Christopher Zagurski is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been associated with various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options tailored to clients meeting certain net-worth thresholds.

Steven Trend is a financial advisor with LPL Enterprise possessing the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including long tenures at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Palm Beach Gardens, FL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated non-securities services such as trustee services and insurance products.

Justin Girard is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously spent ten years with Bank of America and Merrill. Outside of his advisory role, he is a passive investor and partner in Produce IQ Inc., a business-to-business marketplace for fresh produce. 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 through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Russell Earnhart is a financial advisor with Fidelity Investments in Palm Beach Gardens, FL. He holds a Series 66 designation and joined Fidelity in 2026. Prior to this role, his work experience includes various positions across different industries, including healthcare and hospitality. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop systematic model portfolios from mutual funds, ETFs, and ETPs.

Fiene Nagtegaal is a financial advisor at Stifel with one year of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2024, Fiene worked with Pure Barre/Club Pilates and Palm Beach Atlantic University. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment analysis is based on a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling.

Mary Lee Widder is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 credentials and having 19 years of industry experience. She has been with Wells Fargo Advisors since 2015 and also has ongoing involvement with Jusuru International and Powernetrealty.Com. Outside of her advisory role, Widder is an independent distributor for a healthcare product company and serves as a committee member for the Ballenisles Community Association. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, delivering tailored recommendations across various specialized planning areas.

Ronald Ziembko is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 2007 to 2009. Ziembko is currently affiliated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Connor Collins is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His previous work includes roles at NewDay USA, Caldwell Construction Group, Renegade, and Seminole Golf Club. Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts through a multi-asset investment approach.

Kyle Smith is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering comprehensive financial planning and investment advisory services supported by structured planning tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides tailored advisory programs through both direct and employer-based agreements.

Patrick Nickler is a financial advisor at Ameriprise with 10 years of industry experience. He previously worked for Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2024. He serves on the Board of Directors for the Rinker School of Business in West Palm Beach, FL. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jason Droddy is an Investment Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients to assist them in navigating financial decisions and exploring Fidelity strategies that align with their goals and priorities. He provides guidance, shares insights, and supports clients in building financial plans aimed at fostering confidence and clarity. Jason's experience at Fidelity Investments includes roles as a Financial Representative from 2025 to 2026 and as a Financial Services Representative from 2024 to 2025, demonstrating a progressive career within the company. Outside of his professional responsibilities, Jason has interests in fitness, military service, and pets.

Rron Sezairi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at TD Bank and has been involved in founding and operating an interior renovation and construction business, U.S. & Associates Painting Corp., where he serves as president. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Warch is a financial advisor with Merrill in Jupiter, Florida, holding a Series 63 designation and 41 years of industry experience. He has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory work, he is involved with an organization named Home in Hobe Sound, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

David Tivin is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has been with J.P. Morgan Securities since 2008, concurrently serving as an employee of JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Margaret Scaparotti is a financial advisor with Raymond James Financial, holding a Series 63 designation and 28 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Raymond James and Helius Wealth Management, where she also serves in a support role. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs analytical tools and risk profiling to tailor recommendations and supports both advisory programs and institutional consulting through an extensive advisor network.

Jessica Malafronte is Vice President and Wealth Planner at Fidelity Investments, where she has been serving since 2018. She has held several roles at Fidelity, including Financial Consultant from 2013 to 2018, Investment Representative from 2012 to 2013, and Financial Representative from 2010 to 2012. Jessica focuses on partnering with clients and their families to develop comprehensive wealth plans aimed at promoting multi-generational financial well-being and addressing their long-term goals. Her professional experience encompasses wealth planning and financial consulting within the investment and financial services industry. Outside of her professional role, Jessica's personal interests include family activities, fitness, food, parenthood, skiing, and traveling.

Peter Berry is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing a comprehensive approach to wealth management that prioritizes understanding each client's individual needs and financial goals. Peter collaborates closely with clients to develop personalized financial strategies aimed at supporting their long-term objectives. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from The College of Wooster. Additionally, he completed a non-accredited certificate program at Yale University. Through his affiliation with Merrill Lynch and Bank of America, Peter integrates global investment insights with banking and lending solutions to support his clients' wealth management processes.

Fermin Ruybal is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2015. He is a financial services professional with extensive experience in financial planning and client guidance. Throughout his career, Fermin has dedicated himself to assisting clients by providing financial planning and guidance with a focus on ethics and integrity. His long tenure in the financial services industry reflects his commitment to supporting clients' financial goals. Details about his education, credentials, and personal interests have not been provided.

Travis Routt is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has spent over a decade with Ameriprise Financial Services, Inc. Prior to his advisory role, Routt has been active in several community organizations, including serving as an officer and board member for multiple local groups in Jupiter and Palm Beach Gardens, Florida. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. The firm provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce written recommendations in partnership with its financial advisors.

Brian Baldwin is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. Baldwin holds the Series 66 designation and is based in Palm Beach Gardens, Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.