Austin Kane is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held positions at Accenture, BNY Mellon, and Freedom Mortgage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Rebecca Cassar is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and a broad array of investment services.

Ermelinta Capozzi is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials with 12 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and SunTrust Advisory Services. She is employed by both JPMorgan Securities and JPMorgan Bank, which allows her to offer a range of bank products and services in addition to investment advisory. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Velia Daniel is a Series 66-licensed financial advisor with Morgan Stanley in Palm Beach Gardens, FL, and has eight years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Citi Personal Wealth Management from 2014 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and a structured planning process.

Kendra Mcmurray is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TIAA. Outside of her advisory role, she serves as an independent contractor with the Healthy Mothers Healthy Babies Coalition of Palm Beach, providing support to pregnant mothers and their families as a doula. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Dennis Melchior is a financial advisor with Melchior Investments LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses and having 50 years of industry experience. He has been with Melchior Investments LLC since 2013. The firm operates independently and serves clients through personalized financial advisory services.

James Ulseth is a financial advisor at Elementum Capital with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Fire Capital Management, LLC and We Family Offices. Elementum Capital is an independent firm providing advisory services tailored to individual client needs.

William Boselli is a financial advisor with Strategic Wealth Partners Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Strategic Wealth Partners since 2011 and also associated with Sage Rutty & Company Inc. since 2008. Strategic Wealth Partners is an independent firm serving clients with personalized wealth management solutions.

Joseph Littky is a CFP® with 30 years of experience in the financial industry. He is currently the sole advisor at Blue Line Capital Advisors in Palm Beach Gardens, FL. His previous roles include positions at Wealth Management America and OneGroup Wealth Partners. Outside of finance, he serves as an emergency medical technician, reserve deputy sheriff, adjunct professor teaching First Aid, and manages a youth basketball program. Blue Line Capital Advisors is an independent firm serving clients with personalized wealth management services.

Guy Stamberger is a CFA® charterholder and registered investment advisor with 16 years of industry experience. He has been the principal of Stamberger Capital Management, LLC since 2009. The firm provides investment advisory and financial planning services primarily to individuals and small organizations. Stamberger Capital Management focuses on a goals-oriented, long-term portfolio management approach with periodic account reviews and risk documentation, managing approximately $76.8 million in assets across 21 clients.

Tucker Smith is a financial advisor at Riverside Wealth Management, Inc. based in West Palm Beach, FL. He holds a Series 65 designation and began his career in the financial industry in 2023 with prior experience at Brown Brothers Harriman & Co. Outside of finance, he is employed in a non-managerial position at LaRosa's Italian Café & Bar. Riverside Wealth Management, Inc. is a small firm with two advisors that provides supported financial advisory services.

Harris Dzwonkowski is a financial advisor with Divergent Capital Asset Management LLC, holding Series 65 and Series 63 credentials and seven years of industry experience. He has held roles at firms including Rockland Securities LLC, Castle Hill Capital Partners, and Merrill. Dzwonkowski serves as COO and Head of Investments at Divergent Capital Asset Management LLC and is also a minority owner and managing member of Divergent Branch LLC. Divergent Capital Asset Management LLC is an investment advisory firm affiliated with Rockland Securities LLC, serving clients with a supported firm model.

Karla Pippins is a financial advisor with Riverside Wealth Management, Inc. in West Palm Beach, FL, holding a Series 65 designation and 19 years of industry experience. She has been with Riverside Wealth Management since 2006. In addition to her advisory work, she consults on strategic financial, personnel, and employment benefits matters for Persimmon Technologies, Corporation. Riverside Wealth Management serves clients with personalized wealth management strategies and provides supported advisory services through a small team.

Christopher Chakford is a financial advisor with Divergent Capital Asset Management LLC in Doral, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has held roles at multiple firms, including Rockland Securities LLC and Kawa Capital Management, Inc. Chakford is also an owner and Principal Executive Officer of Rockland Securities LLC, a FINRA-registered broker-dealer. Divergent Capital Asset Management LLC serves clients through a supported advisory model, focusing on personalized investment management with a small team of four advisors.

Javier Loreto is a financial advisor at Divergent Capital Asset Management LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Harbor-Ithaka Wealth Management and Sankus Wealth Solutions. He is also a licensed insurance agent and occasionally provides clients with insurance advice and products through Sankus Life Solutions LLC. Divergent Capital Asset Management LLC is a supported firm with a team of four advisors.