Samanta Perez Rincon is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorganChase and various roles outside finance, including at The Breakers Palm Beach and involvement with Lightning Softball/Baseball Camp. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to a broad range of capital markets products and research.

Anthony Colombino is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding a Series 66 designation and four years of industry experience. He previously worked at UBS Financial Services and has ownership experience in a trucking business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Makenzie Koah is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. She has worked at multiple entities within the financial sector since 2020 and has a background that includes experience in education and several non-financial business roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated services, combining brokerage, custody, and advisory functions in an integrated platform with both non-discretionary and discretionary investment management options.

Cortney Mc Elroy is a CFP® professional with 25 years of experience, currently advising at Charles Schwab. She has been with Charles Schwab since 2006 and has also worked at Charles Schwab Bank, SSB since 2008. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Steven Mcmahon Sr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. 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, utilizing proprietary research and model-based asset allocations to tailor client plans.

Matthew Mercer is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012 and J.P. Morgan Chase Bank, N.A. since 2016. Mercer serves as a board member for The Promise Fund of Florida, a nonprofit focused on improving healthcare for low-income residents in Palm Beach County. J.P. Morgan Securities LLC 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 investment recommendations.

Sharon Paul is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and having 28 years of industry experience. She previously worked at UBS Financial Services from 2008 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering comprehensive financial plans without individual security recommendations as part of standalone planning.

Brian Hayden is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior work includes roles at Notre Dame University, Pace University Learning Commons, and Dicks Sporting Goods. 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, pension plans, corporations, and charitable organizations.

Michael Farahani is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has extensive experience in the financial services industry, having worked in various capacities including Planning Consultant and Investment Solutions Representative at Fidelity Investments, Client Services Professional at Prudential, Region Coordinator at IG Wealth Management, Financial Services Manager at BMO Bank of Montreal, and Personal Banking Representative at CIBC. Michael holds the Certified Financial Planner (CFP®) designation. His expertise lies in retirement planning and investment strategy development. He collaborates with clients to create tailored investment plans that align with their individual goals, focusing on protecting and growing their wealth through thoughtful planning and personalized guidance.

Liam Ouellette is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity since 2024, advancing through positions as a Financial Services Representative and Financial Representative before his current appointment. Liam focuses on helping clients make confident financial decisions by collaborating to build holistic, personalized strategies. He emphasizes understanding clients' priorities and supporting them in shaping and directing their goals through long-term financial planning. Outside of his professional work, Liam engages in family activities, music, running, soccer, traveling, and volunteering.

Herbert Rikeman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo Clearing, and Morgan Stanley. Rikeman is based in Loxahatchee, Florida. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Christina Towery is a CFP® professional with 24 years of industry experience, currently serving at J.P. Morgan Securities LLC since 2014. She holds Series 63 and Series 66 licenses and is based in Boca Raton, Florida. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Ryan Howison is a financial advisor at OSAIC with 16 years of industry experience. He has held roles at OSAIC since 2018 and previously worked at JHFN SII from 2011 to 2018. Outside of his advisory work, he serves on the board of directors for Jonathan's Landing country club, where he chairs the Rackets committee. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary accounts across a wide range of investment products.

Erin Caldwell is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, she worked at Northwestern Mutual Investment Services, David J Siegel, Morgan Stanley, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Jennifer Bonifas is a financial advisor with Merrill in Palm Beach Gardens, FL, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Merrill since 2002 and has concurrently worked at Bank of America since 2011. Outside of her advisory role, she is a part-time sales representative for Park Lane Jewelry, a direct sales jewelry company. 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, corporations, and charitable organizations.

Craig Piper is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ic Advisory Services Inc, The Investment Center Inc, and NPA Asset Management, LLC. In addition to his advisory work, he is involved in independent fixed insurance sales, earning commissions from life, health, or fixed annuity business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports a large network of advisors with operational and research tools.

Kevin Prazenica is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he is involved as the owner of AWP Capital, LLC and Finet Practice Prazenica GP, LLC, both investment-related ventures. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Parker Haskin is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation. He has one year of industry experience and previously worked at Capitol Broadcasting Company and Kolter Multifamily. 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 an ESG eligibility framework.

Ron Bekins is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses for clients.

Laura Pricer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at firms including First Republic Securities Company, Bank of America, and Merrill. Outside of her advisory role, she serves as Vice President and President-elect of KCK Huggers/Special Olympics, a nonprofit supporting education, sports, and activities for individuals with intellectual and physical challenges. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.