Addyson Johnson is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Palm Beach, FL, and has two years of industry experience. Prior to joining J.P. Morgan Securities, Addyson worked at JPMorgan Chase Bank, N.A. and has held roles at The Breakers Palm Beach and Grayhawk Golf Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative screens and qualitative research to develop model asset allocations, with an emphasis on Eligible Strategies 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.

Fred Gober is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and 35 years of industry experience. Prior to joining Morgan Stanley in 2014, he worked at Barclays Capital Inc. and AllianceBernstein L.P. He serves as a board member for Hearts and Homes, a nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and structured processes.

Anthony Oliveri is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 designations. Oliveri has worked with Cetera and its affiliates since 2021 and previously spent seven years at Voya Financial Advisors. Outside of his advisory role, he is owner and president of The Oliveri Agency, Inc., where he recruits and trains new agents, and operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services supported by a nationwide network of advisors.

Madeline Andrews is a Series 66-licensed financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, with four years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to her current role, she held positions at various companies including Domino's Pizza Inc. and University of Michigan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with final investment decisions made by clients.

Juan Alban Castillo is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their immediate, short-term, and long-term financial goals, providing tailored advice and guidance aimed at helping clients meet and exceed their objectives. Juan utilizes the full investment platform of Merrill Lynch as well as banking products from Bank of America to support his clients’ financial independence. Juan’s expertise spans areas including employee benefits planning, executive compensation, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, and retirement income. He prioritizes building trust and maintaining a collaborative approach throughout the financial planning process, emphasizing that the journey is as important as the destination. Juan holds a Personal Investment Advisor (PIA) designation. He earned a bachelor’s degree from the University of Maryland and completed a non-accredited certificate program at Andrews University. He is bilingual in Spanish and English. Outside of work, Juan has personal interests in football, golfing, reading, soccer, and spending time with his family.

Robert Burns is a CFP® and ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2018. Prior to this, he held positions at Bank of America, Merrill, and Wells Fargo Clearing. Outside of his advisory work, he is an owner and partner of Wand Synthesis AI, Inc., an artificial intelligence company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Mark Taylor is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Since 2014, he has been with Morgan Stanley, including his tenure at Morgan Stanley Private Bank, N.A. He serves as a board member of the Donald & Ruth Taylor Family Foundation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate Secular Return Estimates and Monte Carlo simulations.

Patrick Boroian is a Series 66 registered advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Blue Sea Capital LLC, The Carlyle Group, and LNK Partners. He is also associated with Divinity Partners I. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to develop written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Richard Salmeron is a CFP® professional at Raymond James Financial with 36 years of industry experience. Prior to joining Raymond James in 2025, he spent 24 years with Commonwealth Financial Network. Outside of financial advising, he is the author of a book available on Amazon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through an affiliated municipal advisor.

Lee Staton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. His career includes positions at JPMorgan Chase Bank, Bank of America, Merrill, and Compass Financial Group. He is based in Palm Beach Gardens, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a due diligence process combining quantitative and qualitative research and incorporates forward-looking capital market assumptions into its recommendations.

Mona Wilson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and with 39 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured tools and firm-approved methodologies.

Victor Kurtz is a financial advisor with Morgan Stanley in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and input from its Global Investment Committee to support financial planning.

Thomas Barbaccia III is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 registrations and possessing 28 years of industry experience. His prior roles include positions at OSAIC, Securities America, Lincoln Financial Advisors, and National Life. Outside of advising, he is also a songwriter for movie soundtracks and recordings. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients, using model-driven investment implementation and offering access to third-party asset managers and insurance products through a broad network of investment adviser representatives.

Elizabeth Carpenter is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and has a background that includes a long tenure at Atlas Cruises & Tours. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence approach and offers a range of implementation services through affiliated entities.

Alexander Condon is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 1999 and Jpmorgan Chase Bank, N.A. since 2003. He is based in Palm Beach, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research to develop model asset allocations and integrates an ESG eligibility framework, with implementation and portfolio services offered through affiliated entities.

Stephen Ostrofsky is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022, following prior roles at Kovack Securities and his own advisory practice. Outside of his advisory work, Ostrofsky is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base through multiple platforms and custodians.

Marc Rudofker is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 1998. Outside of his advisory role, he serves as a board member for the Wellness Community of Philadelphia, assisting with the organization's financial management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a non-discretionary approach.