Ogden Timpson is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 66 designation and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a co-trustee and power of attorney related to several family trusts and estates. 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 uses research and analytics from its investment institute and third parties, applying diversification principles and modern portfolio theory.

Christian Kollar Dye is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation. He has experience working with several firms, including Forman Capital, Gurman Wealth Management, and The Auto Project, and has held roles in the Florida Public Colleges and Palm Beach County Public School System. Morgan Stanley Wealth Management serves both individuals and institutional clients with a wide range of advisory programs and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Eric Shippy is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 65 and Series 66 credentials and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and at JPMorgan Chase Bank, N.A. since 2016, with prior experience at UBS Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, with recommendations limited to eligible strategies that may incorporate ESG criteria.

James Zahringer Jr. is a CFP® and Series 66 licensed advisor with Raymond James & Associates in Palm Beach, FL, bringing three years of industry experience. Prior to joining Raymond James, he was self-employed for two years and has additional background connected to Alternatives In Treatment, LLC. Outside of financial advising, he is the owner of Cargo Holdings LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Luciane Roessler is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management (MSWM) provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Kevin Fernandez is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2016. 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 diverse clientele including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Russell Anderson is a CFP® with 37 years of experience in the financial services industry. He is currently with LPL Enterprise and has held positions at Prudential Insurance Company of America, Pruco Securities, and several other firms throughout his career. Anderson serves as Chairman of the Board for Life Recovery Ministries, a nonprofit organization based in West Palm Beach, FL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jason O'Brien is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Bank of America, JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Merrill, along 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 individual, high-net-worth, and institutional clients.

Ryan Shippy is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 65 and Series 63 licenses and having 14 years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Morgan Stanley, and GFO Advisory Services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial services including portfolio management, financial planning, and capital markets solutions.

Scott Arentsen is a Series 66 licensed financial advisor at UBS Financial Services with 21 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he works as a caddie at Seminole Golf Club in Juno Beach, Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings.

Nathan Krueger is a CFP® with 26 years of experience currently serving at J.P. Morgan Securities. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2017, following prior roles at UBS Financial Services and Wells Fargo Clearing. Krueger is licensed to offer both securities and certain bank products through his dual employment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Bruce Pratt is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with UBS since 1987. Outside of his advisory role, he is a governing person for a jewelry sourcing and design LLC but holds no active role or compensation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research with model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Michael Preate is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in various areas including divorce transition planning, family wealth management strategies, institutional and corporate benefit services, liquidity management, managing new wealth, philanthropic planning, portfolio management services, and socially responsible, values-based, and ESG investing. He also focuses on tax minimization and planning for retirement income. Michael holds a Bachelor's Degree from the University of Scranton and has earned the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, he is involved with the American Red Cross. His personal interests include basketball, biking, chess, music, swimming, tennis, and traveling.

Matthew Munsell is a CFP® with 17 years of industry experience, currently serving at Cetera. He has held positions at Avantax Advisory Services and its affiliated entities for over a decade. In addition to his advisory work, he is president of Blue Water Accounting & Asset Management Inc., a firm specializing in corporate bookkeeping and tax preparation. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.

Jeffrey Heun is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding a Series 63 designation and bringing 45 years of industry experience. His career includes tenures at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Kevin Gai is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 66 designation and possessing 21 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo in 2024. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Kimberly Benko is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has held advisory roles at Truist Advisory Services and SunTrust Advisory Services prior to joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, serving clients who meet certain net-worth thresholds.

Peggy Kelleher is a Series 66-registered financial advisor at LPL Financial with 21 years of industry experience. Her prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, Chase Investment Services Corp., Nfsg Corporation, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes and employs advanced operational tools to support advisors.

Jacqueline Spiro is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at UBS since 2019, following four years at Merrill. Outside of her advisory role, she owns Prime Properties of South Florida Inc., an S-corporation involved in real estate investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market research and model-based asset allocations to tailor financial plans and manages a range of services including portfolio management, financial planning, and capital markets activities.

Carlo Della Mea is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including E*TRADE Securities, Equitable Advisors, Axa Advisors, Lincoln Investment, and Legend Equities Corp. Outside of finance, he is involved in sports data collection through STATS LLC and serves as an official scorer for Minor League Baseball games in Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a nationwide network of financial advisors and branch offices.