Mary Galemmo is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation and five years of industry experience. She previously worked at Wells Fargo and spent time at Campbell University in both instructional and administrative roles. Mary serves on the Allocation Committee for Education at the Palm Beach United Way, where she helps review and recommend funding for early childhood education programs. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services through its network of financial advisors.

Nicholas Morales is a financial advisor with Equitable Advisors in Deerfield Beach, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in various roles including positions at Yard House and Dick's Sporting Goods. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and retirement-plan support alongside access to asset management through LPL programs and multiple third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to execute client recommendations.

Lisa Croyle is a Series 63-registered financial advisor with Merrill in Boca Raton, FL, and has 32 years of industry experience. She has been with Merrill since 2010. Merrill, together 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Glen Morris is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and related firms since 2019, with prior experience at Summit Financial Group and Summit Brokerage Services. Outside of finance, he is a singer, songwriter, and musician involved with a musical group called Eddy St. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Brian Muehlenbeck is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has previously worked at firms including New York Community Bank, LPL Financial, and Securian Financial Services. Outside of traditional advisory roles, he is involved with Evershore Financial Group, focusing on fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or develop customized strategies.

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.

Alexander D'augelli is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise in Boca Raton, FL. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized advice through a centralized consulting team.

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.