Joel Lansat is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. He serves as President of the Board for the Healing and Creative Arts Center of the Palm Beaches, a nonprofit focused on behavioral health, where he advises on financial, policy, community involvement, and fundraising matters. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers advisory programs and investment services to individual investors, institutions, corporations, and charitable organizations. The firm employs tailored strategies with access to both in-house and third-party managers, providing discretionary and non-discretionary portfolio management alongside financial planning and custody services.

Joseph McBride is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Goldman Sachs for seven years and Folger Hill Asset Management for three years. McBride is also the sole owner of an investment-related business focused on property management in West Palm Beach. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment committee research to support its services while generally acting in an advisory capacity without providing individual security recommendations as part of its standalone planning offerings.

Michael De La Torre is a financial advisor with Raymond James Financial in Wellington, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Florida Atlantic University and Suncoast Community High School. He is also involved with Boynton Financial Group, Inc., a support company based in Wellington. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to assist clients and maintains specialized services such as municipal advisory work and a SIMPLE IRA Employer Advisory & Consulting Services program.

Thomas Souza is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and held prior roles at 319 Insight Inc. and Personalized Experts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jerry Wicklander is a financial advisor with Primerica Advisors in Green Acres, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. In addition to his advisory role, he is involved in selling loan products and home-related 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 on a large scale with thousands of advisors and offices, utilizing model-driven investment strategies managed by third-party asset managers.

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 a Series 66 designation and has worked previously at Morgan Stanley, Kestra Investment Services, and NextEra Energy, where he served as a financial analyst. Hein is based in Jupiter, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.

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.

Gregg Sessa is a CFP® professional at LPL Financial with 10 years of industry experience. He previously worked for GVS Financial Group, Inc. for 22 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolio programs and third‑party asset management, with a focus on both discretionary and non-discretionary strategies.

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.

Jason Altman is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has worked at Cetera and Cetera Advisors LLC since 2016. In addition to his advisory work, Altman operates a CPA practice specializing in tax preparation, accounting, and business planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a broad network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes both affiliated and third-party investment managers across various program structures and custodial relationships.

Elliot Palabe is a financial advisor with LPL Financial in West Palm Beach, FL, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2020 and previously at Accuity, Inc. from 2019 to 2020. In addition to his advisory role, he operates Palabe Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by extensive technology tools and manages over $819 billion in discretionary assets through a large network of investment adviser representatives.

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.

Stenton Quaye Nocerino is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. His prior roles include positions at Marsh and Clean Juice, as well as academic engagements at Florida Atlantic University and Drake University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Brett Barrett is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes positions at Morgan Stanley, Columbia Management Investment Distributors, Inc., Boston Private Wealth, and State Street. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

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.