Barbara Marsh is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, UBS Financial Services, and Principal Financial Services. 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. The firm applies an ESG eligibility framework and offers non-discretionary advice through a select group of Wealth Advisors.

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.

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.

Aston Douglas is a financial advisor with Cetera, holding a Series 66 credential and 29 years of industry experience. His prior roles include positions at Avantax Advisory Services and VOYA Financial Advisors. He serves as an independent contractor and board member for the Maxine Drake Foundation, assisting in planning and implementing fundraising activities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

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.

Mark Anderson is a Wealth Management Advisor with The Lacy Wealth Management Group at Merrill Lynch Wealth Management. He brings over 16 years of experience 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 each client’s long-term goals. Mark's approach is rooted in goals-based planning and time-tested investment principles, allowing for flexibility in a changing market environment. He holds the Certified Investment Management Analyst® (CIMA®) designation as well as the Sports and Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) designation. Mark earned his bachelor's degree in Economics and Business Management from Boston College. 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.

Olga Agocs is a financial advisor with LPL Financial in Lake Worth, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her previous roles include positions at Wells Fargo Advisors and JPMorgan Chase. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisors with research model portfolios, third-party subadvisors, and various investment strategies, alongside a broad suite of financial products and services.

Maureen Raihle is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management, Bank of America, and Merrill. J.P. Morgan Securities 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 combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Brad Chamness is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Raymond James since 2017 and was previously with UBS Financial Services from 2010 to 2017. Chamness is also the owner of Edgewater Wealth Management LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and maintains unique affiliations and programs that distinguish it within the institutional advisory space.

Kurt Sylvia is a financial advisor with J.P. Morgan Securities in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes prior roles at UBS Financial Services and JPMorgan Chase Bank, N.A. Outside of advising, he is involved in several business ventures including ownership of an early education company and participation on the board of Stetson University. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

James Barr is a financial advisor with LPL Financial in Lake Worth, Florida, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Ameriprise and Gaines Financial Group. He holds an active real estate broker license, maintained for over 30 years, though it is used only for personal purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad platform that includes affiliated insurance and banking services.

Amber Dakar is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill, Castle Wealth Management, Lancaster Investing LLC, Banyan Hill Publishing, and Weiss Research Inc. 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 and an ESG eligibility framework to support non-discretionary decision making.

Victor Connor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 49 years of industry experience. His prior roles include positions at Citigroup Global Markets and various capacities within Raymond James since 2003. He also serves as CEO and principal of multiple financial services support companies, including Connor Financial Group and CFG Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individual investors to institutional clients. The firm employs tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Chelsea Pagoaga is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 10 years of industry experience, including roles at Merrill Lynch, Ameriprise Financial Services, and Kestra Private Wealth Services. MassMutual 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 through annual collaborative engagements that use firm-approved software to analyze goals and recommend investment strategies.

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.

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.

Thomas Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Short Hills, NJ. With over 30 years of diverse experience in Capital Markets, Tom has held leadership roles that involved working with Investment Banking, Equities, Fixed Income, as well as Fundamental and Technical Analysis teams in the U.S., Singapore, and Hong Kong. He has been a member of the Merrill team for eight years, providing comprehensive wealth management services including managing new wealth, personal retirement planning, portfolio management, and retirement income. Tom's career includes serving as CEO and Owner of Parallax Direct Execution, with a 16-year membership at the New York Stock Exchange. He has also held positions as Head of Trading and Managing Director at Pali International in Singapore, and Head of Cash Equities and Managing Director at Oppenheimer Investments Asia in Hong Kong. He holds FINRA Series 7, 55, 63, and 66 registrations and the Personal Investment Advisor (PIA) designation. Tom earned a Bachelor of Arts degree in Finance from Baldwin Wallace University. In addition to his professional responsibilities, Tom serves on the St. Jude Children's Research Hospital Committee in New York City and advises the St. Jude Teen Warrior Team. He has also been a board member for organizations supporting handicapped children, cancer research hospitals, the Wounded Warrior Project, the Muscular Dystrophy Association, and victims of 9/11. He volunteers over 300 hours annually and is active in his local community in Morristown, where he resides with his two children.