Mark Vander Veen is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Based in Palm Beach, FL, he has been with Wells Fargo Clearing since 2024. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

John Cassandra is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and owned several businesses including Cassandra Employee Benefits Group and Comprehensive Payroll Solutions LLC. He is also involved in insurance brokering through his ownership of Cassandra Employee Benefits Group. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Paine is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment strategies to client goals and risk tolerances.

Derek Hubbard is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has six years of industry experience, including roles at United Realty Group and Keller Williams Realty prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Bari Bowman is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities at Merrill and Wells Fargo since 2015. Outside of finance, she was involved with Anytime Fitness of Somers for a period. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Topping is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Bank of America, Merrill, JPMorgan Chase Bank, and Principal-related entities. His prior roles include an investment adviser representative position and a principal role focused on sales of bank deposit products. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized, research-driven investment process and offers sub-advisory and retirement plan services across a range of equity, fixed-income, and blended mandates.

James Stanton is a Financial Advisor at UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and model-based asset allocations.

Kenneth Hart is a ChFC® credentialed financial advisor with 45 years of industry experience. He is currently with OSAIC and has previously worked at Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation for over 25 years each. In addition to his advisory role, he is also licensed as an insurance agent and sells insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using various investment vehicles and third-party platforms.

Bradley Deluca is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014 and previously worked at B & V Exotics, LLC from 2019 to 2022. 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 uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Renata Sanderson is a financial advisor at UBS Financial Services in West Palm Beach, FL, holding a Series 66 license and possessing 12 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she manages an active real estate investment LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor investment solutions.

Joey Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and offering 16 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, Truist Advisory Services, and BB&T. Outside of his advisory work, he is involved as a wealth advisor at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Edward Palaigos is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Chase Bank, JP Morgan Securities, AXA Advisors, and Spartan Saver LLC, where he operated an ecommerce online retail store. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Barbara Taylor is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes roles at Morgan Stanley, Bank of America, and Macy’s, among others. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Berry Williams III is a Series 63-licensed financial advisor with Raymond James & Associates, bringing 33 years of industry experience. He has been with Raymond James since 2000 and operates another business, Tpi Services, since 2009. Williams also serves as an officer and treasurer on the board of Urban Youth Impact, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored financial planning and advisory services across various asset management strategies.

Vincent Colucci is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process utilizing approved tools and does not provide individual security recommendations as part of its standalone planning services.

Joel Post is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and 28 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves on the boards of several organizations, including Thomas Emery's Sons, an alternative investment fund, the American Farm School focusing on agricultural and technical education, and The Fly Club, a college fraternity involved in fundraising and investment management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a wide range of financial and capital markets services through its platform.

Janelle Williams is a financial advisor at Merrill in Lake Worth, FL, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Bank of America and teaching engagements at Florida International University and Palm Beach State College. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Cole Schindler 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 J.P. Morgan Private Bank, Wells Fargo Advisors, and Ticketmaster. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Henrique Saad is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at JPMorgan Chase Bank and academic positions at Babson College and Bryant University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Joseph Daniels is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A. and Charles Schwab in both brokerage and banking roles. Daniels is based in Palm Beach, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm emphasizes an ESG eligibility framework and offers services on a non-discretionary basis through a select group of Wealth Advisors.