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 at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank and Bank of America. Based in Palm Beach Gardens, FL, he is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services. 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 combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional programs.

Donna Slater is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. She has worked at PFS Investments Inc. since 2020 and Primerica Financial Services since 2011. Prior to her financial services career, she was employed by the School District of Palm Beach County for 12 years. Outside of advisory work, she is involved in sales of home security and automation products through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors and certain corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies supported by third-party asset managers and custodians.

Jeremy Wilmes is a financial advisor at OSAIC with 23 years of industry experience. He holds CFP® and ChFC® designations and has worked at firms including Edward Jones, Cetera, Prudential, and MassMutual. Outside of finance, he serves as a USCG 100-ton Boat Captain and SCUBA instructor and is a volunteer diver and board member for the Rhode Island Marine Archaeology Project. OSAIC Wealth serves a diverse mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and access to model-based asset allocation strategies. The firm supports individual investors, retirement plans, charities, and corporate clients with a broad range of programs and third-party manager options.

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 in Palm Beach Gardens, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Crescent Pine Family Office and ThinkEquity LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee models to support its financial planning process.

Terra Brown is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 65 designations and nine years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously held roles at JPMorgan Chase Bank N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers broader derivatives and commodities capabilities through various regulatory registrations and affiliations.

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.

Virginia Lynn is a financial advisor with Wells Fargo Advisors in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of advisory work, she has ownership in non-investment real estate ventures. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

Brian Maxted is a financial advisor at Morgan Stanley in West Palm Beach, FL, with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Morgan Stanley and Charles Schwab in various roles since 2014. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools, incorporating economic modeling but does not include individual security recommendations within standalone plans.

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.

Alan Barlow is a financial advisor with Ameriprise in Jupiter, FL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Barlow serves as treasurer on the board of the Mystic Cove of Jupiter Homeowners Association and participates on the finance committee for The Residences at the Ritz Carlton in Philadelphia. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

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.

Jon Drinkwater is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior experience includes roles at Ameriprise Financial Services and Ryan Beck & Co., among others. He operates Drinkwater Wealth Management as a business activity related to his advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, and supports a large network of advisors with advanced research and operational tools.

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.

Stephanie Williams is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at Edward Jones in Palm Beach Gardens, FL. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved with Eric Cole Golf LLC, an entertainment business based in Jupiter, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Ian Hulnick is a Series 66 licensed advisor at Fidelity with one year of industry experience. His prior roles include positions in homecare services and education, as well as involvement with a political campaign. Outside of advising, he operates an online resale business focused on retail goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base that includes retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.