Ian Hulnick is a Series 66 licensed advisor at Fidelity with one year of industry experience. His prior roles include positions in homecare services and education, as well as involvement with a political campaign. Outside of advising, he operates an online resale business focused on retail goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base that includes retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Kenneth Hauck is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American Portfolios Financial Services, Inc. for 22 years. Hauck also has experience with 401 K Exchange and is involved with PPS Advisors, Inc. in insurance and fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using a variety of tools and platforms to construct and manage portfolios across multiple asset classes.

Richard King is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding a Series 66 designation and nine years of industry experience. He has worked at JPMorgan Chase Bank, Wells Fargo Clearing, and Morgan Stanley. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sarah Dellolio is a financial advisor at Morgan Stanley with 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Christopher Sadaka is a financial advisor with RBC Capital Markets who holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. He is a passive investor in a furniture and home decor business. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Elizabeth St Amand is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Cetera and its affiliates since 2016, and previously worked at Investors Capital Corporation from 2002 to 2016. Outside of her advisory work, she has been involved with the Give a Smile to a Child Foundation since 2008 and operates St. Amand Investment Designs, Inc. since 2003. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Scott Fisher is a financial advisor with LPL Financial in Jupiter, Florida, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.

Andrea Bevis is a Series 66 licensed financial advisor with UBS Financial Services in North Palm Beach, FL, where she has worked since 2015. She has 16 years of industry experience. Outside of her advisory role, Andrea is a commissioned Notary Public in the Commonwealth of Massachusetts. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Sean Gray is a financial advisor at RBC Capital Markets with 13 years of industry experience. He has been with RBC since 2012, initially at RBC Wealth Management and continuing at RBC Capital Markets since 2017. He holds the Series 66 designation and is based in Palm Beach Gardens, FL. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with various wrap fee advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers, integrating tax management and responsible investing options.

David Noble is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory work, he serves on the finance committee and as a board member of the Tequesta Country Club in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides comprehensive advisory programs and financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by the Global Investment Committee’s research and modeling tools.

Camille Marchesani is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and previously worked at Provident Jewelry and IT'SUGAR. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gregory Murphy is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Bank and Regions Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured program that combines quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Cristen Buchta is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Edward Jones in Palm Beach Gardens, FL. Prior to joining Edward Jones, she worked at JP Morgan Chase and First Republic Bank. She is also involved with Rendina Healthcare Fund LLLP, a healthcare real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors.

David Carrow is a financial advisor with Ameriprise, holding the ChFC® designation and Series 63 license, with 36 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Outside of his advisory work, he is a silent partner in a real estate management company and involved in independent insurance brokering. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a large institutional platform offering advisory, brokerage, and insurance solutions.

Andrew Kaplan is a financial advisor at Charles Schwab with Series 66 credentials and four years of industry experience. His background includes roles at Charles Schwab Bank and Schwab, as well as earlier positions in real estate and university financial services. Kaplan has also been involved with Parkland Bagels and Romeos. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering wealth advisory and managed-account services through a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Bruce Bortniker is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his advisory role, he owns and operates RCCR Associates LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services that cover various specialized planning needs and integrate advisory offerings with other financial products.

Golam Chowdhury is a financial advisor with Wells Fargo Clearing in West Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. for multiple years. 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 solutions. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Lappas is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc and Stifel. He has served as a trustee for a family trust during its settlement and distribution. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, including tax-aware withdrawal strategies and Social Security options.

Tucker Cory is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked at Raymond James Financial Services Advisors since 2013 and has led Cory Wealth Management in two separate periods totaling eight years. Cory serves as an independent contractor and president of Cory Wealth Management, a supporting business to his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, alongside specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Michael Weinberg serves as Senior Resident Director at Merrill Resident Director, leading the Jupiter office. He has been in the financial services industry in an advisory capacity since 1996 and has held various roles within the company, including Senior Vice President, Sales Manager, and trainee coordinator. His work focuses on helping clients pursue personal goals such as college education planning, retirement income, legacy planning, and family wealth management strategies, always taking into account their unique perspectives and long-term objectives. Michael holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a High School Diploma from The Pennington School and attended the University of Florida, although he did not receive a degree. He is fluent in both Spanish and English. Outside of his professional role, Michael is involved in community activities including the Michael Shields Memorial Inshore Open and Project LIFT (Life Initiatives for Teens). In his personal time, he enjoys boating, camping, fishing, gardening, horseback riding, scuba diving, skiing, tennis, and traveling with his family.