Christopher Buchanan is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Ameriprise. In addition to his advisory role, he is also an insurance agent offering life insurance and annuities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization, supported by various programs such as Unified Managed Accounts and third-party money manager options.

Robert Mc Gee is a Series 66 credentialed advisor with J.P. Morgan Securities, based in Palm Beach, FL. He began his career in the financial industry in 2026 and concurrently holds positions at JPMorgan Chase Bank, Black Mule Systems LLC, and Gray Giraffe Government Services LLC. His prior experience includes roles at Nextera Energy, Dimension Renewable Energy, Kaeser Compressors, and a decade of service in the US Army. Additionally, he is involved with McGee Creative Studio LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process focuses on written asset allocation advice, manager searches, and customized reporting, supported by centralized due diligence and an ESG eligibility framework.

James Julich is a Series 66-licensed financial advisor with Morgan Stanley in West Palm Beach, FL, with 21 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Julich is a passive member of Blazer Capital LLC, a real estate entity. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm’s approach includes structured discovery conversations and firm-approved planning tools, using resources such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to inform financial plans.

Adam Sendzischew is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having previously worked at M HOLDINGS SECURITIES, Inc., Jones Lowry, and Guardian Life. He serves as a director and past president of the Estate Planning Council of Greater Miami Dade. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports clients through a broad advisor network and institutional consulting services.

Barbara Mangano is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent 15 years with Morgan Stanley in various capacities. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by Wells Fargo Investment Institute research and a broad range of financial products.

John Mcginty Jr. is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his financial advisory role, he is also engaged in horse show judging. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Jill Kremer is a financial advisor with Merrill in Palm Beach, FL, holding Series 63 and Series 66 designations and having 41 years of industry experience. She has been with Merrill since 1984 and has worked at Bank of America, N.A. since 2009. 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 plans, corporations, and charitable organizations.

George Butch Massaro is a Series 66-licensed advisor at J.P. Morgan Securities with 24 years of industry experience. He has worked at firms including Morgan Stanley, RBC Capital Markets, and Legg Mason Wood Walker. Outside of finance, he operated a Jiu Jitsu school from 2022 to 2024. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Its advisory program combines quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Shayla Davis is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Bank of America, and Pruco Securities prior to joining UBS. Outside of her advisory role, she owns and manages a rental property in Riviera Beach, Florida. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies for clients.

Croft Meeker is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on building, preserving, and helping transition clients' wealth to the next generation. He engages in in-depth conversations to identify goals and objectives important to clients and their families, developing tailored strategies to meet those objectives using resources available through Merrill. Croft's expertise encompasses family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, special needs planning, and retirement income. He holds a Bachelor's degree from Hampden-Sydney College and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Croft is fluent in English and Spanish. Beyond his professional work, Croft serves as President of the Martin County Pioneers Lacrosse and volunteers with South Fork High School Lacrosse. His personal interests include boating, music, spending time with family, surfing, and traveling.

Seth Guerra is a financial advisor at Primerica Advisors holding Series 63 and Series 65 licenses. He has recently entered the industry with less than one year of experience. Prior to his current roles, Guerra has held various positions in education and service sectors, including at Florida Virtual School and Wendy's. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, utilizing model-driven strategies overseen by unaffiliated asset managers.

Michael Graham is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and 29 years of industry experience. His prior roles include nearly a decade at Avantax Advisory Services and Avantax Insurance Agency, along with ongoing leadership as president of 3HL Accountants, a tax service firm. He is also involved with Three Harbor Lights LLC under a trade name. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Tatiana Mc Hugh is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America Private Bank, Merrill Lynch Wealth Management, and Massachusetts Mutual Life Insurance Co. Outside of her advisory role, she is involved with McHugh, Furman IFS LLC, a property and casualty business in Jupiter, 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 firm’s advisory process combines quantitative screening with qualitative research and incorporates ESG considerations, supported by centralized due diligence and a range of affiliated investment-management solutions.

Michael Bourgeois is a financial advisor at Morgan Stanley with 16 years of industry experience. He previously worked at JPMorgan Securities, Merrill Lynch, and JPMorgan Chase Bank. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning supported by approved planning tools and extensive resources.

Susan Jane Hutcheon is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Melissa Smith is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 14 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, NRT, Coldwell Banker, Ameriprise, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment options and advisory platforms, supported by technology tools and a large network of advisors.

Stephani Chojnacki is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63, 65, and 66 licenses. She has three years of industry experience and previously worked at JPMorgan Chase Bank, N.A., M Holdings Securities, Inc., and LRI Investments, LLC. 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 employs a structured planning process supported by proprietary tools and market models.

Dennis Flanagan is a ChFC® credentialed financial advisor with 39 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He operates in Palm Beach Gardens, FL, and also provides outside insurance services including life, disability, long-term care, fixed annuities, and health products. Additionally, he offers policy review services for clients who purchased insurance through other agents no longer servicing their policies. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Jonathan Black is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies through a combination of in-house and third-party managers, emphasizing customizable portfolio management and integrated services.

Daniel Seletsky is a CFP® and holds a Series 66 license with three years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2022, following prior experience at NewDay Financial LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining centralized custody and brokerage services with multi-asset model portfolios and a formal alternative-investment onboarding process.