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 CFP® with 43 years of industry experience. He is currently with Wells Fargo Advisors and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. He also owns and operates TPMIMNAUGH LLC, a financial practice based in Red Bank, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and tools to develop tailored client recommendations.

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 with Wells Fargo Clearing in Palm Beach, FL. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Donald Boivin III is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2019, following roles at Wells Fargo Clearing and 1 St Discount Brokerage, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides its services through Financial Advisors and specialized groups such as Estate Planning Strategies.

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 Palm Beach Gardens, FL, holding Series 63 and Series 66 credentials and totaling 35 years of industry experience. His prior roles include positions at Merrill Lynch from 1992 to 2015 and Wells Fargo Clearing from 2016 to 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Claire Schrotenboer is a financial advisor with J.P. Morgan Securities, holding Series 63 and 66 licenses and possessing 31 years of industry experience. She has worked at Merrill from 2000 to 2019 before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2019. Outside of her advisory role, she serves as an advisory board member for the Poinciana Park Neighborhood Association in West Palm Beach, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.

Justin Gratz is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at CitiGroup, Barclays Capital Inc., and Ameriprise. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and offers broader derivatives and commodities capabilities through affiliated entities.

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.

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.

Christie Nguyen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and is based in Palm Beach, FL. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions that incorporate research and analytics alongside diversification and modern portfolio theory principles.

Philip Fett Jr. is a financial advisor with RBC Capital Markets in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2019 and previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities from 2010 to 2019. RBC Wealth Management serves a diverse range of clients, including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management options that incorporate both in-house and third-party investment managers.

Bradford Goldner is a financial advisor at Osaic Wealth with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 22 years with American Portfolios Financial Services. Outside of advising, he serves as treasurer for a production company and is the executor of his late brother’s estate. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment process emphasizing asset allocation and portfolio optimization.

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.