Michael Nickler is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley and Wells Fargo in various roles from 2013 to 2024. Outside of his financial career, he owns Mike Nickler Music LLC, a music-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and written recommendation reports based on proprietary research and third-party data.

Elizabeth Carter is a financial advisor at Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 66 designations, with nine years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is employed by FedEx in an automotive and transportation capacity. 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 investment research.

Jan Nettekoven is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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 Series 66-licensed financial advisor with J.P. Morgan Securities, based in Palm Beach Gardens, FL. He has six years of industry experience, including roles at J.P. Morgan Securities and JPMorgan Chase Bank. Prior to joining J.P. Morgan, he worked at Momentum Funding, Helzberg Diamonds, and Florida Atlantic University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary, customized asset allocation advice supported by centralized due diligence and a combination of quantitative and qualitative research.

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 Series 66-credentialed financial advisor with 13 years of industry experience. He is currently affiliated with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked for the past three years. His prior experience includes roles at First Republic Investment Management, First Republic Securities, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes derivatives and commodities capabilities.

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 Series 63, 65, and 66 credentials and has worked at several firms, including Morgan Stanley, PNC Wealth Management, and Citigroup Global Markets. 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 within a non-discretionary program. Their approach combines quantitative and qualitative research with centralized due diligence to build model asset allocations.

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 in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc., Morgan Stanley, and Robert Baird & Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of advisors and various technological and institutional resources.

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.

Karvet Samuels is a financial advisor with LPL Financial in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His career includes ten years at SunTrust Advisory Services and prior roles at TD Private Client Wealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 financial advisor with Fidelity Investments, holding CFP® and multiple securities licenses, and has 25 years of industry experience. His prior roles include positions at TD Ameritrade, Axa Advisors, Diversified Investors Securities, Next Financial Group, and Waddell & Reed. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Ronald Lee is a financial advisor with Mass Mutual Investors Services in Palm Beach Gardens, FL, holding a ChFC® designation and Series 63 license. He has 53 years of industry experience, including more than 35 years with MML Investors Services, Inc. and over 40 years associated with MassMutual Life Insurance Company and Lee, Nolan and Koroghlian, LLC. In addition to his advisory role, he works as a sales agent specializing in individual life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and various asset management programs, utilizing firm-approved software to analyze clients' goals and deliver written recommendations.

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.