Craig Piper is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been associated with Ic Advisory Services Inc and The Investment Center Inc since 2013. Outside of advisory work, he is involved in independent fixed insurance sales, including life, health, and fixed annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-driven investment options.

Kevin Prazenica is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he is involved as the owner of AWP Capital, LLC and Finet Practice Prazenica GP, LLC, both investment-related ventures. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Parker Haskin is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation. He has one year of industry experience and previously worked at Capitol Broadcasting Company and Kolter Multifamily. 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.

Robert Sloan is a financial advisor at Primerica Advisors with 43 years of industry experience. He has been with Primerica Advisors since 1985 and with Primerica Financial Services since 1991. Outside of his advisory role, he serves as president of EMKEN, LLC, a real estate business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Sarah Levi is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with various Fidelity affiliates since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves multiple registered investment companies and fund-of-funds.

Ron Bekins is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses for clients.

Laura Pricer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at firms including First Republic Securities Company, Bank of America, and Merrill. Outside of her advisory role, she serves as Vice President and President-elect of KCK Huggers/Special Olympics, a nonprofit supporting education, sports, and activities for individuals with intellectual and physical challenges. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

Annemarie Martin is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

John Felice is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, special-needs clients, and divorce, supported by Wells Fargo research and planning tools.

Michael Idy is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following seven years at UBS Financial Services. He is also involved in a trust-related business outside of his advisory role. 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 and estate planning strategies, and manages approximately $2.74 trillion in client assets.

Claudia Arevalo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and six years of industry experience. She has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019, following prior roles at Benjamin F. Edwards & Co. and Branch Banking & Trust Co. Claudia is employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of bank products and services in addition to securities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Bruce Zwick is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Morgan Stanley and its private bank since 2018 and previously with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee and co-trustee in a trust-related capacity. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery and planning tools, with advisory services that generally do not include individual security recommendations unless specifically engaged.

Syndie Levien is a CFP® professional with 43 years of industry experience, currently serving at Ameriprise since 2025. She previously worked at UBS Financial Services for 11 years. Levien serves on the Board of Directors for the Jewish Federation of Palm Beach County. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. As a large institutional firm, it also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Lauren Stuhmer is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has previously worked at CITIGROUP and JP Morgan Securities. 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.

David Luther is a CFP® professional with 15 years of experience in the financial industry. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019, and previously at Bank of America and Merrill Lynch from 2010 to 2019. In addition to his advisory role, he is also an employee of J.P. Morgan Bank, where he can offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis.

Cynthia Carroll is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has previously worked at Goldman Sachs and Barclays Investment Bank. She is also employed by JPMorgan Chase Bank, where she offers certain bank deposit and credit products. 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.

Pierre Scavuzzo is a financial advisor with Merrill based in Palm Beach, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, NA, and the National Bank of Canada. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Lane Davis is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior career includes roles at JPMorgan Chase Bank, Georgetown University McDonough School of Business, Syneos Health, Columbia Medical Center, Gordon Research Conference, and Kenyon College. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jennifer Thompson is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with UBS since 2004. 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 uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Ava Hook is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. She has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.