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.

Austin King is a financial advisor with Merrill in West Palm Beach, FL, holding a Series 66 designation and five years of industry experience. He has previously worked at Bank of America and maintains a real estate license with Long & Foster Real Estate, though he does not currently practice as a realtor. King also serves as a board member of the Industry Advisory Council supporting Towson University's StarTUp Accelerator. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

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 financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and 19 years of industry experience. He previously worked at Bank of America, Merrill, UBS Financial Services, and Credit Suisse Securities. He serves on the Young Professionals Committee at the Raymond F. Kravis Center for the Performing Arts in Palm Beach, organizing networking events related to the arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by firm-approved tools and delivers both direct and corporate financial planning services.

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.

Donna Slater is a financial advisor with Primerica Advisors in Tequesta, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. She has worked at PFS Investments Inc. since 2020 and with Primerica Financial Services since 2011. Prior to her advisory roles, she was employed by the School District of Palm Beach County for twelve years. In addition to advisory work, she receives compensation for sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-driven investment strategies supported by third-party asset managers and custodial services.

Jeremy Wilmes is a financial advisor with Osaic Wealth Inc. based in Palm Beach Gardens, FL, holding CFP® and ChFC® designations and over 23 years of industry experience. His career includes roles at Edward Jones, Cetera, MassMutual, and Equitable Advisors. Outside of finance, he serves as a board member and volunteer diver for the Rhode Island Marine Archaeology Project and works as a contract PADI SCUBA instructor and U.S. Coast Guard 100-ton boat captain. OSAIC Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of advisors. The firm employs a variety of advisory platforms and tools to offer integrated brokerage, investment advisory services, and access to third-party money managers.

Deborah Montaperto is a Certified Financial Planner (CFP®) with 38 years of industry experience, currently serving at Morgan Stanley since 2009. She has been associated with Morgan Stanley Private Bank, National Association, since 2015. Montaperto is a member of Barron's Hall of Fame Advisory Board, contributing to financial education and business development outside her advisory role. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and access to various investment products.

Harrison La Branche is a financial advisor at Morgan Stanley with Series 63 and Series 66 designations and one year of industry experience. His career includes prior roles at Crescent Pine Family Office and ThinkEquity LLC. Morgan Stanley Wealth Management is a large institution that provides a range of advisory programs to individual and institutional clients, focusing on financial planning and investment management supported by firm-approved tools and research.

Terra Brown is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2018, following a 12-year tenure at JPMorgan Chase Bank NA. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Eszter Koch is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her prior experience includes roles at Cetera, Kestra Financial Services, and Mass Mutual Investors Services. She operates out of West Palm Beach, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jackson Zavatsky is a financial advisor and member of Merrill's Wealth Management Team in Palm Beach. He works with pre-retirees and business owners to assist them in managing the complexities of their financial lives. His areas of focus include cash flow management, retirement readiness, business succession, legacy planning, and investment strategy. Jackson partners closely with clients to develop disciplined strategies aimed at providing clarity and confidence in their financial decisions. He holds a Bachelor's degree from Fairfield University and has earned professional designations such as Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Jackson is involved with professional and community organizations including the Palm Beach Chamber of Commerce, Canterbury School, and First Tee - Florida Gold Coast. Outside of his professional work, Jackson enjoys golfing, music, spending time with his family, and writing. His personal philosophy centers on putting people first, followed by planning and purpose.

Virginia Lynn is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior work includes roles at Morgan Stanley and Citigroup Global Markets. She has ownership interests in a real estate company and a retirement planning firm based in Jupiter, Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and leveraging Wells Fargo’s research and tools to develop tailored recommendations.

Brian Maxted is a financial advisor at Morgan Stanley based in West Palm Beach, FL, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2014, including time at Morgan Stanley Private Bank. Prior to that, he was with Charles Schwab and Charles Schwab Bank from 2014 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery processes and approved planning tools.