Colin Leavey is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes two years at UBS Financial Services and a year with Amazon Mechanical Turk. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser force.

Thomas Mimnaugh is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes various roles within Wells Fargo entities since 2009. Outside of his advisory work, he owns and operates TPMIMNAUGH LLC, a financial-related business. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Joel Jason is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 63 designation and with 41 years of industry experience. He has been with UBS since 2000. Outside of his advisory work, he serves on the Board of Directors for Virginia Beach Vision, a nonprofit organization focused on community initiatives in Virginia Beach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering customized financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Renee Manalansan is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Merrill for 12 years and Bank of America for one year before joining Morgan Stanley Smith Barney in 2020. Outside of her advisory role, she is a joint owner involved with property management activities in Palm Beach Gardens, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside customized investment strategies.

Patricia Sans is a financial advisor with Raymond James & Associates in West Palm Beach, FL, holding Series 63 and Series 65 credentials and 42 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. She serves as Treasurer for StrikeForce 297, a nonprofit focused on supporting faith-based community organizations through grant distribution. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering comprehensive financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management options.

Thomas Smith is a financial advisor with Morgan Stanley in West Palm Beach, Florida, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he owns a rental property in Vero Beach, Florida. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm emphasizes structured planning processes and serves clients through a wide range of investment and financial strategies.

Alexandra Wooldridge Lo Biondo is a financial advisor at Raymond James Financial in Wellington, FL, holding a Series 66 designation with 5 years of industry experience. She has worked at both Boynton Financial Group, Inc. and Raymond James Financial Services, Inc. since 2015. Outside of her advisory role, she was involved with St. Therese de Lisieux Church for nine years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a notable affiliation with a municipal advisor to support its public finance work.

John Romo is a financial advisor at Wells Fargo Clearing in Palm Beach, FL, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as experience outside finance at Best Buy and other companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Donald Boivin III is a financial advisor at Morgan Stanley with 12 years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Sabrina Connolly is a Planning Consultant at Fidelity Investments. In her current role, she assists clients in understanding their financial options in relation to their personal goals and future plans. She prioritizes building trusted relationships and aims to empower clients to make informed decisions with confidence. Sabrina's professional experience includes positions at Vanguard, where she served as a Sales Consultant from 2025 to 2026, High Net Worth Consultant from 2020 to 2021, and Brokerage Specialist from 2018 to 2020. These roles have contributed to her understanding of various aspects of financial planning and client service. Outside of her professional work, Sabrina's personal interests include fitness, social events with friends, caring for pets, pilates, running, and traveling.

Robert Gutner is a financial advisor with Ameriprise in Lake Worth, FL, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has worked at Ameriprise since 2021 and previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, generally with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and a range of advisory, brokerage, and insurance solutions through affiliated companies.

Claire Schrotenboer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She previously worked at Merrill for 19 years and served with the American Academy Of Husband Coached Childbirth for 17 years. Schrotenboer is also an advisory board member of the Poinciana Park Neighborhood Association, where she participates in community events and fundraising. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Justin Gratz is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2018, following a prior role at Citigroup from 2015 to 2018. He holds a Series 66 designation and is based in Palm Beach, FL. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Lina Hued is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has held positions at Bank of America, First Republic, and J.P. Morgan before joining Merrill. Outside of her advisory role, she is involved with a personal investment-related business, Lina Hued Investment. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Saray Leang is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has worked previously at JPMorgan Chase Bank and J.P. Morgan Securities. Based in Palm Beach Gardens, FL, she has been with Merrill since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Haaris Rosario is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He previously worked at the UF Survey Research Center for five years before joining Wells Fargo. 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 brokerage and advisory solutions supported by research and analytics.

Vang Sell is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bradford Goldner is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services for 22 years. Outside of his advisory role, he serves as treasurer of a production company and is the executor of his brother's estate. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of financial advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Ronald Rourk is a CFP® professional with 41 years of industry experience, currently serving at Morgan Stanley in Palm Beach Gardens, FL. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kellie Ohare is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies that align with clients' individual goals and the evolving market conditions. Kellie integrates investment insights from Merrill and the banking and lending solutions of Bank of America to support her clients' financial needs. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Ohio State University Fisher School of Business. Kellie emphasizes a collaborative approach, working one-on-one with clients to develop financial strategies aimed at pursuing their long-term objectives. In addition to her professional responsibilities, Kellie is engaged in community service, dedicating time to volunteer with organizations in the communities served by Merrill Lynch.