Harrison La Branche is a financial advisor at Morgan Stanley with Series 63 and Series 66 designations and one year of industry experience. His career includes prior roles at Crescent Pine Family Office and ThinkEquity LLC. Morgan Stanley Wealth Management is a large institution that provides a range of advisory programs to individual and institutional clients, focusing on financial planning and investment management supported by firm-approved tools and research.

Virginia Lynn is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior work includes roles at Morgan Stanley and Citigroup Global Markets. She has ownership interests in a real estate company and a retirement planning firm based in Jupiter, Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and leveraging Wells Fargo’s research and tools to develop tailored recommendations.

Ted Scharch is a financial advisor at UBS Financial Services with 25 years of industry experience. He has worked at UBS since 2009 and previously spent six years at Banc of America Investment Services. He holds the Series 66 designation. 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, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Christopher Keller Jr. is a financial advisor with Wells Fargo Advisors holding a Series 66 credential and two years of industry experience. His prior work includes positions at Stifel and teaching roles at the University of Florida, Palm Beach State College, and Jupiter High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. It offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options and tailored recommendations supported by Wells Fargo research and tools.

Alan Barlow is a financial advisor with Ameriprise in Jupiter, FL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Barlow serves as treasurer on the board of the Mystic Cove of Jupiter Homeowners Association and participates on the finance committee for The Residences at the Ritz Carlton in Philadelphia. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

David Gould is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2018 and previously worked at Cetera and Cetera Financial Specialists LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Jon Drinkwater is a financial advisor with LPL Financial who holds the CFP® designation and has 27 years of industry experience. His career includes prior roles at Ameriprise Financial Services and Ryan Beck & Co. He operates a business under the name Drinkwater Wealth Management in connection with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a wide range of advisory and brokerage services, leveraging a platform that includes third-party asset management, model portfolios, and institutional programs.

Michael Pipkens is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding a Series 66 designation and six years of industry experience. He previously worked at UBS Financial Services and has been involved with Henderson Insurance since 2020. Outside of financial advising, he holds a real estate license. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Stephanie Williams is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at Edward Jones in Palm Beach Gardens, FL. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved with Eric Cole Golf LLC, an entertainment business based in Jupiter, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

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 33 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 22 years and has been involved with 401 K Exchange since 2000. He is also involved in insurance and fixed annuities through PPS Advisors, Inc. OSAIC serves a broad mix of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed accounts and third-party money managers.

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 24 years of industry experience. She has been affiliated with Cetera Advisors LLC since 2016 and currently works at Cetera. Outside of her advisory role, she has been involved with the Give a Smile to a Child Foundation since 2008 and operates St. Amand Investment Designs, Inc. since 2003. Additionally, she is licensed to sell life and annuity insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors and supports multiple program structures and investment strategies.

Scott Fisher is a financial advisor with LPL Financial in Jupiter, FL, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 1995. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.