Daniel Pozo is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. His prior work experience includes roles at Momentum Funding, Helzberg Diamonds, and Florida Atlantic University. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Ryan Singer is a financial advisor with Edelman Financial Engines, holding the CFP® and Series 66 designations and bringing 22 years of industry experience. He has been with the firm and its predecessors since 2004, including roles at Edelman Financial Services, Inc. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering discretionary and non-discretionary investment management with an emphasis on diversified portfolios, periodic rebalancing, and long-term strategies.

Neil Koricanac is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, First Republic Investment Management, and J.P. Morgan. J.P. Morgan Securities 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 operations with broker-dealer and investment adviser registrations to deliver a range of investment and advisory services.

Daniel Marulli is a financial advisor with Edward Jones in Boynton Beach, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bankers Life and various entrepreneurial ventures. He has also operated as a self-employed professional since 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Donna Helm Morris is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked with JPMorgan Chase Bank NA and Brighton Collectibles. Based in Palm Beach, FL, she has been with JPMorgan Securities LLC since 2015. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary wealth advisory services supported by a centralized due diligence framework.

Kenneth Fonteyn is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc., Morgan Stanley, and Robert Baird & Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of advisors and various technological and institutional resources.

Douglas Frevert is a CFP® professional with 44 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has worked with Raymond James since 2012 and is also involved with Tracy L Siple, LLC. Frevert serves as a trustee and trust advisor for his late parents' trusts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through unique affiliations.

Karvet Samuels is a financial advisor with LPL Financial in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His career includes ten years at SunTrust Advisory Services and prior roles at TD Private Client Wealth. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Russell Muser is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS since 2012 and holds the Series 66 designation. 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, utilizing proprietary research and a broad range of capital markets activities.

Craig Martz is a Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He has held positions at Fidelity Investments since 2021, following roles at TD Ameritrade, AXA Advisors, and Diversified Investors Securities Corp. He is based in Wellington, FL. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Ronald Lee is a financial advisor with Mass Mutual Investors Services in Palm Beach Gardens, FL, holding a ChFC® designation and Series 63 license. He has 53 years of industry experience, including more than 35 years with MML Investors Services, Inc. and over 40 years associated with MassMutual Life Insurance Company and Lee, Nolan and Koroghlian, LLC. In addition to his advisory role, he works as a sales agent specializing in individual life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and various asset management programs, utilizing firm-approved software to analyze clients' goals and deliver written recommendations.

Michael Donnal is a Series 66-registered financial advisor with Edward Jones in West Palm Beach, Florida, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Joseph Viviani is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2011. He is based in Palm Beach Gardens, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

David Sacks is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1998. He specializes in working with High Net Worth clients, focusing on creating and executing financial plans tailored to their needs and families. With 28 years of experience at Fidelity, David has developed a deep understanding of the financial resources available and helps clients leverage them effectively. Outside of his professional responsibilities, David enjoys biking and skiing.

Chris Nagle is a Series 66-licensed financial advisor with Morgan Stanley in West Palm Beach, FL, with 18 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee for multiple investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning services that utilize firm-approved planning tools and modeling techniques.

Anthony Rizzo is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 registrations and having 31 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for 10 years. Outside of his advisory role, he owns and manages several rental properties in Florida. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and employs diversification principles and modern portfolio theory in its investment evaluations.

Austin Kane is a financial advisor with LPL Financial holding a Series 66 designation. He has one year of industry experience and previously worked at Accenture, BNY Mellon, and Freedom Mortgage. His background also includes four years at Temple University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Rebecca Cassar is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Merrill, UBS Financial Services, Banc of America Investment Services, and TD Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning services within a broad platform of retail and institutional offerings.

Ermelinta Capozzi is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials with 12 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and SunTrust Advisory Services. She is employed by both JPMorgan Securities and JPMorgan Bank, which allows her to offer a range of bank products and services in addition to investment advisory. 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 applying an ESG eligibility framework in its recommendations.

Kendra Mcmurray is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TIAA. Outside of her advisory role, she serves as an independent contractor with the Healthy Mothers Healthy Babies Coalition of Palm Beach, providing support to pregnant mothers and their families as a doula. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.