Anthony Sanguinetti is a financial advisor at Merrill with 31 years of industry experience. He has been with Merrill since 2002. Outside of his advisory role, he serves as a non-public arbitrator for FINRA’s Office of Dispute Resolution. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

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 Series 66 licensed financial advisor at Wells Fargo Clearing with one year of industry experience. Her work history includes roles at HMY Yacht Sales, Inc. and Seaside Sisters of Stuart LLC, as well as a position with 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.

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.

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, holding a Series 66 designation and beginning his career in 2025. Prior to joining Raymond James, he was involved with Rolling Hills Coffee Company. 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, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.

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.

Gregory O'Hare is a Private Wealth Advisor at Merrill Private Wealth Management, where he has spent his entire career since joining the firm in 1989. As the senior member of The O'Hare Group, he directs portfolio strategy for his team, overseeing asset allocation, portfolio modeling, and investment evaluation. He is a qualified Portfolio Manager who provides financial advice and strategies tailored to ultra-high-net-worth families and businesses, utilizing personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Greg manages his strategies on a discretionary basis when servicing clients through the firm's Investment Advisory Program. Greg holds a Bachelor's Degree from The Ohio State University Fisher School of Business and maintains FINRA Series 3, 7, 8, 63, and 65 Registrations. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Over his career, Greg has been recognized by Barron's Top Financial Advisors list annually since 2009 and by Forbes | SHOOK® Best-in-State Wealth Advisors from 2018 through 2026. Beyond his professional work, Greg is engaged with various community organizations such as Club 100 Charities, Loggerhead Marine Life Center in Florida, Nature Conservancy, and the Ambassadors of Jupiter Medical Center Foundation. He is involved with multiple charitable causes including support for the Juvenile Diabetes Research Foundation and the Michael J. Fox Foundation for Parkinson's Disease. Greg and his family reside in Jupiter Inlet Colony.

Gordon Anthony is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades with Wachovia Bank NA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from its own investment institute alongside third-party sources.

Joshua Sariol is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill from 2010 to 2024 before joining J.P. Morgan in 2024. Based in Palm Beach, FL, he currently serves institutional clients through J.P. Morgan Securities. 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, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Harrison Spellman is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked at Charles Schwab and DHI Mortgage. He has also held roles at the University of West Florida and the University of Central Florida. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Steven Colamarino is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Morgan Stanley in West Palm Beach, FL, having previously worked at Bank of America and Merrill. Outside of his advisory role, he serves on the Young Professionals Committee at the Raymond F. Kravis Center for the Performing Arts, organizing networking events for young professionals interested in the arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies.

George Mayer III is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2013. Mayer serves on the board of directors for Rosarian Academy and is the managing member of Emmies Properties LLC, a company involved in property flipping. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and offering tailored investment strategies based on proprietary research.

John Castaldo is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America and Mercy College before joining J.P. Morgan in 2022. In addition to his advisory role, he is also employed by JPMorgan Bank, enabling him to offer certain bank products and services. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.