Shannon Erickson is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, Erickson has held various roles in real estate and hospitality, including positions at Lokation Real Estate and Dreamworks Real Estate Inc. Outside of financial advising, Erickson maintains a real estate license, which is used for personal purposes only. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luke Myers is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously been involved with Restored Investments LLC and David M. Myers Furniture. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and investment models to support clients, acting primarily in an advisory capacity.

Tara Mccafferty is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Brighthouse Securities, MetLife Investors Distribution Company, and John Hancock Investment Management. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Robert Bennett is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Palm Beach, Florida. He specializes in advising high-net-worth families, corporate executives, private business owners, and ultra-high-net-worth entrepreneurs. His expertise encompasses investment strategy, wealth preservation, liquidity and credit solutions, multigenerational planning, and personal retirement planning. Robert and his team provide comprehensive family office–type services, collaborating closely with clients’ legal and tax advisors to address wealth enhancement, wealth transfer with tax minimization, asset preservation, and philanthropic planning. Robert earned a Bachelor’s degree from Southern Methodist University and a Juris Doctorate from Georgetown University Law Center. He holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ and has additional credentials as a Personal Investment Advisor (PIA). His approach to wealth management combines a goals-based system with institutional-level investment and risk management, focusing on delivering a distinctive, high-touch client experience supported by Merrill Lynch’s global research and resources. Beyond his professional work, Robert is active in community leadership and is involved with EQUIP, a John Maxwell Christian-based mission focused on leadership training globally. He enjoys competitive golf and is a member of several golf clubs, including Winged Foot Golf Club in New York City, Congressional Country Club in Washington, D.C., and The Medalist Golf Club in Hobe Sound, Florida. He values spending time with his family and incorporates a philosophy centered on long-term alignment, prudent risk management, and stewardship.

Jason Vein is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support financial planning strategies.

Christopher Andrews is a CFP® professional with 30 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously worked at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Joselyn Springer is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. She has been with Fidelity in various capacities since 2013, including a seven-year tenure at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing services such as discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its regulatory registrations, advisory roles to multiple registered investment companies, and integration of AI-driven methods in its processes.

Cameron Sorge is a financial advisor at Morgan Stanley with two years of industry experience. Before joining Morgan Stanley, he worked at Rollins College and was involved with U-Tiki Beach Restaurant. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Nastasha Truesdale is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she serves as a primary point of contact for clients, facilitating conversations about wealth and investment planning and delivering personalized service tailored to individual needs and preferences. When more comprehensive wealth planning is necessary, she coordinates discussions with Wealth Management Advisors to provide additional support. Nastasha has been with Fidelity Investments since 2008, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2023. Her experience encompasses client relationship management and financial planning within wealth management. No additional information regarding Nastasha's education, credentials, personal interests, or community involvement was provided.

John Lansing is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 2011. In addition to his advisory role, he serves as a trustee for the Adelaide G. Waldron Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocation to tailor client plans.

David Holland is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in Jupiter, FL since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he is involved in fiduciary activities and serves as an agent named in a health care directive or living will. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Reed is a ChFC®-designated financial advisor with 42 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at TRSS Wealth Management, LLC, and Ameriprise. He also engages in selling long-term care, disability, and fixed life insurance through a related business. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Jeffrey Kaltman is a financial advisor with Wells Fargo Clearing in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent a year at Prudential Equity Group, LLC. 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 provides both brokerage and advisory solutions.

Pat Bombard is a financial advisor at Stifel with five years of industry experience and holds a Series 66 designation. Prior to joining Stifel in 2022, he worked at Equitable Advisors and Wurth USA. Outside of his advisory role, he provides periodic operational support for a branding and website design company. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Nancy Mobberley is a CFP® professional with 43 years of industry experience. She is currently with OSAIC, where she has worked since 2023, and previously spent 24 years at FSC Securities. She is also associated with Financial Investment Network, Inc., where she has worked for over 27 years. Mobberley serves as a board member for a business networking group focused on women and provides various types of insurance, including term, whole life, and long-term care. OSAIC Wealth serves a diverse client base, including retail, institutional, high-net-worth, and non-high-net-worth households, as well as retirement plan sponsors and charities. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and multiple program options delivered through affiliated broker-dealer and RIA relationships.

Brooks Gilmore is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing three years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab, along with prior experience at South Eastern. 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative investment program.

Gregory Johns is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates closely with clients to develop personalized financial strategies tailored to their individual goals. He leverages insights from Merrill and the resources of Bank of America to provide clients with a comprehensive approach to wealth management that adapts to changing market conditions. Gregory holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Pennsylvania State University System. His approach centers on understanding each client's full financial picture to help them pursue their long-term objectives through customized investment and lending solutions.

Scott Seltzer is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at JPMorgan Securities, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he is involved in a food supplement business, Elevate Wellbeing LLC. 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 brokerage and advisory solutions supported by research from its Wells Fargo Investment Institute.

Joel Joffe is a financial advisor at Morgan Stanley in Palm Beach, FL, holding a Series 66 credential with one year of industry experience. His prior work includes roles at Boucher Brothers Management and various positions concurrent with his time at Florida Atlantic University. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and firm-approved tools.

James Seton is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work history includes roles at Nextera Energy, Bank of America Merrill Lynch, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, offering a range of strategies that may incorporate ESG criteria.