Felicia Banks is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Aetna. In addition to her advisory role, she is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-delivery strategies managed by third parties. The firm supports approximately 3,698 advisors across 1,829 offices and manages around $15.5 billion in assets.

Gardner Bloemers is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience in financial services. She has been serving as a Financial Advisor at Merrill Lynch for more than 15 years and leads a team including Senior Financial Advisor Collin Campbell and Wealth Management Client Associate Joe Fallica. Gardner focuses on client-centered financial planning that addresses areas such as family wealth management strategies, legacy planning, personal retirement planning, philanthropic and values-based investing, special needs planning, and tax minimization. Gardner holds several professional designations including the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Certified Plan Fiduciary Advisor® (CPFA) designation. She earned a master's degree from Rotterdam School of Management at Erasmus University and a bachelor's degree from Tufts University. Fluent in English, Dutch, French, and German, she brings a global perspective to her practice and is a member of the Central Virginia Estate Planning Council. Beyond her professional roles, Gardner is active in her community, serving on the boards of The Dressage Foundation and the Virginia Horse Center Foundation, Inc., where she has also held the position of President. She founded the Mid Atlantic Dressage Festival at the Virginia Horse Center and participates in dressage competitions. Her personal interests include cooking, gardening, horseback riding, skiing, and traveling.

Chris Accola is the Vice President and Branch Leader at Fidelity Investments' Palm Beach Gardens branch. In this role, he focuses on creating a collaborative financial planning environment for both advisors and clients. Chris has held several positions in the financial industry, including Investment Management Consultant at Fidelity Investments from 2021 to 2023, Investment Consultant at Fisher Investments in 2021, and Assistant Vice President, Financial Advisor at Merrill from 2019 to 2021. Outside of his professional career, Chris has interests in the beach, fitness, football, social events with friends, and traveling.

Viola Yeotes is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 63 designation and 42 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. for 13 years before joining Wells Fargo in 2016. 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 through more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Timothy W. O'Brien is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with UBS since 1990. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings through a network of financial advisors who leverage proprietary research and model-based asset allocations.

Eric Rivero is a financial advisor at Merrill with Series 65 and Series 63 licenses and one year of industry experience. He previously worked at Bank of America, Concurrent Investment Advisors LLC, Insight Private Wealth, and Banker's Life & Casualty Company. Rivero is also the owner of Rivero Advisory Services LLC and has been affiliated with Insight Private Wealth. 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 serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Schiller is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Lussea and Liberty University, alongside experience in the hospitality and fitness sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advises multiple registered investment companies, integrating algorithmic methods and AI in its investment process.

Michael Freeman is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves primarily 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 advice with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal due diligence process for alternative investments.

Christopher Cook is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, Lendmarq Capital, Kajaine Finance, and First Bank of The Palm Beaches. 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 screens and qualitative research, with implementation support from affiliated investment-management entities.

Mark Mcandrew is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes multiple roles within Morgan Stanley and its affiliated entities since 2009, as well as prior work at Citigroup Global Markets from 2004 to 2007. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Jonathan Genovese is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he works closely with clients to help them achieve their financial goals through comprehensive financial planning. He emphasizes the importance of establishing and maintaining a solid financial plan tailored to each client's unique situation. Prior to his current position, Jonathan served as a Senior Financial Consultant at TD Ameritrade from 2018 to 2021. His experience includes guiding clients through various financial scenarios by engaging with them consistently to provide appropriate financial strategies. No additional information about his education, credentials, personal interests, or community involvement was provided.

Michael Comfort is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. He holds Series 63 and Series 65 designations and is based in Palm Beach Gardens, Florida. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm offers brokerage and investment advisory services, utilizing a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Deniz Kaya is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has been with Bank of America and its affiliated entities since 2017. Outside of his advisory role, Kaya is a sole owner of rental properties in Port Saint Lucie, Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Fessler is a Vice President and Financial Consultant at Fidelity Investments. In his role, he assists individuals and families in developing and implementing financial plans that align with their unique goals. His approach integrates investment, income, and legacy planning considerations to create comprehensive strategies. Since 2013, Robert has worked with clients to monitor and update their financial plans through regular communication and collaboration with his team. He is committed to providing ongoing support to ensure plans remain aligned with clients' evolving needs. Outside of his professional work, Robert has interests in food, golf, horseback riding, pets, and traveling.

Jeffrey Eagle is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following roles at Mora Wealth Management and Mora WM Securities. Outside of his advisory work, he serves on the Board of Directors for Genesis Assistance Dogs, Inc. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Peter Nicoletti is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Outside of his advisory work, Nicoletti serves as Chairman of the Board of Opportunity Early Learning and Family Center, a pre-school for working families, and is involved with The Tuscawilla Club in Palm Beach, where he is a Board Member and will serve as President in 2026. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and financial planning.

Elizabeth Kaufmann is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2016. Based in Palm Beach Gardens, FL, she provides advisory services through a leading global financial institution. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that include the use of proprietary tools and methodologies to model investment outcomes.

Ronald Wilson is a financial advisor with Raymond James Financial in West Palm Beach, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Raymond James Financial Services since 2004 and owned an accounting and tax preparation business since 2005. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by risk profiling and analytic tools, with specialized municipal and public finance advisory capabilities.

Stacey Rasmussen is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. She has been with Merrill since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various organizations.

Mary Ann Roberts is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and seven years of industry experience. She has worked at various Morgan Stanley entities, including Morgan Stanley Canada Ltd and Morgan Stanley Private Bank, N.A. Her current location is Palm Beach Gardens, Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and Corporate Financial Planning agreements.