Benjamin Cornett is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked in various roles at Morgan Stanley since 2014. Outside of finance, he has been a Senior Director of Operations at Chick-fil-A and is a part-owner of Jessica Lorren Photography, where he occasionally assists with technical support. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and advisory services but does not provide individual security recommendations as part of standalone financial plans.

Edward Forster is a Series 66 licensed advisor with Charles Schwab in Palm Beach Gardens, FL, bringing one year of industry experience. Prior to joining Schwab, he held positions at Costco Wholesale, Uber Eats, and several food service establishments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

David Desmon is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 63 and Series 65 registrations and 56 years of industry experience. He has been with Merrill since 2007 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves on the investment committee and board of the WNED Foundation, a charitable organization based in Buffalo, New York, and acts as co-trustee of a revocable trust. 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. The firm delivers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, supported by internal CIO teams and third-party managers.

Mark Brookfield is a Private Wealth Advisor and managing partner of the Erdmann, Giannetti, Brookfield, Carpentieri Group within Merrill Private Wealth Management. He advises senior executives of Fortune 500 companies, business owners, entrepreneurs, and ultra-affluent families on multiple facets of their financial lives. His approach includes not only investment management but also advising on estate planning, inter-generational wealth transfer, concentrated stock strategies, and cash-flow modeling. Mark examines both sides of a client's balance sheet to identify gaps and capitalize on opportunities for more efficient deployment of capital. He places importance on capital preservation and values the long-standing client relationships he has cultivated over his career. Mark earned a bachelor's degree from the University of Connecticut and holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, awarded by the Certified Financial Planner Board of Standards, Inc. He is also a Personal Investment Advisor (PIA) and a member of the CFP Institute. Mark has been recognized for his expertise, including a ranking by Forbes Magazine as the #13 Best-In-State Wealth Advisor in 2022. Outside of his professional work, Mark enjoys golfing, running, and spending time with his family. He has also been involved in community service as a former board member of Grace Community Church.

Justin Gerbino is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2017. Prior to joining the firm, he spent four years at Siena College. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning.

Charles Goldman is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model investment outcomes.

Steven Cole II is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at various J.P. Morgan entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Edward Sorkin is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 and is responsible for business development, relationship management, and portfolio analysis. Ed began his career in financial services in 1982 as a commodities trading advisor in Washington DC and became licensed as a financial advisor in 1984. With more than 30 years of experience, he focuses on understanding clients’ financial situations and aligning their resources with their goals. He monitors market trends and considers global economic events to help clients achieve their objectives while managing risk. Ed holds a bachelor's degree in business and finance from the State University of New York at Buffalo and holds the designation of Personal Investment Advisor (PIA).

Donald Smith Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, with prior experience at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships as well as corporate financial planning agreements.

Christina Anderson currently serves as Vice President Private Wealth Management Advisor. She has been with Fidelity Investments since 2004, progressing through roles including Financial Representative, Investment Representative, Account Executive, Senior Account Executive, and Wealth Management Adviser before assuming her current position in 2014. Christina's work involves helping families develop personalized wealth strategies aimed at growth, preservation, and transfer of wealth. She emphasizes collaboration to ensure a clear understanding of clients' needs and goals.

Chelsea Lasater is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she provides service and support to multiple generations of families, focusing on delivering personalized service based on individual needs. When deeper wealth planning is necessary, she facilitates discussions with Wealth Management Advisors to ensure clients receive comprehensive wealth services. Chelsea has been with Fidelity Investments since 2008, holding various positions including Financial Representative, Relationship Manager, Senior Relationship Manager, Wealth Management Specialist II, Private Wealth Management Planning Consultant, and currently Private Wealth Management Senior Relationship Manager. This progression reflects her extensive experience in wealth management and client relationship roles. No information about Chelsea's education, credentials, personal interests, or community involvement was provided.

Mitch Frownfelter is a Series 66 licensed financial advisor with Edward Jones in Juno Beach, FL, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Spencer Besant is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Merrill and Merrill Lynch. His background also includes roles outside finance, such as employment at Palm Beach Atlantic University and Wegmans Food Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm offers a wide range of capabilities including financial planning, portfolio management, and capital markets services.

Lynne Marino is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in empowering women and their families through informed financial decision-making. She focuses on areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, personal retirement planning, and socially responsible investing. Lynne aims to simplify complex financial concepts to help clients take control of their finances and meet their individual goals. Before beginning her financial advisory career in 2008, Lynne held management positions at AT&T and IBM. She holds a Bachelor of Arts degree in management and finance from Simmons College and a Master of Science degree in information systems from Pace University. Additionally, she maintains Series 7 and Series 66 FINRA registrations, Life and Health Insurance licenses, and is registered to offer Long Term Care through the Connecticut and New York Partnership Program. Lynne is actively involved in her community, including membership with the Junior League of the Palm Beaches and participation in the Choral Society of the Palm Beaches. She also dedicates time to educating organizations about kidney health as a living kidney donor. Lynne enjoys golfing with regional women's golf associations and spending time with her family.

John Cicillini is a financial advisor with Wells Fargo Clearing in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics along with diversification principles and modern portfolio theory to evaluate investment options while offering both brokerage and advisory solutions.

Herbert Hartman is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary models to support its advisory services.

Charles Lewis is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL. He holds a Series 66 designation and has 27 years of industry experience, including 19 years at UBS Financial Services prior to joining RBC Capital Markets in 2026. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing a range of in-house and third-party investment managers and model providers.

Joseph Pushkarewicz is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity, he worked as a Financial Advisor at 1847 Financial from 2019 to 2022. Joseph focuses on strategic planning and building meaningful connections to help clients work towards their financial goals. His approach aims to support individuals in pursuing their ideal futures through careful financial guidance. Outside of his professional role, Joseph enjoys activities such as beach outings, boating, snowboarding, spending time with friends at social events, exploring food interests, and caring for pets.

Anton Greaton is a Wealth Management Advisor at Merrill Lynch Wealth Management. He offers a comprehensive approach to managing wealth that begins with understanding a client’s family, financial situation, and priorities. Based on this, he helps develop personalized wealth management strategies that adapt to changing needs and market conditions. Anton provides clients with access to the investment insights of Merrill and the banking conveniences of Bank of America to address various aspects of their financial lives. Anton’s areas of expertise include college education planning, corporate executive services, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, socially responsible and ESG investing, tax minimization, and retirement income planning. He holds several professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Anton earned a bachelor’s degree from Southern Methodist University and is a member of the South Florida Analysts Society. Anton follows the Merrill tradition of community engagement and spends time volunteering with local organizations. His client-focused philosophy centers on collaborating one-on-one to develop financial strategies aimed at pursuing long-term goals.

Luciane Roessler is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management (MSWM) provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.