Seasoned financial advisors working with women professionals in West Palm Beach, FL

Megan Culver is a financial advisor at AlphaStar Capital Management with over a decade of experience in the industry. She holds a Series 65 designation and has worked at Culver Total Wealth since 2013, where she is also an insurance agent. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm employs a strategic asset-allocation approach combined with quantitative analysis and momentum evaluation, offering both model and custom portfolio strategies.

Paul Caccomo is a financial advisor with Lincoln Investment in Lutz, FL, holding Series 63 and Series 65 licenses and 47 years of industry experience. He has worked with Lincoln Investment since 2017 and previously held roles at Legend Equities Corporation and Investacorp Advisory Services Inc. Outside of his advisory role, he owns and operates United Tax & Financial Services, LLC, providing tax preparation, bookkeeping, and fixed insurance products. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops model portfolios and adaptive investment strategies.

Alexandra Wilson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Facet. She has previously worked at SmartPath Advisors, SmartPath Financial, 8 Degrees Financial Wellness, and Harmon Financial Advisors. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and utilizes technology-driven processes for tax optimization and portfolio management.

Dennis Gelfand is a CFP® professional with 11 years of financial advisory experience. He is the sole advisor at Plan Ahead Advisors and has concurrently worked as an employee and shareholder at the CPA firm Hough, Gelfand & Associates since 2003. Plan Ahead Advisors provides financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, using fundamental analysis to develop individualized strategies aligned with each client’s risk tolerance and time horizon. The firm also coordinates with other professionals and may direct clients to third-party money managers as part of its services.

Serge Berger is a Series 65-licensed financial advisor with Blue Marlin Advisors, LLC, based in Wellington, FL, and has three years of industry experience. He is also the CEO of Blue Oak Advisors LLC, a financial publishing firm that distributes investment and trading ideas through newsletters. Blue Marlin Advisors serves individual clients by providing discretionary investment management and ongoing financial planning through a subscription model. The firm employs a primarily passive, asset-allocation investment approach using index funds and ETFs, supplemented by tactical strategies including derivatives and options.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Le Anne Morris is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anna Apodaca is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. Her prior roles include positions at TD Ameritrade, Scottrade, and Lake Point Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a variety of implementation options.

Kevin Harper is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with RFG Advisory, LLC in Birmingham, AL, where he has worked since 2015, including prior roles at LPL Financial and Ameriprise. Harper is a co-owner of LHP Capital LLC, a commercial real estate business. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm employs discretionary investment strategies through model portfolios, third-party platforms, and serves as a sub-adviser to multiple ETFs, with additional specialized services for retirement accounts and alternative investments.

John Brown is a financial advisor at Savant Wealth Management with 26 years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC and Bush O'Donnell Investment Advisors, Inc. Outside of his advisory role, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.