Katherine Chacon is a financial advisor at Edward Jones in Palm Springs, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Meeta Yadava is a financial advisor with LPL Financial in West Palm Beach, FL, holding the CFP® designation and Series 63 and 66 licenses. She has 25 years of industry experience, including nine years at BMO Harris Financial Advisors and ongoing work with BMO Bank NA since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios.

Nathalie Tremblay is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. Outside of her advisory role, she serves on the board and festival committee for the Festival of the Arts in Boca Raton, helping select art performers. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Ronald Radner is a financial advisor with Raymond James Financial Services Advisors, Inc. in Delray Beach, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones from 2011 to 2019 before joining Raymond James in 2019. Radner is also the CEO of Radner Financial Services, a support company for his advisory business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Maureen Amritt is a financial advisor at Merrill with 21 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Merrill since 2009. Outside of her advisory role, she is listed as associated with a family member's tax preparation business but does not have an active role in that business. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.

Jeffrey Sultan is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Madison Advisory Services, Madison Planning Group, and Royal Alliance Associates. In addition to advisory roles, he has been involved in the sale of fixed insurance products and commercial lines insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employs asset-allocation tools and third-party platforms, and manages portfolios across various asset classes on both discretionary and non-discretionary bases.

Jack Lasday is a financial advisor with Morgan Stanley in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves on the Finance Committee of Addison Reserve Country Club in Delray Beach. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm employs a structured financial planning process and provides various investment and advisory services supported by a broad array of proprietary tools and resources.

Daniela Brink is a Financial Advisor affiliated with Merrill Lynch Wealth Management and a member of the Glover Brink Henderson Group, which collectively has over 50 years of investment management experience. Originally from Brazil, she earned a Bachelor’s degree in Business Administration from Metropolitan State University. Daniela began her career in banking, following in her father's footsteps, and has spent many years working in private and business banking. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Fluent in Portuguese and English, Daniela has resided in Boynton Beach, Florida since 2004. Her client focus areas include college education planning, employee benefits planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, and portfolio management services among others. Daniela is actively involved in the Palm Beach community and contributes to the organization Caridad. Outside of her professional work, she enjoys traveling, gathering with friends, playing tennis, biking, cooking, dancing, interior decorating, photography, pickleball, soccer, and spending time with her family.

Reilly Burns is a Financial Advisor at Merrill Lynch Wealth Management. She brings several years of experience as a client-facing administrative professional at Merrill, where she developed a deep understanding of the financial industry and the significance of personalized service. Reilly’s approach to financial advising is informed by her personal connection to the impact of tailored financial guidance, inspired by her family's work in the field. Reilly holds a bachelor's degree from Florida Atlantic University and has earned the Professional Investment Advisor (PIA) designation. In her role, she utilizes resources from Bank of America and Merrill to develop customized strategies aligned with each client's individual goals. She is committed to building long-term relationships based on trust and transparency, and emphasizes financial education to empower both clients and future generations in achieving lasting financial wellness.

John Pratti is a financial advisor with Raymond James Financial Services Advisors and holds a Series 66 designation. He has 24 years of industry experience, including ten years with Commonwealth Financial Network. He is the founder and CEO of Third Phase Planning, a business that manages advisory fee revenue. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and supports municipal and public finance clients through its affiliated network.

Antonio Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with individuals, families, and business owners to align their wealth with their goals, values, and vision for the future. His approach places clients at the center of his work, focusing on preserving assets, navigating financial complexities, and creating lasting legacies. Antonio's expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background includes an Associate's Degree from Johnson & Wales University, an Accredited Certificate Program from Gold Coast Real Estate School, and a Bachelor's Degree from Florida International University. Fluent in Spanish and English, Antonio is involved in his community through AYSO Region 1370. He enjoys basketball, football, and soccer in his personal time.

Christopher Iwaskewycz is a CFP® professional with 14 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its investment recommendations.

Alexis Rivero is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in the greater South Florida area as well as nationwide and internationally. Alexis works with families and business owners to provide personalized wealth management strategies that align business income, tax planning, investment strategy, and long-term family planning into a coordinated financial framework. Alexis's expertise includes employee benefits planning, executive and equity compensation, family wealth management, tax minimization, and succession planning for closely held businesses. She focuses on helping business owners structure financial plans that support growth, tax efficiency, and preservation of wealth for future generations. Alexis holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). She earned her Bachelor's Degree from the University of Central Florida. In addition to her professional work, Alexis is involved in community volunteering in line with Merrill's tradition. Her personal interests include music, soccer, and traveling. She is fluent in English and Spanish.

Richard Leone is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017. Prior to UBS, he spent one year at Alston & Bird LLP. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and comprehensive capital markets resources.

Kevin Peters is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. His outside activities include involvement with trust-related roles in North Palm Beach, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning and utilizing structured planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Stephen Polin is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as First Vice President, Senior Financial Advisor, and Senior Portfolio Advisor with the Wilt Polin Group in Palm Beach, Florida. He has been in the financial services industry in an advisory capacity since 1998 and works with individuals, families, and businesses to help achieve their financial goals. Stephen and the Wilt Polin Group utilize a goals-based wealth management process to understand clients' objectives, develop personalized recommendations, and implement customized strategies for both individual and corporate clients. He has a special focus on working with clients in the music industry and provides services including managing cash flows, building diversified investment portfolios, banking and financing needs, and estate and trust planning strategies. Stephen earned his Bachelor of Science in Finance from Florida Atlantic University. He holds the Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA) designations. In addition to his professional work, Stephen serves as President of his Homeowner's Association and enjoys spending time with his family, writing music, boating, and playing golf. He is also a member of the Grammy Music Recording Academy.

Alan Modest is a CFP®-credentialed financial advisor with 48 years of industry experience. He has been with LPL Financial since 1989 and has operated Alan K. Modest & Associates since 1981, offering fixed insurance products including life, health, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and a variety of investment strategies.

Marc Bettinger is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at PFS Investments Inc., Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Co. He also operated Bettinger Financial Advisors Inc. for five years. Outside of advisory work, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.

Sheri Anne Danner is a financial advisor with UBS Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked at UBS since 2017 and previously spent time with MetLife Securities. Outside of her advisory role, she is a joint owner of a startup LLC developing an interactive mobile app to facilitate borrowing household items among neighbors. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and capital market strategies to tailor financial plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and underwriting activities.

Tracy Silpe is a CFP® with 18 years of experience, currently affiliated with Raymond James Financial in Lake Worth, FL. She has operated her own advisory entity, Tracy L Silpe LLC dba Sabal Palm Financial, since 2020 and has been with Raymond James Financial Services since 2012. Outside of advising, she serves as an officer and secretary for ILY, Corp dba Gimco USA and volunteers with the Sports Car Club of America as a flag and communication volunteer at regional racetracks. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm provides tailored, typically non-discretionary advisory services and specialized programs for small business retirement plans, supported by its extensive network across public finance and institutional solutions.