Lindsay Podell is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo and its affiliates since 2009, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, deploying proprietary research and planning tools to develop tailored recommendations.

Sean Thompson is a Series 66-licensed financial advisor with UBS Financial Services in Palm Beach Gardens, FL, where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, he is a board member and treasurer of the Bent Tree Property Owners Association and a partner in a family investment club called Divine 7 Investment Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients.

James Mahoney is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services for 14 years. Outside of his advisory role, he is a partner in an aircraft leasing business and serves on the local board of directors for the American Heart Association. RBC Wealth Management serves a broad client base including individual and institutional investors, offering tailored portfolio management, financial planning, and brokerage services through a variety of advisory programs. The firm integrates in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Blake Erwin is a CFP® professional with five years of industry experience, currently serving at J.P. Morgan Securities in Palm Beach Gardens, FL. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to his financial services career, he was involved in the restaurant industry and held a position at Florida Atlantic 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Rafeedie is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley since 2023. Prior to joining the firm, he held roles in technology consulting and worked at the University of Redlands. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but do not recommend individual securities within standalone financial plans.

George Pratt is a financial advisor at UBS Financial Services with 32 years of industry experience. He has worked at UBS since 2018 and previously spent nine years at Claren Road Asset Management. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including financial planning, portfolio management, and capital markets solutions.

Thomas Marcacci is a CFP® with 32 years of industry experience, currently with OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved as an agent with Sagemark Consulting, offering life settlements. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing brokerage, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes on discretionary and non-discretionary bases.

Kelly Oberg is a financial advisor at UBS Financial Services in Palm Beach Gardens, FL, with 27 years of industry experience. He holds the Series 63 designation and has been with Painewebber Incorporated since 1998. 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.

Robert Savage is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Ameriprise since 2018 and Wells Fargo Clearing since 2011. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, with a focus on assets held in Ameriprise Managed Accounts.

James Harmon is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank since 2017 and previously worked at Lazard Asset Management Securities LLC from 2004 to 2017. Harmon holds the Series 65 and Series 63 licenses and is based in Palm Beach Gardens, FL. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Maureen Raihle is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management, Bank of America, and Merrill. J.P. Morgan Securities 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Brad Chamness is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Raymond James since 2017 and was previously with UBS Financial Services from 2010 to 2017. Chamness is also the owner of Edgewater Wealth Management LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and maintains unique affiliations and programs that distinguish it within the institutional advisory space.

Kurt Sylvia is a financial advisor with J.P. Morgan Securities in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes prior roles at UBS Financial Services and JPMorgan Chase Bank, N.A. Outside of advising, he is involved in several business ventures including ownership of an early education company and participation on the board of Stetson University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Amber Dakar is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill, Castle Wealth Management, Lancaster Investing LLC, Banyan Hill Publishing, and Weiss Research Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary decision making.

Steve Bunn is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Steve holds a boating captain’s license and is involved as a partner in a recreation-related business in Americus, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by recognized investment modeling tools.

Chelsea Pagoaga is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 10 years of industry experience, including roles at Merrill Lynch, Ameriprise Financial Services, and Kestra Private Wealth Services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars through annual collaborative engagements that use firm-approved software to analyze goals and recommend investment strategies.

Joshua Hall is a Series 66-licensed financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2023, and previously spent seven years with Bank of America and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm offers these services on a non-discretionary basis, with clients retaining final decision-making authority.

Heath Odom serves as Vice President and Branch Leader at Fidelity Investments in Palm Beach Gardens, Florida. In this role, he leads wealth planning professionals and focuses on delivering a positive client experience through Fidelity's range of guidance tools and investment strategies. Heath has been with Fidelity Investments since 1996, holding positions including Branch Manager and Vice President. Prior to joining Fidelity, he worked as a Stockbroker at Painewebber from 1994 to 1996. His earlier experience includes roles as an Insurance Agent at John Hancock in 1993-1994 and The Equitable in 1993. No additional information regarding education, credentials, personal interests, or community involvement was provided.

Patrick Shea is a financial advisor with Raymond James Financial, holding a Series 66 credential and 18 years of industry experience. Prior to joining Raymond James in 2021, he worked at Ameriprise Financial Services for 14 years. Outside of advising, he is a partner in Uno Vino, Inc., where he assists with marketing and conducts wine tastings. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal finance work through a unique affiliation with a municipal advisor.

Zachary Sobel is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS in 2025, he spent a decade with Morgan Stanley and its affiliated private bank. 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 in client advisory.