Jared Morgenstern is a financial advisor with Mass Mutual Investors Services based in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He previously worked at Metlife Securities Inc. from 2004 to 2017 and has been with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in an insurance business offering life, fixed annuities, disability, long-term care, and health products. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-focused planning using firm-approved analytical tools and offers specialized programs including divorce planning and employer-sponsored planning.

Edward Lubell is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, Lubell serves on the board of directors for 3CInteractive Corp, a telecommunications company specializing in mobile enterprise solutions using SMS text messaging. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including futures commission merchant activities and securities-backed lending programs.

Angela Oprici is a financial advisor with Equitable Advisors in Boca Raton, FL. She holds a Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors in 2023, she worked at Ohlin Tax & Accounting from 2021 to 2023 and has held various roles in the hospitality sector. Outside of advising, she has engaged in food delivery services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing external asset managers and offering both advisory and brokerage services.

Bradford Kerr is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Destiny Wealth Partners, Independent Financial Partners, Strategic Financial Services, Inc., and Charles Schwab & Co. Inc. 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 client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services through a range of portfolio management styles and affiliated research resources.

Juan Seisdedos is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his career in 2026. Prior to joining Equitable Advisors, he worked at Amazon and B. Riley Wealth Management. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Michael Korsten is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. He has been with Ameriprise and its affiliated entities since 2017. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and algorithmic support in its advisory process.

Jacob Schlessel is a financial advisor at UBS Financial Services with Series 63 and Series 66 licenses. He has been with UBS since 2026 and has no prior industry experience before joining the firm. His background includes work at TheMagic5 and JM&A Group, as well as roles in education and local business. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

Danielle Weidert is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, N.A., and J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs with a structured financial planning process that utilizes firm-approved tools and methodologies.

Robert Laraia is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes roles at LPL Financial since 2008 and Dime Bank since 2021. Outside of his advisory work, he has an ownership interest in a health club and physical therapy office through an LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research from internal and third-party sources, providing both discretionary and non-discretionary management options.

Roy Cook is the Resident Director and Wealth Management Advisor at Merrill. He holds the CERTIFIED FINANCIAL PLANNER4 designation and has been a financial advisor since 1986. Roy has over twenty-five years of experience in wealth management, including roles as a Senior Portfolio Manager, where he builds and manages personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He began his career with Bank of America in 1996 after working at a private financial planning boutique in Boca Raton. Roy's expertise includes family wealth management strategies, managing new wealth, portfolio management services, and small business strategies. He has served as a Regional Director for the Gold Coast and Treasure Coast region and is involved with the Boca Chamber of Commerce and Habitat for Humanity. Roy resides in Palm Beach with his wife Sharron and has been a South Florida resident for over forty years. His hobbies include boating, fishing, diving, boxing, cooking, football, and music.

Jason Gibilterra is a financial advisor at UBS Financial Services with 15 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2022. Outside of his advisory role, he serves as Vice President and a board member of Coral Springs Clippers Baseball, a youth travel baseball organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Mari Pagan is a Wealth Management Planning Consultant at Fidelity Investments, where she is part of the Private Wealth Management team. In this role, she focuses on building meaningful relationships and providing a high level of customer service for both simple and complex service requests. Mari has been with Fidelity Investments since 2010, holding various positions including Wealth Management Service Specialist II, Investor Center Relationship Manager, and Investor Center Financial Representative II. Her extensive experience at Fidelity reflects her expertise in wealth management and client service. Outside of her professional role, Mari's personal interests include art, the beach, cooking and baking, family activities, traveling, and yoga.

John Perry is a financial advisor with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at SteelPeak Wealth, LLC, RBC Wealth Management, and Wells Fargo Advisors. He is based in Boca Raton, Florida. 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 to support asset allocation and manager selection.

Mark Parks Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has served in various roles including CFO of Hillsboro Club and owner of several non-investment related businesses such as MAP CPA Group International LLC and Mark A. Parks Jr. International Inc. Parks is also the author of *The Gift: The Essential Guide to Money and Investments for Women*. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale and delivers advisory services using model-driven strategies managed by unaffiliated asset managers.

Christopher Cornett is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. He previously worked at BOFA Securities, Inc. for 23 years before joining Merrill. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Fenton is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following prior roles at Hennion & Walsh Inc. and PMK Securities & Research, Inc. Outside of advising, he is involved in real estate business ownership and management in Boynton Beach, Florida. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm delivers these services through a centralized team working with financial advisors and offers a broad range of advisory, brokerage, and insurance solutions.

Melissa Mulhearn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior work includes roles at Bowman Consulting and PTM Electric Inc. Outside of financial services, she is a partner and title manager at Lets Go Enterprises, LLC, which creates and sells handmade soap. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies and offers discretionary portfolio management supported by third-party asset managers.

James Thorn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert Jones is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Lion Street and M Holdings Securities, Inc. His activities include serving on the board and committees of Palm Beach Atlantic University and acting as trustee for multiple family trusts. Jones also operates several businesses related to life insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with specialized services including municipal advisory and employer SIMPLE IRA consulting.

Kristine Lampert is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 credentials and has 27 years of industry experience. She previously worked at ValMark Securities, Inc. and Fulcrum Partners. Lampert serves on the board of directors for the Delray Beach Library, a volunteer position involving oversight and management. Raymond James & Associates is a large firm serving individuals, institutions, and municipal entities with financial planning, investment consulting, and institutional fiduciary solutions. The firm offers tailored, primarily non-discretionary advice supported by extensive research, portfolio management options, and municipal advisory services.