Alexandra Marto is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. She has worked at JPMorgan Securities LLC since 2021 and has been with Jpmorgan Chase Bank NA since 2018. Prior to entering financial services, Alexandra had brief roles at IBM and UBS, and she attended the College of William and Mary. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and includes broader derivatives and commodities capabilities.

Kelly Oberg is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL. He holds a Series 63 designation and has 28 years of industry experience, all with Painewebber Incorporated. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Robert Savage is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2018, following prior roles at Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Harmon is a financial advisor with Morgan Stanley based in Palm Beach Gardens, FL, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2017, and previously spent 14 years with Lazard Asset Management. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning and investment services through a large network of advisors.

Mark Anderson is a Wealth Management Advisor with The Lacy Wealth Management Group at Merrill Lynch Wealth Management. He brings over 16 years of experience in delivering personalized wealth management strategies to ultra-affluent individuals, multigenerational families, corporate entities, and endowments. As co-lead strategist of the team, Mark collaborates closely with John Lacy to develop and implement portfolio strategies aligned with each client’s long-term goals. Mark's approach is rooted in goals-based planning and time-tested investment principles, allowing for flexibility in a changing market environment. He holds the Certified Investment Management Analyst® (CIMA®) designation as well as the Sports and Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) designation. Mark earned his bachelor's degree in Economics and Business Management from Boston College. Outside of his professional role, Mark is involved with the Chamber of Commerce of the Palm Beaches and the Palm Beach Gardens Youth Athletic Association. His personal interests include boating, cooking, golfing, reading, spending time with his family, and traveling.

Olga Agocs is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Wells Fargo Advisors, and Flagstar Bank. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Maureen Raihle is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at First Republic Investment Management, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Brad Chamness is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Raymond James since 2017 and was previously with UBS Financial Services from 2010 to 2017. Chamness is also the owner of Edgewater Wealth Management LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and maintains unique affiliations and programs that distinguish it within the institutional advisory space.

Kurt Sylvia is a financial advisor with J.P. Morgan Securities based in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Prior to his current role, he worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory work, Mr. Sylvia is involved in several entrepreneurial ventures including ownership roles in educational and customization businesses and serves as a board member at Stetson University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research to develop model asset allocations, offering clients investment recommendations within a structured program.

James Barr is a financial advisor with LPL Financial in Lake Worth, Florida, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Ameriprise and Gaines Financial Group. He holds an active real estate broker license, maintained for over 30 years, though it is used only for personal purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad platform that includes affiliated insurance and banking services.

Amber Dakar is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. She has worked at several firms since 2016, including Banyan Hill Publishing and Merrill, before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and includes an ESG eligibility framework.

Steve Bunn is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Steve holds a boating captain’s license and is involved as a partner in a recreation-related business in Americus, Georgia. 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 employs a structured planning process supported by recognized investment modeling tools.

Chelsea Pagoaga is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 10 years of industry experience, including roles at Merrill Lynch, Ameriprise Financial Services, and Kestra Private Wealth Services. MassMutual 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 financial planning, asset management, and educational seminars through annual collaborative engagements that use firm-approved software to analyze goals and recommend investment strategies.

Deneen Morgia is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. Her prior roles include positions at Level Four Financial, Truist (formerly Suntrust), and Merrill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branches nationwide.

Brion Lawler is a CFP® certificant with 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at First Command Brokerage Services, Inc. from 2006 to 2007. 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 and third-party sources.

Heath Odom serves as Vice President and Branch Leader at Fidelity Investments in Palm Beach Gardens, Florida. In this role, he leads wealth planning professionals and focuses on delivering a positive client experience through Fidelity's range of guidance tools and investment strategies. Heath has been with Fidelity Investments since 1996, holding positions including Branch Manager and Vice President. Prior to joining Fidelity, he worked as a Stockbroker at Painewebber from 1994 to 1996. His earlier experience includes roles as an Insurance Agent at John Hancock in 1993-1994 and The Equitable in 1993. No additional information regarding education, credentials, personal interests, or community involvement was provided.

Sara Roth is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with UBS since 1998. Roth is also involved as a member of a committee with management and supervisory functions for a family LLC. 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, using proprietary research and model-based asset allocations to tailor strategies to client goals.

Patrick Shea is a financial advisor with Raymond James Financial, holding a Series 66 credential and 18 years of industry experience. Prior to joining Raymond James in 2021, he worked at Ameriprise Financial Services for 14 years. Outside of advising, he is a partner in Uno Vino, Inc., where he assists with marketing and conducts wine tastings. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal finance work through a unique affiliation with a municipal advisor.

Zachary Sobel is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS in 2025, he spent a decade with Morgan Stanley and its affiliated private bank. 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, utilizing proprietary research and model-based asset allocations in client advisory.

May Ellen Schad is a financial advisor at UBS Financial Services with 15 years of industry experience. She has been with UBS since 2010 and holds Series 63 and Series 66 designations. Outside of her advisory role, she has an association with The Container Store, a publicly traded company. 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, delivering advisory work through proprietary research and model-based asset allocations.