Thomas Bennett is a financial advisor with Wells Fargo Clearing in Palm Beach, FL. He holds the Series 66 designation and has been with Wells Fargo Bank since 2009, joining Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Barron is a CFP® with over 31 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2020, previously spending 12 years at UBS Financial Services. Outside of his advisory role, he serves on the finance committees of Temple Beth Torah and the Sarcoma Foundation of America, where he is also an advisor to the CEO. Morgan Stanley Wealth Management is a large SEC-registered investment adviser serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Brian Mawhinney is a Series 66 licensed financial advisor with over 22 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2017, following a 14-year tenure at Ameriprise Financial Services, Inc. He is also the CEO and President of The Falcon's Nest, a nonprofit organization that raises funds for individuals, businesses, and families affected by Down syndrome. MassMutual Investors Services, LLC is 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 seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Amal Benbrahim is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2016, following prior roles at Astoria Bank, Wells Fargo Clearing, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Chad Delk is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various J.P. Morgan entities since 2012. Delk serves as a board member on the Finance Committee of Bear Lakes Country Club, overseeing annual budgets and capital spending projects. J.P. Morgan Securities LLC 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 in its investment approach.

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.

Daniel Waldman is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Insperity, Cantey Tech Consulting, and BFS Capital. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ernst Mahler III is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Lincoln Financial Advisors, Managed Account Services, LLC, and Independent Portfolio Consultants, Inc. He serves as a trustee for family trusts, including responsibilities related to estate tax payments. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Joshua Vanderveen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2011 to 2016. Outside of his advisory role, he serves as a trust protector for a family member's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Becker is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. 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 utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions supported by a large network of financial advisors.

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 at Fidelity with Series 66 credentials and four years of industry experience. His career includes roles at Fisher Investments, Lincoln Investment LLC, and Seacoast National Bank. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios delivered to intermediary platforms.

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 at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various divisions of JPMorgan Chase and J.P. Morgan Securities since 2015. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Lendwood Jones is a Planning Consultant at Fidelity Investment, a role he has held since 2025. In this position, he focuses on helping clients develop comprehensive and customized financial plans tailored to their unique needs and goals. He emphasizes collaboration with clients and their families to ensure that financial strategies align with their specific circumstances and aspirations. Prior to his current role, Lendwood gained experience at Fidelity Investments as a Relationship Manager from 2023 to 2025 and as a Financial Representative from 2022 to 2023. He also worked as a Financial Professional at Equitable Advisors in 2021, building a foundation in financial services and client relationship management. Outside of his professional work, Lendwood has personal interests that include fishing, fitness, enjoying food, parenthood, and traveling.

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.