Derek Hubbard is a financial advisor with J.P. Morgan Securities in Lake Worth, FL, holding a Series 66 designation and six years of industry experience. His career includes roles at United Realty Group, Keller Williams Realty, and Army Navy Outdoors prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens, qualitative research, and ESG considerations, supported by centralized due diligence and a broad range of regulatory registrations.

Bari Bowman is a financial advisor with Merrill in West Palm Beach, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked at Merrill and Wells Fargo in various roles since 2015. Outside of finance, she has experience with Anytime Fitness of Somers. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Topping is a financial advisor at Fisher Investments with 10 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Bank of America, Merrill, JPMorgan Chase Bank, and Principal-related entities. His prior roles include an investment adviser representative position and a principal role focused on sales of bank deposit products. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized, research-driven investment process and offers sub-advisory and retirement plan services across a range of equity, fixed-income, and blended mandates.

James Stanton is a Financial Advisor at UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and model-based asset allocations.

Bradley Deluca is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2014 and was previously involved with B & V Exotics, LLC from 2019 to 2022. 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 within a non-discretionary program. Their advisory approach combines quantitative screening and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Renata Sanderson is a financial advisor at UBS Financial Services in West Palm Beach, FL, holding a Series 66 license and possessing 12 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she manages an active real estate investment LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor investment solutions.

Joey Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and offering 16 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, Truist Advisory Services, and BB&T. Outside of his advisory work, he is involved as a wealth advisor at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Edward Palaigos is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Chase Bank and Spartan Saver LLC, where he operated an e-commerce online retail store as a sole member. Fidelity's Strategic Advisers LLC provides investment management and advisory services to diverse clients, employing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across mutual funds, ETFs, and ETPs.

Barbara Taylor is a financial advisor at Merrill with Series 63 and Series 65 licenses and 34 years of industry experience. She has worked at Merrill during several periods since 2001 and has held positions at Morgan Stanley and Bank of America among other roles. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Berry Williams III is a Series 63-licensed financial advisor with Raymond James & Associates, bringing 33 years of industry experience. He has been with Raymond James since 2000 and operates another business, Tpi Services, since 2009. Williams also serves as an officer and treasurer on the board of Urban Youth Impact, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored financial planning and advisory services across various asset management strategies.

Vincent Colucci is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process utilizing approved tools and does not provide individual security recommendations as part of its standalone planning services.

Joel Post is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and 28 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves on the boards of several organizations, including Thomas Emery's Sons, an alternative investment fund, the American Farm School focusing on agricultural and technical education, and The Fly Club, a college fraternity involved in fundraising and investment management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a wide range of financial and capital markets services through its platform.

Janelle Williams is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill and Bank of America since 2022 and previously held positions at Florida International University and Palm Beach State College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cole Schindler is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors, J.P. Morgan Private Bank, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice and customized reporting.

Henrique Saad is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. He has worked at JPMorgan Chase Bank and JPMorgan Securities since 2024 and has prior experience in academic roles at Babson College and Bryant University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and broader derivatives and commodities capabilities.

Joseph Daniels is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity, Charles Schwab, and JPMorgan Chase Bank. Daniels is based in Palm Beach, Florida. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation services provided by affiliated entities.

Jena Burrows is a financial advisor with Robert W. Baird & Co. in West Palm Beach, FL, holding a Series 66 designation and 18 years of industry experience. She has worked at Robert W. Baird since 2016 and previously held positions at Wells Fargo Clearing and Morgan Stanley. Jena is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal investment research and tools.

Hillary Mercer is a financial advisor at Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 66 registrations with 16 years of industry experience. She has worked with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Alec Mahoney is a financial advisor at UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation. He joined UBS in 2025 and has a background that includes roles in various industries such as digital agency work and service businesses, as well as academic experience at the University of Miami and Florida State University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm leverages proprietary research and model-based asset allocation through a large network of advisors and combines institutional trading capabilities with wealth management services.

Casey Dougherty is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, Dougherty worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, Dougherty has worked in service roles, including as a server assistant and grocery cashier. 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 manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.