Carryn Mclaughlin is a CFP®-certified financial advisor with Morgan Stanley, bringing 19 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, and previously worked at UBS Financial Services from 2014 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Michael Peacock is a financial advisor at Raymond James & Associates with 38 years of industry experience. He previously spent 10 years with Morgan Stanley and Morgan Stanley Private Bank. He holds Series 63 and Series 65 credentials. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Craig Wandoff is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 backed by research from Wells Fargo Investment Institute and third-party analytics.

Niusha Babazadeh is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2015. Outside of her financial career, she serves as an Infantry Company Commander in the Florida Army National Guard, a role she has held since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutions.

Lisa Holland is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she works as a fitness and nutrition coach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored financial plans based on proprietary research and model-based asset allocations.

Alexandra Carlino is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and four years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and approved planning tools, with advisory services delivered through a large platform offering diverse retail and institutional investment solutions.

Christopher Mc Laughlin is a financial advisor with Merrill in Wellington, FL, holding a Series 66 credential and 22 years of industry experience. He has worked at Merrill since 2004 and is also associated with Bank of America, N.A. since 2010. Outside of his advisory role, he is involved in authoring a children's book through collaboration with a family member and serves as an independent consultant for a climate advisory business. Additionally, he participates as a committee member on a local school advisory council. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Todd Adelstein is a financial advisor with Morgan Stanley in Palm Beach, Florida, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His career includes 14 years at JPMorgan Chase Bank and JPMorgan Securities, followed by his current roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Christopher Cerniglia is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has worked previously at MassMutual Life Insurance Co, MML Investors Services, Old City Securities, and CapInsights Partners. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Teresa Sember is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She has been with J.P. Morgan Securities since 2014 and holds Series 63 and Series 65 credentials. 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 large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Craig Goldslager is an investment advisor representative at Osaic with 10 years of industry experience. He previously worked at Securities America Advisors and Park Avenue Securities. Outside of his advisory role, he owns CMG Consulting, an education platform offering workshops and seminars on general financial topics. Osaic Wealth, Inc. serves a diverse client base including individual investors, corporations, and charitable organizations through a wide network of financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers.

Giuseppe Mauceli is a CFP® and ChFC® with 25 years of industry experience, currently serving at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank NA. He owns GLM Financial LLC, an investment-related business based in Hackensack, NJ, where he serves as trustee for the firm's 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products through a network of financial advisors.

Anthony Fazzio is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Northern Trust Corporation. Fazzio previously was involved with the nonprofit A Gift Of Hope For The Homeless Of South Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Eric Haar is a financial advisor with LPL Financial in North Palm Beach, FL, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining LPL Financial and First Horizon Advisors in 2025, he worked at TD Private Client Wealth LLC and TD Bank from 2015 to 2024, and at JPMorgan Chase Bank and J.P. Morgan Securities from 2019 to 2020. Outside of his advisory work, he is the owner of Cashpoint Access LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm delivers advisory and brokerage services through a large network of investment adviser representatives with diverse investment offerings and uses advanced tools to support advisors, managing over $819 billion in discretionary assets.

Jesus Silva is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has six years of industry experience, including prior roles at Bank of America, Merrill, Wells Fargo Bank, and MidFlorida Credit Union. Outside of his advisory work, Silva owns and operates an e-commerce business, Point of Growth, LLC, which sells household items. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment process.

Joshua Lichtner is a financial advisor at Charles Schwab with the Series 66 designation and began his industry career in 2025. Prior to joining Schwab, he worked in various roles including education and hospitality. He is based in West Palm Beach, Florida. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Arlene Mendez Nouel is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she is involved in property management for CF Tolbert Aviation, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to client goals and risk tolerances.

John Domenico is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2009. Outside of his advisory role, he is a board member of the PGA Corridor Association in Palm Beach Gardens, Florida, where he contributes to community and charitable initiatives. Additionally, he is connected to a charter boat business in Cape Cod, Massachusetts, inherited from his father and operated by a licensed captain. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Brian Lowenthal is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years. Lowenthal serves on the board of directors of the Morse Geriatric Center, a nonprofit organization in West Palm Beach, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Lauren Conlon is a financial advisor at Morgan Stanley in Palm Beach, FL, holding a Series 66 designation with eight years of industry experience. Her career includes five years at Merrill followed by four years at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including simulation models, to support its financial planning process.