Peter Scott is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved planning tools, incorporating models such as Monte Carlo simulations, while generally acting in an advisory capacity rather than providing individual security recommendations.

Steven Scalici is a CFP®-designated financial advisor with UBS Financial Services, bringing 32 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Scalici serves as a pastor at the Family Church of Jupiter and co-authored a book on generosity. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client solutions.

Anthony Guadagnino is a CFP® professional with 17 years of industry experience, currently affiliated with Morgan Stanley. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019 and held prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Based in Palm Beach Gardens, FL, he holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory and brokerage services 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 modeling techniques, delivering a range of investment programs alongside institutional and retail offerings.

Robert Linck is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007. Linck holds Series 63 and Series 65 credentials. Outside of his advisory work, he is involved as a member of real estate investment LLCs in Palm Beach, Florida. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning approach includes structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

John Lipari is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Raymond James since 2015. Lipari is also involved in business activities outside of his advisory role, including ownership of Pecuniam Capital LLC and Lipari & Associates Investment Management in North Palm Beach, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable affiliation supporting municipal and public-finance work.

Jeffrey Fitz is a financial advisor with LPL Financial based in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at firms such as Bank of America, Merrill Lynch, Raymond James, and Wells Fargo. He also operates Fitz Wealth Management, a separate advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Peter Lansing is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018, following two years at SandPointe. Based in West Palm Beach, FL, his career spans both advisory and brokerage roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad array of capital markets services and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Avery Tse is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Avery worked at Silver Edge Financial Group and LPL Financial, LLC. Avery also provides administrative support to NewEdge Advisors, an independent investment advisor firm. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Russell Bissett is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at UBS Financial Services for five years before joining LPL Financial in 2021. 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, supported by a large network of investment adviser representatives.

Blake Kortye is a Series 66-licensed financial advisor with one year of industry experience, currently with J.P. Morgan Securities in Palm Beach, FL. His prior positions include roles at JPMorgan Chase Bank, N.A., and a brief tenure at Wake Forest University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Deanna Fonger is a Series 66 licensed advisor with Wells Fargo Clearing in Palm Beach, FL, where she has worked since 2006. She has 3 years of industry experience. Outside of her advisory role, she is a part owner of Coastal Karma Brewing LLC, a local brewery in Lake Park, FL, where she supports event operations on weekends. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Vincent Illuzzi is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has prior experience at JPMorgan Chase Bank and J.P. Morgan Securities. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Daniel Markow is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Merrill since 1993. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Martine Lipnitzky is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She began her industry career recently and has prior experience with firms including LPL Enterprise LLC and Pruco Securities, LLC. She is based in Jupiter, Florida. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms, features proprietary model strategies, and supports access to unaffiliated third-party advisers.

Sharon Gleckner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Her prior work includes roles at UBS Financial Services, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. She is based in Palm Beach Gardens, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

Eric Olson is a CFP® certificant with 10 years of experience in the financial services industry. He is currently with J.P. Morgan Securities and has previously worked at firms including Fidelity Brokerage Services LLC, Northwestern Mutual Investment Services LLC, and Amundi Pioneer Asset Management. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and may incorporate ESG considerations.

Sean Kiltau is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes positions at Morgan Stanley and Citigroup Global Markets. Additionally, he serves as Vice President of the Catalina Lakes Homeowners Association, overseeing the landscaping committee and substituting for the president when needed. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and external sources to offer diversified investment options within a large-scale advisory and brokerage platform.

Steven Goethel is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he assists high net worth individuals, their families, and their businesses in developing wealth management solutions tailored to their unique financial profiles. His approach emphasizes personalized service, taking time to understand each client's investment preferences, risk tolerance, liquidity needs, and long-term objectives. Steven offers recommendations for asset allocation, diversification, and rebalancing, and continuously reviews clients' financial situations to address opportunities in investment, retirement, insurance, and estate planning. He partners with Merrill Private Wealth Management to accommodate strategies exceeding $5 million and manages personalized or defined strategies on a discretionary basis. Steven holds a Bachelor of Business Administration from the AACSB-accredited Coggin College of Business at The University of North Florida, graduating Cum Laude. He possesses multiple FINRA registrations including Series 7, Series 66, and Series 31, along with a license for Life, Health, and Variable Annuities. He has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Tequesta, Florida with his wife Ali and their two children, Steven enjoys spending time with his family engaging in activities like swimming, boating, and outdoor pursuits. He is an avid fisherman and advocates for conservation efforts to protect waterways for future generations. Steven actively participates in his community through involvement with organizations including the Leukemia & Lymphoma Society, Captains for Clean Water, and Friends of the Everglades.

James Merritt is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill, Morgan Stanley, and Morgan Stanley Private Bank. Outside of his advisory role, he coaches soccer at American Heritage School in Del Ray Beach, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Anne Schoch is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including 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 planning services primarily in an advisory capacity.