Richard Fitzsimmons is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Merrill since 2002 and concurrently with Bank of America, N.A. since 2011. 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, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristopher Wall is a financial advisor with Ameriprise in Jupiter, FL, holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for nine years before joining Ameriprise in 2018. Wall serves on the Board of Directors and Finance Committee of The Kings Academy and holds leadership roles with the Florida Atlantic University Alumni Association. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Hein is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at firms including Morgan Stanley and Kestra Investment Services. Hein has also served as a financial analyst at NextEra Energy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Bruce Tanis is a financial advisor with Morgan Stanley in New York, NY, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques to support client goals.

Melissa Mills is a financial advisor with Robert W. Baird & Co. in West Palm Beach, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Baird since 2016, following a brief tenure at Wells Fargo Advisors. Outside of her advisory role, she works as a beauty consultant for Mary Kay and is employed by a local cleaning company. The DDK Group at Robert W. Baird & Co., where Mills practices, serves a wide range of clients including individuals, corporate and business entities, pensions, and charitable organizations. The firm offers comprehensive wealth management services through a mix of discretionary and non-discretionary portfolio management strategies, emphasizing ongoing manager selection, internal research, and the integration of artificial intelligence in client advice.

Anne Sternlicht is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Northern Trust Securities Inc. and Northern Trust Bank. Outside of her advisory role, she is an owner and partner of MediCircle, Inc., a medical company started by her daughter in which she invested. 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 through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Elliot Palabe is a financial advisor with LPL Financial in West Palm Beach, FL, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with LPL Financial since 2018 and also operates Palabe Wealth Management. Prior to his advisory career, he was employed at Accuity, Inc and Bradley University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and technology-driven investment strategies.

Paige Power is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2019. She has over 15 years of financial planning experience, having previously served as Vice President and Wealth Management Advisor at Merrill Lynch from 2005 to 2019. In her role, Paige helps executives navigate their financial lives by crafting thoughtful and realistic financial frameworks that incorporate both workplace benefits and personal financial considerations. She emphasizes the use of plain language to ensure her clients can make informed decisions. Paige holds a California Insurance License. Outside of her professional work, she enjoys social events with friends, hiking, horseback riding, skiing, traveling, and practicing yoga.

Brett Barrett is a financial advisor at Morgan Stanley in Palm Beach, FL, holding Series 65 and Series 63 licenses with seven years of industry experience. His prior roles include positions at Columbia Management Investment Distributors, Boston Private Wealth, and State Street. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.

Hammond Han is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 13-year tenure at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

David Eidell is a Senior Financial Advisor with Merrill Lynch Wealth Management and a head of the Eidell Christian Loeb Group. He brings two decades of experience in financial services, focusing on connecting all aspects of clients' financial lives to help them prioritize and pursue their key goals. David’s expertise spans education planning, executive and equity compensation, family wealth management, legacy and liquidity planning, managing new wealth, tax minimization, and retirement income. Before transitioning to advisory services, David developed a strong foundation in market behavior and risk management through roles as a Portfolio and Position Risk Manager and Risk Analyst with Tahoe Trading, LLC and ING Barings. He holds a Personal Investment Advisor (PIA) designation and is a qualified Portfolio Manager who manages discretionary strategies, utilizing individual stocks and bonds, model portfolios, and third-party strategies. His educational background includes a Master of Business Administration in Finance/Econometrics from the Illinois Institute of Technology and a bachelor's degree from Wittenberg University. David is involved with community organizations such as the Greater Chicago Food Depository, Heifer International, and the History Fair for Chicago Public Schools. He lives in Chicago with his wife and two children and has personal interests in baseball, cooking, football, hiking, horseback riding, reading, writing, and skiing.

Grant Johnson is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools.

Donna Raymond is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates for 10 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on a variety of portfolio management styles and affiliated research.

Peter Petrone is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010. He has held several roles within the company, progressing from Financial Representative to his current position since 2016. In his role, he works with Fidelity's High Net Worth clients to develop personalized financial plans aligned with their goals. Peter's experience spans over 15 years in the financial services industry, focusing on creating strategies that support clients and their families both now and in the future. He leverages Fidelity's brand, technology, investment platform, and Wealth Planning Team to assist his clients. Outside of his professional work, Peter has interests in biking, family activities, fitness, food, music, and parenthood.

George Spivak is a CFP® and CFA® with 28 years of industry experience, currently serving at Charles Schwab in Palm Beach Gardens, FL. He previously worked at Edward Jones and Fidelity Investments and has held various roles across financial services firms. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options.

Kristina Clark is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of her advisory role, she is a pilot serving as a first officer, flying passengers to their destinations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering goal-based analyses and planning without discretionary trading authority. The firm offers planning engagements on a one-time or ongoing basis, covering a broad range of topics including retirement, tax, estate, and special needs planning.

Lindsey Hansen II is a CFP®-certified financial advisor with 32 years of industry experience, currently practicing at Raymond James Financial in Palm Beach Gardens, FL. His prior work includes roles at SunTrust Advisory Services and SunTrust Investment Services. He is also the owner of Acadium Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.

Robert Debbs is a financial advisor with Morgan Stanley in West Palm Beach, Florida, holding Series 63 and Series 66 licenses with 21 years of industry experience. His prior firms include Bank of America and Merrill. He serves on the board and audit and membership committees of the Rehabilitation Center for Children and Adults and is involved with REDSNEAKER.ORG, a nonprofit supporting peanut allergy awareness in memory of his son. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations.

Traci Havens is a financial advisor at Raymond James & Associates with 27 years of industry experience. She previously worked at Truist Advisory Services and Truist Investment Services, Inc. for over a decade. Outside of her advisory role, she maintains an online presence focused on sharing her experience with breast cancer through social media platforms, including TikTok and Instagram. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sharon Jacquet is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 40 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2001 in various capacities. Jacquet serves on several nonprofit boards, including the Center for Creative Education in Palm Beach, Syracuse University, and The American Hospital of Paris Foundation. J.P. Morgan Securities LLC 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 to deliver customized, non-discretionary advice.