Jetaindranath Sitahal is a financial advisor at Primerica Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2000. Outside of his advisory role, he is a partner in The Jammers, Inc., a business formed for Primerica purposes, which he operates with his wife. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure for its investment approach.

Thomas Pinckney is a financial advisor at Merrill with eight 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, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bruce Horvitz is a financial advisor with LPL Financial in Boynton Beach, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including previous roles at Lincoln Financial Advisors and Veravest Investment Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

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.

Matthew Kuykendall is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Insprex and held academic positions at George Mason University and La Salle University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

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. He specializes in guiding ultra-high-net-worth individuals and families, particularly business owners, through complex financial decisions such as the sale of private businesses, liquidity management, tax minimization, and retirement income planning. His approach focuses on coordinating comprehensive wealth management strategies that align tax, investment, estate, and risk management needs to preserve assets and support clients' long-term financial goals. Alexander holds a bachelor's degree from the University of Miami and is a Personal Investment Advisor (PIA). He has been recognized by publications such as Boston Magazine and Forbes, earning distinctions including "America's Top Next-Gen Wealth Advisor" and "Best-in-State Wealth Advisor." Fluent in English and Spanish, he works with a select number of families, providing tailored financial strategies that integrate the various aspects of their financial lives. In addition to his professional work, Alexander is involved in community organizations including the ASPCA, Caron Foundation, Homes for Our Troops, Humane Society, MSPCA, Woburn Animal Shelter, and Wounded Warriors. He lives in the Boston Seaport area with his family.

Tara Mccafferty is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior work includes roles at Brighthouse Securities, MetLife Investors Distribution Company, Signator Investors, Manulife Investment Management, and John Hancock. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with various portfolio construction tools, access to third-party money managers, and a complex platform supported by multiple mergers and private-equity ownership.

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 ChFC®-designated financial advisor with 42 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at TRSS Wealth Management, LLC, and Ameriprise. He also engages in selling long-term care, disability, and fixed life insurance through a related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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.

Joel Morris is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at both J.P. Morgan and Wells Fargo in various securities and banking roles. 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 to inform recommendations. The firm operates within the broader J.P. Morgan organization and focuses on non-discretionary services delivered by a select group of wealth advisors.