Leonard Kaplan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long tenures at UBS Financial Services and Morgan Stanley Smith Barney before his current role at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Tyler Stevenson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America, Merrill, and Palm Beach Accounting and Financial Services. Stevenson serves on the steering committee for the Historical Society of Palm Beach County, assisting with event scheduling and marketing. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Louis Lo Franco is a Series 66 licensed financial advisor with Edward Jones in Wellington, FL, where he has worked since 2014, accumulating 11 years of industry experience. He serves as a volunteer board member for BridgePrep Academy in Miami, FL. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Shannon Voelk is a Series 66-licensed financial advisor with five years of industry experience. She has worked at Edward Jones since 2022 and previously spent four years at Putnam Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Matthew Rahim is a financial advisor with Fidelity Investments and holds a Series 66 designation. He has four years of industry experience and has worked at several firms including Fisher Investments and Lincoln Investment LLC. His career also includes experience outside of financial services with roles at Indian River State College and Hollister Co. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a portfolio construction process combining proprietary fundamental research, quantitative analysis, and algorithmic methods to manage model portfolios across mutual funds, ETFs, and ETPs.

David Newman is a CFP® with over 31 years of experience in the financial industry. He has been with Ameriprise and its affiliates since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a business ownership related to resource management and health insurance administration. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, offering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Paige Ottenbrite is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Ameriprise, Stifel Nicolaus & Company, and Charles Schwab. She is also involved with RGWool LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary consulting tailored to client goals, utilizing various analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

James Zooberg is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. His career includes multiple roles within JPMorgan Chase and J.P. Morgan Securities since 2015. 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 advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, and leverages broader derivatives and commodities capabilities.

Alex Bigelow is a financial advisor with Robert W. Baird & Co. based in West Palm Beach, FL, holding a Series 63 designation and 45 years of industry experience. He has worked at Robert W. Baird & Co. since 2016. Outside of advising, he is a passive member of Jorie Healthcare Partners. Alex is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Tracy Martin is a financial advisor with LPL Enterprise in Delray Beach, FL, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1983 and was associated with Pruco Securities, LLC. Outside of his advisory role, Martin owns and operates insurance businesses focused on property and casualty coverage. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services including financial planning, insurance product facilitation, and affiliated trust custody.

Franklin Tiller Jr. is a CFP®-certified financial advisor with 30 years of industry experience, currently practicing at UBS Financial Services in West Palm Beach, FL. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to deliver tailored financial planning and portfolio management.

Ogden Timpson is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 66 designation and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a co-trustee and power of attorney related to several family trusts and estates. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from its investment institute and third parties, applying diversification principles and modern portfolio theory.

Eric Shippy is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 65 and Series 66 credentials and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and at JPMorgan Chase Bank, N.A. since 2016, with prior experience at UBS Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, with recommendations limited to eligible strategies that may incorporate ESG criteria.

James Zahringer Jr. is a CFP® and Series 66 licensed advisor with Raymond James & Associates in Palm Beach, FL, bringing three years of industry experience. Prior to joining Raymond James, he was self-employed for two years and has additional background connected to Alternatives In Treatment, LLC. Outside of financial advising, he is the owner of Cargo Holdings LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Jeffrey Danzinger is a financial advisor with Raymond James & Associates in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. His career includes long tenures at Merrill and Bank of America before joining Raymond James. 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, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Victor Joseph is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 65 designation and has prior experience in real estate brokerage, working with firms such as CSI Group, ReMax Select Realty, Fox and Foxx Realty, and Redfin Real Estate. Outside of his advisory role, he is also a licensed real estate broker and notary in New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory and brokerage services delivered through a large network of investment adviser representatives.

Nicolas Islas is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at Citigroup Global Markets Inc. and Citigroup/Citibank from 2016 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The advisory process combines quantitative and qualitative research and incorporates ESG criteria in its investment recommendations.

Kenneth Baron is a CFP® with 19 years of industry experience, currently serving at Mass Mutual Investors Services since 2016. He has also been affiliated with Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in the sales and service of life and disability insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options and conducts educational seminars.

Kevin Fernandez is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 33 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 clientele including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Russell Anderson is a CFP® with 37 years of experience in the financial services industry. He is currently with LPL Enterprise and has held positions at Prudential Insurance Company of America, Pruco Securities, and several other firms throughout his career. Anderson serves as Chairman of the Board for Life Recovery Ministries, a nonprofit organization based in West Palm Beach, FL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.