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 at Edward Jones with 37 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Princor Financial Services Corporation for 14 years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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®-credentialed financial advisor with 40 years of industry experience, currently with LPL Financial since 2024. He previously worked at Wells Fargo Advisors for eight years. Outside of his advisory role, he is involved with Tendler Consulting Group, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

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.

Eric Martinez is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at CUNA Mutual Group, CUNA Brokerage Services, and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and multiple management approaches.

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 at Mass Mutual Investors Services with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mass Mutual and Northwestern Mutual throughout his career. In addition to his advisory role, he is involved in outside insurance sales, focusing on individual and group life and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm provides comprehensive financial planning and asset management services using collaborative, technology-supported approaches.

Richard Atcavage is a financial advisor with Morgan Stanley in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at UBS Financial Services for 33 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that combine extensive retail and institutional capabilities.

Jonathan Cohen is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a trustee and successor trustee for private trusts. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships.

Andrella Thomas is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, and prior to that was with HSBC Bank USA N.A. from 2014 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning that incorporates firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Mark Mestrovich IV is a financial advisor with Merrill, holding a Series 66 designation and 19 years of experience with the firm. He serves as a committee member on the finance committee for Jupiter Christian School, a nonprofit organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Thomas Mandat is a Financial Advisor at Merrill Lynch Wealth Management based in Palm Beach, Florida. He specializes in offering comprehensive financial guidance to individuals and families, focusing on areas such as family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, retirement income, and employee financial health. Thomas holds a Bachelor's Degree from The Ohio State University and has earned the Accredited Wealth Management Advisor™ (AWMA™) and Chartered Retirement Planning Counselor™ (CRPC™) designations through the College for Financial Planning Institutes Corp. Additionally, he is a Personal Investment Advisor (PIA) and serves on Bank of America's Key Leadership Council. In addition to his professional responsibilities, Thomas is actively involved in the Palm Beach community as an Ambassador for the Palm Beach Chamber of Commerce. He maintains a client-focused approach grounded in trust and commitment to excellence, aiming to support clients in building lasting wealth through personalized, relationship-driven financial guidance.

Michael Teahan is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, supported by a centralized consulting team and recent algorithmic automation to generate tailored recommendations.

Lola Danza is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Fidelity Investments, TD Ameritrade, Merrill, and Charles Schwab. Outside of her advisory role, she manages a real estate holding LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Richard Waggener is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Kevin Lynch is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Legg Mason. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm provides tailored financial plans and investment recommendations using firm research and planning tools, serving a diverse client base that includes high-net-worth individuals and institutional clients.

Lowell Eckstein is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a tournament judge for USA Waterski, a waterski organization based in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and offers various investment and advisory products, including relationships with investment companies and private funds.