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.

Joy Ohayia is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 65 and Series 63 licenses. She has been with Primerica Advisors and Primerica Financial Services since 2025. In addition to her advisory role, she has been involved with several universities, including Manhattan University, New York University, Southern New Hampshire University Global, and Colorado State University Global Campus over multiple years. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm offers model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Anna Vazquez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She previously worked at JP Morgan Chase bank, N.A. for eight years before joining Wells Fargo in 2024. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Paul Rotell is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2018. Prior to that, he was with NFP Securities, Inc. and has operated his own firm, Rotell & Associates, since 1994. Outside of his advisory work, he provides tax preparation and accounting services through Paul Michael Financial and is involved in insurance sales as an independent agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

Richard Wilt III is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2007 and Bank of America since 2009. He serves as co-chair of the advisory board for the Atlantic High School Academy of Finance, contributing to the development of a national high school finance curriculum. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies and benefits from its integration with Bank of America’s broader banking and capital markets platform.

Allyn Holt is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019 and previously spent two years at Summit Brokerage Services Inc. Outside his advisory role, Holt is an associate at Tracy L Silpe LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to help illustrate potential outcomes, supporting clients through various advisory programs and institutional consulting.

Peter Stocker is a financial advisor with Morgan Stanley Wealth Management in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Diana Docea is a CFP® and holds a Series 66 license, with seven years of industry experience. She has worked with Wells Fargo Clearing since 2019 and was previously with Wells Fargo from 2010 to 2019. She is based in Palm Beach, FL. 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 and analytics.

Nino Migoya is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning services.

Michael Bennett is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL. He holds a Series 63 designation and has 32 years of industry experience, including roles as a sole proprietor since 1994 and involvement with Saga Corporation’s Education Division since 1983. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by various portfolio management styles and affiliated research.

Mark Holbert is a CFP® with 27 years of industry experience, currently serving at Raymond James & Associates. He has been with Raymond James & Associates since 1998 and is also involved with E Train Sports. Outside of his advisory role, he is a founder and board member of the nonprofit organization Friends of Jupiter Beach. 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 municipal entities, and offers a range of financial planning and investment consulting services through various specialized programs and divisions.

Stacey Kovach is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. She serves as a board member for Exit Advisor Alliance. RBC Wealth Management, a division of RBC Capital Markets, offers investment advisory programs and financial planning services to individual and institutional clients. The firm customizes strategies based on each client’s risk profile and utilizes a combination of in-house and third-party managers to implement portfolios.

Gary Adkin is a financial advisor with Stifel in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Stifel since 2015. In addition to his advisory role, he serves on the advisory board for Palm Beach Atlantic University’s Rinker School of Business. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services with an investment approach based on proprietary methodologies developed by its Investment Strategy Group.

Alan Scheff is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and over 45 years of industry experience. He previously worked at Scheff, Thompson, Cress Investment Group, LLC and has been with Raymond James Financial since 2009. Scheff is involved with Temple Beth Tzedek as a committee member, participating in budgeting and investment review processes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools and supports a broad network of advisors with specialized programs and institutional consulting.

Dominic Delia is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior experience includes roles at Tannenbaum Capital Group, Wells Fargo Asset Management, and Alpha Investment Consulting Group. Outside of his advisory work, he owns a rental property through a single-member LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative due diligence and incorporates ESG criteria within a non-discretionary program.