Stephen Van Besien is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Citigroup, Bancwest Investment Services, Bank of the West, and J.P. Morgan Securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research.

Lindsey Derby is a financial advisor at LPL Financial with 16 years of industry experience. She previously worked at Cambridge Investment Research, Inc. for 17 years before joining LPL Financial. Lindsey holds a Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of advisory approaches and leverages research and technology tools for operational support.

Michael Gara is a financial advisor with RBC Capital Markets in Wellington, FL, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His prior roles include tenures at UBS Financial Services, Morgan Stanley, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he is a partner and treasurer at Hickory Run Farm, an agriculture and livestock business focused on boarding and lesson horses, and serves on a homeowners association board in Florida. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies incorporating both in-house and third-party managers, along with a broad range of financial planning and brokerage services.

Brian Rapp is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® designation and a Series 66 license. He has six years of industry experience, including roles at M Holdings Securities and multiple financial advisory firms. Outside of his primary advisory work, he has experience in non-variable insurance sales and has been associated with the Minnesota Twins. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

David Nelson is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and 65 licenses and has been with Wells Fargo Clearing since 2016. Outside his advisory role, he serves as a trustee and is involved in managing family assets through several family limited partnerships and trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and follows investment practices based on research, diversification principles, and modern portfolio theory.

Mark Exler is a financial advisor at LPL Financial with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at firms including Avantax Investment Services and 1ST Global Advisors. In addition to his advisory work, he serves as a tax partner overseeing operations at H2 R CPA. 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 portfolio programs, third-party asset management, and institutional platforms.

Noah Milling is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co. LLC, The Ayco Company, PNC Bank, and Northwestern Mutual. Milling is based in Palm Beach, Florida. Morgan Stanley Wealth Management serves individuals and institutional clients by providing 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 research.

Patricia Pollock Imbo is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Morgan Stanley Dw Inc. and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special-needs analysis, and divorce planning.

David Kustra is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 designations and 18 years of industry experience. His career includes roles at Wells Fargo Bank NA since 2011, Chase Investment Services Corp. from 2009 to 2011, and Merrill in 2008-2009. Outside of finance, he is an artist and photographer, owning an art business in Palm Beach Gardens. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Michael Slobodow is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Samson Distributing for 14 years and ongoing self-employment since 1998 alongside his long-term affiliation with Primerica since 1997. Outside of investment advising, he is involved in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for portfolio implementation.

Lawrence Katz is a financial advisor with Wells Fargo Clearing in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Blenda Leon is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her prior work includes roles at Bank of America and Continental National Bank, among others. Outside of advising, she works as an independent contractor for Instacart and Survey Merchandiser, engaging in grocery delivery and retail services gigs. 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 for individuals, high-net-worth clients, and institutional investors.

Sarah Chambers is a Series 66 licensed financial advisor with three years of industry experience. She is currently with UBS Financial Services, where she has worked since 2023. Her prior experience includes roles at Wells Fargo Clearing and various positions in the retail sector. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings, using proprietary research and model-based asset allocations to tailor client plans.

Ivon Galaini is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Delray Beach, FL. He has four years of industry experience and has worked with J.P. Morgan Securities since 2019, alongside a longer tenure at JPMorgan Chase Bank, N.A. beginning in 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates centralized due diligence with both quantitative and qualitative analysis and may include ESG criteria in its recommendations.

Stephen Shavers is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he takes the time to understand clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides resources related to investing, retirement planning, saving for unforeseen events, and access to specialists in banking, credit, home financing, and small business solutions. His areas of focus include employee financial health, legacy planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Stephen holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Stephen earned a Bachelor's Degree from the University of Iowa. Outside of his professional work, he has interests in football, golfing, ice hockey, reading, running, spending time with his family, and watching movies.

Samanta Perez Rincon is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorganChase and various roles outside finance, including at The Breakers Palm Beach and involvement with Lightning Softball/Baseball Camp. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to a broad range of capital markets products and research.

Andres Archbold is a financial advisor with UBS Financial Services in Boca Raton, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at AllofCapital and UCB, Inc. 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 plans based on clients’ goals and risk tolerances.

Matthew Mercer is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 65 and Series 66 credentials and 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2016. Mercer serves as a board member of The Promise Fund of Florida, an organization focused on improving low-income healthcare in Palm Beach County. 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 deliver written asset allocation advice, investment manager searches, and customized performance reporting, while clients retain final decision-making authority.

Richard Koblick is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 20 years of industry experience. He has worked at VOYA Financial Advisors and has operated Feller Financial Services since 2011. Koblick serves on the Board of Directors for the Jewish Community Center in Boca Raton. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment strategies.

Sharon Paul is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and having 28 years of industry experience. She previously worked at UBS Financial Services from 2008 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering comprehensive financial plans without individual security recommendations as part of standalone planning.