Kathleen Leavey is a Series 66-licensed financial advisor at UBS Financial Services with 16 years of industry experience. She has been with UBS since 2014, working in Palm Beach Gardens, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, offering fiduciary financial planning and leveraging proprietary research and model-based asset allocations.

William Cornett Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models such as Monte Carlo simulations to support its financial planning process.

Cody Norton is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 65 and Series 63 credentials and six years of industry experience. Prior to joining Merrill Lynch Pierce, Fenner & Smith Incorporated in 2019, he served in the United States Air Force and worked at IKEA Jacksonville. Norton also serves in the US Air Force Reserve, assisting active and retired personnel with service-related support. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Meade Wallman is a financial advisor with Merrill, holding a Series 66 designation and based in Palm Beach, FL. Wallman has one year of industry experience and has previously worked at Bank of America, N.A., United Franchise Group, and held various roles including at the University of Florida and University of Miami. 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, and institutions.

Jayson Blake is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at Fidelity Investments, Benchmark Performance Partners, and Gametime Sports Construction LLC, as well as service in the United States Army. He is employed by both JPMorgan Securities and JPMorgan Bank, where he can offer banking products alongside investment services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage and investment management capabilities.

Nicholas Ptak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a tenure at JPMorgan Chase Bank, N.A. dating back to 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with due diligence by a manager-solutions team and applies an ESG eligibility framework when recommending investment strategies.

Luke Bartolf is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 credential and has held positions at Value View Financial Corp., Palm Beach Atlantic University, and the First Presbyterian Church of North Palm Beach. Outside of finance, he has worked as a golf course desk attendant at Sandhill Crane Golf Course. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans based on clients’ goals and risk tolerances.

James Fyda is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC since 2017. Prior to this, he was affiliated with the University of Dayton from 2013 to 2017. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

John Hellwig II is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Management and Morgan Stanley. Outside of advisory work, he is a minority investor in an HVAC business where he assists with financial analysis and business finances. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Kim Fonseca is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. She has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. Fonseca serves as a director on the executive board of the Boys and Girls Clubs of Palm Beach County, where she participates in managing investments for the organization’s unrestricted funds. 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. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with centralized due diligence and an ESG eligibility process.

Catherine Papanayotou is a Series 66 licensed financial advisor with 21 years of industry experience. She has been with Merrill since 2007 and concurrently associated with Bank of America, N.A. since 2017. Based in West Palm Beach, FL, her career includes long-term roles at these major financial institutions. 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.

John Mcnamara is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1998. His outside business activities include managing a DBA, McNamara Capital Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Taylor Boyle is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He has been with Morgan Stanley since 2016, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. prior to his current position. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, offering tailored financial planning supported by structured processes and various investment tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Jay Coleman is a financial advisor at Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience working in education and municipal roles, including positions at the University of Florida and the Town of Palm Beach. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Morgan Staudt is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory work, Staudt has permitted the use of his image to support a family member's personal injury law practice. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and consulting services through various advisory programs and affiliated research resources.

Bryce Larson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Cambridge since 2013 and serves as president of Larson Financial Strategies Inc. He is also a vice president and board member of The Moorings of Jupiter homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple platform arrangements.

Antonio Smith is a Series 66-licensed financial advisor with Edward Jones in West Palm Beach, FL, where he has worked since 2019. He has six years of industry experience, including prior roles outside the financial sector. Smith is a partner at BlackSmith Consulting LLC and serves as Treasurer of the Omega Psi Phi Fraternity Kappa Upsilon Chapter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

David Schnall is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he owns D. Schnall LLC, an investment-related business, and serves as a trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Joseph Trotta is a financial advisor with LPL Financial in Jupiter, Florida, holding a Series 63 designation and possessing 51 years of industry experience. He has worked with Linsco Private Ledger since 2006. Outside of his advisory role, he is involved in Oceanview Management LLC and has activities in outside fixed insurance. 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, utilizing both discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party providers.

Nancy Leizman is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional investors, pension and profit-sharing plans, charitable organizations, and governmental entities, offering a range of financial planning and consulting services that are generally non-discretionary, supported by multiple portfolio management styles and firm research.