Sean Drewniak is a financial advisor with Wells Fargo Advisors in Warwick, RI, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Wells Fargo and its affiliates since 2011. He is also involved with Drewniak Wealth Management, LLC, and has partial ownership in Coastal Capital, LLC, both investment-related businesses. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels through its extensive network of advisors.

Victor Connor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Raymond James since 2003 and has also been involved with Distribution Planning Services since 2008. Outside of his advisory role, Connor is CEO of several support companies including CFG Wealth Management and Connor Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports advisory programs along with municipal and public finance services.

Deneen Morgia is a CFP® professional affiliated with Edward Jones, with 24 years of experience in the financial industry. She previously worked at Truist (Suntrust) for 17 years and at Level Four Financial for two years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Brion Lawler is a CFP®-designated financial advisor with 19 years of industry experience, currently with Wells Fargo Clearing in Palm Beach, FL. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC prior to his current role. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sara Roth is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with UBS since 1998. Roth is also involved as a member of a committee with management and supervisory functions for a family LLC. 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, using proprietary research and model-based asset allocations to tailor strategies to client goals.

Joseph Danahy is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Rory Ronzano is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he held various roles including positions at Lynn University and TransMedia Group. He also manages an advisory business through CSWMG Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Hartigan is a financial advisor at UBS Financial Services with 52 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. from 2009 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Camille La Grange is a financial advisor with Merrill, holding a Series 66 designation and having one year of industry experience. Her previous work includes roles at Bank of America, New York Life Insurance, and various organizations related to education and networking. She is also the owner of You Already Are LLC, an art business focused on painting, photography, and creating an online gallery of handmade pieces. 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, and institutional investors.

Jeffrey Pietrzak is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been affiliated with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Joaquin Gamero Pendola is a financial advisor at UBS Financial Services, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he was involved in the food service industry, including roles at Alacruz Grill and C'est Si Bon Catering. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides a wide range of services including fee-based financial planning, portfolio management, and capital markets services, leveraging proprietary research and institutional trading capabilities.

Sharon Dvir is a financial advisor with Cetera in West Palm Beach, FL, holding Series 66, 63, and 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at PNC Private Bank, Raymond James Financial Services, and SunTrust Investment Services. She serves as a board member for SafeSpace, a domestic violence nonprofit. Cetera Investment Advisers LLC is an SEC-registered firm serving a range of clients from individuals to institutional accounts, offering portfolio management, financial planning, ERISA retirement services, and access to third-party money managers through a multi-manager platform.

Sean Mccarthy is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the CFA® designation and Series 63, 65, and 66 licenses. Prior to his current role at Wells Fargo Clearing since 2021, he has been with Wells Fargo Bank, N.A. since 2010. He also serves as a successor trustee for a revocable trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Robin Cuddy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

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.

Kety Arano is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 65 licenses and three years of industry experience. Her work background includes roles in dental office management and operations, alongside her advisory role. Outside of finance, she is a partner in Trucktrans LLC, a trucking and logistics business based in Palm Springs, FL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a wrap-fee structure.

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.

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.

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.

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.