Alan Barlow is a financial advisor with Ameriprise in Jupiter, FL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Barlow serves as treasurer on the board of the Mystic Cove of Jupiter Homeowners Association and participates on the finance committee for The Residences at the Ritz Carlton in Philadelphia. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

David Gould is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2018 and previously worked at Cetera and Cetera Financial Specialists LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Jon Drinkwater is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2024 and previously spent over 16 years with Ameriprise and Ameriprise Financial Services, Inc. He operates Drinkwater Wealth Management as a business activity affiliated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Pipkens is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding a Series 66 designation and six years of industry experience. He previously worked at UBS Financial Services and has been involved with Henderson Insurance since 2020. Outside of financial advising, he holds a real estate license. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Stephanie Williams is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at Edward Jones in Palm Beach Gardens, FL. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved with Eric Cole Golf LLC, an entertainment business based in Jupiter, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Ian Hulnick is a Series 66 licensed advisor at Fidelity with one year of industry experience. His prior roles include positions in homecare services and education, as well as involvement with a political campaign. Outside of advising, he operates an online resale business focused on retail goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base that includes retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Kenneth Hauck is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American Portfolios Financial Services, Inc. for 22 years. Hauck also has experience with 401 K Exchange and is involved with PPS Advisors, Inc. in insurance and fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using a variety of tools and platforms to construct and manage portfolios across multiple asset classes.

Richard King is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding a Series 66 designation and nine years of industry experience. He has worked at JPMorgan Chase Bank, Wells Fargo Clearing, and Morgan Stanley. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

David O Malley is a CFP®-certified financial advisor with Edward Jones, based in Palm Beach, FL. He has 16 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Sarah Dellolio is a financial advisor at Morgan Stanley with 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including customized 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 planning process supported by advanced modeling tools.

William Brown Jr. is a Wealth Management Advisor and the founder of The Brown Hurray Plantz Group at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1982, bringing decades of experience assisting clients with complex financial affairs across a broad range of needs. He leads a team that provides personalized wealth management services to an accomplished clientele, including senior corporate executives, closely-held business owners, and multi-generational families. The team offers comprehensive financial services, including investment management, retirement strategy, executive services, trust and estate planning, and lending and banking solutions through Bank of America, N.A. William holds the CERTIFIED FINANCIAL PLANNER (CFP) and Certified Investment Management Analyst (CIMA) designations. He earned his bachelor's degree in economics from Allegheny College. Throughout his career, William has been recognized for his professional achievements and has been named among top financial advisors by industry publications. He has been involved in various community and professional organizations, including service to Sewickley Presbyterian Church and the Watson Institute. William also served as a trustee of Allegheny College for 15 years. His personal interests include boating, chess, golfing, music, skiing, spending time with family, traveling, and yoga.

Jonathan Stone is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a trustee for a family-related special needs trust. 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 LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage services, tailoring solutions based on client goals, risk tolerance, and time horizon.

James Goldslager is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Guardian Life for over two decades, as well as Securities America Advisors. Goldslager is the owner of BRAG Associates LLC, an investment advisory firm, and is involved in the sale of mutual funds, annuities, and life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary management, with access to third-party money managers and managed-account solutions.

Christopher Sadaka is a financial advisor with RBC Capital Markets who holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. He is a passive investor in a furniture and home decor business. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Elizabeth St Amand is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Cetera and its affiliates since 2016, and previously worked at Investors Capital Corporation from 2002 to 2016. Outside of her advisory work, she has been involved with the Give a Smile to a Child Foundation since 2008 and operates St. Amand Investment Designs, Inc. since 2003. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Scott Fisher is a financial advisor with LPL Financial in Jupiter, Florida, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.

Andrea Bevis is a Series 66 licensed financial advisor with UBS Financial Services in North Palm Beach, FL, where she has worked since 2015. She has 16 years of industry experience. Outside of her advisory role, Andrea is a commissioned Notary Public in the Commonwealth of Massachusetts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Juan Freitas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Located in West Palm Beach, FL, his practice is part of a large institutional firm. 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. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Sean Gray is a financial advisor at RBC Capital Markets with 13 years of industry experience. He has been with RBC since 2012, initially at RBC Wealth Management and continuing at RBC Capital Markets since 2017. He holds the Series 66 designation and is based in Palm Beach Gardens, FL. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with various wrap fee advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers, integrating tax management and responsible investing options.

David Noble is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory work, he serves on the finance committee and as a board member of the Tequesta Country Club in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides comprehensive advisory programs and financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by the Global Investment Committee’s research and modeling tools.