Barrington Mc Farlane is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2021. In addition to his advisory role, he is also employed by JPMorgan Bank, where he can offer certain banking products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, offering recommendations on a non-discretionary basis.

Perry Greenfield is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He has held various roles within the Wells Fargo organization since 2009. Greenfield is also involved in managing Greenfield Investment Group LLC, a practice he owns and operates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Alda Ribeiro Repetto is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at firms including Goldman Sachs, Raymond James Financial Services, and First Republic Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Chris Knapp is a CFP® professional with 12 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Bank of America and Merrill for nine years. Outside of his work at Raymond James, he serves as an independent contractor financial advisor under the Helius Wealth Management umbrella in Palm Beach Gardens, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Doren is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Diane Ridley is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. She joined the firm in 1985 and co-founded The BMR Wealth Management Group in 2000 alongside her partner Scott Mazur. The group has since expanded to include multiple associates. Diane holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp. She is also a qualified Portfolio Manager, providing clients with personalized investment strategies that may include individual securities, Merrill model portfolios, and third-party investment options, often managing these strategies on a discretionary basis through the Firm’s Investment Advisory Program. Diane’s expertise encompasses wealth management and investment consulting services tailored to wealthy families, high net worth individuals, and corporate executives. She earned a Bachelor of Science degree in Accounting from the University of Tampa. Over her career, Diane has received recognition from Forbes, including repeated listings among the Best-in-State Wealth Advisors and Top Women Wealth Advisors. She is a member of the BMR Wealth Management Group, which has been named to Forbes’ Best-in-State Wealth Management Teams list. Outside of her professional work, Diane resides in Jupiter with her husband and family. She is involved in community organizations such as Impact of the Palm Beaches and the Forgotten Soldiers Outreach Center. Diane’s personal interests include reading, football, basketball, gardening, and cooking.

Benjamin Cohen is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves 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 planning process that uses structured discovery and quantitative modeling tools.

Andrew Raskin is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Bank of America and Merrill, where he worked for six years each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Steven Hein is a financial advisor with LPL Financial, holding the CFP®, PFS™, and Series 66 designations and bringing 25 years of industry experience. Prior to joining LPL in 2026, he spent 19 years with Kestra Investment Services, LLC and 10 years with Kestra Advisory. In addition to his advisory work, Hein is a seminar presenter on college planning through 123college.com. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Sylvia Rheker is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Wells Fargo Advisors LLC, and several other firms. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Gabriela Vasquez is a financial advisor at Charles Schwab with seven years of industry experience and holds a Series 66 designation. She has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2021 and previously worked at Merrill from 2018 to 2021. Prior to her financial services career, she was employed as a family nanny. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operations.

Richard Beltram is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analytical models as part of its financial planning process.

William Roughen is a financial advisor with Ameriprise in West Palm Beach, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Madison Avenue Securities, Global Wealth Management, and Ameriprise Financial Services. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, using a centralized consulting team to deliver data-driven, tax-efficient recommendations that incorporate algorithmic automation and regular review processes.

Colin Leavey is a financial advisor with Raymond James & Associates in Palm Beach Gardens, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes two years at UBS Financial Services and a year with Amazon Mechanical Turk. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser force.

Renee Manalansan is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Merrill for 12 years and Bank of America for one year before joining Morgan Stanley Smith Barney in 2020. Outside of her advisory role, she is a joint owner involved with property management activities in Palm Beach Gardens, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside customized investment strategies.

Sabrina Connolly is a Planning Consultant at Fidelity Investments. In her current role, she assists clients in understanding their financial options in relation to their personal goals and future plans. She prioritizes building trusted relationships and aims to empower clients to make informed decisions with confidence. Sabrina's professional experience includes positions at Vanguard, where she served as a Sales Consultant from 2025 to 2026, High Net Worth Consultant from 2020 to 2021, and Brokerage Specialist from 2018 to 2020. These roles have contributed to her understanding of various aspects of financial planning and client service. Outside of her professional work, Sabrina's personal interests include fitness, social events with friends, caring for pets, pilates, running, and traveling.

Robert Gutner is a financial advisor with Ameriprise in Lake Worth, FL, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has worked at Ameriprise since 2021 and previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, generally with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and a range of advisory, brokerage, and insurance solutions through affiliated companies.

Claire Schrotenboer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She previously worked at Merrill for 19 years and served with the American Academy Of Husband Coached Childbirth for 17 years. Schrotenboer is also an advisory board member of the Poinciana Park Neighborhood Association, where she participates in community events and fundraising. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lina Hued is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has held positions at Bank of America, First Republic, and J.P. Morgan before joining Merrill. Outside of her advisory role, she is involved with a personal investment-related business, Lina Hued Investment. 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 strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Saray Leang is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has worked previously at JPMorgan Chase Bank and J.P. Morgan Securities. Based in Palm Beach Gardens, FL, she has been with Merrill since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.