John Adair II is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and 18 years of industry experience. He is the owner of Adair Advisory Group LLC, providing accounting and tax preparation services, and also manages Renewal Counseling Center, an outpatient counseling center. He has served in a non-public arbitrator role with FINRA Dispute Resolution since 2002. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers, with assets under management exceeding $256 billion.

Bruce Zwick is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked with Morgan Stanley and its private bank since 2018 and previously with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee and co-trustee in a trust-related capacity. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning incorporates structured discovery and planning tools, with advisory services that generally do not include individual security recommendations unless specifically engaged.

Syndie Levien is a CFP® professional with 43 years of industry experience, currently serving at Ameriprise since 2025. She previously worked at UBS Financial Services for 11 years. Levien serves on the Board of Directors for the Jewish Federation of Palm Beach County. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. As a large institutional firm, it also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Lauren Stuhmer is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Citigroup and JP Morgan Securities. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

David Luther is a CFP® professional with 15 years of experience in the financial industry. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019, and previously at Bank of America and Merrill Lynch from 2010 to 2019. In addition to his advisory role, he is also an employee of J.P. Morgan Bank, where he can 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 and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis.

Cynthia Carroll is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Goldman Sachs and Barclays Investment Bank. She is employed by both JPMorgan Securities and JPMorgan Bank, which enables her to offer certain bank products and services in addition to investment advisory 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, offering clients access to a broad range of advisory and brokerage services.

Pierre Scavuzzo is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Bank of America since 2019 and previously spent three years at the National Bank of Canada. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Lane Davis is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior career includes roles at JPMorgan Chase Bank, Georgetown University McDonough School of Business, Syneos Health, Columbia Medical Center, Gordon Research Conference, and Kenyon College. J.P. Morgan Securities LLC 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 applying an ESG eligibility framework in its recommendations.

Jennifer Thompson is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with UBS since 2004. 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 uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Ava Hook is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. She has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Edward Yen is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended as a basis for client decisions.

Alexander Mata is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2015. In his role, he partners with clients to work towards their financial goals leading up to and throughout retirement. Prior to joining Fidelity Investments, Alexander worked as a Private Client Banker at JPMorgan Chase Bank from 2012 to 2015. His professional experience spans financial consulting and private client banking, with a focus on personalized client service. Outside of his professional work, Alexander has interests in baseball, football, golf, spending time at the beach, and pets.

Richard Brusca is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 63 designation and 44 years of industry experience. He has been associated with Wells Fargo entities since 2009. Brusca has ownership interests in Omega Chapter Inc. and Brusca GP, LLC, both investment-related ventures. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with a broad array of planning options across various specialized areas.

John Kent is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Truist Investment Services, Kipu, Seacoast Bank, and The Weitz Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations for clients who meet a net-worth threshold.

Matthew Kutner is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior experience includes roles at City National Bank, Bank of America, and Merrill. He serves as president of the board of trustees for Temple Judea and participates on several nonprofit advisory boards focused on charitable and community initiatives. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs, combining in-house and third-party managers with various portfolio management and financial planning services.

Brendan Decerbo is a Wealth Management Advisor on the Private Executive Services team at Merrill Private Wealth Management. He began his career with Merrill in 2014 and joined the PES team in 2016. Brendan works closely with corporate executives, business owners, professional athletes, and their families to identify their financial goals, risk tolerances, liquidity needs, and time horizons. He focuses on providing personalized attention and customized strategies to help clients make informed decisions about their financial lives. Brendan holds a Bachelor of Science degree in Finance from Florida State University. He has obtained several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA). He is also a member of The Society of the Friendly Sons of St. Patrick in the City of New York. Originally from Coral Springs, Florida, Brendan spent eight years working in Manhattan before relocating to Palm Beach, Florida. Outside of his professional life, he enjoys reading, exercising, traveling, and spending time with his family and friends.

Thomas Walsh is a financial advisor with Mass Mutual Investors Services in West Palm Beach, FL, and holds 30 years of industry experience. He worked at Metlife Securities Inc. for 23 years before joining Mass Mutual-related firms in 2016. Walsh also conducts sales and service of life, fixed annuities, disability, long-term care, and health insurance in a separate capacity. Mass Mutual Investors Services operates as 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 programs with a focus on collaborative, goal-based planning.

Dominick Pagliaro is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including TD Ameritrade, AXA Advisors, and Wells Fargo Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Cindy Pollack is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Edward Jones, Castle Wealth Management, and TFG Financial Advisors. Outside of her advisory role, she owns a tax preparation business operating in West Palm Beach, FL. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alexander Kaufmann is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Zeigler and Elmhurst College. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning using structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate broad investment options and financial planning strategies.