Peggy Kelleher is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2011 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Jacqueline Spiro is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at UBS since 2019, following four years at Merrill. Outside of her advisory role, she owns Prime Properties of South Florida Inc., an S-corporation involved in real estate investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market research and model-based asset allocations to tailor financial plans and manages a range of services including portfolio management, financial planning, and capital markets activities.

Carlo Della Mea is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including E*TRADE Securities, Equitable Advisors, Axa Advisors, Lincoln Investment, and Legend Equities Corp. Outside of finance, he is involved in sports data collection through STATS LLC and serves as an official scorer for Minor League Baseball games in Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a nationwide network of financial advisors and branch offices.

Thomas Pinckney is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has previously worked at Sanford C. Bernstein & Co. LLC and ABN AMRO Capital USA LLC. He serves on the fundraising committee of the Town of Palm Beach United Way. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bruce Horvitz is a financial advisor at LPL Financial with 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes over 20 years at Lincoln Financial Advisors and three years at Lincoln Financial Advisors Corp. Bruce is based in Boynton Beach, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios, research, and diverse investment strategies.

John Murphy is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Madison Avenue Securities and Global Wealth Management. Outside of finance, he is the owner of Mosaic Golf, a golf-specific mobile app that tracks scores and handicaps. Mass Mutual Investors Services 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 using firm-approved analytic tools and offers a range of specialized planning programs.

Benjamin Foster is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management, based in the West Palm Beach office. He has experience consulting to wealthy families, endowments, and foundations, with a focus on working with business owners who have undergone liquidity events. He adopts an educational approach in advising clients on asset allocation, portfolio strategy, manager selection, and wealth preservation strategies. In his current role, he does not provide tax advice. Benjamin began his career as a senior economic consultant at Arthur Andersen, working on international tax strategy for large multinational corporations. He holds an MBA in Accounting and Finance from the University of Chicago and graduated Cum Laude with a Bachelor of Arts in Mathematics and Economics from Bowdoin College. He is designated as a Personal Investment Advisor (PIA). Outside of his professional work, Benjamin has personal interests in basketball, golfing, and running.

Donna Bartelotti is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and affiliated firms, as well as at Bank of America and Merrill. Bartelotti is based in West Palm Beach, Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs including corporate financial planning agreements.

Shannon Erickson is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, Erickson has held various roles in real estate and hospitality, including positions at Lokation Real Estate and Dreamworks Real Estate Inc. Outside of financial advising, Erickson maintains a real estate license, which is used for personal purposes only. 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.

Douglas Coller is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. He has been with Primerica Advisors since 2016 and also operates Douglas E Coller, PA, a separate investment-related business. Outside of financial advising, he is involved in real estate brokerage with Coldwell Banker Commercial NRT and works as a self-employed driver for Uber and Lyft. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Alexander Nabhan is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies for ultra-high-net-worth individuals and families. He guides clients through complex financial matters including family wealth management, liquidity management, retirement planning, portfolio management, and tax minimization. Alexander's expertise lies in coordinating all critical financial elements—such as tax mitigation, investment strategies, estate planning, and risk management—by working directly with various professionals like attorneys, CPAs, and bankers to provide an integrated approach tailored to his clients' needs. Alexander began his career at Northwestern Mutual and later joined Morgan Stanley's institutional equity desk, before transitioning to its wealth management training program in 2011. He has earned the title of Senior Vice President and joined Merrill Lynch Wealth Management in 2016. He holds a Bachelor of Business Administration with a double major in Finance and Accounting from the University of Miami. Alexander is a Personal Investment Advisor (PIA) and is fluent in both English and Spanish. He has been recognized by organizations such as Boston Magazine, Five Star, and Top 100 Magazine. Beyond his professional responsibilities, Alexander is involved in charitable organizations including the ASPCA, Caron Foundation, Homes for Our Troops, Humane Society, MSPCA, Woburn Animal Shelter, and Wounded Warriors. His personal interests include adventure sports, boating, cooking, fishing, golfing, hunting, reading, traveling, watching movies, and spending time with his family.

Tara Mccafferty is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Brighthouse Securities, LLC and MetLife Investors Distribution Company. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms, including unified managed accounts and advisor-managed portfolios.

Keith Mahler is a Financial Consultant who specializes in creating customized financial plans for families and individuals. He focuses on developing well-rounded investment strategies that include tax-efficient investing, asset allocation, and diversification. His goal is to provide clients with the tools they need to feel confident leading up to and throughout retirement. Keith has been with Fidelity Investments in various roles since 2020. He served as a Financial Representative from 2020 to 2021, then as a Central Relationship Manager from 2021 to 2023, and has been a Planning Consultant since 2023.

Robert Mirsky serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. He joined Merrill Lynch in 2009 after holding the position of Senior Vice President at a major wirehouse firm. Robert focuses on developing personalized wealth management strategies that consider the full financial picture of his clients. His areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, individual and corporate investment strategies, tax minimization, and retirement income. Robert places emphasis on a disciplined wealth management process, working closely with clients' attorneys and accountants to coordinate total wealth management needs. He has been recognized as a Forbes Best‑In‑State Wealth Advisor for eight consecutive years, from 2019 through 2026. Robert holds a Personal Investment Advisor (PIA) designation and earned his high school diploma from Port Richmond. He is a member of the Ben Bay Kiwanis Club and is involved with Dakota Kids. Outside of his professional work, Robert enjoys biking, cooking, photography, and spending time with his wife Michele, their twin sons Nicholas and Daniel, and their two Shih Tzus, Nico and Nelly.

Robert Bennett is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Palm Beach, Florida. He specializes in advising high-net-worth families, corporate executives, private business owners, and ultra-high-net-worth entrepreneurs. His expertise encompasses investment strategy, wealth preservation, liquidity and credit solutions, multigenerational planning, and personal retirement planning. Robert and his team provide comprehensive family office–type services, collaborating closely with clients’ legal and tax advisors to address wealth enhancement, wealth transfer with tax minimization, asset preservation, and philanthropic planning. Robert earned a Bachelor’s degree from Southern Methodist University and a Juris Doctorate from Georgetown University Law Center. He holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ and has additional credentials as a Personal Investment Advisor (PIA). His approach to wealth management combines a goals-based system with institutional-level investment and risk management, focusing on delivering a distinctive, high-touch client experience supported by Merrill Lynch’s global research and resources. Beyond his professional work, Robert is active in community leadership and is involved with EQUIP, a John Maxwell Christian-based mission focused on leadership training globally. He enjoys competitive golf and is a member of several golf clubs, including Winged Foot Golf Club in New York City, Congressional Country Club in Washington, D.C., and The Medalist Golf Club in Hobe Sound, Florida. He values spending time with his family and incorporates a philosophy centered on long-term alignment, prudent risk management, and stewardship.

Jason Vein is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support financial planning strategies.

John Lansing is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 2011. In addition to his advisory role, he serves as a trustee for the Adelaide G. Waldron Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocation to tailor client plans.

Michael Reed is a financial advisor with LPL Financial in Westlake, FL, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He previously spent 18 years with TRSS Wealth Management, LLC while also working with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and access to model portfolios and research.

Christopher Heffernan is a financial advisor with Primerica Advisors in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies and owns a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trade implementation to BNY Mellon Advisors.

Pat Bombard is a financial advisor at Stifel with five years of industry experience and holds a Series 66 designation. Prior to joining Stifel in 2022, he worked at Equitable Advisors and Wurth USA. Outside of his advisory role, he provides periodic operational support for a branding and website design company. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.