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.

Carla Donina is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She previously worked at Merrill for 16 years before joining UBS in 2009. Outside of her advisory role, she serves on the Board of Governors for Parkridge Health System and is involved with the AIM Center, which provides psychiatric rehabilitation services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Kathryn Ramos is a financial advisor with OSAIC in Jupiter, FL, holding the Series 66 designation and 12 years of industry experience. Her prior roles include positions at Sagepoint Financial, LPL Financial, and Rosenblum Wealth Management. Outside of advisory work, she also works as a delivery driver for Amazon Flex. OSAIC Wealth serves a diverse client base, including retail investors, retirement plans, charities, and corporations, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by technology and a complex affiliate network.

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.

James Craig is a financial advisor at LPL Financial with 40 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Main Street Management Company for six years. His credentials include Series 63 and Series 65 licenses. Craig is also involved in marketing non-variable insurance products, including long-term care, term life, disability, and health insurance. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Paula Brancato is a CFP® professional with 22 years of experience in the financial industry. She has worked at MassMutual Investors Services since 2017 and previously held various roles at Northwestern Mutual from 2009 to 2017. Outside of her advisory work, she serves as a non-executive director of Tower Resources PLC and owns a strategic planning and management consulting business. She is also involved in creative writing, teaching, editing, and has experience in acting. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and offers event-driven planning programs such as divorce and estate-settlement planning.

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.

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.

Brendan Carroll is a Series 66-registered financial advisor with UBS Financial Services in West Palm Beach, FL, where he has worked since 2012. He has 14 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to clients’ goals and risk tolerances.

Jon Vigi is a financial advisor with UBS Financial Services in Palm Beach Shores, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Merrill for a combined 23 years before joining UBS in 2012. UBS Financial Services 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 range of capital markets and research resources to support its advisory network.

Fred Gober is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and 35 years of industry experience. Prior to joining Morgan Stanley in 2014, he worked at Barclays Capital Inc. and AllianceBernstein L.P. He serves as a board member for Hearts and Homes, a nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and structured processes.