Durley Meyer is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm’s approach includes tailored recommendations supported by Wells Fargo research and planning tools, with services that cover various specialized planning areas.

David Bokman is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2015, following ten years at GFO Advisory Services, LLC. In addition to his advisory role, he has served as a one-time speaker in a customer service capacity. 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 and financial planning services supported by structured planning tools and extensive asset management capabilities.

James Ernst is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 26 years of industry experience. Prior to joining Raymond James in 2017, he worked at Wells Fargo Clearing and Banc of America Investment Services. Ernst is also involved in entrepreneurial ventures, including ownership roles at Ernst Capital LLC and Houchin Ernst Wealth Advisors, where he provides financial advice, as well as acting as a life insurance agent with Financial Strategies Group, LLP. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized services in municipal finance and employer retirement plan consulting.

Jeffrey Johnson is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2014 to 2020 before joining Morgan Stanley Smith Barney in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Joseph Guerrero is a financial advisor at Morgan Stanley with 38 years of industry experience. He previously worked for UBS Financial Services for 10 years before joining Morgan Stanley in 2025. Guerrero holds Series 63 and Series 65 credentials and is based in Palm Beach Gardens, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Bruce Evans Jr. is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc., Morgan Stanley Private Bank, and Bankers Healthcare Group. His current role began in 2025 at Ameriprise in West Palm Beach, FL. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, supported by a centralized consulting team and algorithmic automation overseen by an internal committee.

Patricia Eubank is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked with Morgan Stanley and its predecessor firms since 2009 and previously spent 11 years with Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and models client outcomes but generally does not include individual security recommendations as part of standalone planning services.

Diego Urrutia serves as a Resident Director and Financial Advisor at Merrill Lynch Wealth Management, based in the West Palm Beach office. In this capacity, he collaborates with business owners and entrepreneurs to maximize their financial resources and supports them in achieving their financial and estate planning goals. His approach emphasizes transforming complex financial scenarios into straightforward plans with clear priorities. Mr. Urrutia holds a bachelor's degree in business management from Babson College. He is registered with FINRA, holding Series 7, 9, 10, and 63 licenses, and holds the designation of Personal Investment Advisor (PIA). Prior to his current role, he has experience in various financial and leadership roles, including positions at J.P. Morgan Private Bank and J.P. Morgan Investment Bank, as well as being a co-founder and Chief Commercial Officer at a technology logistics startup. Outside of his professional responsibilities, Mr. Urrutia is involved with community organizations such as the Palm Beach Police & Fire Foundation and Selfless Love. His personal interests include antiquing, horseback riding, and interior decorating.

Sharon Vax is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, she worked at Wellington National Golf Club and Keller Williams Realty. Outside of her advisory role, she owns and operates an events business specializing in custom charcuterie boards and manages an Instagram account for her dog. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through both in-house and third-party investment managers.

Gary Henderson is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has held roles at several firms, including Cetera, Truist Investment Services, Banyan Partners, and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.

Tyler Morgan is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been associated with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and investment committee analyses.

Louise Harrison is a CFP® professional with 42 years of industry experience. She has worked at OSAIC since 2024 and previously spent 20 years at American Portfolios Financial Services. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with capabilities for discretionary management, third-party managers, and proprietary strategies.

Brian Henry is a Financial Consultant currently working at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2023, progressing through positions including Investment Consultant and Financial Representative. Prior to joining Fidelity, Brian worked at Ameriprise Financial as a Financial Planning Assistant and Client Service Associate from 2021 to 2022. In his role, Brian focuses on building trusted relationships and collaborating with clients to explore financial strategies that align with their goals. He aims to provide insight and support to help clients confidently pursue their financial aspirations. Outside of his professional work, Brian has interests in art, family activities, football, golf, running, and tennis.

Marilyn Neckes is a financial advisor at Ameriprise with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for nine years. She has been with Ameriprise since 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds. The firm provides non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options, delivered through a centralized consulting team in partnership with clients' advisors.

John Leavitt is a Series 66 credentialed financial advisor with 19 years of industry experience, currently with Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and its affiliated investment management arm since 2006. Outside of his advisory role, Leavitt volunteers as a tournament director for community youth tennis events and serves as chair of the board for TennisNRG Charitable, an organization supporting junior tennis players through training, grants, and leadership development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions with an emphasis on ongoing client engagement through its network of financial advisors.

Lynnae Atkinson is a Series 66-credentialed financial advisor with 15 years of industry experience. She has worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. since 2018, and previously at Merrill Lynch from 2009 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research, offering a range of eligible strategies that may include ESG criteria.

David Goldman is a financial advisor with Stifel in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brandon Jones is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and may include ESG criteria in its recommendations.

Joyce Gibbs is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Outside of her advisory role, Gibbs is a managing general partner of a limited partnership and a partner in a construction-related LLC. 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 and financial planning services that utilize firm-approved tools and modeling techniques to support clients’ financial goals.

John Hardin is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA for six years. 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, supported by proprietary research and a broad platform of capital markets services.