Christian Alexander Stevens is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank NA and Morgan Stanley prior to his current role. J.P. Morgan Securities LLC 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.

Charles Whitney is a financial advisor at LPL Financial with 25 years of industry experience. Before joining LPL Financial in 2024, he worked at UBS Financial Services for 11 years. Outside of his advisory role, he is the president and owner of Native Times LLC, a business unrelated to investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating model portfolios and research, and provides both discretionary and non-discretionary management across its offerings.

Ryan Burke is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 65 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. He serves as a director of the David A. Burke Foundation, a nonprofit public charity where he is involved in organizing fundraising events and managing marketing efforts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with various portfolio management and financial planning services.

Kathleen Durning is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Merrill since 2004. Outside of her advisory role, she has a power of attorney position related to an entity named M D in Bellevue, Washington. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Damante is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Dina Assion is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63, 65, and 66 designations and bringing 20 years of industry experience. Her prior experience includes seven years with Morgan Stanley and Morgan Stanley Private Bank. 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 wide range of clients, including individuals, institutions, and municipal entities, offering tailored financial planning and investment consulting services through various portfolios and affiliated research resources.

Michele Romano is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 66 and Series 63 designations and 13 years of industry experience. She has worked at UBS Financial Services since 2010 and previously was involved with Best In Town Physical Therapy from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Gianni Uglialoro is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab in 2025, he held positions at Wells Fargo Bank and several other financial firms. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

James Aquilina is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He currently works at Charles Schwab and has prior experience with UBS Financial Services Inc. and Northwestern Mutual. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Daniel Weaver is a Series 66-licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at Merrill from 2015 to 2019 before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Lisa Nagel is a Certified Financial Planner (CFP®) with 35 years of industry experience. She has been with J.P. Morgan Securities LLC since 2016 and also has experience at JPMorgan Chase Bank, N.A. and Jawsome Inc. She holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Mark Tulley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Advisors since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 and investment solutions tailored to client needs, supported by proprietary research and planning tools.

Robert Donovan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 45 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years before joining Wells Fargo in 2025. 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 both brokerage and advisory solutions.

John Kent is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked for SunTrust Advisory Services and Suntrust Investment Services, Inc. for a decade. Outside of his advisory role, he and his wife own a summer cottage in Ridgeway, Ontario, which they rent seasonally. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for clients with varying financial needs.

James Hyatt is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he works closely with clients to develop investment strategies and retirement plans that align with their individual concerns and objectives. Prior to his current role, James held several positions at Fidelity Investments, including Investment Consultant from 2020 to 2021, Financial Representative from 2018 to 2020, and Customer Relationship Advocate from 2017 to 2018. Before joining Fidelity, he worked as an Insurance Agent at Banks Life & Casualty Co. in 2015. James holds an Arkansas Insurance License and brings experience in financial consulting and investment planning to his work. Outside of his professional career, he engages in various personal interests including family activities, fitness, golf, motorcycles, parenthood, and caring for pets.

Thomas Lowell is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018 and previously held roles at Bank of America and Merrill from 2010 to 2018. Outside of his advisory work, Lowell co-chairs an annual golf outing for Friends of Green Chimneys School, an organization that uses animal therapy for children. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Neil Kishter is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has previously worked at Bank of America, N.A., and Merrill. Kishter serves as a board member of Medstar Georgetown University Hospital, focusing on fundraising and business development. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

John Lacy is a Managing Director and Wealth Management Advisor, and the founder of The Lacy Wealth Management Group at Merrill. He has over 30 years of experience in wealth planning and management, guiding his approach with the philosophy "It All Matters." As co-lead strategist, he specializes in customized portfolio and wealth management strategies for ultra-affluent individuals, multigenerational families, corporate entities, and endowments. John's expertise includes estate planning services, income strategies, and sudden wealth management. He is a Merrill designated Sports & Entertainment Advisor and holds the Certified Private Wealth Advisor® (CPWA®) certification, administered by the Investments & Wealth Institute® and taught in collaboration with the University of Chicago Booth School of Business. He earned a bachelor's degree in Economics from the University of Texas at Austin. In addition to his professional work, John has been actively involved in local philanthropy. He has served in leadership roles including Chairman of the Palm Health Foundation, trustee for multiple regional hospitals, and co-chair for "A Night for Nature" benefiting the Fish and Wildlife Foundation Florida. His community involvement also extends to the Boys & Girls Clubs of Palm Beach County and various chambers of commerce.

Josh Weissman is a financial advisor with J.P. Morgan Securities in Palm Beach, FL. He holds a Series 66 designation and has been in the industry since 2024, with prior experience at Ameriprise Financial and JPMorgan Chase Bank. J.P. Morgan Securities 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Quinton Stuard is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting mid- to late-career professionals in navigating complex financial decisions by providing structure, perspective, and disciplined planning. Quinton focuses on long-term planning and behavioral finance to help clients make informed decisions without unnecessary stress. He primarily works with clients on executive compensation, personal retirement planning, and tax minimization. Quinton serves individuals who often seek an additional perspective or validation on their financial choices and is committed to building lasting client relationships. Quinton holds a Personal Investment Advisor (PIA) designation. He earned his High School Diploma from Grace Christian Academy and attended Indiana Wesleyan University without obtaining a degree. Originally from the Midwest, he recently relocated to Jupiter, Florida with his wife and their Goldendoodle. He is involved in the Jupiter Inlet Lighthouse community and has personal interests including fishing, golfing, and surfing.