Amal Benbrahim is a financial advisor with LPL Financial in Boynton Beach, FL, holding Series 63 and Series 65 registrations and totaling 37 years of industry experience. His prior roles include positions at Astoria Bank and Wells Fargo Advisors LLC. 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 financial planning and advisory programs with both discretionary and non-discretionary management supported by in-house and third-party research.

Chad Delk is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various J.P. Morgan entities since 2012. Delk serves as a board member on the Finance Committee of Bear Lakes Country Club, overseeing annual budgets and capital spending projects. 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 in its investment approach.

Daniel Waldman is a financial advisor with Edward Jones in Wellington, FL, holding Series 63, Series 65, and Series 66 licenses and having nine years of industry experience. His prior roles include positions at Insperity and BFS Capital, as well as consulting work at Cantey Tech Consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts.

Ernst Mahler III is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Lincoln Financial Advisors, Managed Account Services, LLC, and Independent Portfolio Consultants, Inc. He serves as a trustee for family trusts, including responsibilities related to estate tax payments. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Joshua Vanderveen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2011 to 2016. Outside of his advisory role, he serves as a trust protector for a family member's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Becker is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. 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 utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions supported by a large network of financial advisors.

Leonard Kaplan is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2009. He is based in Boynton Beach, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and market simulations.

Tyler Stevenson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America, Merrill, and Palm Beach Accounting and Financial Services. Stevenson serves on the steering committee for the Historical Society of Palm Beach County, assisting with event scheduling and marketing. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Louis Lo Franco is a Series 66 licensed financial advisor with Edward Jones in Wellington, FL, where he has worked since 2014, accumulating 11 years of industry experience. He serves as a volunteer board member for BridgePrep Academy in Miami, FL. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Shannon Voelk is a Series 66-licensed financial advisor with five years of industry experience. She has worked at Edward Jones since 2022 and previously spent four years at Putnam Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

David Newman is a CFP® with over 31 years of experience in the financial industry. He has been with Ameriprise and its affiliates since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a business ownership related to resource management and health insurance administration. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, offering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Paige Ottenbrite is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Ameriprise, Stifel Nicolaus & Company, and Charles Schwab. She is also involved with RGWool LLC. 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 offers non-discretionary consulting tailored to client goals, utilizing various analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

James Zooberg is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various divisions of JPMorgan Chase and J.P. Morgan Securities since 2015. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Lendwood Jones is a Planning Consultant at Fidelity Investment, a role he has held since 2025. In this position, he focuses on helping clients develop comprehensive and customized financial plans tailored to their unique needs and goals. He emphasizes collaboration with clients and their families to ensure that financial strategies align with their specific circumstances and aspirations. Prior to his current role, Lendwood gained experience at Fidelity Investments as a Relationship Manager from 2023 to 2025 and as a Financial Representative from 2022 to 2023. He also worked as a Financial Professional at Equitable Advisors in 2021, building a foundation in financial services and client relationship management. Outside of his professional work, Lendwood has personal interests that include fishing, fitness, enjoying food, parenthood, and traveling.

Alex Bigelow is a financial advisor with Robert W. Baird & Co. based in West Palm Beach, FL, holding a Series 63 designation and 45 years of industry experience. He has worked at Robert W. Baird & Co. since 2016. Outside of advising, he is a passive member of Jorie Healthcare Partners. Alex is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Franklin Tiller Jr. is a CFP®-certified financial advisor with 30 years of industry experience, currently practicing at UBS Financial Services in West Palm Beach, FL. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to deliver tailored financial planning and portfolio management.

Ogden Timpson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a co-trustee and trustee for family trusts and holds power of attorney related to investment matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Eric Shippy is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2016. Based in Palm Beach, FL, his career includes a decade at JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with market-facing registrations and functions, delivering services on a non-discretionary basis with a centralized due-diligence framework.

James Zahringer Jr. is a CFP® and Series 66 licensed advisor with Raymond James & Associates in Palm Beach, FL, bringing three years of industry experience. Prior to joining Raymond James, he was self-employed for two years and has additional background connected to Alternatives In Treatment, LLC. Outside of financial advising, he is the owner of Cargo Holdings LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Nicolas Islas is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Citigroup Global Markets Inc. and Citigroup/Citibank prior to joining J.P. Morgan in 2025. J.P. Morgan Securities 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.