Parker Haskin is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation. He has one year of industry experience and previously worked at Capitol Broadcasting Company and Kolter Multifamily. 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 an ESG eligibility framework.

Abigail Fox is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held her current role since 2012 and holds Series 63 and Series 66 designations. 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 financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Ron Bekins is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses for clients.

Arthur Rottenstein is a financial advisor with Raymond James Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009. Outside of his advisory role, he owns a rental real estate property. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans and a significant advisory business conducted on a non-discretionary basis.

Annemarie Martin is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Edward Nabhan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the investment business since 1980, bringing extensive experience and a commitment to integrity, empathy, and service in his client relationships. Ed works with The Boston Harbor Group, a multi-generational team serving a select clientele including business owners, athletes, physicians, and executives across New England and nationwide. Throughout his career, Ed has focused on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and tax minimization. He has been recognized multiple times for his professional achievements, including being named to Barron's "Top 1,000 Financial Advisors" in 2013, The Financial Times' list of "America's Top 400 Financial Advisors" across several years, and Forbes' "Best-in-State Wealth Advisors" from 2018 through 2026. Ed holds a Bachelor's Degree from Boston College and is a Personal Investment Advisor (PIA). Ed has built long-standing relationships with clients over decades, tailoring risk-managed portfolios to align with individual goals and risk tolerance. Outside of his professional life, Ed enjoys fishing, golfing, ice hockey, swimming, and yoga. He is a member of the Oyster Harbors Golf Club and Pine Tree Country Club and supports charitable causes including St Jude.

Michael Idy is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following seven years at UBS Financial Services. He is also involved in a trust-related business outside of his advisory role. 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 estate planning strategies, and manages approximately $2.74 trillion in client assets.

John Adair II is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and 18 years of industry experience. He is the owner of Adair Advisory Group LLC, providing accounting and tax preparation services, and also manages Renewal Counseling Center, an outpatient counseling center. He has served in a non-public arbitrator role with FINRA Dispute Resolution since 2002. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers, with assets under management exceeding $256 billion.

Lauren Stuhmer is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Citigroup and JP Morgan Securities. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

John O'Brien is a financial advisor with Edward Jones in Boynton Beach, FL, holding a Series 66 credential and six years of industry experience. Before joining Edward Jones in 2020, he worked at Brown & Brown, Inc., Uber, Lyft, and various healthcare and counseling organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and fiduciary advisory services supported by a large nationwide network of advisors and branch offices.

Philip Slive is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a comprehensive range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and committees.

Pierre Scavuzzo is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Bank of America since 2019 and previously spent three years at the National Bank of Canada. 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 including individuals, high-net-worth clients, and institutional investors.

Lane Davis is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior career includes roles at JPMorgan Chase Bank, Georgetown University McDonough School of Business, Syneos Health, Columbia Medical Center, Gordon Research Conference, and Kenyon College. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jennifer Thompson is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Ava Hook is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. She has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. J.P. Morgan Securities LLC 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Brendan Decerbo is a Wealth Management Advisor on the Private Executive Services team at Merrill Private Wealth Management. He began his career with Merrill in 2014 and joined the PES team in 2016. Brendan works closely with corporate executives, business owners, professional athletes, and their families to identify their financial goals, risk tolerances, liquidity needs, and time horizons. He focuses on providing personalized attention and customized strategies to help clients make informed decisions about their financial lives. Brendan holds a Bachelor of Science degree in Finance from Florida State University. He has obtained several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA). He is also a member of The Society of the Friendly Sons of St. Patrick in the City of New York. Originally from Coral Springs, Florida, Brendan spent eight years working in Manhattan before relocating to Palm Beach, Florida. Outside of his professional life, he enjoys reading, exercising, traveling, and spending time with his family and friends.

Thomas Walsh is a financial advisor with Mass Mutual Investors Services in West Palm Beach, FL, and holds 30 years of industry experience. He worked at Metlife Securities Inc. for 23 years before joining Mass Mutual-related firms in 2016. Walsh also conducts sales and service of life, fixed annuities, disability, long-term care, and health insurance in a separate capacity. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a focus on collaborative, goal-based planning.

Alexander Kaufmann is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Zeigler and Elmhurst College. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning using structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate broad investment options and financial planning strategies.

Alexander Lam is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, MassMutual Life Insurance, and Aflac. Outside of advising, he is a partner in two recreational and retail businesses in Lake Worth, Florida, involving boat rentals and fishing supplies. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and models.

Mark Lindblom is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 65 and Series 63 licenses and with 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to that, he worked at Managed Account Services, LLC and Independent Portfolio Consultants, Inc. from 2013 to 2017. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning services.