Cynthia Carroll is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding a Series 66 credential and four years of industry experience. Her prior employers include Goldman Sachs and Barclays Investment Bank. She is employed by both JPMorgan Securities and JPMorgan Bank, which allows her to offer certain bank products and services in addition to investment advisory services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, offering non-discretionary, customized written advice while clients maintain final decision-making authority.

Pierre Scavuzzo is a financial advisor with Merrill based in Palm Beach, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, NA, and the National Bank of Canada. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Lane Davis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining J.P. Morgan, he held roles at Georgetown University McDonough School of Business, Syneos Health, Columbia Medical Center, and Kenyon College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on nondiscretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework in its model asset allocations.

Jennifer Thompson is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with UBS since 2004. 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 uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Ava Hook is a financial advisor at J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation with three years of industry experience. Her work history is primarily with JPMorgan entities since 2022, with a prior period of unemployment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative and qualitative due diligence to offer written asset allocation advice and customized reporting, with clients retaining final decision-making authority.

Edward Yen is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended as a basis for client decisions.

Alexander Mata is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2015. In his role, he partners with clients to work towards their financial goals leading up to and throughout retirement. Prior to joining Fidelity Investments, Alexander worked as a Private Client Banker at JPMorgan Chase Bank from 2012 to 2015. His professional experience spans financial consulting and private client banking, with a focus on personalized client service. Outside of his professional work, Alexander has interests in baseball, football, golf, spending time at the beach, and pets.

Richard Brusca is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He has ownership interests in investment-related entities, including OMEGA CHAPTER INC and BRUSCA GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services spanning cash-flow, retirement, education, risk, wealth-transfer, and niche planning areas.

John Kent is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Truist Investment Services, Kipu, Seacoast Bank, and The Weitz Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations for clients who meet a net-worth threshold.

Matthew Kutner is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior experience includes roles at City National Bank, Bank of America, and Merrill. He serves as president of the board of trustees for Temple Judea and participates on several nonprofit advisory boards focused on charitable and community initiatives. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs, combining in-house and third-party managers with various portfolio management and financial planning services.

Brendan Decerbo is a Wealth Management Advisor on the Private Executive Services team at Merrill Private Wealth Management. He began his career with Merrill in 2014 and joined the PES team in 2016. Brendan works closely with corporate executives, business owners, professional athletes, and their families to identify their financial goals, risk tolerances, liquidity needs, and time horizons. He focuses on providing personalized attention and customized strategies to help clients make informed decisions about their financial lives. Brendan holds a Bachelor of Science degree in Finance from Florida State University. He has obtained several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA). He is also a member of The Society of the Friendly Sons of St. Patrick in the City of New York. Originally from Coral Springs, Florida, Brendan spent eight years working in Manhattan before relocating to Palm Beach, Florida. Outside of his professional life, he enjoys reading, exercising, traveling, and spending time with his family and friends.

Thomas Walsh is a financial advisor with MassMutual Investors Services, holding over 31 years of industry experience. He has worked with MassMutual since 2016 and was previously with MetLife Securities for 23 years. He is also involved in the sales and service of life insurance, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships without discretionary investment authority.

Cindy Pollack is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Edward Jones, Castle Wealth Management, and TFG Financial Advisors. Outside of her advisory role, she owns a tax preparation business operating in West Palm Beach, FL. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alexander Kaufmann is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Zeigler and Elmhurst College. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning using structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate broad investment options and financial planning strategies.

Alexander Lam is a Series 66 licensed financial advisor with Morgan Stanley in Palm Beach, FL, bringing five years of industry experience. His prior roles include positions at Bank of America, Merrill, MassMutual Life Insurance, and Aflac. Outside of his advisory work, Lam is a partner in businesses focused on boat rentals and retail in Lake Worth, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling.

Trevor Sluman is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Capstone Hospitality, Team Guru, and an independent advisory practice. He has also held academic roles at Lynn University and the University of Louisville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and oversight of sub-advisers.

Elena Saveleva is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. Her career includes positions at Bank of America, JP Morgan Chase, First Republic Investment Management, and Ameriprise Financial Services. She is based in Palm Beach Gardens, FL. 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.

Daniel Hepworth is a Series 66 licensed financial advisor with 21 years of industry experience, currently with Wells Fargo Advisors since 2023. Prior to this, he worked at Wells Fargo Clearing for seven years. He is based in Palm Beach Gardens, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and planning tools.

Mark Lindblom is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley in various capacities since 2010, including his current role at Morgan Stanley Private Bank since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and research, managing approximately $2.74 trillion in client assets.

Jason Hale is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Charles Schwab since 2019, following a 14-year tenure at Scottrade, Inc. Outside of his advisory role, he owns and operates a car wash business and manages rental properties. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program, which combines non-discretionary guidance with access to affiliated discretionary separately managed accounts.