John Castaldo is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America and Mercy College before joining J.P. Morgan in 2022. In addition to his advisory role, he is also employed by JPMorgan Bank, enabling him to 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, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jeremy Wilmes is a financial advisor with Osaic Wealth Inc. based in Palm Beach Gardens, FL, holding CFP® and ChFC® designations and over 23 years of industry experience. His career includes roles at Edward Jones, Cetera, MassMutual, and Equitable Advisors. Outside of finance, he serves as a board member and volunteer diver for the Rhode Island Marine Archaeology Project and works as a contract PADI SCUBA instructor and U.S. Coast Guard 100-ton boat captain. OSAIC Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of advisors. The firm employs a variety of advisory platforms and tools to offer integrated brokerage, investment advisory services, and access to third-party money managers.

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.

Harrison La Branche is a financial advisor at Morgan Stanley with Series 63 and Series 66 designations and one year of industry experience. His career includes prior roles at Crescent Pine Family Office and ThinkEquity LLC. Morgan Stanley Wealth Management is a large institution that provides a range of advisory programs to individual and institutional clients, focusing on financial planning and investment management supported by firm-approved tools and research.

Terra Brown is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2018, following a 12-year tenure at JPMorgan Chase Bank NA. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Eszter Koch is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior experience includes roles at Cetera, Kestra Financial Services, and Mass Mutual Investors Services. She operates out of West Palm Beach, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jackson Zavatsky is a financial advisor and member of Merrill's Wealth Management Team in Palm Beach. He works with pre-retirees and business owners to assist them in managing the complexities of their financial lives. His areas of focus include cash flow management, retirement readiness, business succession, legacy planning, and investment strategy. Jackson partners closely with clients to develop disciplined strategies aimed at providing clarity and confidence in their financial decisions. He holds a Bachelor's degree from Fairfield University and has earned professional designations such as Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Jackson is involved with professional and community organizations including the Palm Beach Chamber of Commerce, Canterbury School, and First Tee - Florida Gold Coast. Outside of his professional work, Jackson enjoys golfing, music, spending time with his family, and writing. His personal philosophy centers on putting people first, followed by planning and purpose.

Virginia Lynn is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior work includes roles at Morgan Stanley and Citigroup Global Markets. She has ownership interests in a real estate company and a retirement planning firm based in Jupiter, Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and leveraging Wells Fargo’s research and tools to develop tailored recommendations.

Brian Maxted is a financial advisor at Morgan Stanley based in West Palm Beach, FL, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2014, including time at Morgan Stanley Private Bank. Prior to that, he was with Charles Schwab and Charles Schwab Bank from 2014 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery processes and approved planning tools.

Ted Scharch is a financial advisor at UBS Financial Services with 25 years of industry experience. He has worked at UBS since 2009 and previously spent six years at Banc of America Investment Services. He holds the Series 66 designation. 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, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Christopher Keller Jr. is a financial advisor with Wells Fargo Advisors holding a Series 66 credential and two years of industry experience. His prior work includes positions at Stifel and teaching roles at the University of Florida, Palm Beach State College, and Jupiter High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. It offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options and tailored recommendations supported by Wells Fargo research and tools.

David Lampert is a Series 66-registered financial advisor with Morgan Stanley in West Palm Beach, FL, and has 12 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. 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 manages approximately $2.74 trillion in client assets.

David Gould is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2018 and previously worked at Cetera and Cetera Financial Specialists LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Jon Drinkwater is a financial advisor with LPL Financial who holds the CFP® designation and has 27 years of industry experience. His career includes prior roles at Ameriprise Financial Services and Ryan Beck & Co. He operates a business under the name Drinkwater Wealth Management in connection with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a wide range of advisory and brokerage services, leveraging a platform that includes third-party asset management, model portfolios, and institutional programs.

Michael Pipkens is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding a Series 66 designation and six years of industry experience. He previously worked at UBS Financial Services and has been involved with Henderson Insurance since 2020. Outside of financial advising, he holds a real estate license. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Stephanie Williams is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at Edward Jones in Palm Beach Gardens, FL. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved with Eric Cole Golf LLC, an entertainment business based in Jupiter, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Ian Hulnick is a Series 66 licensed advisor at Fidelity with one year of industry experience. His prior roles include positions in homecare services and education, as well as involvement with a political campaign. Outside of advising, he operates an online resale business focused on retail goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base that includes retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Richard King is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding a Series 66 designation and nine years of industry experience. He has worked at JPMorgan Chase Bank, Wells Fargo Clearing, and Morgan Stanley. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

David O Malley is a CFP® and Series 66-designated financial advisor with Edward Jones, based in Palm Beach, FL. He has 17 years of industry experience, all with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary advisory strategies along with affiliated mutual funds and other investment solutions.

Sarah Dellolio is a financial advisor at Morgan Stanley with 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.