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.

Alexander Lam is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, MassMutual Life Insurance, and Aflac. Outside of advising, he is a partner in two recreational and retail businesses in Lake Worth, Florida, involving boat rentals and fishing supplies. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and models.

Trevor Sluman is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Capstone Hospitality, Team Guru, and an independent advisory practice. He has also held academic roles at Lynn University and the University of Louisville. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and oversight of sub-advisers.

Elena Saveleva is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. Her career includes positions at Bank of America, JP Morgan Chase, First Republic Investment Management, and Ameriprise Financial Services. She is based in Palm Beach Gardens, FL. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Hepworth is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He has worked within various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and planning tools to develop tailored recommendations.

Mark Lindblom is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 65 and Series 63 licenses and with 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to that, he worked at Managed Account Services, LLC and Independent Portfolio Consultants, Inc. from 2013 to 2017. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning services.

Briana Heard is a Series 66 licensed financial advisor with Merrill in Jupiter, FL, with 11 years of industry experience. She has been with Merrill and its affiliate Bank of America since 2008 and has also been affiliated with the University of North Florida since 2006. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charlotte Martin is a financial advisor at Merrill with Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Merrill since 2017 and was previously employed at Bank of America from 2000 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joy Ohayia is a financial advisor with Primerica Advisors in West Palm Beach, FL. She holds Series 63 and Series 65 licenses and has been with Primerica since 2025. She also has academic experience with several universities, including Manhattan University, New York University, Southern New Hampshire University Global, and Colorado State University Global Campus. Primerica Advisors primarily serves individual investors, as well as corporate and charitable clients, through a wrap-fee asset management program. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, using model-delivery strategies created by third-party asset managers.

Anna Vazquez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She previously worked at JP Morgan Chase bank, N.A. for eight years before joining Wells Fargo in 2024. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Paul Rotell is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63, 65, and 66 licenses. He has 21 years of industry experience, including prior roles at NFP Securities, Inc., and operates his own firm, Rotell & Associates, since 1994. Outside of advisory services, he is involved in tax preparation and accounting through Paul Michael Financial and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides both proprietary and third-party investment strategies and supports multiple custody and platform arrangements tailored to client objectives.

Richard Wilt III serves as Senior Resident Director and Senior Vice President with the Wilt/Polin Group in Palm Beach, Florida. The group, comprised of financial advisors and registered client associates, combines over 60 years of experience in the financial services industry. They offer clients a goals-based wealth management process to understand client objectives, develop personalized strategies, and implement customized solutions for both individual and corporate clients. Richard specializes in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and portfolio management services. He has been active in the financial services industry since 1988 and previously held the position of Vice President with Smith Barney in Manalapan, Florida. Richard has conducted over 100 seminars and has been a guest speaker at several nationwide conferences. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Richard earned a Bachelor of Arts degree in Economics and Foreign Language from Hampden-Sydney College, Virginia. He also studied international business and language at the University of Madrid, Spain, and attended the School of Mortgage Banking at the University of Vermont. He holds a High School Diploma from Blair Academy. Outside of his professional duties, Richard is involved with his community through West Boynton Little League and is affiliated with St. Matthew Church.

Allyn Holt is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019 and previously spent two years at Summit Brokerage Services Inc. Outside his advisory role, Holt is an associate at Tracy L Silpe LLC, a non-investment-related support company. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to help illustrate potential outcomes, supporting clients through various advisory programs and institutional consulting.

Peter Stocker is a financial advisor with Morgan Stanley Wealth Management in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Diana Docea is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2019. She previously worked at Wells Fargo from 2010 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus, distinguishing it from many large institutional advisers.

Nino Migoya is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning services.

Michael Bennett is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL. He holds a Series 63 designation and has 32 years of industry experience, including roles as a sole proprietor since 1994 and involvement with Saga Corporation’s Education Division since 1983. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by various portfolio management styles and affiliated research.

Mark Holbert is a CFP® with 27 years of industry experience, currently serving at Raymond James & Associates. He has been with Raymond James & Associates since 1998 and is also involved with E Train Sports. Outside of his advisory role, he is a founder and board member of the nonprofit organization Friends of Jupiter Beach. 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, and municipal entities, and offers a range of financial planning and investment consulting services through various specialized programs and divisions.

Stacey Kovach is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding a Series 66 designation and 12 years of industry experience. Prior to joining RBC in 2022, she worked at Bank of America, N.A. and Merrill. She serves as a board member for Exit Advisor Alliance, dedicating limited time to this role. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by extensive capital-markets and affiliated asset management capabilities.

Gary Adkin is a financial advisor with Stifel in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Stifel since 2015. In addition to his advisory role, he serves on the advisory board for Palm Beach Atlantic University’s Rinker School of Business. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services with an investment approach based on proprietary methodologies developed by its Investment Strategy Group.