Chad Delk is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various J.P. Morgan entities since 2012. Delk serves as a board member on the Finance Committee of Bear Lakes Country Club, overseeing annual budgets and capital spending projects. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

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 at Merrill with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2007 and Bank of America since 2011. He serves as a committee member on the investment committee and board of the WNED Foundation, a charitable organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Daniel Waldman is a financial advisor with Edward Jones in Wellington, FL, holding Series 63, Series 65, and Series 66 licenses and having nine years of industry experience. His prior roles include positions at Insperity and BFS Capital, as well as consulting work at Cantey Tech Consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts.

Justin Gerbino is a financial advisor at Stifel with Series 65 and Series 63 licenses and eight years of industry experience. He has been with Stifel since 2017 and previously worked at Siena College from 2013 to 2017. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Charles Goldman is a financial advisor with Morgan Stanley, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing 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 both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

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 six years of industry experience. He previously worked with Bank of America, Merrill, and Palm Beach Accounting and Financial Services. Stevenson serves on the steering committee of the Historical Society of Palm Beach County, assisting with event scheduling and marketing. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment services.

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.

Edward Sorkin is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 and is responsible for business development, relationship management, and portfolio analysis. Ed began his career in financial services in 1982 as a commodities trading advisor in Washington DC and became licensed as a financial advisor in 1984. With more than 30 years of experience, he focuses on understanding clients’ financial situations and aligning their resources with their goals. He monitors market trends and considers global economic events to help clients achieve their objectives while managing risk. Ed holds a bachelor's degree in business and finance from the State University of New York at Buffalo and holds the designation of Personal Investment Advisor (PIA).

Donald Smith Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and previously at Citigroup Global Markets. 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 planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

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 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.