Silas Cooper is a financial advisor at Morgan Stanley in Palm Beach, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at DAIN and the Solana Foundation. Outside of finance, he has experience working in education, including several years at the University of Louisville, Jamestown High School, and Hornsby Middle School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools.

Cesar Perez is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, with tailored recommendations supported by Wells Fargo research and planning tools.

Christopher Mata is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2007, progressing through roles including Financial Representative, Investment Representative, and Financial Consultant. With nearly 20 years of experience working with high net worth clients, Christopher specializes in retirement, income, and wealth planning. He assists clients in creating and executing financial plans tailored to their individual and family needs. Christopher holds an Arkansas Insurance License. No additional information regarding his education, personal interests, or community involvement was provided.

Brett Langbert is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. His prior roles include positions at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Sanford C. Bernstein & Co., LLC. He also serves as co-trustee and executor for a family estate. 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 combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Vittorio Bertuzzelli is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in North Palm Beach, FL. Outside of his advisory role, he owns and maintains several commercial and residential rental properties in the Florida area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

John Vessa is a CFP®-certified financial advisor with Morgan Stanley in Palm Beach Gardens, FL, bringing 39 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009 and 2015, respectively. Outside of his advisory role, he is a member of the Kelly Family Investment Trust, a non-investment-related activity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that employs structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment products and services through its affiliated broker-dealer and private fund relationships.

Ava Martin is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill, she held roles in education and the restaurant industry, including positions at the University of South Carolina and CentraArchy Restaurants. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Manesha Lakhiani is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in developing comprehensive financial strategies tailored to meet individual client goals and needs. Manesha’s expertise encompasses family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. She brings a consultative approach to wealth management, guiding clients to make informed decisions through a personalized and transparent process. Her educational background includes a Master’s degree from Loyola University Chicago and a Bachelor’s degree from Punjab Engineering College in India. Manesha communicates in Hindi, Punjabi, and English. She is also involved with the Hindu Temple of Greater Chicago in her community.

Darren Jones is a financial advisor with J.P. Morgan Securities in West Palm Beach, FL, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain banking products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management functions.

Penelope Skowronski is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2014, including a role at JPMorgan Chase Bank, NA since 2021. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Juan Cocuy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He previously operated his own accounting firm, Juan C. Cocuy, CPA, P.A., from 1998 until 2021 and was involved in a merger with Templeton & Co., LLP. Cocuy has also worked at JPMorgan Chase Bank, offering a range of banking products alongside his advisory role. J.P. Morgan Securities 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 applying an ESG eligibility framework in its recommendations.

Gregg Powers is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James since 2017 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Powers is also the owner of Twin Powers Wealth, LLC, a financial advisory support company based in Palm Beach Gardens, FL. 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, and institutions. The firm employs tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports both advisory programs and institutional portfolio management.

Gary Mould is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds a Series 63 designation and has worked across various Wells Fargo entities since 2009. Outside of his advisory role, he owns and operates GVM14, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop recommendations delivered through meetings and client summary letters.

John Mccoy is a CFP®-designated financial advisor with Morgan Stanley in Palm Beach Gardens, FL, bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved as a landlord of rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools such as Monte Carlo simulations and secular return estimates in its process.

Sally Engels is a financial advisor with Edward Jones in North Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Princor Financial Services Corporation and UBS Financial Services. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Larry Saxby is a financial advisor with Wells Fargo Clearing in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for multiple family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Tendler is a CFP® professional affiliated with LPL Financial, with 40 years of industry experience. His career includes prior roles at Wells Fargo Advisors and Harbor Lights Financial Group, Inc. Outside of his advisory work, he operates Tendler Consulting Group, Inc., a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and access to third-party asset management, supported by a broad platform that integrates advisory, brokerage, and financial services.

Angela Silva is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Wells Fargo and its affiliates since 2009. Outside of her advisory role, Silva owns Orion Financial Services LLC and serves as treasurer for two nonprofit organizations, The Haven Home LLC and Children Achieving More Skills Inc. She is also an election worker for the Cuyahoga County Board of Elections. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services tailored through a broad menu covering various planning needs. The firm combines advisory services with other financial product offerings and referral channels.

Sally Stahl is a CFP® and ChFC® with 21 years of experience in the financial industry, all spent at Edward Jones since 2005. She is based in Jupiter, FL. Outside of her advisory role, Stahl serves as a director of Stahl Enterprises Corp, a marine-related business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Sheri Chaney is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding a Series 66 designation and 18 years of industry experience. She has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies based on client risk profiles and utilizing both in-house and third-party investment managers.