James Barr is a financial advisor with LPL Financial in Lake Worth, Florida, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Ameriprise and Gaines Financial Group. He holds an active real estate broker license, maintained for over 30 years, though it is used only for personal purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad platform that includes affiliated insurance and banking services.

Amber Dakar is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. She has worked at several firms since 2016, including Banyan Hill Publishing and Merrill, before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and includes an ESG eligibility framework.

Victor Connor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 49 years of industry experience. His prior roles include positions at Citigroup Global Markets and various capacities within Raymond James since 2003. He also serves as CEO and principal of multiple financial services support companies, including Connor Financial Group and CFG Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individual investors to institutional clients. The firm employs tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Chelsea Pagoaga is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 10 years of industry experience, including roles at Merrill Lynch, Ameriprise Financial Services, and Kestra Private Wealth Services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars through annual collaborative engagements that use firm-approved software to analyze goals and recommend investment strategies.

Deneen Morgia is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. Her prior roles include positions at Level Four Financial, Truist (formerly Suntrust), and Merrill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branches nationwide.

Brion Lawler is a CFP® certificant with 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at First Command Brokerage Services, Inc. from 2006 to 2007. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Thomas Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Short Hills, NJ. With over 30 years of diverse experience in Capital Markets, Tom has held leadership roles that involved working with Investment Banking, Equities, Fixed Income, as well as Fundamental and Technical Analysis teams in the U.S., Singapore, and Hong Kong. He has been a member of the Merrill team for eight years, providing comprehensive wealth management services including managing new wealth, personal retirement planning, portfolio management, and retirement income. Tom's career includes serving as CEO and Owner of Parallax Direct Execution, with a 16-year membership at the New York Stock Exchange. He has also held positions as Head of Trading and Managing Director at Pali International in Singapore, and Head of Cash Equities and Managing Director at Oppenheimer Investments Asia in Hong Kong. He holds FINRA Series 7, 55, 63, and 66 registrations and the Personal Investment Advisor (PIA) designation. Tom earned a Bachelor of Arts degree in Finance from Baldwin Wallace University. In addition to his professional responsibilities, Tom serves on the St. Jude Children's Research Hospital Committee in New York City and advises the St. Jude Teen Warrior Team. He has also been a board member for organizations supporting handicapped children, cancer research hospitals, the Wounded Warrior Project, the Muscular Dystrophy Association, and victims of 9/11. He volunteers over 300 hours annually and is active in his local community in Morristown, where he resides with his two children.

Joseph Danahy is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. His career includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company prior to joining J.P. Morgan. He has also been involved with educational institutions such as Jupiter Christian School and Franklin Academy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Angelo Schiralli is a financial advisor with MassMutual Investors Services, holding a Series 63 license and over 51 years of industry experience. He previously worked at Metlife Securities Inc. and New England Securities. In addition to his advisory role, he operates as an independent insurance agent specializing in life, disability, long-term care, and group benefits. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-oriented planning engagements and educational seminars.

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 at Cetera with 10 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Prior to joining Cetera, she worked at several firms including Raymond James Financial Services, PNC Private Bank, and SunTrust Investment Services. Dvir also serves as a board member for SafeSpace, a domestic violence nonprofit. Cetera Investment Advisers LLC is an SEC-registered firm that offers financial planning and portfolio management services through a nationwide network of independent advisors. The firm serves individual, corporate, and institutional clients, providing access to a range of investment programs and third-party managers.

Sean Mccarthy is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds the CFA® designation along with Series 66, 63, and 65 licenses. Sean has worked with Wells Fargo Bank, N.A. since 2010 and joined Wells Fargo Clearing in 2021. 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. The firm offers investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets and employing over 14,000 advisors.

Robin Cuddy is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 66 registrations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.