Jay Coleman is a financial advisor at Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience working in education and municipal roles, including positions at the University of Florida and the Town of Palm Beach. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Morgan Staudt is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory work, Staudt has permitted the use of his image to support a family member's personal injury law practice. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and consulting services through various advisory programs and affiliated research resources.

Antonio Smith is a Series 66-licensed financial advisor with Edward Jones in West Palm Beach, FL, where he has worked since 2019. He has six years of industry experience, including prior roles outside the financial sector. Smith is a partner at BlackSmith Consulting LLC and serves as Treasurer of the Omega Psi Phi Fraternity Kappa Upsilon Chapter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

David Schnall is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009. Schnall also manages his own business, D. Schnall LLC, which includes a 401(k) trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of planning services that are tailored to clients meeting certain net-worth thresholds, supported by Wells Fargo research and planning tools.

Nancy Leizman is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional investors, pension and profit-sharing plans, charitable organizations, and governmental entities, offering a range of financial planning and consulting services that are generally non-discretionary, supported by multiple portfolio management styles and firm research.

Mellessa Gardener Davila is a financial advisor at UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation with 17 years of industry experience. She has been with UBS Financial Services Inc. since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources to tailor investment strategies.

Cheryl Harmelin is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015, and previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, combining financial planning with a range of investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Meghan Carufe is a Series 66-licensed financial advisor with Morgan Stanley in Palm Beach, FL, and has six years of industry experience. She has worked at Morgan Stanley since 2018, including a role with Morgan Stanley Private Bank, N.A. since 2021. Prior to that, she was with Equis Insurance from 2016 to 2018. 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 supported by structured discovery processes and firm-approved tools.

Jason Zitter is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding a Series 66 designation and 15 years of industry experience. He has been with UBS since 2010, including his role at UBS Bank USA. Outside of his advisory work, he serves on the school board and finance committee for Rosarian Academy in West Palm Beach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Christopher Damante is a CFP® and ChFC® professional with 32 years of experience in the financial services industry. He has been with UBS Financial Services in West Palm Beach, FL since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Kristina Bergman is a financial advisor with Mass Mutual Investors Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at MetLife Securities and has been with MassMutual and its affiliated firms since 2016. Outside of her advisory role, she operates an insurance agency focused on life, fixed annuities, disability, long-term care, and health insurance products. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and offering a range of asset management and educational programs.

Branden Schiralli is a financial advisor with Mass Mutual Investors Services in North Palm Beach, FL, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He previously worked at MetLife Securities Inc. before joining Mass Mutual Investors Services in 2017. Outside of advisory work, he serves as president of the Cardinal Newman High School Crusaders Varsity Club, where he organizes events and manages alumni engagement. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and recommend investment strategies.

Lee Weinstein is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation and Series 63 license. He has 35 years of industry experience, having worked extensively at Northwestern Mutual in various capacities from 1989 to 2022 before joining Mass Mutual Investors Services in 2022. Outside of his advisory role, he owns two insurance-related businesses that focus on life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based financial planning supported by analytical tools, with implementation services offered through separate brokerage or insurance arrangements.

Catherine Mc Dermott is a financial advisor at UBS Financial Services with eight years of industry experience. She previously worked at Wells Fargo Private Bank for 14 years. Mc Dermott serves as a board member of The Glades Academy, a non-profit public charter school in Pahokee, Florida. 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 delivers advisory solutions tailored to clients’ goals and risk tolerances.

Paul Maizes is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial. He previously worked at Kestra Advisory and Kestra Investment Services for over a decade. Maizes also holds a Certified Divorce Financial Analyst designation and provides consulting services related to financial aspects of divorce. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Michael Gara is a financial advisor with RBC Capital Markets in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at City National Bank and UBS Financial Services prior to his current roles. Outside of his advisory work, he is a partner and treasurer at Hickory Run Farm, an agricultural and livestock business focused on boarding and lesson horses, and serves as a board member for a homeowners association in Florida. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a range of clients including individual investors, institutional clients, and charitable organizations. The firm offers customized advisory programs that combine in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Brian Rapp is a financial advisor at Raymond James Financial with five years of industry experience and holds a Series 66 designation. He has prior experience with M Holdings Securities, Inc., and has been associated with several advisory firms, including Greenberg & Rapp and Eagle Rock Wealth Management. Rapp has worked as a financial advisor and also engaged in non-variable insurance sales. 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 uses a non-discretionary, tailored approach combining risk profiling and analytical modeling, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Noah Milling is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co. LLC, The Ayco Company, PNC Bank, and Northwestern Mutual. Milling is based in Palm Beach, Florida. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a 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 research.

John Katsigiorgis is a financial advisor with Wells Fargo Clearing in Palm City, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he co-administers an investment-related activity for his father. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

David Kustra is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2011. Outside of his advisory role, he is the owner and artist of an art and photography business based in Palm Beach Gardens, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.