Gregory O'Hare is a Private Wealth Advisor at Merrill Private Wealth Management, where he has spent his entire career since joining the firm in 1989. As the senior member of The O'Hare Group, he directs portfolio strategy for his team, overseeing asset allocation, portfolio modeling, and investment evaluation. He is a qualified Portfolio Manager who provides financial advice and strategies tailored to ultra-high-net-worth families and businesses, utilizing personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Greg manages his strategies on a discretionary basis when servicing clients through the firm's Investment Advisory Program. Greg holds a Bachelor's Degree from The Ohio State University Fisher School of Business and maintains FINRA Series 3, 7, 8, 63, and 65 Registrations. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Over his career, Greg has been recognized by Barron's Top Financial Advisors list annually since 2009 and by Forbes | SHOOK® Best-in-State Wealth Advisors from 2018 through 2026. Beyond his professional work, Greg is engaged with various community organizations such as Club 100 Charities, Loggerhead Marine Life Center in Florida, Nature Conservancy, and the Ambassadors of Jupiter Medical Center Foundation. He is involved with multiple charitable causes including support for the Juvenile Diabetes Research Foundation and the Michael J. Fox Foundation for Parkinson's Disease. Greg and his family reside in Jupiter Inlet Colony.

Gordon Anthony is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades with Wachovia Bank NA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from its own investment institute alongside third-party sources.

Joshua Sariol is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill from 2010 to 2024 before joining J.P. Morgan in 2024. Based in Palm Beach, FL, he currently serves institutional clients through J.P. Morgan Securities. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Harrison Spellman is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked at Charles Schwab and DHI Mortgage. He has also held roles at the University of West Florida and the University of Central Florida. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Charles Rose is a financial advisor at Equitable Advisors with 53 years of industry experience. He has been with Equitable Advisors since 1999, following his time at Axa Advisors. Rose serves as a board member of Arden Theatre Co. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of investment models and third-party asset managers to tailor advice and solutions.

Steven Colamarino is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Morgan Stanley in West Palm Beach, FL, having previously worked at Bank of America and Merrill. Outside of his advisory role, he serves on the Young Professionals Committee at the Raymond F. Kravis Center for the Performing Arts, organizing networking events for young professionals interested in the arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies.

George Mayer III is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2013. Mayer serves on the board of directors for Rosarian Academy and is the managing member of Emmies Properties LLC, a company involved in property flipping. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and offering tailored investment strategies based on proprietary research.

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 one year of industry experience. He previously worked at Crescent Pine Family Office and ThinkEquity LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct relationships and corporate financial planning agreements.

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.

Brian Maxted is a financial advisor at Morgan Stanley with 12 years of industry experience. He has held roles at Morgan Stanley since 2014, including positions with Morgan Stanley Private Bank, N.A. Maxted holds the Series 63 and Series 65 designations and is based in West Palm Beach, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of retail and institutional offerings.

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.

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.