Jennifer Van Buren is a financial advisor at Stifel with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for UBS Financial Services for 14 years before joining Stifel Nicolaus & Co Inc in 2022. 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 guide asset allocation and planning analyses.

Jason Beck is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Credit Suisse Securities, Jefferies LLC, and Cboe Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Mark White is a financial advisor with LPL Financial, holding a Series 66 credential and 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by investment adviser representatives who use a range of strategies and tools.

Eugene Leyden is a CFP® with 51 years of industry experience, currently serving at OSAIC since 2023. He previously worked at FSC Securities Corporation for 14 years and has been associated with Multivest Planning Corp. since 1981. Leyden serves on the board of the Brooklyn Prep Alumni Association, where he organizes an annual golf outing and participates on the investment committee. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers a broad array of integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and third-party platforms to manage portfolios that include various investment types on both discretionary and non-discretionary bases.

Benjamin Carbonella is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL. He holds a Series 66 designation and has seven years of experience at Wells Fargo Advisors, following five years at St. Joseph by the Sea High School. 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 planning menu and develops tailored recommendations using proprietary research and tools, with a range of specialized financial planning services available to clients who meet certain net-worth criteria.

Mason Boudreaux is a financial advisor at UBS Financial Services with two years of industry experience and holds a Series 66 designation. His prior experience includes roles at JP Morgan & Chase, First Republic Bank, and Voloridge Investment Management. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Howard Smith is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at RBC Capital Markets since 2009 and is currently based in Palm Beach Gardens, FL. He also has experience with City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Amanda Burnett is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she owns and manages rental property in Palm Beach Gardens, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 a structured financial planning process supported by firm-approved tools.

Marlin McNair is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He employs client-centered planning strategies to take a holistic approach in understanding families' needs and financial goals. Prior to his current position, Marlin accumulated experience at several financial institutions, including serving as a Premier Banker at Truist from 2018 to 2022, a Financial Solutions Advisor at Merrill Edge from 2011 to 2018, and a Licensed Banker-Financial Advisor Associate at Chase from 2005 to 2011. Outside of his professional work, Marlin enjoys baseball, golf, and movies.

William Beale is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Global Retirement Partners, LLC and LPL Financial. He is also president and owner of Beale Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, pensions, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment implementation options, proprietary and third-party model strategies, and various institutional features such as advisor transition support and compliance processes.

Torren Szuluk is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Morgan Stanley, UBS Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. Outside of his advisory work, he is involved as an investor and partner in various technology and medical technology companies, as well as real estate ventures. 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 applying an ESG eligibility framework in its recommendations.

John Terzakis is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

John Carroll Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley since 2018, following prior roles at Boston Private, Banyan Partners, LLC, and LPL Financial. He is based in Palm Beach Gardens, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm uses structured planning tools and investment outlook models to support its advisory process while clients are responsible for implementing and updating their plans.

Charles Whitney is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons. Outside of advisory work, he is the president and owner of Native Times LLC, a business unrelated to his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Ryan Burke is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 65 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. He serves as a director of the David A. Burke Foundation, a nonprofit public charity where he is involved in organizing fundraising events and managing marketing efforts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with various portfolio management and financial planning services.

Kathleen Durning is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Merrill since 2004. Outside of her advisory role, she has a power of attorney position related to an entity named M D in Bellevue, Washington. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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 with model-based and discretionary investment strategies.

Gianni Uglialoro is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab in 2025, he held positions at Wells Fargo Bank and several other financial firms. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

James Aquilina is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He currently works at Charles Schwab and has prior experience with UBS Financial Services Inc. and Northwestern Mutual. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Daniel Weaver is a Series 66-licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at Merrill from 2015 to 2019 before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2019. 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 and an ESG eligibility framework to support its recommendations.

Lisa Nagel is a Certified Financial Planner (CFP®) with 35 years of industry experience. She has been with J.P. Morgan Securities LLC since 2016 and also has experience at JPMorgan Chase Bank, N.A. and Jawsome Inc. She holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.