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.

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 23 years of industry experience. She holds the ChFC® and Series 66 designations. Clark previously worked at Mass Mutual Investors Services and has been with Thrivent since 2005. Outside of her advisory work, she serves as a first officer flying passengers and is involved in managing rental properties in Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and integrates planning with managed-account services through its WealthPlan billing option.

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 in Palm Beach, FL, holding Series 65 and Series 63 credentials and over 40 years of industry experience. She has been with J.P. Morgan Securities and its affiliated entities since 2001. Outside of her advisory role, she serves on the boards of several nonprofits, including the Center for Creative Education, Syracuse University, and The American Hospital of Paris Foundation, contributing to finance and investment committees. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research and offers capabilities in derivatives and commodities within its program.

Marjorie Santoliquido is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been a financial advisor since 2014 and joined Merrill Lynch in 2017. Prior to this, Marjorie gained extensive experience in the financial services industry through roles at Morgan Stanley, Lehman Brothers, and Barclays Capital, specializing in fixed income markets and personal wealth management. Marjorie holds a Bachelor's degree from the State University of New York system and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, liquidity management, retirement income planning, and tax minimization. In addition to her professional work, Marjorie is involved in community service as a board member of the Ramapo Bergen Animal Refuge. She resides in Ridgewood, New Jersey, where she enjoys spending time with her family, exercising, golfing, and volunteering in support of animal welfare.

Jonathan Knaus is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously with Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing detailed client analysis and firm-approved software to develop written recommendations.

Kirstin Turner is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at RBC Capital Markets since 2013 and is also affiliated with City National Bank. Outside of her advisory role, she serves on the Board of Directors and Audit Committee Chair for Adopt A Family of the Palm Beaches, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs that combine in-house and third-party investment management with options for tax management and responsible investing.

Nelson Valerio is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

John Vaughan Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with AXA Advisors, LLC from 1999 to 2020. Vaughan Jr. also serves as the power of attorney for his spouse. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs primarily through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Randy Levitt is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank since 2015, having also worked at Morgan Stanley Smith Barney since 2009. He is a licensed CPA with the State of Florida Board of Accountancy. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Alan Gladstone is a financial advisor at Morgan Stanley with 50 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various Morgan Stanley entities since 2006, as well as Merrill from 1995 to 2006. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and analysis to support client financial goals.

Richard Schutt is a financial advisor at UBS Financial Services with 50 years of industry experience, including 40 years at UBS. He holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor client plans.

Diana Shuman is a CFP® professional with 11 years of experience in financial services. She has worked at Morgan Stanley Smith Barney LLC since 2020 and previously spent seven years at UBS Financial Services. She is based in West Palm Beach, FL, and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that uses structured discovery processes and advanced modeling tools to assist clients in developing their financial plans.

Addyson Johnson is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Palm Beach, FL, and has two years of industry experience. Prior to joining J.P. Morgan Securities, Addyson worked at JPMorgan Chase Bank, N.A. and has held roles at The Breakers Palm Beach and Grayhawk Golf Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative screens and qualitative research to develop model asset allocations, with an emphasis on Eligible Strategies and an ESG eligibility framework.

Preston Sizemore is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its affiliates since 2007. Sizemore is based in Palm Beach Gardens, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Leslie Adams is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Adams serves on the boards of the American Lung Association of Southeast Florida and the Executive Women of the Palm Beaches, and she is a board member and finance committee participant for the Legal Aid Society of Palm Beach County. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and models.