Christian Clinton is a CFP® with 25 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2016. Prior to joining Baird, he worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he is an owner of rental properties. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

Derek Thornhill is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His previous roles include positions at UBS Securities LLC and RBC Capital Markets Corp. Outside of his advisory work, he has been involved with Thornhill Vineyard Properties, LLC for over two decades. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

John Gordon is a Series 66-licensed financial advisor with 17 years of industry experience. He currently works at LPL Financial and has held prior positions at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is involved with Dressage Advisors of Palm Beach, a non-investment-related activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolio options.

Corey Brown is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill Lynch Pierce Fenner & Smith, Bank of America, and JPMorgan Chase Bank, where he has been employed since 2020. Brown previously served with the Cancer Alliance of Help and Hope, Inc. from 2017 to 2022. J.P. Morgan Securities 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Paul Zbytniewski is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held positions at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and TD Ameritrade, Inc. before joining Morgan Stanley in 2020. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and modeling techniques.

Eric Mertz is a financial advisor with Charles Schwab in West Palm Beach, FL, holding a Series 66 license and two years of industry experience. His work history includes roles at Charles Schwab Bank, LPL Financial, and Bud Buddies, LLC. Outside of advising, he is a partner in Excelsior Advertising, a local business providing advertising services to small companies in the West Palm Beach area. Charles Schwab serves 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 distinctive operational structure that integrates brokerage, custody, and advisory services.

Chanan Bergman is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. Bergman is involved with the Jewish Federation of Cleveland as a community leader volunteer on a committee overseeing the organization’s retirement funds. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client solutions.

Mario Ceasor is a financial advisor at Merrill with a Series 66 designation and six years of experience at the firm. Prior to joining Merrill, he was employed at Bank of America, N.A. since 2026 and has two decades of experience with Charles Rutenberg Realty, LLC. He also worked in education at several Palm Beach County schools from 2011 to 2020. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Benjamin Silberman is a financial advisor with Ameriprise in Port St Lucie, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific eligibility criteria, providing tailored Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and algorithmic tools to support retirement income planning.

Victoria Dorsey is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to help clients develop comprehensive financial plans aimed at achieving their investment goals. She focuses on building long-lasting relationships with clients to support their financial success. Victoria joined Fidelity Investments in 2020 and has held several roles within the company, including Financial Representative and Relationship Manager, before becoming a Planning Consultant in 2022. Prior to joining Fidelity, she worked as a Client Service Representative at Bank of America from 2019 to 2020.

Sean Flanagan is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 65 and Series 63 licenses. He has two years of industry experience and joined Morgan Stanley in 2024. Prior to that, he held roles at various organizations including Amazon and Florida Gulf Coast University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Donna Mackay is a CFP® and CFA® charterholder with 28 years of industry experience. She has been with Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank, National Association. Outside of her advisory work, she is a partner in Chez M&W LLC, a property management business in Jupiter, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Thomas Leinwol is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Securities America, Inc., Park Avenue Securities, and Guardian Life Insurance. Leinwol is a principal at Upward Wealth Group, LLC, which markets and promotes his financial planning business, and he serves as Vice President of the Rotary International Foundation Board. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs firm-provided tools for portfolio construction and supports both discretionary and non-discretionary account management.

Harold Latortue is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. He previously worked at Bain Consulting for five years and has been the owner of Flatortue LLC since 2017. His other business activities include involvement with Primerica Mortgage and Primerica Client Services in non-investment related product sales. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options to individual and high-net-worth clients, with an operational model that curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

David Bradford Jr. is a CFP®-certified financial advisor with Edward Jones, based in Jupiter, FL. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Tomas Caicedo is a financial advisor at Fidelity with 8 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Bank and Santander Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and registered investment companies.

Timothy Broderick is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through individual and corporate financial planning agreements.

John Rahal is a financial advisor with Edward Jones in Manalapan, Florida, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Kenneth St. Pierre is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Christophe Palabe is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. He also operates Palabe Wealth, an investment-related business affiliated with his LPL practice. 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, offering a range of advisory and brokerage services.