John Cicillini is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo entities since 2016. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

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 Series 66-credentialed financial advisor with 27 years of industry experience. He has been with UBS Financial Services since 2007, based in Palm Beach Gardens, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, employing proprietary research and model-based asset allocations to tailor client strategies.

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, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a co-trustee and trustee for family trusts and holds power of attorney related to investment matters. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Eric Shippy is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2016. Based in Palm Beach, FL, his career includes a decade at JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with market-facing registrations and functions, delivering services on a non-discretionary basis with a centralized due-diligence framework.

James Zahringer Jr. is a CFP® with two years of industry experience, currently serving as a financial advisor at Raymond James & Associates. Prior to joining Raymond James in 2023, he was self-employed for two years and worked with Alternatives In Treatment, LLC and the University of Miami. Outside of finance, he is the owner of Cargo Holdings LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships.

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.

Vivek Mahajan is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked at J.P. Morgan Securities since 2019 and previously spent nine years at UBS Financial Services. Outside of his advisory role, he is involved in real estate ownership and management through several LLCs. 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.

Kevin Fernandez is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2016. Based in Palm Beach, FL, he works within a large firm that supports a broad client base. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 advisors. The firm offers wealth advisory planning and investment consulting through a variety of programs, serving individuals, institutions, and government entities, with a notable focus on municipal and public finance services.

Russell Anderson is a financial advisor with LPL Enterprise, holding the CFP® designation and Series 65 and 63 licenses, with 37 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. He serves as chairman of the board for Life Recovery Ministries, a nonprofit organization based in West Palm Beach, FL. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, model portfolio programs, and access to brokerage and insurance products through its integrated platform.

Jason O'Brien is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Bank of America, JP Morgan Chase Bank, and First Republic Investment Management. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies. The firm serves a broad client base, including individuals, high-net-worth clients, pension plans, and charitable organizations.

Ryan Shippy is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. He is based in Palm Beach Gardens, FL. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities within its wealth management services.

Scott Arentsen is a Series 66 licensed financial advisor at UBS Financial Services with 21 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he works as a caddie at Seminole Golf Club in Juno Beach, Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings.

Nathan Krueger is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2017. Prior to joining J.P. Morgan, he worked at UBS Financial Services from 2008 to 2017. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he can offer bank products including deposit and credit services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Bruce Pratt is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with UBS since 1987. Outside of his advisory role, he is a governing person for a jewelry sourcing and design LLC but holds no active role or compensation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research with model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.