George Spivak is a CFP® and CFA® with 28 years of industry experience, currently serving at Charles Schwab in Palm Beach Gardens, FL. He previously worked at Edward Jones and Fidelity Investments and has held various roles across financial services firms. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options.

Kristina Clark is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of her advisory role, she is a pilot serving as a first officer, flying passengers to their destinations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering goal-based analyses and planning without discretionary trading authority. The firm offers planning engagements on a one-time or ongoing basis, covering a broad range of topics including retirement, tax, estate, and special needs planning.

Lindsey Hansen II is a CFP®-certified financial advisor with 32 years of industry experience, currently practicing at Raymond James Financial in Palm Beach Gardens, FL. His prior work includes roles at SunTrust Advisory Services and SunTrust Investment Services. He is also the owner of Acadium Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.

Robert Debbs is a financial advisor with Morgan Stanley in West Palm Beach, Florida, holding Series 63 and Series 66 licenses with 21 years of industry experience. His prior firms include Bank of America and Merrill. He serves on the board and audit and membership committees of the Rehabilitation Center for Children and Adults and is involved with REDSNEAKER.ORG, a nonprofit supporting peanut allergy awareness in memory of his son. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations.

Traci Havens is a financial advisor at Raymond James & Associates with 27 years of industry experience. She previously worked at Truist Advisory Services and Truist Investment Services, Inc. for over a decade. Outside of her advisory role, she maintains an online presence focused on sharing her experience with breast cancer through social media platforms, including TikTok and Instagram. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Carla Donina is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She previously worked at Merrill for 16 years before joining UBS in 2009. Outside of her advisory role, she serves on the Board of Governors for Parkridge Health System and is involved with the AIM Center, which provides psychiatric rehabilitation services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Kathryn Ramos is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Sagepoint Financial, LPL Financial, Rosenblum Wealth Management, and SII Investments. Outside of her advisory role, she works as a delivery driver for Amazon Flex. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a range of tools and third-party platforms to manage portfolios across various asset classes.

Sharon Jacquet is a financial advisor with J.P. Morgan Securities in Palm Beach, Florida. She holds Series 63 and Series 65 designations and has 40 years of industry experience. Prior to her current role starting in 2020, she worked at J.P. Morgan Securities Inc. from 2001 to 2020. Jacquet serves on the boards of the Center for Creative Education and the American Hospital of Paris Foundation, and she is a Life Trustee at Syracuse University. 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 an ESG eligibility framework to support customized, non-discretionary advice.

James Craig is a financial advisor at LPL Financial with 40 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Main Street Management Company for six years. His credentials include Series 63 and Series 65 licenses. Craig is also involved in marketing non-variable insurance products, including long-term care, term life, disability, and health insurance. 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 portfolios, third-party asset management, and institutional platforms.

Jonathan Knaus is a financial advisor with Mass Mutual Investors Services in West Palm Beach, FL, holding Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC, among others. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools and provides specialized offerings such as divorce planning and event-driven planning programs.

Kirstin Turner is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at RBC Capital Markets since 2013 and is also affiliated with City National Bank. Outside of her advisory role, she serves on the Board of Directors and Audit Committee Chair for Adopt A Family of the Palm Beaches, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs that combine in-house and third-party investment management with options for tax management and responsible investing.

Paula Brancato is a CFP® professional with 22 years of experience in the financial industry. She has worked at MassMutual Investors Services since 2017 and previously held various roles at Northwestern Mutual from 2009 to 2017. Outside of her advisory work, she serves as a non-executive director of Tower Resources PLC and owns a strategic planning and management consulting business. She is also involved in creative writing, teaching, editing, and has experience in acting. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and offers event-driven planning programs such as divorce and estate-settlement planning.

Randy Levitt is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank since 2015, having also worked at Morgan Stanley Smith Barney since 2009. He is a licensed CPA with the State of Florida Board of Accountancy. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Alan Gladstone is a financial advisor at Morgan Stanley with 50 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Morgan Stanley entities since 2006, as well as at Merrill from 1995 to 2006. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning using firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate agreements.

Richard Schutt is a financial advisor at UBS Financial Services with 50 years of industry experience, including 40 years at UBS. He holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor client plans.

Diana Shuman is a CFP® professional with 11 years of experience in financial services. She has worked at Morgan Stanley Smith Barney LLC since 2020 and previously spent seven years at UBS Financial Services. She is based in West Palm Beach, FL, and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that uses structured discovery processes and advanced modeling tools to assist clients in developing their financial plans.

Addyson Johnson is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, Johnson worked at JPMorgan Chase Bank, N.A., and held roles outside the financial industry, including at The Breakers Palm Beach and Grayhawk Golf Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Preston Sizemore is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its affiliates since 2007. Sizemore is based in Palm Beach Gardens, Florida. Morgan Stanley Wealth Management 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 a structured financial planning process supported by firm-approved tools and methodologies.

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.