Barbara Marsh is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She previously worked for Wells Fargo Advisors and Wells Fargo Clearing for 15 years. Marsh holds Series 63 and Series 65 licenses. J.P. Morgan Securities 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Eric Shapiro is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63, 65, and 66 credentials and bringing 28 years of industry experience. He has worked with Wells Fargo entities since 2009. Outside of his advisory role, he acts as a power of attorney for a parent, assisting with investments and cash disbursements. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Jason Stamm is a CFA® charterholder with 18 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at B. Riley Wealth Advisors and National Securities Corporation. Stamm also owns and operates several businesses related to tax services and wealth management. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers both proprietary and third-party investment strategies across multiple platform arrangements, with options for discretionary and non-discretionary management.

Randall Woolley is a CFP® with 24 years of industry experience, currently with Raymond James Financial Services Advisors Inc. He previously worked at Ameriprise Financial Services, LLC for 21 years. Outside of his advisory role, he owns Shining Sea Tax, LLC, a tax preparation business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions and has a noted presence in municipal and public finance through its affiliated divisions.

Jeanmarie Parker is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and previously worked at Portable Medical Diagnostics, Inc. from 2019 to 2021. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Myles Wittenstein is a financial advisor with UBS Financial Services in Palm Beach, Florida, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves as president and board member of a charitable foundation and is involved in managing multiple family trusts and real estate investment entities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and a broad platform of capital markets solutions.

Alexandra Marto is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. She has been with J.P. Morgan Securities LLC since 2021 and concurrently with J.P. Morgan Chase Bank NA since 2018. Her background also includes roles at IBM and UBS, as well as an academic position at the College of William and Mary. 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. The firm incorporates an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Frederick Morgan is a financial advisor at Morgan Stanley with 56 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs. The firm offers tailored financial planning supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Mark Anderson is a Wealth Management Advisor with The Lacy Wealth Management Group at Merrill Lynch Wealth Management. With over 16 years of experience, he specializes in delivering personalized wealth management strategies to ultra-affluent individuals, multigenerational families, corporate entities, and endowments. As co-lead strategist of the team, Mark collaborates closely with John Lacy to develop and implement portfolio strategies aligned with clients' long-term goals, emphasizing a goals-based planning approach and time-tested investment principles. Mark holds the Certified Investment Management Analyst® (CIMA®) and Sports and Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) designations. He earned his bachelor's degree in Economics and Business Management from Boston College. His expertise includes family wealth management strategies, services for endowments, foundations and non-profits, legacy planning, and socially responsible investing, among other areas. Outside of his professional role, Mark is involved with the Chamber of Commerce of the Palm Beaches and the Palm Beach Gardens Youth Athletic Association. His personal interests include boating, cooking, golfing, reading, spending time with his family, and traveling.

David Bormel is a Senior Financial Advisor based in the Towson, Maryland office, where he has dedicated his entire 43-year career. He specializes in designing individualized portfolios comprising equities, fixed income, and cash investments. As a qualified Portfolio Manager, David manages personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He provides both traditional advice and discretionary portfolio management through the firm's Investment Advisory Program. David offers clients a comprehensive range of services including wealth transfer, education planning, liability management, retirement planning, tax minimization, options, and asset preservation. Working alongside specialists with diverse expertise, he assists clients with financial goals from asset accumulation to securing lifetime income streams. He holds a Bachelor's Degree from the University of Maryland and is designated as a Personal Investment Advisor (PIA). A lifelong resident of the Baltimore area, David resides in Owings Mills, Maryland, with his wife, Aileen, and their children. He is actively involved in his synagogue, having served on its Board of Trustees. Outside of his professional commitments, David enjoys golfing, spending time with his family, and traveling.

Olga Agocs is a financial advisor with LPL Financial in Lake Worth, FL, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Bank, and JPMorgan Chase. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and brokerage services, supported by research and technology-driven portfolio management.

James Barr is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Gaines Financial Group from 2011 to 2018. Barr also holds a real estate broker’s license, which he maintains for personal use. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kenneth Carter is a financial advisor with Wells Fargo Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he holds a 75% ownership stake in European Wax Center franchises in Stamford, CT. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory with additional financial products and referral channels.

Sean Drewniak is a financial advisor with Wells Fargo Advisors in Warwick, RI, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Wells Fargo and its affiliates since 2011. He is also involved with Drewniak Wealth Management, LLC, and has partial ownership in Coastal Capital, LLC, both investment-related businesses. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels through its extensive network of advisors.

Victor Connor is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been associated with Raymond James in various capacities since 2003 and operates Connor Wealth Management alongside his advisory role. Connor is also the CEO and principal of CFG Wealth Management and Connor Financial Group, businesses providing support services outside of investment management. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and governmental entities. The firm provides tailored, mostly non-discretionary advisory solutions and is involved in municipal and public finance through its affiliate network.

Deneen Morgia is a CFP® professional affiliated with Edward Jones, with 24 years of experience in the financial industry. She previously worked at Truist (Suntrust) for 17 years and at Level Four Financial for two years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Brion Lawler is a CFP®-designated financial advisor with 19 years of industry experience, currently with Wells Fargo Clearing in Palm Beach, FL. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC prior to his current role. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gerrard Weigold is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Sara Roth is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with UBS since 1998. Roth is also involved as a member of a committee with management and supervisory functions for a family LLC. 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, using proprietary research and model-based asset allocations to tailor strategies to client goals.

Joseph Danahy is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. J.P. Morgan Securities 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.