Adam Townsend is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He holds a Series 63 designation and has been with Mass Mutual Investors Services since 2017, following a 19-year tenure at Metlife Securities Inc. Outside of his advisory role, he is also licensed as an insurance agent specializing in life and disability insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

Jonathan Slater is a financial advisor at Osaic with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities from 2003 to 2006 before joining Securities America, where he served for 18 years. Slater is also the owner and president of Slater Wealth Management, focusing on portfolio management. 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 supported by a model-based investment process, discretionary strategies, and third-party manager programs.

Megan Powers is a Series 66 licensed financial advisor at Wells Fargo Clearing with one year of industry experience. Her work history includes roles at HMY Yacht Sales, Inc. and Seaside Sisters of Stuart LLC, as well as a position with the Florida House of Representatives. 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 research from Wells Fargo Investment Institute.

Teagan Shaughnessy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Teagan attended the College of Charleston from 2020 to 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-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 menu.

Noah Lee is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Credit Suisse, now UBS, for 12 years. He is currently based in Palm Beach, FL. 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 non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Reiner Sosa is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting families and small business owners with personalized wealth management strategies, focusing on retirement planning, capital preservation, and tax minimization. His client services include equity compensation, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Reiner holds a High School Diploma from Florida Virtual School and an Associate's Degree from Palm Beach State College. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Bilingual in Spanish and English, Reiner is a Florida native raised in West Palm Beach. Outside of his professional role, Reiner enjoys baseball, basketball, dancing, football, soccer, and spending time with his family. He emphasizes transparency and prioritizes his clients' best interests in his approach to financial advising.

Joshua Matteo is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following roles at FSC Securities Corporation and FFP Advisory Services Inc. Outside of his advisory work, he serves on the Board of Trustees for the Estates of Tradition HOA, where he participates in discussions on community needs and management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to support diversified investment strategies and offers a broad range of brokerage and advisory solutions.

Nicholas Gorelik is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His recent work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and SROA Capital LLC. He holds a degree from Michigan State University. 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.

Zechariah Miller is a financial advisor at Raymond James & Associates with one year of industry experience and holds a Series 66 designation. Prior to joining Raymond James, he worked in various roles including at Rolling Hills Coffee Company and Dj's Landscape Management, alongside his studies at Palm Beach Atlantic University. 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, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide network of advisors.

Darren Dawson is a CFP® professional with 27 years of experience in the financial industry. He is currently with Wells Fargo Advisors, where he has worked since 2026. Prior to this, he spent 10 years at SunTrust Advisory Services and SunTrust Investment Services, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Gregory O'Hare is a Private Wealth Advisor at Merrill Private Wealth Management, where he has spent his entire career since joining the firm in 1989. As the senior member of The O'Hare Group, he directs portfolio strategy for his team, overseeing asset allocation, portfolio modeling, and investment evaluation. He is a qualified Portfolio Manager who provides financial advice and strategies tailored to ultra-high-net-worth families and businesses, utilizing personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Greg manages his strategies on a discretionary basis when servicing clients through the firm's Investment Advisory Program. Greg holds a Bachelor's Degree from The Ohio State University Fisher School of Business and maintains FINRA Series 3, 7, 8, 63, and 65 Registrations. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Over his career, Greg has been recognized by Barron's Top Financial Advisors list annually since 2009 and by Forbes | SHOOK® Best-in-State Wealth Advisors from 2018 through 2026. Beyond his professional work, Greg is engaged with various community organizations such as Club 100 Charities, Loggerhead Marine Life Center in Florida, Nature Conservancy, and the Ambassadors of Jupiter Medical Center Foundation. He is involved with multiple charitable causes including support for the Juvenile Diabetes Research Foundation and the Michael J. Fox Foundation for Parkinson's Disease. Greg and his family reside in Jupiter Inlet Colony.

Gordon Anthony is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2000 with a break between 2005 and 2016 and has also been associated with Wachovia Bank NA since 2002. Based in Palm Beach, FL, he serves a broad client base through his firm. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Austin King is a financial advisor with Merrill in West Palm Beach, FL, holding a Series 66 designation and five years of industry experience. He has previously worked at Bank of America and maintains a real estate license with Long & Foster Real Estate, though he does not currently practice as a realtor. King also serves as a board member of the Industry Advisory Council supporting Towson University's StarTUp Accelerator. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Joshua Sariol is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill for 14 years prior to joining J.P. Morgan. He is based in Palm Beach, 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 and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence, combining quantitative and qualitative research, and includes capabilities in derivatives and commodities through affiliated entities.

Harrison Spellman is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. His background includes employment at JPMorgan Chase Bank, N.A., where he offers a range of banking products alongside his advisory services. J.P. Morgan Securities provides institutional consulting 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.

Steven Colamarino is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and 19 years of industry experience. He previously worked at Bank of America, Merrill, UBS Financial Services, and Credit Suisse Securities. He serves on the Young Professionals Committee at the Raymond F. Kravis Center for the Performing Arts in Palm Beach, organizing networking events related to the arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by firm-approved tools and delivers both direct and corporate financial planning services.

George Mayer III is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2013. Mayer serves on the board of directors for Rosarian Academy and is the managing member of Emmies Properties LLC, a company involved in property flipping. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and offering tailored investment strategies based on proprietary research.

John Castaldo is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank and Bank of America. Based in Palm Beach Gardens, FL, he is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional programs.

Jeremy Wilmes is a financial advisor at OSAIC with 23 years of industry experience. He holds CFP® and ChFC® designations and has worked at firms including Edward Jones, Cetera, Prudential, and MassMutual. Outside of finance, he serves as a USCG 100-ton Boat Captain and SCUBA instructor and is a volunteer diver and board member for the Rhode Island Marine Archaeology Project. OSAIC Wealth serves a diverse mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and access to model-based asset allocation strategies. The firm supports individual investors, retirement plans, charities, and corporate clients with a broad range of programs and third-party manager options.

Deborah Montaperto is a Certified Financial Planner (CFP®) with 38 years of industry experience, currently serving at Morgan Stanley since 2009. She has been associated with Morgan Stanley Private Bank, National Association, since 2015. Montaperto is a member of Barron's Hall of Fame Advisory Board, contributing to financial education and business development outside her advisory role. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and access to various investment products.