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 at Edward Jones with Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Based in West Palm Beach, FL, he focuses on serving clients through his long tenure at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, managed accounts, and affiliated mutual funds, supported by a large national 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 with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2013, he worked for Tower Square Securities, Inc. for 10 years. He also operates Palabe Wealth, a business related to his LPL advisory practice. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by various investment strategies and operational tools.

Brad Weinman is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and approved tools, supporting a range of investment programs without providing individual security recommendations as part of standalone plans.

Joel Lansat is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. He serves as President of the Board for the Healing and Creative Arts Center of the Palm Beaches, a nonprofit focused on behavioral health, where he advises on financial, policy, community involvement, and fundraising matters. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers advisory programs and investment services to individual investors, institutions, corporations, and charitable organizations. The firm employs tailored strategies with access to both in-house and third-party managers, providing discretionary and non-discretionary portfolio management alongside financial planning and custody services.

Joseph Mcbride is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Goldman Sachs for seven years and Folger Hill Asset Management for three years. Mcbride holds Series 65 and Series 63 licenses. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that 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 structured planning tools to support its financial advisory services.

Michael De La Torre is a financial advisor with Raymond James Financial in Wellington, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Florida Atlantic University and Suncoast Community High School. He is also involved with Boynton Financial Group, Inc., a support company based in Wellington. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to assist clients and maintains specialized services such as municipal advisory work and a SIMPLE IRA Employer Advisory & Consulting Services program.

Thomas Souza is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and held prior roles at 319 Insight Inc. and Personalized Experts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Fitzsimmons is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Merrill since 2002 and concurrently with Bank of America, N.A. since 2011. 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 strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristopher Wall is a financial advisor with Ameriprise in Jupiter, FL, holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for nine years before joining Ameriprise in 2018. Wall serves on the Board of Directors and Finance Committee of The Kings Academy and holds leadership roles with the Florida Atlantic University Alumni Association. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Hein is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Kestra Investment Services, and NextEra Energy, where he served as a financial analyst. Hein is based in Jupiter, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.

Bruce Tanis is a financial advisor with Morgan Stanley in New York, NY, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and modeling techniques to support client goals.

Gregg Sessa is a CFP® professional at LPL Financial with 10 years of industry experience. He previously worked for GVS Financial Group, Inc. for 22 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolio programs and third‑party asset management, with a focus on both discretionary and non-discretionary strategies.

Melissa Mills is a financial advisor with Robert W. Baird & Co. in West Palm Beach, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Baird since 2016, following a brief tenure at Wells Fargo Advisors. Outside of her advisory role, she works as a beauty consultant for Mary Kay and is employed by a local cleaning company. The DDK Group at Robert W. Baird & Co., where Mills practices, serves a wide range of clients including individuals, corporate and business entities, pensions, and charitable organizations. The firm offers comprehensive wealth management services through a mix of discretionary and non-discretionary portfolio management strategies, emphasizing ongoing manager selection, internal research, and the integration of artificial intelligence in client advice.

Anne Sternlicht is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Northern Trust Securities Inc. and Northern Trust Bank. Outside of her advisory role, she is an owner and partner of MediCircle, Inc., a medical company started by her daughter in which she invested. 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 institutional advisory services with brokerage, distribution, and investment management capabilities.

Elliot Palabe is a financial advisor with LPL Financial in West Palm Beach, FL, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2020 and previously at Accuity, Inc. from 2019 to 2020. In addition to his advisory role, he operates Palabe Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by extensive technology tools and manages over $819 billion in discretionary assets through a large network of investment adviser representatives.

Paige Power is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2019. She has over 15 years of financial planning experience, having previously served as Vice President and Wealth Management Advisor at Merrill Lynch from 2005 to 2019. In her role, Paige helps executives navigate their financial lives by crafting thoughtful and realistic financial frameworks that incorporate both workplace benefits and personal financial considerations. She emphasizes the use of plain language to ensure her clients can make informed decisions. Paige holds a California Insurance License. Outside of her professional work, she enjoys social events with friends, hiking, horseback riding, skiing, traveling, and practicing yoga.

Brett Barrett is a financial advisor at Morgan Stanley in Palm Beach, FL, holding Series 65 and Series 63 licenses with seven years of industry experience. His prior roles include positions at Columbia Management Investment Distributors, Boston Private Wealth, and State Street. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.