Mark Schmidt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Daniel Pozo is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. His prior work experience includes roles at Momentum Funding, Helzberg Diamonds, and Florida Atlantic University. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Ryan Singer is a financial advisor with Edelman Financial Engines, holding the CFP® and Series 66 designations and bringing 22 years of industry experience. He has been with the firm and its predecessors since 2004, including roles at Edelman Financial Services, Inc. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering discretionary and non-discretionary investment management with an emphasis on diversified portfolios, periodic rebalancing, and long-term strategies.

Neil Koricanac is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, First Republic Investment Management, and J.P. Morgan. J.P. Morgan Securities 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 institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of investment and advisory services.

Matt Gold is a Financial Consultant currently working at Fidelity Investments since 2020. He has been engaged in the financial services industry since 2012, with previous roles including Bank Financial Advisor at Merrill Lynch from 2015 to 2020 and Relationship Specialist at Charles Schwab from 2012 to 2015. His professional approach involves building relationships with clients by providing excellent client service and utilizing disciplined financial plans tailored to individual needs. Matt employs a consultative process to understand client goals and helps them work towards what is truly important to them. His aim is to provide peace of mind by partnering with clients to create plans that instill confidence for their future.

Donna Helm Morris is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked with JPMorgan Chase Bank NA and Brighton Collectibles. Based in Palm Beach, FL, she has been with JPMorgan Securities LLC 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary wealth advisory services supported by a centralized due diligence framework.

Marina Galli is a financial advisor at RBC Capital Markets with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2009 and City National Bank since 2017. She is involved with the Republican Club of the Palm Beaches as an unpaid executive committee member supporting local voters and candidates. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Kenneth Fonteyn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Ameriprise Financial Services, Inc. for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and various investment strategies.

Douglas Frevert is a CFP® professional with 44 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has worked with Raymond James since 2012 and is also involved with Tracy L Siple, LLC. Frevert serves as a trustee and trust advisor for his late parents' trusts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through unique affiliations.

Russell Muser is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS since 2012 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and a broad range of capital markets activities.

Kathy Corrigan is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses. She has 39 years of industry experience and has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research.

Craig Martz is a Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He has held positions at Fidelity Investments since 2021, following roles at TD Ameritrade, AXA Advisors, and Diversified Investors Securities Corp. He is based in Wellington, FL. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Ronald Lee is a financial advisor with Mass Mutual Investors Services and holds the ChFC® and Series 63 designations. He has 52 years of industry experience, including over 35 years at MML Investors Services and 41 years with MassMutual Life Insurance Company. In addition to his advisory role, he is a licensed agent involved in life and health insurance sales. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Timothy Marino is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by advanced analytical tools and a structured planning process.

Dawn Stedronsky is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including 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 analyses.

Daniel Crady is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding the CFP® and CFA® designations and having 27 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Michael Donnal is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked for Hot Pie Pizza for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Joseph Viviani is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2011. He is based in Palm Beach Gardens, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Chris Nagle is a Series 66-licensed financial advisor with Morgan Stanley in West Palm Beach, FL, with 18 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee for multiple investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning services that utilize firm-approved planning tools and modeling techniques.

Anthony Rizzo is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 registrations and having 31 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for 10 years. Outside of his advisory role, he owns and manages several rental properties in Florida. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and employs diversification principles and modern portfolio theory in its investment evaluations.