Kyle Stone is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Stone serves on the Board of Trustees for Good Shepherd Episcopal School in Tequesta, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Maggie Cooney is a Financial Consultant currently serving at Fidelity Investments since 2025. She specializes in building long-term relationships with clients, focusing on trust, open communication, and personalized financial guidance. By understanding each client's unique preferences and goals, she adopts a planning-first approach to develop thoughtful strategies and co-create financial plans tailored to individual situations. Prior to her role at Fidelity Investments, Maggie worked as a Financial Consultant Partner at Charles Schwab from 2023 to 2024. She also gained experience as an Implementation Associate at Fisher Investments from 2022 to 2023. Through these roles, she has developed expertise in investment consulting and financial planning. Outside of her professional career, Maggie has interests in beach activities, fitness, food, gardening, horseback riding, and traveling.

Abby Vicencio is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Palm Beach Gardens, FL. She has 17 years of industry experience, including six years with Wells Fargo Clearing prior to joining Wells Fargo Advisors in 2022. Vicencio co-owns Positive Outlook Holdings LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, using proprietary research and tools to develop customized recommendations.

David Yaccino is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. He serves on the Visitor's Board of Shady Side Academy. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, using a proprietary investment strategy methodology developed by its Investment Strategy Group.

Richard Harris is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Raymond James since 2016. Harris serves as a successor trustee for two children’s trusts in Washington, DC. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christy Flores is a Series 66-licensed financial advisor with 26 years of industry experience. She is currently with Morgan Stanley and has previously worked at Wells Fargo Clearing as well as earlier roles within Morgan Stanley entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that employs firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate arrangements.

Kate Logan Lindgren is a financial advisor with Wells Fargo Advisors in Jupiter, FL, holding a Series 66 designation and two years of industry experience. Before joining Wells Fargo Advisors in 2022, she worked at Port Salerno Elementary School from 2014 to 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research, planning tools, and multiple financial product channels.

Kevin Landeta is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Charles Schwab & Co., Inc. since 2017 and also worked at Charles Schwab Bank, SSB. Prior to joining Schwab, he spent three years at the University of Central Florida. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized operations and a formal alternative investment program.

Douglas Walker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1988, focusing on developing strategies and recommendations for high-net-worth individuals, their families, and their businesses to help meet their short- and long-term financial goals. With over 35 years of experience in the financial services industry, Douglas takes a consultative and objective approach to wealth management. He listens to and reviews client financial situations, preferences, and goals, then offers portfolio recommendations designed to align with each client's income and growth needs. His discussions also cover a wide range of opportunities, including investments, retirement, estate planning services, lending solutions from Bank of America, and philanthropy. Douglas holds a Bachelor's Degree from the University of Maryland and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He resides in Reston, Virginia with his wife, Jodi. His personal interests include baseball, golfing, and spending time with his family. Douglas is also involved with the Purcellville Cannons organization.

Joseph Rice is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors, Bank of America, and Merrill. He is also CEO of Cogan Financial, an LLC he established for tax purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jason Mccarty is a Series 66-licensed financial advisor with Morgan Stanley in Palm Beach Gardens, FL, and has 17 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory and brokerage platforms.

John Zavolas is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2021. His prior experience includes roles at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies using both in-house and third-party managers, with a focus on customized portfolio management and a broad set of financial services.

Giovanna Triana is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Merrill for 20 years before joining JPMorgan in 2019. In addition to her advisory role, she is also an employee of JPMorgan Bank, offering deposit and credit products. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research, with offerings that include ESG considerations and broader derivatives capabilities.

Andrew Porath Jr. is a financial advisor with Morgan Stanley holding a Series 66 designation and four years of industry experience. He has previously worked at Muriel Siebert & Co., Inc. and Bank of America. Porath is based in Palm Beach Gardens, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market simulations in its financial planning process.

Zachary Rider is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding a Series 66 designation and 9 years of industry experience. He joined Raymond James & Associates in 2016 after working at American Insurance & Financial Services for one year. Outside of his advisory work, Rider serves as a Sponsorship Committee Member for the American Cancer Society in West Palm Beach, where he helps secure corporate sponsorships and donations. 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 financial planning and advisory services supported by a wide array of portfolio management styles and in-house research.

Howard Johnson is a financial advisor at Ameriprise with 34 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Johnson has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Amy Lippiello is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Raymond James Financial Services, Inc. since 2016. She is also associated with Frost Financial Services, Inc. in a support role. 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 uses tailored planning and analytical tools to support client goals and offers a range of advisory programs and consulting services.

Justin Adams is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2018, progressing through various roles including Investment Consultant, Financial Representative, High Net Worth Service Associate, and Customer Relationship Advocate. In his current role, Justin partners with clients to customize financial plans tailored to their families' unique needs. He focuses on identifying strategies to improve these plans and assist in growing, protecting, and distributing wealth across generations.

Howard Kaslow is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He is based in Palm Beach Gardens, FL. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured financial planning processes supported by its Global Investment Committee’s tools and models.

William Enriquez is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has been with Ameriprise since 2014, including its predecessor entity, and is based in North Palm Beach, Florida. Outside of his advisory role, he is the president and owner of Advance Palm Beach, Inc., a business used to manage operating expenses for his practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing planning advice focused on income sustainability and tax-aware withdrawal strategies for clients nearing or in retirement.