Paige Power is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2019. She has over 15 years of financial planning experience, having previously served as Vice President and Wealth Management Advisor at Merrill Lynch from 2005 to 2019. In her role, Paige helps executives navigate their financial lives by crafting thoughtful and realistic financial frameworks that incorporate both workplace benefits and personal financial considerations. She emphasizes the use of plain language to ensure her clients can make informed decisions. Paige holds a California Insurance License. Outside of her professional work, she enjoys social events with friends, hiking, horseback riding, skiing, traveling, and practicing yoga.

Brett Barrett is a financial advisor at Morgan Stanley in Palm Beach, FL, holding Series 65 and Series 63 licenses with seven years of industry experience. His prior roles include positions at Columbia Management Investment Distributors, Boston Private Wealth, and State Street. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.

Hammond Han is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 13-year tenure at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

David Eidell is a Senior Financial Advisor with Merrill Lynch Wealth Management and a head of the Eidell Christian Loeb Group. He brings two decades of experience in financial services, focusing on connecting all aspects of clients' financial lives to help them prioritize and pursue their key goals. David’s expertise spans education planning, executive and equity compensation, family wealth management, legacy and liquidity planning, managing new wealth, tax minimization, and retirement income. Before transitioning to advisory services, David developed a strong foundation in market behavior and risk management through roles as a Portfolio and Position Risk Manager and Risk Analyst with Tahoe Trading, LLC and ING Barings. He holds a Personal Investment Advisor (PIA) designation and is a qualified Portfolio Manager who manages discretionary strategies, utilizing individual stocks and bonds, model portfolios, and third-party strategies. His educational background includes a Master of Business Administration in Finance/Econometrics from the Illinois Institute of Technology and a bachelor's degree from Wittenberg University. David is involved with community organizations such as the Greater Chicago Food Depository, Heifer International, and the History Fair for Chicago Public Schools. He lives in Chicago with his wife and two children and has personal interests in baseball, cooking, football, hiking, horseback riding, reading, writing, and skiing.

Donna Raymond is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates for 10 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on a variety of portfolio management styles and affiliated research.

Peter Petrone is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010. He has held several roles within the company, progressing from Financial Representative to his current position since 2016. In his role, he works with Fidelity's High Net Worth clients to develop personalized financial plans aligned with their goals. Peter's experience spans over 15 years in the financial services industry, focusing on creating strategies that support clients and their families both now and in the future. He leverages Fidelity's brand, technology, investment platform, and Wealth Planning Team to assist his clients. Outside of his professional work, Peter has interests in biking, family activities, fitness, food, music, and parenthood.

George Spivak is a CFP® and CFA® with 28 years of industry experience, currently serving at Charles Schwab in Palm Beach Gardens, FL. He previously worked at Edward Jones and Fidelity Investments and has held various roles across financial services firms. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options.

Kristina Clark is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of her advisory role, she is a pilot serving as a first officer, flying passengers to their destinations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering goal-based analyses and planning without discretionary trading authority. The firm offers planning engagements on a one-time or ongoing basis, covering a broad range of topics including retirement, tax, estate, and special needs planning.

Robert Debbs is a financial advisor with Morgan Stanley in West Palm Beach, Florida, holding Series 63 and Series 66 licenses with 21 years of industry experience. His prior firms include Bank of America and Merrill. He serves on the board and audit and membership committees of the Rehabilitation Center for Children and Adults and is involved with REDSNEAKER.ORG, a nonprofit supporting peanut allergy awareness in memory of his son. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations.

Sharon Jacquet is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 40 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2001 in various capacities. Jacquet serves on several nonprofit boards, including the Center for Creative Education in Palm Beach, Syracuse University, and The American Hospital of Paris Foundation. 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 deliver customized, non-discretionary advice.

Marjorie Santoliquido is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been a financial advisor since 2014 and joined Merrill Lynch in 2017. Prior to this, Marjorie gained extensive experience in the financial services industry through roles at Morgan Stanley, Lehman Brothers, and Barclays Capital, specializing in fixed income markets and personal wealth management. Marjorie holds a Bachelor's degree from the State University of New York system and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, liquidity management, retirement income planning, and tax minimization. In addition to her professional work, Marjorie is involved in community service as a board member of the Ramapo Bergen Animal Refuge. She resides in Ridgewood, New Jersey, where she enjoys spending time with her family, exercising, golfing, and volunteering in support of animal welfare.

Jonathan Knaus is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 66 designations and five years of industry experience. His prior roles include positions at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and offers a range of planning services including estate-settlement and employer-sponsored programs.

Nelson Valerio is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA in various roles from 2012 to 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 financial planning and portfolio management services, supported by tools such as model portfolios and third-party subadvisors.

John Vaughan Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with AXA Advisors, LLC from 1999 to 2020. Vaughan Jr. also serves as the power of attorney for his spouse. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs primarily through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Richard Schutt is a financial advisor at UBS Financial Services with 50 years of industry experience, including 40 years at UBS. He holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor client plans.

Diana Shuman is a CFP® professional with 11 years of experience in financial services. She has worked at Morgan Stanley Smith Barney LLC since 2020 and previously spent seven years at UBS Financial Services. She is based in West Palm Beach, FL, and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that uses structured discovery processes and advanced modeling tools to assist clients in developing their financial plans.

Addyson Johnson is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, Johnson worked at JPMorgan Chase Bank, N.A., and held roles outside the financial industry, including at The Breakers Palm Beach and Grayhawk Golf Club. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Leslie Adams is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Adams serves on the boards of the American Lung Association of Southeast Florida and the Executive Women of the Palm Beaches, and she is a board member and finance committee participant for the Legal Aid Society of Palm Beach County. 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 emphasizes a structured financial planning process using firm-approved tools and models.

Brendan Carroll is a Series 66-registered financial advisor with UBS Financial Services in West Palm Beach, FL, where he has worked since 2012. He has 14 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to clients’ goals and risk tolerances.

Jon Vigi is a financial advisor with UBS Financial Services in Palm Beach Shores, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Merrill for a combined 23 years before joining UBS in 2012. 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 and provides a range of capital markets and research resources to support its advisory network.