Michael Stubbs is a financial advisor with UBS Financial Services in Lake Worth, FL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he is involved in small business ventures related to interior design and clothing delivery with his spouse. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Andrea Testa is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and previously at UBS Financial Services from 2016 to 2020. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and modeling techniques as part of its structured financial planning process.

Alexander Williams is a CFP®-certified financial advisor with 27 years of industry experience. He joined LPL Financial in 2024 after a 25-year tenure at Edward D. Jones & Co., L.P. Outside of his advisory role, he owns several non-investment related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by advisor-facing technology tools.

Nancy Vega Sellitri is a financial advisor at Merrill with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Patrick Walsh II is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as a guardian for an individual in Palm Beach. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mark Bentivegna is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He previously worked at Cetera for 12 years and has operated Bentivegna & Co. since 1982. Bentivegna is also a CPA and maintains an affiliated CPA practice alongside his financial services work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Thomas Bennett is a financial advisor with Wells Fargo Clearing in Palm Beach, FL. He holds the Series 66 designation and has been with Wells Fargo Bank since 2009, joining Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Barron is a CFP® with over 31 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2020, previously spending 12 years at UBS Financial Services. Outside of his advisory role, he serves on the finance committees of Temple Beth Torah and the Sarcoma Foundation of America, where he is also an advisor to the CEO. Morgan Stanley Wealth Management is a large SEC-registered investment adviser serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Brian Mawhinney is a Series 66 licensed financial advisor with over 22 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2017, following a 14-year tenure at Ameriprise Financial Services, Inc. He is also the CEO and President of The Falcon's Nest, a nonprofit organization that raises funds for individuals, businesses, and families affected by Down syndrome. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Amal Benbrahim is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2016, following prior roles at Astoria Bank, Wells Fargo Clearing, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Chad Delk is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at various J.P. Morgan entities since 2012. He serves as a board member on the Finance Committee of Bear Lakes Country Club, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Daniel Waldman is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His previous positions include roles at Insperity, BFS Capital, and Cantey Tech Consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Ernst Mahler III is a financial advisor at OSAIC with Series 63 and Series 65 licenses and 42 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Managed Account Services, Independent Portfolio Consultants, and Citigroup Global Markets. He serves as a trustee for family trusts, overseeing trust terms and estate tax payments. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering a variety of advisory and brokerage services through a multi-advisor platform. The firm employs a model-based investment approach with portfolio optimization tools and supports both discretionary and advisor-managed strategies.

Joshua Vanderveen is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trust protector for a family member’s family trust. 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 a range of brokerage and advisory solutions supported by research and analytics.

Richard Becker is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He previously worked at Morgan Stanley DW Inc. from 2002 to 2005 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Leonard Kaplan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long tenures at UBS Financial Services and Morgan Stanley Smith Barney before his current role at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Tyler Stevenson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America, Merrill, and Palm Beach Accounting and Financial Services. Stevenson serves on the steering committee for the Historical Society of Palm Beach County, assisting with event scheduling and marketing. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Louis Lo Franco is a Series 66 licensed financial advisor with Edward Jones in Wellington, FL, where he has worked since 2014, accumulating 11 years of industry experience. He serves as a volunteer board member for BridgePrep Academy in Miami, FL. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Shannon Voelk is a Series 66-licensed financial advisor with five years of industry experience. She has worked at Edward Jones since 2022 and previously spent four years at Putnam Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Matthew Rahim is a financial advisor with Fidelity Investments and holds a Series 66 designation. He has four years of industry experience and has worked at several firms including Fisher Investments and Lincoln Investment LLC. His career also includes experience outside of financial services with roles at Indian River State College and Hollister Co. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a portfolio construction process combining proprietary fundamental research, quantitative analysis, and algorithmic methods to manage model portfolios across mutual funds, ETFs, and ETPs.