Anthony Santelli is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. He previously worked for Bank of America, N.A./Merrill Lynch, Pierce, Fenner & Smith Inc. for ten years before joining J.P. Morgan in 2025. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Stolowitz is a financial advisor with Wells Fargo Clearing in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, Stolowitz is involved in house flipping and property investment activities. 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 services grounded in modern portfolio theory and tailored to plan objectives. The firm’s offerings include a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Carryn Mclaughlin is a CFP®-certified financial advisor with Morgan Stanley, bringing 19 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, and previously worked at UBS Financial Services from 2014 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Matthew Carrara is a financial advisor with Morgan Stanley in Jupiter, FL, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Carrara serves as a building and zoning commissioner for the Jupiter Inlet Colony government. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and methodologies.

Lawrence Gonnello is a financial advisor at Raymond James & Associates with 31 years of industry experience. He has been with Raymond James since 2016 and holds Series 63, Series 65, and Series 66 designations. Gonnello serves as a board member for Home Safe, an agency supporting abused children, where he attends monthly meetings and assists with fundraising efforts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services through a range of portfolio management styles and extensive affiliated resources.

Michael Arena is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years. Arena also owns a business consulting firm and is involved in insurance sales and family trust management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client preferences.

Maria Reusche is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with support for trading, account administration, and custody.

Peter Loguidice is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Bank, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes strategies based on each client’s advisory risk profile, utilizing a combination of in-house and third-party investment managers and model providers.

Anthony Fazzio is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Northern Trust Corporation. Fazzio previously was involved with the nonprofit A Gift Of Hope For The Homeless Of South Florida. J.P. Morgan Securities 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 recommendations.

Eric Haar is a financial advisor with LPL Financial based in North Palm Beach, FL. He holds the Series 63 and Series 65 credentials and has six years of industry experience. His prior work includes roles at TD Private Client Wealth LLC, TD Bank, and JPMorgan Chase Bank. Outside of advisory work, he is the owner of Cashpoint Access LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors.

Felix Rosado is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 credentials with 18 years of industry experience. He has worked in various capacities within the Wells Fargo organization since 2009, including roles at Wells Fargo Bank NA and Wells Fargo Clearing. Outside of his advisory work, Rosado has ownership interests in family and wealth management LLCs. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad range of planning services and integrates advisory offerings with banking and other financial products through a large network of advisors.

Christopher Metcalf is a financial advisor with Stifel in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes tenures at Bank of America and Merrill Lynch from 2009 to 2019 before joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Phillip Doherty is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, with prior experience at Metlife Securities. In addition to his advisory role, he is licensed as an insurance agent selling life insurance, fixed annuities, and disability products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs tailored to a broad client base.

Julianna Marks is a financial advisor with Merrill in Jupiter, FL, holding a Series 66 designation and 26 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1997. Outside of her advisory role, she serves as a power of attorney for her spouse. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Eliana Katsingris is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she partners with wealth management advisors to assist clients in developing financial plans tailored to their needs. Her professional experience includes positions as a Planning Consultant and Relationship Manager at Fidelity Investments in 2024, as well as serving as a Financial Representative at the same company from 2022 to 2024.

Carlie Dugan is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial in Jupiter, FL. She has been with Raymond James Financial Services since 2005 and the broader Raymond James Financial firm since 2009. Outside of her advisory role, she serves on the investment committee of Bass Rocks Golf Club and is actively involved in client consulting with Cornerstone Financial Partners 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 customized, non-discretionary planning using analytical tools and supports municipal advisory work through a unique affiliation.

Alexander Sugar is a CFP® with 39 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2017. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory practice, he serves on the boards of trustees for Hillside School and Lawrence Academy, both private educational institutions. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs combining discretionary and non-discretionary management, utilizing a mix of in-house and third-party managers supported by RBC’s capital markets and affiliated capabilities.

Benjamin Lasater is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, United Capital Financial Advisers, Goldman Sachs, and Mass Mutual. Outside of his advisory role, he is a partner in an indoor golf simulator business based in Palm Beach County, Florida. Merrill, along with its affiliate 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Blake Abadie is a financial advisor at Wells Fargo Advisors in Palm Beach Gardens, FL. He holds a Series 66 designation and has experience at EisnerAmper, Postlethwaite & Netterville, and previous roles in academia at Louisiana State University and Louisiana State University Shreveport. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Kayla Hinkle is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and its affiliates since 2013. Kayla is based in West Palm Beach, FL, and also offers certain banking products and services through her employment with JPMorgan Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.