Daniel Marulli is a financial advisor with Edward Jones in Boynton Beach, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bankers Life and various entrepreneurial ventures. He has also operated as a self-employed professional since 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Donna Helm Morris is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63, 65, and 66 credentials and has worked at several firms, including Morgan Stanley, PNC Wealth Management, and Citigroup Global Markets. 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 within a non-discretionary program. Their approach combines quantitative and qualitative research with centralized due diligence to build model asset allocations.

Douglas Frevert is a CFP® professional with 44 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has worked with Raymond James since 2012 and is also involved with Tracy L Siple, LLC. Frevert serves as a trustee and trust advisor for his late parents' trusts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through unique affiliations.

Karvet Samuels is a financial advisor with LPL Financial in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His career includes ten years at SunTrust Advisory Services and prior roles at TD Private Client Wealth. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Russell Muser is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS since 2012 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and a broad range of capital markets activities.

Craig Martz is a financial advisor with Fidelity Investments, holding CFP® and multiple securities licenses, and has 25 years of industry experience. His prior roles include positions at TD Ameritrade, Axa Advisors, Diversified Investors Securities, Next Financial Group, and Waddell & Reed. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Michael Donnal is a Series 66-registered financial advisor with Edward Jones in West Palm Beach, Florida, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Chris Nagle is a Series 66-licensed financial advisor with Morgan Stanley in West Palm Beach, FL, with 18 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee for multiple investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning services that utilize firm-approved planning tools and modeling techniques.

Anthony Rizzo is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 registrations and having 31 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for 10 years. Outside of his advisory role, he owns and manages several rental properties in Florida. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and employs diversification principles and modern portfolio theory in its investment evaluations.

Rebecca Cassar is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Merrill, UBS Financial Services, Banc of America Investment Services, and TD Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning services within a broad platform of retail and institutional offerings.

Kendra Mcmurray is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TIAA. Outside of her advisory role, she serves as an independent contractor with the Healthy Mothers Healthy Babies Coalition of Palm Beach, providing support to pregnant mothers and their families as a doula. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Dennis Melchior is a financial advisor with Melchior Investments LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses and having 50 years of industry experience. He has been with Melchior Investments LLC since 2013. The firm operates independently and serves clients through personalized financial advisory services.

James Ulseth is a financial advisor at Elementum Capital with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Fire Capital Management, LLC and We Family Offices. Elementum Capital is an independent firm providing advisory services tailored to individual client needs.

William Boselli is a financial advisor at Strategic Wealth Partners Inc. in West Palm Beach, FL, with 20 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to founding Strategic Wealth Partners in 2011, he worked at Sage Rutty & Company Inc. for three years. Strategic Wealth Partners is an independent firm with a sole advisor focused on personalized wealth management.

Michael Greenberg is a CFP® with 28 years of experience in the financial services industry. He is the principal advisor at Greenberg Financial Group, an independent firm based in Boynton Beach, FL, where he has worked since 2000. Outside of his advisory work, he is a partner in a retail business specializing in general merchandise including jewelry, toys, and garden ornaments. Greenberg Financial Group serves individual clients with a focus on personalized financial planning and investment strategies.

Tucker Smith is a financial advisor at Riverside Wealth Management, Inc. based in West Palm Beach, FL. He holds a Series 65 designation and began his career in the financial industry in 2023 with prior experience at Brown Brothers Harriman & Co. Outside of finance, he is employed in a non-managerial position at LaRosa's Italian Café & Bar. Riverside Wealth Management, Inc. is a small firm with two advisors that provides supported financial advisory services.

Karla Pippins is a financial advisor with Riverside Wealth Management, Inc. in West Palm Beach, FL, holding a Series 65 designation and 19 years of industry experience. She has been with Riverside Wealth Management since 2006. In addition to her advisory work, she consults on strategic financial, personnel, and employment benefits matters for Persimmon Technologies, Corporation. Riverside Wealth Management serves clients with personalized wealth management strategies and provides supported advisory services through a small team.