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.

Virginia Wasser is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and 65 licenses and bringing 46 years of industry experience. She has been with Morgan Stanley and its affiliates since 2008. Outside of her advisory work, she serves as Secretary for the Patch Reef Homeowners Association. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

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.

Robert Kelly Jr. is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera and affiliated entities since 2018, with prior experience at Northwestern Mutual from 2016 to 2018. Based in West Palm Beach, FL, he has been with Cetera since 2021. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers across multiple program structures and custodial relationships.

Zachary Pumphrey is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer. Outside of finance, he has been involved with several hospitality and service businesses, including Frigates Waterfront Bar and Grill and Duffys Sports Grille. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services through a non-discretionary program.

Andrew Raskin is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, Chase Investment Services, UBS Financial Services, and Ameriprise. 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 provides advisory and brokerage services through a large network of investment adviser representatives and offers a range of financial planning, portfolio management, and institutional platforms.

Leslie Shorey is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 66 and Series 63 licenses and has been associated with Wells Fargo Bank since 1989. Shorey is based in Palm Beach, Florida. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and serves clients through a large team of more than 14,000 financial advisors, providing both brokerage and advisory solutions.

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.

James Zahringer is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of advising, he owns Cargo Holdings LLC and serves on the advisory board of ghostfire. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing 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 with a variety of portfolio management styles and affiliated research resources.

Thomas Mimnaugh is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes various roles within Wells Fargo entities since 2009. Outside of his advisory work, he owns and operates TPMIMNAUGH LLC, a financial-related business. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Joel Jason is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding a Series 63 designation and with 41 years of industry experience. He has been with UBS since 2000. Outside of his advisory work, he serves on the Board of Directors for Virginia Beach Vision, a nonprofit organization focused on community initiatives in Virginia Beach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering customized financial planning and portfolio management supported by proprietary research and model-based asset allocations.

John Chanda is a financial advisor with LPL Financial, holding a Series 66 license and bringing 25 years of industry experience. His career includes roles at Mass Mutual Investors Services, ProEquities, Inc., and Morgan Stanley, among others. He also operates Chanda Financial LLC for tax and investment purposes and is involved in selling fixed life and annuity insurance products. 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 advisory services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research tools.

Robert O'Connor Jr. is a financial advisor with Ameriprise in Delray Beach, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer and Board Member of the Capri L Association. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Patricia Sans is a financial advisor with Raymond James & Associates in West Palm Beach, FL, holding Series 63 and Series 65 credentials and 42 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. She serves as Treasurer for StrikeForce 297, a nonprofit focused on supporting faith-based community organizations through grant distribution. 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 comprehensive financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management options.

Thomas Smith is a financial advisor with Morgan Stanley in West Palm Beach, Florida, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he owns a rental property in Vero Beach, Florida. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm emphasizes structured planning processes and serves clients through a wide range of investment and financial strategies.

Alexandra Wooldridge Lo Biondo is a financial advisor at Raymond James Financial in Wellington, FL, holding a Series 66 designation with 5 years of industry experience. She has worked at both Boynton Financial Group, Inc. and Raymond James Financial Services, Inc. since 2015. Outside of her advisory role, she was involved with St. Therese de Lisieux Church for nine years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a notable affiliation with a municipal advisor to support its public finance work.

John Romo is a financial advisor at Wells Fargo Clearing in Palm Beach, FL, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as experience outside finance at Best Buy and other companies. 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 uses research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Donald Boivin III is a financial advisor at Morgan Stanley with 12 years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He holds a Series 66 designation. 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 financial planning services, managing approximately $2.74 trillion in client assets.

Laura Borselli is a financial advisor with Merrill in Boynton Beach, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at TD Private Client Wealth LLC and TD Bank. Outside of her advisory work, she serves as an authorized signer for her husband's general contracting business, Roberts Contracting Inc. 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 to individuals, high-net-worth clients, and institutional investors.

Sydney Ronzano is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2018 and previously worked in service-learning at West Chester University. Ronzano also manages an advisory business, CSWMG Inc., as part of her outside employment. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered through a centralized consulting team, supported by algorithmic tools and oversight committees.