Brian Baldwin is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2013. Baldwin holds the Series 66 designation and is based in Palm Beach Gardens, Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Benjamin Cornett is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked in various roles at Morgan Stanley since 2014. Outside of finance, he has been a Senior Director of Operations at Chick-fil-A and is a part-owner of Jessica Lorren Photography, where he occasionally assists with technical support. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and advisory services but does not provide individual security recommendations as part of standalone financial plans.

Edward Forster is a Series 66 licensed advisor with Charles Schwab in Palm Beach Gardens, FL, bringing one year of industry experience. Prior to joining Schwab, he held positions at Costco Wholesale, Uber Eats, and several food service establishments. 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 offers a combination of non-discretionary advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

David Desmon is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 63 and Series 65 registrations and 56 years of industry experience. He has been with Merrill since 2007 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves on the investment committee and board of the WNED Foundation, a charitable organization based in Buffalo, New York, and acts as co-trustee of a revocable trust. 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. The firm delivers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, supported by internal CIO teams and third-party managers.

Mark Brookfield is a Private Wealth Advisor and managing partner of the Erdmann, Giannetti, Brookfield, Carpentieri Group within Merrill Private Wealth Management. He advises senior executives of Fortune 500 companies, business owners, entrepreneurs, and ultra-affluent families on multiple facets of their financial lives. His approach includes not only investment management but also advising on estate planning, inter-generational wealth transfer, concentrated stock strategies, and cash-flow modeling. Mark examines both sides of a client's balance sheet to identify gaps and capitalize on opportunities for more efficient deployment of capital. He places importance on capital preservation and values the long-standing client relationships he has cultivated over his career. Mark earned a bachelor's degree from the University of Connecticut and holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, awarded by the Certified Financial Planner Board of Standards, Inc. He is also a Personal Investment Advisor (PIA) and a member of the CFP Institute. Mark has been recognized for his expertise, including a ranking by Forbes Magazine as the #13 Best-In-State Wealth Advisor in 2022. Outside of his professional work, Mark enjoys golfing, running, and spending time with his family. He has also been involved in community service as a former board member of Grace Community Church.

Daniel Waldman is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Insperity, Cantey Tech Consulting, and BFS Capital. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Gerbino is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2017. Prior to joining the firm, he spent four years at Siena College. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning.

Charles Goldman is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model investment outcomes.

Joshua Vanderveen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2011 to 2016. Outside of his advisory role, he serves as a trust protector for a family member's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Becker is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. 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 utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions supported by a large network of financial advisors.

Tyler Stevenson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America, Merrill, and Palm Beach Accounting and Financial Services. Stevenson serves on the steering committee for the Historical Society of Palm Beach County, assisting with event scheduling and marketing. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Louis Lo Franco is a Series 66 licensed financial advisor with Edward Jones in Wellington, FL, where he has worked since 2014, accumulating 11 years of industry experience. He serves as a volunteer board member for BridgePrep Academy in Miami, FL. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Shannon Voelk is a Series 66-licensed financial advisor with five years of industry experience. She has worked at Edward Jones since 2022 and previously spent four years at Putnam Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Donald Smith Jr. is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, with prior experience at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships as well as corporate financial planning agreements.

Matthew Rahim is a financial advisor at Fidelity with Series 66 credentials and four years of industry experience. His career includes roles at Fisher Investments, Lincoln Investment LLC, and Seacoast National Bank. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios delivered to intermediary platforms.

Christina Anderson currently serves as Vice President Private Wealth Management Advisor. She has been with Fidelity Investments since 2004, progressing through roles including Financial Representative, Investment Representative, Account Executive, Senior Account Executive, and Wealth Management Adviser before assuming her current position in 2014. Christina's work involves helping families develop personalized wealth strategies aimed at growth, preservation, and transfer of wealth. She emphasizes collaboration to ensure a clear understanding of clients' needs and goals.

Mitch Frownfelter is a Series 66 licensed financial advisor with Edward Jones in Juno Beach, FL, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Zooberg is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various divisions of JPMorgan Chase and J.P. Morgan Securities since 2015. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Spencer Besant is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Merrill and Merrill Lynch. His background also includes roles outside finance, such as employment at Palm Beach Atlantic University and Wegmans Food Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm offers a wide range of capabilities including financial planning, portfolio management, and capital markets services.

Lynne Marino is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in empowering women and their families through informed financial decision-making. She focuses on areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, personal retirement planning, and socially responsible investing. Lynne aims to simplify complex financial concepts to help clients take control of their finances and meet their individual goals. Before beginning her financial advisory career in 2008, Lynne held management positions at AT&T and IBM. She holds a Bachelor of Arts degree in management and finance from Simmons College and a Master of Science degree in information systems from Pace University. Additionally, she maintains Series 7 and Series 66 FINRA registrations, Life and Health Insurance licenses, and is registered to offer Long Term Care through the Connecticut and New York Partnership Program. Lynne is actively involved in her community, including membership with the Junior League of the Palm Beaches and participation in the Choral Society of the Palm Beaches. She also dedicates time to educating organizations about kidney health as a living kidney donor. Lynne enjoys golfing with regional women's golf associations and spending time with her family.