Thomas Walsh is a financial advisor with MassMutual Investors Services, holding over 31 years of industry experience. He has worked with MassMutual since 2016 and was previously with MetLife Securities for 23 years. He is also involved in the sales and service of life insurance, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services 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, focusing on collaborative, annual planning relationships without discretionary investment authority.

Dominick Pagliaro is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including TD Ameritrade, AXA Advisors, and Wells Fargo Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Cindy Pollack is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Edward Jones, Castle Wealth Management, and TFG Financial Advisors. Outside of her advisory role, she owns a tax preparation business operating in West Palm Beach, FL. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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 at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank since 2018. His prior work includes roles at Managed Account Services, LLC and Independent Portfolio Consultants, Inc. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools that incorporate market simulations to assist clients in financial decision-making.

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.

Jason Hale is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Charles Schwab since 2019, following a 14-year tenure at Scottrade, Inc. Outside of his advisory role, he owns and operates a car wash business and manages rental properties. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program, which combines non-discretionary guidance with access to affiliated discretionary separately managed accounts.

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 Advisors since 2025. In addition to her advisory role, she has academic affiliations with Manhattan University, New York University, Southern New Hampshire University Global, and Colorado State University Global Campus. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies alongside discretionary separately managed accounts.

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 is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2007 and Bank of America since 2009. He serves as co-chair of the advisory board for the Atlantic High School Academy of Finance, contributing to the development of a national high school finance curriculum. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies and benefits from its integration with Bank of America’s broader banking and capital markets platform.

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® and holds a Series 66 license, with seven years of industry experience. She has worked with Wells Fargo Clearing since 2019 and was previously with Wells Fargo from 2010 to 2019. She is based in Palm Beach, FL. 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 offers both brokerage and advisory solutions supported by research and analytics.

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.