James Goldslager is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Guardian Life for over two decades and spent two years with Securities America Advisors before joining OSAIC. Goldslager is also the owner of Brag Associates LLC, an investment advisory firm. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a range of brokerage and advisory services. The firm utilizes a model-based investment approach featuring asset allocation, portfolio optimization, and multiple program options delivered through an extensive affiliate network.

Christopher Sadaka is a financial advisor with RBC Capital Markets who holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. He is a passive investor in a furniture and home decor business. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Elizabeth St Amand is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been affiliated with Cetera Advisors LLC since 2016 and currently works at Cetera. Outside of her advisory role, she has been involved with the Give a Smile to a Child Foundation since 2008 and operates St. Amand Investment Designs, Inc. since 2003. Additionally, she is licensed to sell life and annuity insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors and supports multiple program structures and investment strategies.

Andrea Bevis is a Series 66 licensed financial advisor with UBS Financial Services in North Palm Beach, FL, where she has worked since 2015. She has 16 years of industry experience. Outside of her advisory role, Andrea is a commissioned Notary Public in the Commonwealth of Massachusetts. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Juan Freitas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013, following a year at PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporates ESG eligibility frameworks, and features broader derivatives and commodities capabilities compared with many institutional advisory programs.

Sean Gray is a financial advisor at RBC Capital Markets with 13 years of industry experience. He has been with RBC since 2012, initially at RBC Wealth Management and continuing at RBC Capital Markets since 2017. He holds the Series 66 designation and is based in Palm Beach Gardens, FL. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with various wrap fee advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers, integrating tax management and responsible investing options.

David Noble is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory work, he serves on the finance committee and as a board member of the Tequesta Country Club in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides comprehensive advisory programs and financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by the Global Investment Committee’s research and modeling tools.

Camille Marchesani is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and previously worked at Provident Jewelry and IT'SUGAR. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gregory Murphy is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, Regions Bank, and JPMorgan Chase Bank. Outside of finance, he has experience working in the restaurant industry and for DoorDash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Cristen Buchta is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Edward Jones in Palm Beach Gardens, FL. Prior to joining Edward Jones, she worked at JP Morgan Chase and First Republic Bank. She is also involved with Rendina Healthcare Fund LLLP, a healthcare real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors.

Kelly Curro is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. Prior to joining Wells Fargo in 2016, Curro worked at Prudential Equity Group, LLC from 1999 to 2003. Outside of advisory work, Curro serves as secretary for the High Sierra Homeowner Association and owns a T-shirt design and sales business. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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.

William Ramos is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 25 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 client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Elmãºdesi is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Florida State University, and Striano Financial Group LLC. Outside of his financial career, he has been involved with Next Door Entertainment and Kozyrnaya Karta, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach combines quantitative and qualitative research to deliver written asset allocation advice and investment manager searches, while clients maintain final decision-making authority.

Andrew Kaplan is a financial advisor at Charles Schwab with Series 66 credentials and four years of industry experience. His background includes roles at Charles Schwab Bank and Schwab, as well as earlier positions in real estate and university financial services. Kaplan has also been involved with Parkland Bagels and Romeos. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering wealth advisory and managed-account services through a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Bruce Bortniker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Morgan Stanley. He is also the owner of RCCR Associates LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels.

Kevin Bryan is a CFA® charterholder based in Palm Beach, FL, with 11 years of industry experience. He currently works at Morgan Stanley, where he has been since 2024, following a decade-long tenure at JPMorgan Chase Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations without providing individual security recommendations as part of standalone planning.

Golam Chowdhury is a financial advisor with Wells Fargo Clearing in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christopher Lappas is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc and Stifel. He has served as a trustee for a family trust during its settlement and distribution. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, including tax-aware withdrawal strategies and Social Security options.

Ciro Gallego Bocanegra is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2015. Previously, he worked at JPMorgan Chase Bank, N.A. starting in 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Tucker Cory is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked at Raymond James Financial Services Advisors since 2013 and has led Cory Wealth Management in two separate periods totaling eight years. Cory serves as an independent contractor and president of Cory Wealth Management, a supporting business to his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, alongside specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.