Gregg Sessa is a CFP® professional at LPL Financial with 10 years of industry experience. He previously worked for GVS Financial Group, Inc. for 22 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolio programs and third‑party asset management, with a focus on both discretionary and non-discretionary strategies.

Melissa Mills is a financial advisor with Robert W. Baird & Co. in West Palm Beach, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Baird since 2016, following a brief tenure at Wells Fargo Advisors. Outside of her advisory role, she works as a beauty consultant for Mary Kay and is employed by a local cleaning company. The DDK Group at Robert W. Baird & Co., where Mills practices, serves a wide range of clients including individuals, corporate and business entities, pensions, and charitable organizations. The firm offers comprehensive wealth management services through a mix of discretionary and non-discretionary portfolio management strategies, emphasizing ongoing manager selection, internal research, and the integration of artificial intelligence in client advice.

Anne Sternlicht is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Northern Trust Securities Inc. and Northern Trust Bank. Outside of her advisory role, she is an owner and partner of MediCircle, Inc., a medical company started by her daughter in which she invested. 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. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Elliot Palabe is a financial advisor with LPL Financial in West Palm Beach, FL, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2020 and previously at Accuity, Inc. from 2019 to 2020. In addition to his advisory role, he operates Palabe Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by extensive technology tools and manages over $819 billion in discretionary assets through a large network of investment adviser representatives.

Paige Power is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2019. She has over 15 years of financial planning experience, having previously served as Vice President and Wealth Management Advisor at Merrill Lynch from 2005 to 2019. In her role, Paige helps executives navigate their financial lives by crafting thoughtful and realistic financial frameworks that incorporate both workplace benefits and personal financial considerations. She emphasizes the use of plain language to ensure her clients can make informed decisions. Paige holds a California Insurance License. Outside of her professional work, she enjoys social events with friends, hiking, horseback riding, skiing, traveling, and practicing yoga.

Stenton Quaye Nocerino is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. His prior roles include positions at Marsh and Clean Juice, as well as academic engagements at Florida Atlantic University and Drake University. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Brett Barrett is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes positions at Morgan Stanley, Columbia Management Investment Distributors, Inc., Boston Private Wealth, and State Street. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Hammond Han is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a 13-year tenure at UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

David Eidell is a Senior Financial Advisor with Merrill Lynch Wealth Management and a head of the Eidell Christian Loeb Group. He brings two decades of experience in financial services, focusing on connecting all aspects of clients' financial lives to help them prioritize and pursue their key goals. David’s expertise spans education planning, executive and equity compensation, family wealth management, legacy and liquidity planning, managing new wealth, tax minimization, and retirement income. Before transitioning to advisory services, David developed a strong foundation in market behavior and risk management through roles as a Portfolio and Position Risk Manager and Risk Analyst with Tahoe Trading, LLC and ING Barings. He holds a Personal Investment Advisor (PIA) designation and is a qualified Portfolio Manager who manages discretionary strategies, utilizing individual stocks and bonds, model portfolios, and third-party strategies. His educational background includes a Master of Business Administration in Finance/Econometrics from the Illinois Institute of Technology and a bachelor's degree from Wittenberg University. David is involved with community organizations such as the Greater Chicago Food Depository, Heifer International, and the History Fair for Chicago Public Schools. He lives in Chicago with his wife and two children and has personal interests in baseball, cooking, football, hiking, horseback riding, reading, writing, and skiing.

Grant Johnson is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools.

Donna Raymond is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates for 10 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on a variety of portfolio management styles and affiliated research.

Peter Petrone is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010. He has held several roles within the company, progressing from Financial Representative to his current position since 2016. In his role, he works with Fidelity's High Net Worth clients to develop personalized financial plans aligned with their goals. Peter's experience spans over 15 years in the financial services industry, focusing on creating strategies that support clients and their families both now and in the future. He leverages Fidelity's brand, technology, investment platform, and Wealth Planning Team to assist his clients. Outside of his professional work, Peter has interests in biking, family activities, fitness, food, music, and parenthood.

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 23 years of industry experience. She holds the ChFC® and Series 66 designations. Clark previously worked at Mass Mutual Investors Services and has been with Thrivent since 2005. Outside of her advisory work, she serves as a first officer flying passengers and is involved in managing rental properties in Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and integrates planning with managed-account services through its WealthPlan billing option.

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.