James Zooberg is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various divisions of JPMorgan Chase and J.P. Morgan Securities since 2015. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Lendwood Jones is a Planning Consultant at Fidelity Investment, a role he has held since 2025. In this position, he focuses on helping clients develop comprehensive and customized financial plans tailored to their unique needs and goals. He emphasizes collaboration with clients and their families to ensure that financial strategies align with their specific circumstances and aspirations. Prior to his current role, Lendwood gained experience at Fidelity Investments as a Relationship Manager from 2023 to 2025 and as a Financial Representative from 2022 to 2023. He also worked as a Financial Professional at Equitable Advisors in 2021, building a foundation in financial services and client relationship management. Outside of his professional work, Lendwood has personal interests that include fishing, fitness, enjoying food, parenthood, and traveling.

Alex Bigelow is a financial advisor with Robert W. Baird & Co. based in West Palm Beach, FL, holding a Series 63 designation and 45 years of industry experience. He has worked at Robert W. Baird & Co. since 2016. Outside of advising, he is a passive member of Jorie Healthcare Partners. Alex is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Tracy Martin is a financial advisor at LPL Enterprise with Series 63 and 65 licenses and 40 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1983 before joining LPL Enterprise in 2024. Martin owns and operates two property and casualty insurance businesses and serves as president of Day 2 Associates, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of financial products on an integrated platform.

Franklin Tiller Jr. is a CFP®-certified financial advisor with 30 years of industry experience, currently practicing at UBS Financial Services in West Palm Beach, FL. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to deliver tailored financial planning and portfolio management.

Ogden Timpson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a co-trustee and trustee for family trusts and holds power of attorney related to investment matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Eric Shippy is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2016. Based in Palm Beach, FL, his career includes a decade at JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with market-facing registrations and functions, delivering services on a non-discretionary basis with a centralized due-diligence framework.

James Zahringer Jr. is a CFP® and Series 66 licensed advisor with Raymond James & Associates in Palm Beach, FL, bringing three years of industry experience. Prior to joining Raymond James, he was self-employed for two years and has additional background connected to Alternatives In Treatment, LLC. Outside of financial advising, he is the owner of Cargo Holdings LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Jeffrey Danzinger is a financial advisor with Raymond James & Associates in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. His career includes long tenures at Merrill and Bank of America before joining Raymond James. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Victor Joseph is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 65 license and has a background in real estate, having worked with multiple realty firms and operated a dry cleaning business prior to his current role. In addition to his advisory work, Joseph is a licensed real estate broker in New Jersey and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolio management, supported by research from LPL and third-party subadvisors.

Nicolas Islas is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Citigroup Global Markets Inc. and Citigroup/Citibank prior to joining J.P. Morgan in 2025. J.P. Morgan Securities 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 an ESG eligibility framework.

Kenneth Baron is a CFP® with 19 years of industry experience, currently serving at Mass Mutual Investors Services since 2016. He has also been affiliated with Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in the sales and service of life and disability insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options and conducts educational seminars.

Kevin Fernandez is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2016. 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 clientele including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Russell Anderson is a financial advisor with LPL Enterprise, holding the CFP® designation and Series 65 and 63 licenses, with 37 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. He serves as chairman of the board for Life Recovery Ministries, a nonprofit organization based in West Palm Beach, FL. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, model portfolio programs, and access to brokerage and insurance products through its integrated platform.

Thomas Ferrante is a financial advisor with Morgan Stanley in Delray Beach, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2012. 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 and financial planning services supported by structured planning processes and advanced modeling tools.

Scott Arentsen is a Series 66 licensed financial advisor at UBS Financial Services with 21 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he works as a caddie at Seminole Golf Club in Juno Beach, Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings.

Bruce Pratt is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with UBS since 1987. Outside of his advisory role, he is a governing person for a jewelry sourcing and design LLC but holds no active role or compensation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research with model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Michael Preate is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in various areas including divorce transition planning, family wealth management strategies, institutional and corporate benefit services, liquidity management, managing new wealth, philanthropic planning, portfolio management services, and socially responsible, values-based, and ESG investing. He also focuses on tax minimization and planning for retirement income. Michael holds a Bachelor's Degree from the University of Scranton and has earned the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, he is involved with the American Red Cross. His personal interests include basketball, biking, chess, music, swimming, tennis, and traveling.

Jeffrey Heun is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 63 designation and 45 years of industry experience. He has worked with Citigroup Global Markets since 1983 and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and offers services through Financial Advisors and its Estate Planning Strategies Group.

Kevin Gai is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 66 designation and possessing 21 years of industry experience. He previously worked at J.P. Morgan Securities for 10 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.