Dominic Delia is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. He previously worked at Tannenbaum Capital Group and Wells Fargo Asset Management. Outside of advising, he manages a single-member LLC that holds a rental property in West Palm Beach, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset allocation with centralized due diligence and an ESG eligibility framework.

Scott Weaver Sr. is a CFP®-certified financial advisor with 39 years of industry experience, currently with LPL Financial since 2025. Prior to joining LPL, he spent 18 years at Next Financial Group Inc. He is based in Palm Beach, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research to support diversified investment strategies.

William Trainor is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked in various roles at golf and banquet clubs. Outside of his advisory work, Trainor is involved with JET Industries, Inc., a manufacturing business where he holds a family-related position. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Anthony Klingseisen is a financial advisor with LPL Financial in Jupiter, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Equitable Advisors, Axa Advisors, and Questar Asset Management. Outside of his advisory work, he coaches junior varsity football at Jupiter Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

Keith Gillman is a financial advisor at Equitable Advisors with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 15 years. Outside of his advisory role, he serves as the administrator and executor of his mother’s estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs, operating a hybrid referral and implementation model that combines advisory and brokerage services.

Todd Devin is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Anthony Sanguinetti is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Merrill since 2002. In addition to his advisory role, he serves as a non-public arbitrator for the FINRA Office of Dispute Resolution. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide array of financial products and services.

Larry Bernstein is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. Incorporated since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Bernstein is a member of the Florida Bar Association, though he has no current duties in that capacity. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of investment strategies and overlays.

Ralph Balzano is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a 50% owner of an LLC established for real estate investment, with operations managed by his spouse. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers a range of investment services through its Financial Advisors and specialized strategy groups.

Adam Townsend is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He holds a Series 63 designation and has been with Mass Mutual Investors Services since 2017, following a 19-year tenure at Metlife Securities Inc. Outside of his advisory role, he is also licensed as an insurance agent specializing in life and disability insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

Jonathan Slater is a financial advisor with OSAIC based in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He was previously affiliated with Securities America Advisors, Inc. and Securities America, Inc. for 18 years. Outside of his advisory role, he is the owner and president of Slater Wealth Management, a portfolio management and registered representative firm. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes, managed on discretionary or non-discretionary bases.

Megan Powers is a financial advisor at Wells Fargo Clearing with a Series 66 designation and experience starting in 2024. Prior to joining the firm, she held roles at HMY Yacht Sales, Inc., Seaside Sisters of Stuart LLC, and served in the Florida House of Representatives. 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 from Wells Fargo Investment Institute and third-party databases.

Teagan Shaughnessy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Teagan attended the College of Charleston from 2020 to 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Noah Lee is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has held roles at Credit Suisse, now UBS, for 12 years prior to joining J.P. Morgan. He holds Series 63 and Series 65 credentials and is based in Palm Beach, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Daniel Tumba is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He is currently with Merrill in Palm Beach Gardens, FL, having previously worked at Bank of America, JP Morgan Chase Bank, and First Republic Investment Management. Outside of his advisory work, he serves on the board of directors for the JDRF Greater Palm Beach County Chapter, a type 1 diabetes charitable organization. Merrill provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Reiner Sosa is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting families and small business owners with personalized wealth management strategies, focusing on retirement planning, capital preservation, and tax minimization. His client services include equity compensation, family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Reiner holds a High School Diploma from Florida Virtual School and an Associate's Degree from Palm Beach State College. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Bilingual in Spanish and English, Reiner is a Florida native raised in West Palm Beach. Outside of his professional role, Reiner enjoys baseball, basketball, dancing, football, soccer, and spending time with his family. He emphasizes transparency and prioritizes his clients' best interests in his approach to financial advising.

Joshua Matteo is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, Matteo serves on the Board of Trustees for the Estates of Tradition HOA and is involved in operating a printing company through an LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nicholas Gorelik is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at SROA Capital LLC and Discovery Land Company, as well as time at Michigan State University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Zechariah Miller is a financial advisor with Raymond James & Associates in West Palm Beach, FL. He holds a Series 66 designation and has been with Raymond James since 2025. Prior to his current role, his background includes work experience in landscaping, food service, and retail, alongside his academic studies at Palm Beach Atlantic University and Cornerstone University. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting services to a diverse client base that includes individuals, institutions, and government entities, and is known for its involvement in municipal and public finance.

Darren Dawson is a CFP® professional with 27 years of experience in the financial industry. He is currently with Wells Fargo Advisors, where he has worked since 2026. Prior to this, he spent 10 years at SunTrust Advisory Services and SunTrust Investment Services, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.