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 financial advisor at J.P. Morgan Securities with 15 years of industry experience. She has worked at Merrill Lynch from 2009 to 2018 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018. She holds a Series 66 designation. 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 a select group of Wealth Advisors, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

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, Bank of America, and JPMorgan Chase Bank prior to his current role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

Thomas Hurt is a CFP® with 39 years of industry experience, currently affiliated with Cetera since 2006. He also leads Hurt & Associates, which provides tax preparation and IRS power of attorney services. Hurt serves on the finance committee of Saint Johns Catholic Church in Villa Park, IL. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers a range of portfolio management and financial planning services.

Craig Rosenberg is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he engages directly with clients to understand their personal and financial goals, assisting them in prioritizing objectives across short, intermediate, and long-term horizons. He collaborates with Merrill investment specialists and Bank of America banking professionals to develop client-specific recommendations covering investments, credit and lending, insurance, and retirement planning services. Craig has been a Financial Advisor since 1997 and joined Merrill Lynch Wealth Management in 2007. His expertise includes asset and liability management, legacy planning, risk management, wealth transfer, trust and estate planning services, and retirement income strategies. He works closely with families, privately held business owners, corporate executives, and independent women to identify objectives and develop tailored financial plans. He is also involved in the Optimal Practice Model faculty, where he coaches fellow advisors on enhancing client experiences. He holds a bachelor's degree from the State University of New York system and an MBA from Hofstra University. Craig has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His community involvement includes participation with the Alzheimer's Association Connecticut Chapter and the McGivney Community Center. Outside of work, he enjoys boating, golfing, and traveling.

John Mclaughlin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. With over thirty years of experience, John focuses on serving high-net-worth individuals and families, providing retirement planning services, wealth accumulation, and wealth distribution tailored to their lifestyle and legacy objectives. He also assists corporations in selecting retirement platforms and investment line-up menus for their employees. John’s approach to financial advising emphasizes a thorough understanding of each client as an individual and investor. He evaluates clients’ lifestyles, risk tolerance, family structures, and long-term goals to develop personalized wealth management strategies. He carefully analyzes investment options and potential risks, presenting clear recommendations to help clients comprehend complex investment models before implementation. Having advised clients through multiple economic cycles, John applies his firsthand experience to guide clients toward informed decisions across varying market conditions. John earned a bachelor's degree in political science from the University of Maryland. He resides in Potomac, Maryland, with his wife, Caroline, and their pet beagle, Cooper. Outside of his professional responsibilities, John volunteers at charitable golf tournaments in his community.

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® with 31 years of experience in the financial industry and has been with UBS Financial Services since 2014. He serves as a pastor at the Family Church of Jupiter and co-authored a book on generosity. UBS Financial Services provides a range of brokerage and advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management offerings.

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, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James since 2015. Outside of his advisor role, Lipari is involved as an owner of Pecuniam Capital LLC and Lipari & Associates Investment Management, where he serves as branch manager. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and combines tailored, non-discretionary advisory services with institutional consulting and risk-based planning reviews.

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.

Russell Bissett is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2021, following five years at UBS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

Blake Kortye is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and a brief period at Wake Forest University. 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 delivers these services alongside affiliated brokerage and investment management capabilities.

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.