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.

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.

Chelsea Lasater is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she provides service and support to multiple generations of families, focusing on delivering personalized service based on individual needs. When deeper wealth planning is necessary, she facilitates discussions with Wealth Management Advisors to ensure clients receive comprehensive wealth services. Chelsea has been with Fidelity Investments since 2008, holding various positions including Financial Representative, Relationship Manager, Senior Relationship Manager, Wealth Management Specialist II, Private Wealth Management Planning Consultant, and currently Private Wealth Management Senior Relationship Manager. This progression reflects her extensive experience in wealth management and client relationship roles. No information about Chelsea's education, credentials, personal interests, or community involvement was provided.

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 with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. His career includes multiple roles within JPMorgan Chase and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, and leverages broader derivatives and commodities capabilities.

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.

John Cicillini is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He is based in Palm Beach Gardens, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers services supported by research from Wells Fargo Investment Institute and third-party analytics.

Alex Bigelow is a financial advisor with Robert W. Baird & Co. based in West Palm Beach, FL, holding a Series 63 designation and 45 years of industry experience. He has worked at Robert W. Baird & Co. since 2016. Outside of advising, he is a passive member of Jorie Healthcare Partners. Alex is part of The DDK Group at Robert W. Baird & Co., which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs, employing a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Herbert Hartman is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary models to support its advisory services.

Charles Lewis is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 66 designation and previously worked for UBS Financial Services for 19 years. He has been with RBC Capital Markets since 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management options, leveraging both in-house and third-party investment managers along with RBC’s extensive capital markets and affiliated asset management capabilities.

Franklin Tiller Jr. is a CFP®-certified financial advisor with 30 years of industry experience, currently practicing at UBS Financial Services in West Palm Beach, FL. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to deliver tailored financial planning and portfolio management.

Joseph Pushkarewicz is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity, he worked as a Financial Advisor at 1847 Financial from 2019 to 2022. Joseph focuses on strategic planning and building meaningful connections to help clients work towards their financial goals. His approach aims to support individuals in pursuing their ideal futures through careful financial guidance. Outside of his professional role, Joseph enjoys activities such as beach outings, boating, snowboarding, spending time with friends at social events, exploring food interests, and caring for pets.

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.

Anton Greaton is a Wealth Management Advisor at Merrill Lynch Wealth Management. He offers a comprehensive approach to managing wealth that begins with understanding a client’s family, financial situation, and priorities. Based on this, he helps develop personalized wealth management strategies that adapt to changing needs and market conditions. Anton provides clients with access to the investment insights of Merrill and the banking conveniences of Bank of America to address various aspects of their financial lives. Anton’s areas of expertise include college education planning, corporate executive services, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, socially responsible and ESG investing, tax minimization, and retirement income planning. He holds several professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Anton earned a bachelor’s degree from Southern Methodist University and is a member of the South Florida Analysts Society. Anton follows the Merrill tradition of community engagement and spends time volunteering with local organizations. His client-focused philosophy centers on collaborating one-on-one to develop financial strategies aimed at pursuing long-term goals.

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.

George Lopes is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in portfolio management services, individual and corporate investment strategies, and retirement income planning. George works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. George holds a Bachelor's Degree from the University of Florida and has earned professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He follows Merrill’s tradition of community involvement and spends time volunteering with local organizations. Outside of work, George enjoys baseball, biking, and golfing.