Nicholas Gorelik is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at SROA Capital LLC and Discovery Land Company, as well as time at Michigan State University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Zechariah Miller is a financial advisor with Raymond James & Associates in West Palm Beach, FL. He holds a Series 66 designation and has been with Raymond James since 2025. Prior to his current role, his background includes work experience in landscaping, food service, and retail, alongside his academic studies at Palm Beach Atlantic University and Cornerstone University. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting services to a diverse client base that includes individuals, institutions, and government entities, and is known for its involvement in municipal and public finance.

Jean Wollesen is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Jeffrey Feldman is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2016. Based in Boca Raton, FL, his tenure includes roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Gordon Anthony is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades with Wachovia Bank NA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, 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, utilizing research and analytics from its own investment institute alongside third-party sources.

Joshua Sariol is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill from 2010 to 2024 before joining J.P. Morgan in 2024. Based in Palm Beach, FL, he currently serves institutional clients through J.P. Morgan Securities. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Charles Rose is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors. Rose serves on the board of Arden Theatre Co. and is involved with Surgeons Capital Management through Karr Barth Associates. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, utilizing third-party asset managers and offering both advisory and brokerage services.

Steven Colamarino is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Morgan Stanley in West Palm Beach, FL, having previously worked at Bank of America and Merrill. Outside of his advisory role, he serves on the Young Professionals Committee at the Raymond F. Kravis Center for the Performing Arts, organizing networking events for young professionals interested in the arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies.

George Mayer III is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2013. Mayer serves on the board of directors for Rosarian Academy and is the managing member of Emmies Properties LLC, a company involved in property flipping. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and offering tailored investment strategies based on proprietary research.

Charles Freeman is a Series 66-licensed financial advisor with Morgan Stanley in Boca Raton, FL, and has 21 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that employs firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Deborah Montaperto is a Certified Financial Planner (CFP®) with 38 years of industry experience, currently serving at Morgan Stanley since 2009. She has been associated with Morgan Stanley Private Bank, National Association, since 2015. Montaperto is a member of Barron's Hall of Fame Advisory Board, contributing to financial education and business development outside her advisory role. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and access to various investment products.

Joyce Chen is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including Truist Advisory Services and BB&T. Chen is based in Palm Beach, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Terra Brown is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2018, following a 12-year tenure at JPMorgan Chase Bank NA. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Lee Fuller is a financial advisor with Cambridge Investment Research Advisors in Delray Beach, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously at Commonwealth Financial Network from 2005 to 2022. Fuller also serves as a board member of a local condominium association. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charities, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals who utilize various portfolio management and model-based strategies tailored to client objectives.

Eszter Koch is a financial advisor with LPL Financial in West Palm Beach, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Cetera, Cetera Wealth Services, SageView Advisory Group, Kestra Financial Services, and Strategic Retirement Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of advisers, offering advisory programs, financial planning, and retirement plan consulting.

Jackson Zavatsky is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with pre-retirees and business owners, focusing on a broad range of financial services including cash flow management, retirement readiness, business succession, and legacy planning. Jackson aims to serve as a trusted resource and objective guide, partnering with clients to develop disciplined strategies that bring clarity and confidence to their financial decisions. His areas of expertise include divorce transition planning, employee benefits planning, equity compensation services, philanthropic planning, and small business strategies, among others. Jackson holds professional designations as an Accredited Wealth Management Advisor (AWMA) and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Fairfield University and is a member of the Palm Beach Chamber of Commerce. Outside of his professional work, Jackson is involved in community organizations such as Canterbury School and First Tee - Florida Gold Coast. His personal interests include golfing, music, spending time with family, and writing.

Brian Maxted is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes roles at Charles Schwab and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a broad range of advisory services and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its advisory programs.

David Lampert is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning services supported by structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

David O Malley is a CFP®-certified financial advisor with Edward Jones, based in Palm Beach, FL. He has 16 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

William Brown Jr. is a Wealth Management Advisor and the founder of The Brown Hurray Plantz Group at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1982, bringing decades of experience assisting clients with complex financial affairs across a broad range of needs. He leads a team that provides personalized wealth management services to an accomplished clientele, including senior corporate executives, closely-held business owners, and multi-generational families. The team offers comprehensive financial services, including investment management, retirement strategy, executive services, trust and estate planning, and lending and banking solutions through Bank of America, N.A. William holds the CERTIFIED FINANCIAL PLANNER (CFP) and Certified Investment Management Analyst (CIMA) designations. He earned his bachelor's degree in economics from Allegheny College. Throughout his career, William has been recognized for his professional achievements and has been named among top financial advisors by industry publications. He has been involved in various community and professional organizations, including service to Sewickley Presbyterian Church and the Watson Institute. William also served as a trustee of Allegheny College for 15 years. His personal interests include boating, chess, golfing, music, skiing, spending time with family, traveling, and yoga.