James Zooberg is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various divisions of JPMorgan Chase and J.P. Morgan Securities 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Spencer Besant is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Merrill and Merrill Lynch. His background also includes roles outside finance, such as employment at Palm Beach Atlantic University and Wegmans Food Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm offers a wide range of capabilities including financial planning, portfolio management, and capital markets services.

Lynne Marino is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in empowering women and their families through informed financial decision-making. She focuses on areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, personal retirement planning, and socially responsible investing. Lynne aims to simplify complex financial concepts to help clients take control of their finances and meet their individual goals. Before beginning her financial advisory career in 2008, Lynne held management positions at AT&T and IBM. She holds a Bachelor of Arts degree in management and finance from Simmons College and a Master of Science degree in information systems from Pace University. Additionally, she maintains Series 7 and Series 66 FINRA registrations, Life and Health Insurance licenses, and is registered to offer Long Term Care through the Connecticut and New York Partnership Program. Lynne is actively involved in her community, including membership with the Junior League of the Palm Beaches and participation in the Choral Society of the Palm Beaches. She also dedicates time to educating organizations about kidney health as a living kidney donor. Lynne enjoys golfing with regional women's golf associations and spending time with her family.

John Cicillini is a financial advisor with Wells Fargo Clearing in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics along with diversification principles and modern portfolio theory to evaluate investment options while offering both brokerage and advisory solutions.

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 financial advisor with RBC Capital Markets in Palm Beach Gardens, FL. He holds a Series 66 designation and has 27 years of industry experience, including 19 years at UBS Financial Services prior to joining RBC Capital Markets in 2026. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing a range of in-house and third-party investment managers and model providers.

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® and Series 66 licensed advisor with Raymond James & Associates in Palm Beach, FL, bringing three years of industry experience. Prior to joining Raymond James, he was self-employed for two years and has additional background connected to Alternatives In Treatment, LLC. Outside of financial advising, he is the owner of Cargo Holdings LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

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 with Raymond James & Associates in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Russell Anderson is a CFP® with 37 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and MassMutual Investors Services among others. He serves as Chairman of the Board for Life Recovery Ministries, a nonprofit organization in West Palm Beach, FL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a notable presence in non-securities products and affiliated insurance services.

Jason O'Brien is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Bank of America, JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Ryan Shippy is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Morgan Stanley, and GFO Advisory Services, LLC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.