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 at Wells Fargo Advisors with 10 years of industry experience. He has held roles within Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors in 2022. Perez holds Series 63 and Series 66 designations and is based in Palm Beach Gardens, FL. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition and special-needs planning, and advisors develop tailored recommendations using proprietary research and tools.

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.

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, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011, following prior roles at Southstate Securities Corp. and J.J.B. Hilliard, W.L. Lyons, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research to develop model asset allocations, incorporating ESG considerations and offering broader derivatives and commodities capabilities.

Penelope Skowronski is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and J.P. Morgan Chase Bank, NA since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary advice focused on asset allocation, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Juan Cocuy is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding Series 63 and Series 66 credentials and 12 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Bank in 2022, he operated his own CPA firm, Juan Cocuy, CPA, P.A., from 1998 through 2026, including a merger with Templeton & Co., LLP. He previously served the Boys & Girls Clubs of Palm Beach County, Inc. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and other institutional clients. The firm employs a due diligence process combining quantitative screening and qualitative research and offers broader derivatives and commodities capabilities through related entities.

Gregg Powers is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has worked at Raymond James since 2017 and briefly at Wells Fargo Clearing prior to that. He is also involved in operating Twin Powers Wealth, LLC, a support company based in Palm Beach Gardens, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a non-discretionary, tailored approach that incorporates risk profiling and modeling tools to inform client strategies, and it offers specialized services such as municipal advisory support and SIMPLE IRA Employer Advisory programs.

Gary Mould is a financial advisor with Wells Fargo Advisors based in Palm Beach Gardens, FL, holding a Series 63 designation and over 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of advisory work, he has full ownership of an investment-related entity, GVM14, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory solutions with various financial products and referral channels.

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, FL, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 15 years with Prudential Equity Group, LLC. Saxby serves as a trustee for several family trusts, involving investment-related responsibilities. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of advisors, offering both brokerage and advisory solutions.

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 with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has previously worked with Wells Fargo Clearing from 2016 to 2023. Outside of her advisory role, Silva serves as treasurer for nonprofit organizations Children Achieving More Skills Inc. and The Haven Home LLC and also works as an election worker for the Cuyahoga County Board of Elections. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options, including specialized services such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing if and how to implement them.

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.

Eric Martinez is a financial advisor with LPL Financial in West Palm Beach, FL, holding a Series 66 designation and 13 years of industry experience. His career includes positions at Edward Jones, Wells Fargo Clearing, and CUNA Mutual Group. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering access to financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Schwarz is a CFP® professional with 24 years of industry experience. He is currently with Cetera and has worked at Evershore Financial Group and Securian Financial Services during his career. Outside of advisory work, he is a licensed agent involved in fixed insurance sales. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers multiple portfolio management options and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Jason Feldman is a financial advisor with MassMutual Investors Services in Jupiter, FL, holding CFP® and ChFC® designations and over 31 years of industry experience. He previously worked at Northwestern Mutual Life Insurance Company and its investment management division for 16 years before joining MassMutual in 2017. Outside of his advisory role, he is involved in outside insurance sales, including individual and group life and health insurance. MassMutual Investors Services, LLC is a broker‑dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved software and various investment programs.