Sarah Marlow is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. Her career includes roles at Goldman Sachs, Janney Montgomery Scott LLC, and Merit Financial Advisors. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning that incorporates structured discovery conversations and firm-approved tools, with client assets under management totaling approximately $2.74 trillion.

Courtney Anderson is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Raymond James & Associates since 1998. Anderson is the owner of Anderson Companies LLC. 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, institutional and pension plans, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

Chung Wong is a financial advisor with Raymond James Financial, holding a Series 63 designation and 33 years of industry experience. He has been with Raymond James Financial since 2004 and also serves as CEO of The Worth Avenue Group of Palm Beach, Inc., an accounting firm specializing in tax preparation. Wong is involved in managing a support company, Alton Wealth Management, Inc., which handles operational activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Brewster is a financial advisor at Stifel with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Stifel in 2023, he worked at Wells Fargo Clearing for seven years. Outside of his advisory role, he is involved as an investor and financier in a hospitality business in Ireland and serves as a director on the board of the Morrison Legacy Foundation. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jacqueline Houston is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 39 years of industry experience. She previously worked at Morgan Stanley for 10 years before joining Raymond James in 2026. Outside of her advisory role, she operates Jacqueline Houston Equine Appraisals and is a partner in Magnolia Racing, a thoroughbred racing stable. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Daniel Gikher is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Gladstone Institutional Advisory, LLC from 2016 to 2019. Outside of his advisory role, he is also an author. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management supported by in-house and third-party research.

Jordan Funt is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he is a partner in TEAM THREE BUOYS, a recreational fishing team engaged in tournaments and sponsorship promotion. 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 clientele including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Brian Esposito is a financial advisor with Charles Schwab, holding a Series 63 designation and 33 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 1993 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated 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 Schwab’s research and centralized operational structure.

Jonathan Doeren is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2022, he worked in various roles including at Whole Foods Market and Nationwide Insurance. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring discretionary and non-discretionary portfolio management, financial planning, and custody services.

Noel Forma is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 66 designations and 31 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory duties, he owns and manages ELLMAR Management Company, overseeing its day-to-day operations and employee management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on income sources and tax-efficient withdrawal strategies.

Christopher Marchica is a Wealth Management Advisor with Merrill Lynch Wealth Management and a senior financial advisor on The Weinberg Group. He specializes in providing financial services and wealth management advice to a select group of clients, helping them accumulate, preserve, organize, and structure their wealth with a focus on aligning to their personal goals. His areas of expertise include college education planning, corporate benefits, equity compensation services, services for defined benefit plans, personal retirement planning, portfolio management, tax minimization, and retirement income. Christopher holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned both his Bachelor's Degree and Master of Business Administration (MBA) from Florida Atlantic University. He is married with two children and has a range of personal interests including adventure sports, biking, boating, cooking, hiking, running marathons, spending time with his family, and traveling.

Andrew Gerber is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at First Republic Securities Company LLC and Sanford C. Bernstein & Co LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Stuart Kahn is a financial advisor at LPL Financial with 41 years of industry experience and holds a Series 63 designation. He has been with LPL Financial since 2004. Outside of advisory services, he is involved as an independent insurance agent selling group medical, dental, vision, disability, term, and whole life insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research and various portfolio management tools.

Tamara Willey is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Scottrade Inc. from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Francis Summers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is based on investment policy statements and modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Frank Seminara is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, Seminara is the owner of a Wendy’s franchise through SKS WEN LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Neltrice Forrester is a financial advisor with Cetera, holding a Series 63 designation and bringing 30 years of industry experience. Her prior work includes long-term roles with Realty World South Florida and Avantax Investment Services. Outside of advisory work, she owns a tax preparation business and is involved in real estate sales and mortgage services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with various portfolio management and financial planning services.

Joseph George is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds the CFP® designation and Series 63 and Series 65 licenses. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns a financial practice, Financial Fusion Corp. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs analysis.

Fredrick Shapiro is a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER® (CFP®) professional affiliated with Merrill Lynch Wealth Management. He is also a qualified Senior Portfolio Manager, authorized to manage personalized and defined investment strategies on a discretionary basis, including individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Fred holds FINRA Series 7, 31, 63, and 65 registrations, and his role focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. Fred has been in the financial services industry since 1997. He attended Palm Beach Atlantic College, where he earned Cum Laude honors. His areas of client focus include family wealth management strategies, liquidity management, portfolio management services, socially responsible and ESG investing, small business strategies, special needs planning, tax minimization, and retirement income planning. Outside of his professional duties, Fred resides in Jupiter with his wife and daughter. He enjoys biking, boating, cooking, fishing, football, golfing, hiking, reading, spending time with family, and traveling. Additionally, he has served as the treasurer of The Palm Beach County Mental Health Association.

Jared Soper is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of his advisory role, he serves on the Finance Committee of the Fishers Island Library in New York and is involved with his wife's public relations business. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.