Max Bashford is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo, he held positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First National Bank Texas. 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.

Mark Markowski is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at The Chugoku Bank, Ltd. and DZ BANK AG. Mark is based in Palm Beach, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, including ESG considerations, and offers specialized capabilities in derivatives and commodities.

Anthony Santelli is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America/Merrill Lynch, J.P. Morgan Securities, Chase Investment Services Corp., HSBC Securities, and Ameriprise. His current practice is based in Palm Beach Gardens, FL. 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 and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence using quantitative and qualitative research, and it offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Michael Stolowitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Chase Investment Services Corp. from 2006 to 2010. Outside of his advisory role, he is involved in residential property flipping in Jupiter, Florida. 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.

Vincent Mesker is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 10 years. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Carryn Mclaughlin is a CFP®-certified financial advisor with Morgan Stanley, bringing 19 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, and previously worked at UBS Financial Services from 2014 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Michael Peacock is a financial advisor at Raymond James & Associates with 38 years of industry experience. He previously spent 10 years with Morgan Stanley and Morgan Stanley Private Bank. He holds Series 63 and Series 65 credentials. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Niusha Babazadeh is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2015. Outside of her financial career, she serves as an Infantry Company Commander in the Florida Army National Guard, a role she has held since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutions.

Lisa Holland is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she works as a fitness and nutrition coach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored financial plans based on proprietary research and model-based asset allocations.

Alexandra Carlino is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and four years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and approved planning tools, with advisory services delivered through a large platform offering diverse retail and institutional investment solutions.

Matthew Carrara is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a building and zoning commissioner for the Jupiter Inlet Building and Zoning Commission. Morgan Stanley Wealth Management provides a wide range of advisory programs for both individual and institutional clients. The firm’s financial planning process includes structured discovery conversations and utilizes firm-approved tools to model outcomes, supporting tailored financial planning and estate strategies.

Lawrence Gonnello is a financial advisor at Raymond James & Associates with 31 years of industry experience. He has been with Raymond James since 2016 and holds Series 63, Series 65, and Series 66 designations. Gonnello serves as a board member for Home Safe, an agency supporting abused children, where he attends monthly meetings and assists with fundraising efforts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services through a range of portfolio management styles and extensive affiliated resources.

Michael Arena is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he provides business consulting services through his company, Anera Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Maria Reusche is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with support for trading, account administration, and custody.

Peter Loguidice is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Wells Fargo Clearing, Wells Fargo Bank, and Banc of America Investment Services. 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 a range of advisory programs and tailors investment strategies using both in-house and third-party managers, supported by a comprehensive suite of financial planning, custody, and brokerage services.

Todd Adelstein is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held roles at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, and Wells Fargo Clearing, among others. His credentials include Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process that utilizes firm-approved tools and modeling techniques to assist clients.

Christopher Cerniglia is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has worked previously at MassMutual Life Insurance Co, MML Investors Services, Old City Securities, and CapInsights Partners. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Craig Goldslager is a financial advisor with OSAIC in West Palm Beach, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Securities America Advisors and Park Avenue Securities. Outside of his advisory role, he owns CMG Consulting, an education platform that provides workshops and seminars on general financial topics. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation, portfolio optimization, and a range of program options supported by a complex affiliate network and multiple custodial arrangements.

Giuseppe Mauceli is a CFP® and ChFC® credentialed advisor with 26 years of industry experience, currently with Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank NA. He is also the owner and trustee of GLM Financial LLC, an investment-related business based in Hackensack, NJ. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and tailored recommendations supported by Wells Fargo’s research and tools.

Anthony Fazzio is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior experience includes roles at Northern Trust Corporation and JPMorgan Chase Bank, N.A. He was also involved with A Gift Of Hope For The Homeless Of South Florida for five years. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.