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 based in West Palm Beach, FL, holding a Series 66 license and 34 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of his advisory role, he serves as a board member for Hearts and Homes, a nonprofit organization. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and investment insights from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Madeline Andrews is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022 and has prior experience in various roles including positions at Domino's Pizza Inc. and multiple small businesses. Andrews is based in Palm Beach Gardens, Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Michael Lader is a financial advisor at Ameriprise with 19 years of industry experience. He previously worked at Edward Jones for 17 years, followed by brief tenures at LPL Financial and NewEdge Advisors, LLC. Outside of his advisory role, Lader works as an airline pilot for Endeavor Air. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.

William Burns is a financial advisor with Morgan Stanley in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Mitchell Bellak is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through a broad platform.

Robert Burns is a CFP® and ChFC® with 37 years of experience in the financial industry. He is currently a financial advisor at J.P. Morgan Securities, where he has worked since 2018. Outside of his advisory role, Burns is involved as an owner and partner in Wand Synthesis AI, Inc., an artificial intelligence company. 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 recommendations.

Mark Taylor is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Since 2014, he has been with Morgan Stanley, including his tenure at Morgan Stanley Private Bank, N.A. He serves as a board member of the Donald & Ruth Taylor Family Foundation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate Secular Return Estimates and Monte Carlo simulations.

Patrick Boroian is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at Blue Sea Capital LLC, The Carlyle Group, and LNK Partners. He is also involved with Divinity Partners I. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Richard Salmeron is a CFP® professional at Raymond James Financial with 36 years of industry experience. Prior to joining Raymond James in 2025, he spent 24 years with Commonwealth Financial Network. Outside of financial advising, he is the author of a book available on Amazon. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through an affiliated municipal advisor.

Terrence Burns is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns and operates T BURNS CAPITAL LLC and has a minority interest in FINET OFFICE BURNS GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Lee Staton is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has nine years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Compass Financial Group. He is based in Palm Beach Gardens, Florida. 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 recommendations.

Michael Melnyk is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Mona Wilson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and with 39 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured tools and firm-approved methodologies.

C Emmerson Small is a CFP® with 41 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, Small worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored services and ERISA fiduciary responsibility.

Thomas Barbaccia III is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 registrations and possessing 28 years of industry experience. His prior roles include positions at OSAIC, Securities America, Lincoln Financial Advisors, and National Life. Outside of advising, he is also a songwriter for movie soundtracks and recordings. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients, using model-driven investment implementation and offering access to third-party asset managers and insurance products through a broad network of investment adviser representatives.

Joseph Connolly is a financial advisor at Merrill with Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Merrill since 1998, totaling 28 years at the firm. Merrill, along 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donald Stewart is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm’s process uses structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.