John McGinty Jr. is a financial advisor with Equitable Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999, following his time at Axa Advisors. Outside of his advisory role, he is involved in horse show judging as a sole proprietor. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services according to clients’ goals and risk tolerance.

Jill Kremer is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Merrill since 1984, concurrently affiliated with Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations, integrating its services within Bank of America’s wider financial platform.

Shayla Davis is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Bank of America, and Pruco Securities prior to joining UBS. Outside of her advisory role, she owns and manages a rental property in Riviera Beach, Florida. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based 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 strategies for clients.

Croft Meeker is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on building, preserving, and helping transition clients' wealth to the next generation. He engages in in-depth conversations to identify clients' goals and objectives, developing personalized plans to meet those objectives using resources available through Merrill Lynch. Mr. Meeker's expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, sports and entertainment, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Hampden-Sydney College. He is proficient in English and Spanish. Outside of his professional role, Mr. Meeker participates in community activities such as serving as President of Martin County Pioneers Lacrosse, coaching lacrosse, and contributing to the Business Roundtable for Project Lift. His personal interests include boating, music, spending time with his family, surfing, and traveling.

Michael Graham is a financial advisor with Cambridge Investment Research Advisors in Wellington, FL, holding Series 65 and Series 66 licenses and having 29 years of industry experience. His prior roles include positions at Avantax Advisory Services and multiple Avantax affiliates over a decade. He also serves as president of 3HL Accountants, a tax service firm, and is involved with Three Harbor Lights LLC under a trade name. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing a range of portfolio strategies across multiple custody platforms.

Tatiana Mc Hugh is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. Her prior roles include positions at LPL Enterprise, Bank of America Private Bank, JPMorgan Chase Bank, N.A., Massachusetts Mutual Life Insurance Co, and Merrill Lynch Wealth Management. She is also involved with McHugh, Furman IFS LLC, a property and casualty firm based in Jupiter, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that offers asset allocation advice, investment manager searches, and customized performance reporting, combining quantitative modeling with centralized due diligence and an ESG eligibility framework.

Michael Bourgeois is a financial advisor at Morgan Stanley with 16 years of industry experience. He previously worked at JPMorgan Securities, Merrill Lynch, and JPMorgan Chase Bank. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and tailored financial planning supported by approved planning tools and extensive resources.

Paul Litman is a financial advisor at Morgan Stanley with a Series 66 credential and two years of industry experience. He previously worked at BMO Nesbitt Burns for ten years before joining Morgan Stanley Smith Barney LLC in 2023 and Morgan Stanley Private Bank, N.A. in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Susan Jane Hutcheon 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. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Stephani Chojnacki is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63, 65, and 66 licenses. She has three years of industry experience and previously worked at JPMorgan Chase Bank, N.A., M Holdings Securities, Inc., and LRI Investments, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market models.

Scott Greenfield is a financial advisor with Mass Mutual Investors Services in Boca Raton, FL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2009. In addition to his advisory role, Greenfield is a general agent involved in life, long-term care, fixed annuities, and health insurance through Fifth Avenue Financial. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved tools to analyze client goals and deliver written recommendations.

Sandra Carter is a Wealth Management Advisor with The Lacy Wealth Management Group at Merrill Lynch Wealth Management. She has been part of the financial services industry for over 33 years, having begun her career with Bank of America in 1993. Since joining The Lacy Group in 2011, Sandra has utilized her experience and the resources of Merrill, Bank of America, and the Bank of America Private Bank to provide customized cash management and credit strategies tailored to the needs of successful families and business owners. Her areas of emphasis include home financing, aviation, marine, investment property financing, securities-based lending, as well as credit card and cash management solutions. Sandra holds several professional designations, including Chartered Retirement Plans Specialist™ (CRPS™), Certified Plan Fiduciary Advisor® (CPFA®), and Certified Divorce Financial Analyst® (CDFA®). She is registered with FINRA holding Series 7, 63, and 65 licenses. Sandra also holds an Accredited Certificate from the College for Financial Planning. Sandra is actively involved in her community through organizations such as Christ Fellowship Church, Hearts for Moms, and Teen Mother Choices. She participated in Leadership WPB Class of 2018. Her personal interests include cooking, interior decorating, music, photography, spending time with family, and traveling. Sandra is dedicated to working closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals.

Melody Sills is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith since 2007. Outside of her advisory role, she is the owner of Mustard Seed Cre8tions, LLC, a business focused on creating and selling home décor, art, clothing, pet accessories, and health and beauty products. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Richard Sweet is a financial advisor with Equitable Advisors in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He previously worked at CMG Financial Planning Ltd. and AXA Advisors, LLC. 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored investment solutions.

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.

Anthony Maneri Jr. is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of advising, he manages Plan On It, LLC, an administrative business services provider, and is involved in independent insurance brokering. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.