Brian Lowenthal is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years. Lowenthal serves on the board of directors of the Morse Geriatric Center, a nonprofit organization in West Palm Beach, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Lauren Conlon is a financial advisor at Morgan Stanley in Palm Beach, FL, holding a Series 66 designation with eight years of industry experience. Her career includes five years at Merrill followed by four years at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including simulation models, to support its financial planning process.

Eliana Katsingris is a Wealth Management Planning Consultant at Fidelity Investments. In her current role, she partners with wealth management advisors to assist clients in developing financial plans tailored to their needs. Her professional experience includes positions as a Planning Consultant and Relationship Manager at Fidelity Investments in 2024, as well as serving as a Financial Representative at the same company from 2022 to 2024.

Jeffrey Zemito Jr. is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at Sagepoint Financial, MML Investors Services, and Mass Mutual Life Insurance. Outside of his advisory work, he serves as a voting board member for his office building homeowners association. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various financial planning and investment programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by advanced tools and a range of discretionary and third-party management options.

Laura Haag is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, emphasizing assets held in Ameriprise-managed accounts.

Bruce Robb is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes positions at Merrill and multiple roles within JPMorgan entities since 2016. He serves as a board member of the South Florida CFA Society, a nonprofit investment industry association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Keith Epstein is a CFP® with 32 years of industry experience, currently serving at Robert W. Baird & Co. since 2016. He previously worked at Wells Fargo Advisors for seven years. Epstein holds leadership roles outside of his advisory work, including serving as president of the Oakmont Village Homeowners Association and as a board member and investment committee member for Temple Beth Torah and The Arc of Palm Beach County. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a range of financial planning, portfolio management, and advisory services. The firm employs a combination of internally researched investment strategies and strategic partnerships, managing approximately $394 billion in assets as of December 2025.

Alexander Sugar is a CFP® with 39 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2017. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory practice, he serves on the boards of trustees for Hillside School and Lawrence Academy, both private educational institutions. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs combining discretionary and non-discretionary management, utilizing a mix of in-house and third-party managers supported by RBC’s capital markets and affiliated capabilities.

Harrison Karp is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with J.P. Morgan Securities since 2016, including its prior LLP structure, and also serves at JPMorgan Chase Bank, N.A. 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 integrates quantitative and qualitative due diligence, utilizing a forward-looking capital market framework and incorporates ESG criteria where applicable.

Cynthia Jimenez is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning services, and manages approximately $2.74 trillion in client assets.

William Wood is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets during his career. He is based in Palm Beach, 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 offers both brokerage and advisory solutions, leveraging research and analytics to support diversified investment strategies.

Wayne Safro is a Series 66-credentialed advisor with UBS Financial Services in West Palm Beach, FL, where he has worked since 2016. He has 22 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Blake Abadie is a financial advisor at Wells Fargo Advisors in Palm Beach Gardens, FL. He holds a Series 66 designation and has experience at EisnerAmper, Postlethwaite & Netterville, and previous roles in academia at Louisiana State University and Louisiana State University Shreveport. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Kayla Hinkle is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having four years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously worked at JPMorgan Chase from 2013 to 2021. 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 through a non-discretionary advisory program.

Heather Voss is a financial advisor at UBS Financial Services with 21 years of industry experience. She held prior roles at Morgan Stanley and Morgan Stanley & Co. LLC before joining UBS in 2012. Outside of her advisory work, she creates and sells handmade resin items through her sole proprietorship, Voss Allstar Designs, and is also an independent seller of home fragrance products with Scentsy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services aided by proprietary research and model-based asset allocations.

Dennis Roodman is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and with 37 years of industry experience. He has been with LPL Financial since 2011 and also operates Integrated Financial Group and Dennis Roodman Insurance. His activities include fixed insurance sales covering life, health, long-term care, disability, and group insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a broad network of investment adviser representatives.

Robert Barber is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, First Republic Bank, PayCom, and Enterprise. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and a combination of quantitative and qualitative research, with recommendations limited to eligible strategies that may include an ESG framework.

Timothy Mc Graw is a financial advisor with Edward Jones in Boynton Beach, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Barbara Loew is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Morgan Stanley. Outside of her advisory work, she is a majority owner of a merchant partnership, LOEW GP, LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing a broad range of planning tools and specialized services for clients who meet certain net-worth criteria. The firm integrates advisory services with other financial products and referral channels to provide comprehensive solutions.

Alix Briggs is the Regional Director of Wealth Management at Fidelity Investments, overseeing, leading, and coaching a team of Private Wealth Management Planning Consultants in the Southeast Region. She has held this role since 2024. Her professional experience includes serving as a Wealth Management Planning Consultant at Fidelity Investments from 2016 to 2024. Prior to that, she worked as a Relationship Manager at Hightower Advisors from 2010 to 2016.