lynch since 2010. She earned her Bachelor of Science degree in International Business from Auburn University. Louise focuses her practice on areas such as college education planning, divorce transition planning, family wealth management, retirement income, and investment consulting for defined contribution and defined benefit plans. A native of Delray Beach, Louise remains actively involved in her community. She is a member of the Junior League of Boca Raton and Impact 100, and volunteers with organizations including the Delray Beach Public Library, Delray Beach Historical Society, Palm Beach County Food Bank, Community Greening, and Palm Beach Literacy Society. Louise lives in Delray Beach with her husband and son.

Daniel Fountain is a financial advisor with Merrill in Palm Beach, FL, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has been with Merrill since 2009 and also associated with Bank of America, N.A. since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, with portfolio implementation tailored to client needs.

Keith Spencer is a financial advisor with LPL Financial in West Palm Beach, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Merrill and Citizens Securities, Inc. He also has a business affiliation with Flagstar Bank N.A. outside of his advisory work. 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 services including financial planning, model portfolios, and institutional platforms, leveraging extensive resources and technology while overseeing over $819 billion in discretionary assets.

Nicole Williams is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Morgan Stanley since 2019 and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery and sophisticated modeling tools.

Kyle Marzec is a financial advisor with OSAIC holding a Series 66 designation and three years of industry experience. He previously worked at Lincoln Financial Advisors and CAPRE. Outside of his advisory role, he owns an apparel company operated through NU ASCENT, LLC. OSAIC serves a broad range of clients including individual investors, pension plans, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios using firm-provided asset-allocation tools and third-party managed account solutions.

Gillian Knowles is a Series 66-licensed advisor with J.P. Morgan Securities, based in Royal Palm Beach, FL, and has one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Waterstone Mortgage Corp, Flagler Bank/Oasis Outsourcing, and IberiaBank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Annette Crowley is a financial advisor with LPL Financial in West Palm Beach, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at Rockland Trust Investment Management Group and Citizens Securities, Inc. Outside of her advisory work, she is involved with Bulldog Fishing LLC, a business focusing on non-investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

James Smeenge III is a CFP®-designated financial advisor with Edward Jones in West Palm Beach, FL, where he has worked since 2003. He has 22 years of industry experience. Outside of his advisory role, he is co-owner of residential rental properties in Tuscaloosa, AL, and Islamorada, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers diverse investment strategies, overlay and tax-efficient services, and affiliated financial products.

Hannah Baumann is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at BlackRock for four years and has held multiple positions within JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Glenn Krevans is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 34 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2024 before joining Wells Fargo. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, 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.

John Castronuovo is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves on the Finance Council of the Catholic Diocese of Palm Beach and is a board member of the Forum Club of the Palm Beaches, a non-partisan public affairs organization. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

James Leen is a financial advisor at UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has worked at Painewebber Incorporated since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform of advisory and capital markets functions.

Sarah Marlow is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. Her career includes roles at Goldman Sachs, Janney Montgomery Scott LLC, and Merit Financial Advisors. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning that incorporates structured discovery conversations and firm-approved tools, with client assets under management totaling approximately $2.74 trillion.

Jacqueline Houston is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 39 years of industry experience. She previously worked at Morgan Stanley for 10 years before joining Raymond James in 2026. Outside of her advisory role, she operates Jacqueline Houston Equine Appraisals and is a partner in Magnolia Racing, a thoroughbred racing stable. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Gary Wayne is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Janney Montgomery Scott for 21 years before joining Wells Fargo in 2024. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Andrew Gerber is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at First Republic Securities Company LLC and Sanford C. Bernstein & Co LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.