Michael Lader is a financial advisor at Ameriprise with 19 years of industry experience. He previously worked at Edward Jones for 17 years, followed by brief tenures at LPL Financial and NewEdge Advisors, LLC. Outside of his advisory role, Lader works as an airline pilot for Endeavor Air. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.

Mitchell Bellak is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through a broad platform.

Robert Burns is a CFP® and ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2018. Prior to this, he held positions at Bank of America, Merrill, and Wells Fargo Clearing. Outside of his advisory work, he is an owner and partner of Wand Synthesis AI, Inc., an artificial intelligence company. 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 through a non-discretionary program.

Mark Taylor is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Since 2014, he has been with Morgan Stanley, including his tenure at Morgan Stanley Private Bank, N.A. He serves as a board member of the Donald & Ruth Taylor Family Foundation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate Secular Return Estimates and Monte Carlo simulations.

Patrick Boroian is a Series 66 registered advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Blue Sea Capital LLC, The Carlyle Group, and LNK Partners. He is also associated with Divinity Partners I. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to develop written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Richard Salmeron is a CFP® professional at Raymond James Financial with 36 years of industry experience. Prior to joining Raymond James in 2025, he spent 24 years with Commonwealth Financial Network. Outside of financial advising, he is the author of a book available on Amazon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through an affiliated municipal advisor.

Terrence Burns is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His previous roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he owns and manages two investment-related businesses in Palm Beach Gardens, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm’s planning offerings are broad, covering areas such as retirement, education, and business-owner transition planning, and advisors use proprietary research and tools to develop tailored recommendations.

Lee Staton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. His career includes positions at JPMorgan Chase Bank, Bank of America, Merrill, and Compass Financial Group. He is based in Palm Beach Gardens, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a due diligence process combining quantitative and qualitative research and incorporates forward-looking capital market assumptions into its recommendations.

Michael Melnyk is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Mona Wilson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and with 39 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured tools and firm-approved methodologies.

Thomas Barbaccia III is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 registrations and possessing 28 years of industry experience. His prior roles include positions at OSAIC, Securities America, Lincoln Financial Advisors, and National Life. Outside of advising, he is also a songwriter for movie soundtracks and recordings. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients, using model-driven investment implementation and offering access to third-party asset managers and insurance products through a broad network of investment adviser representatives.

Joseph Connolly is a financial advisor at Merrill with 23 years of industry experience. He has been with Merrill since 1998 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donald Stewart is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm’s process uses structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Elizabeth Carpenter is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and has a background that includes a long tenure at Atlas Cruises & Tours. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence approach and offers a range of implementation services through affiliated entities.

Alexander Condon is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 1999 and Jpmorgan Chase Bank, N.A. since 2003. He is based in Palm Beach, Florida. 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 program combines quantitative and qualitative research to develop model asset allocations and integrates an ESG eligibility framework, with implementation and portfolio services offered through affiliated entities.

Marc Rudofker is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 1998. Outside of his advisory role, he serves as a board member for the Wellness Community of Philadelphia, assisting with the organization's financial management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a non-discretionary approach.

Katelyn O'hara is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and four years of industry experience. She previously worked at JPMorgan Securities LLC and Goldman Sachs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Joshua Baker is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Bank of America and Merrill from 2011 to 2020. He serves on the board of directors for the Alton Neighborhood 2 Homeowners Association. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Brooks Russo is a financial advisor at Fidelity with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Allworth Financial for one year and spent seven years at the Spinal Health Institute. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves in formal advisory roles to multiple registered investment companies and fund-of-funds.

James Mosier Jr. is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 credential and has worked at Cetera and Voya Financial Advisors, among other roles. In addition to his advisory work, he is licensed as a life insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment strategies.