Alex Santiuste is a financial advisor at Morgan Stanley with eight years of industry experience. His prior roles include positions at UBS Financial Services and BluEdge Professional Real Estate LLC. He holds Series 63, Series 65, and Series 66 designations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Paul Feinsinger is a CFP® with 27 years of industry experience, currently affiliated with Cetera Wealth Services, LLC and Cetera Investment Advisers, LLC. He has a background that includes extensive service at Avantax Insurance Agency and Avantax Investment Services, as well as operating his own CPA practice since 1983. Additionally, he serves as a personal representative in estate matters. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that emphasizes diverse investment strategies and program options.

Christopher Haffey is a CFP® with 26 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2026. Prior to this, he spent 15 years with SunTrust Investment Services and 10 years with SunTrust Advisory Services. Outside of his advisory role, Haffey serves as an Elder and Chair of the Finance Committee at First Presbyterian Church North Palm Beach, where he oversees the church’s financial matters including investment accounts. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse range of clients, including individuals, institutions, and charitable organizations, and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Michael Keenan is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 28 years of industry experience. His career includes long-term roles within Fidelity’s various business units and a prior position at Lincoln Financial Distributors, Inc. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Frank Novello is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and through corporate financial planning agreements.

Palina Craemer is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2015. In this role, she works with clients to develop comprehensive financial plans that align with their personal values and life goals. Prior to joining Fidelity Investments, Palina was a Relationship Banker at JP Morgan Chase from 2011 to 2015. Palina emphasizes the importance of building long-term relationships with her clients to understand their individual and family needs. She focuses on integrating all aspects of a financial plan to support her clients' priorities. Additional details regarding her education, credentials, personal interests, or community involvement were not provided.

Anthony Pirozzi is a financial advisor with Raymond James Financial in Jupiter, FL, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and with Raymond James Financial since 2009. Outside of his advisory role, he serves as a power of attorney for a family member. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports various advisory programs, including municipal and public finance services that are uncommon among large institutional advisors.

Richard Stone is a financial advisor at Morgan Stanley in Jupiter, FL, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2016, and with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates various analytical tools and models.

Constance Flynn is a financial advisor at Morgan Stanley with 36 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Gary Finnegan is a financial advisor with Ameriprise in Jupiter, FL, holding a Series 66 designation and 26 years of industry experience. He has worked at Ameriprise since 2020, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, non-discretionary advice, primarily focusing on Ameriprise-managed accounts.

Manuel Leal Sanchez is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 11 years of experience in the financial industry, including roles in investment banking, commercial banking, and corporate banking at institutions such as JP Morgan Securities, Citibank, and Santander Securities. Manuel focuses on managing new wealth, portfolio management services, and retirement income for his clients. He holds a Master of Business Administration from the NYU Stern School of Business and a Bachelor of Science in Civil Engineering from Universidad Metropolitana. Manuel is a Personal Investment Advisor (PIA) and speaks Spanish, French, and English. Originally from Venezuela, he serves as a board member of Jack the Bike Man, Inc. Outside of his professional role, Manuel enjoys golfing, running, and skiing.

Kenneth Hauck is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OAIC Wealth, Inc. and AP Retirement Inc. before joining Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Kevin Mac Intyre is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at First Republic Investment Management and J.P. Morgan Securities. Outside of his advisory role, he serves as chairman of the Green Committee and board member at Salem Country Club and acts in an advisory capacity to the founder of Logic Inc. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and brokerage services. The firm employs tailored investment strategies using both in-house and third-party managers and offers integrated advisory programs with features such as tax management and responsible investing options.

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 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. Diane offers wealth management and investment consulting services to wealthy family groups, high net worth individuals, and corporate executives. She is also a qualified Portfolio Manager who builds and manages personalized investment strategies for clients, incorporating individual stocks and bonds, Merrill model portfolios, and third-party strategies. Diane holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by The College for Financial Planning Institutes Corp and a Bachelor's Degree in Accounting from the University of Tampa. She has been recognized in the industry with multiple listings, including Forbes "Best-in-State Wealth Advisors" for nine consecutive years up to 2026, the Forbes Top Women Wealth Advisors Best-in-State list from 2022 to 2026, and the Forbes "America's Top Women Wealth Advisors" List in several years. Outside of her professional career, Diane resides in Jupiter with her husband and two grown children. She engages in community involvement through organizations such as IMPACT OF THE PALM BEACHES and the FORGOTTEN SOLDIERS OUTREACH CENTER. Her personal interests include reading, participating in book clubs, football and 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.