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 the Series 63, Series 65, and Series 66 licenses and has worked with JPMorgan Chase Bank NA and Brighton Collectibles. Based in Palm Beach, FL, she has been with JPMorgan Securities LLC since 2015. J.P. Morgan Securities LLC 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 institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary wealth advisory services supported by a centralized due diligence framework.

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.

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 Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He has held positions at Fidelity Investments since 2021, following roles at TD Ameritrade, AXA Advisors, and Diversified Investors Securities Corp. He is based in Wellington, FL. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Marilee Agostino is a Financial Advisor with Merrill Lynch Wealth Management, specializing in serving small business owners and their families. She focuses on helping entrepreneurs preserve and grow retirement savings, manage personal and business assets, and establish strong succession plans. Marilee begins her client relationships with a thorough assessment of their current financial situation, identifying unique circumstances and building tailored roadmaps to achieve financial independence and retirement goals. Her areas of expertise include college education planning, family wealth management strategies, employee financial health, legacy planning, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Marilee holds a Bachelor's and a Master's degree from The City College of New York and holds the Personal Investment Advisor (PIA) designation. She is involved with professional and community organizations including the League To Save Lake Tahoe, the ASPCA, and Keep Tahoe Blue. Outside of her professional role, Marilee enjoys antiquing, hiking, skiing, following baseball, basketball, and football, as well as spending time with her family and traveling.

Stephen Rabinowitz is a Vice President, Financial Consultant at Fidelity, where he works with clients and their families to provide education and guidance in designing and implementing personalized financial plans. He utilizes Fidelity's resources to assist clients in working towards their financial goals. Stephen has professional experience in financial services dating back to 2016. Prior to joining Fidelity in 2022, he worked as a Wealth Planning Associate at UBS Financial Services from 2018 to 2022 and as a Financial Solutions Advisor at Merrill Edge from 2016 to 2018. Outside of his professional role, Stephen has personal interests that include fitness, yoga, and participating in social events with friends.

Michael Donnal is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked for Hot Pie Pizza for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

David Sacks is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1998. He specializes in working with High Net Worth clients, focusing on creating and executing financial plans tailored to their needs and families. With 28 years of experience at Fidelity, David has developed a deep understanding of the financial resources available and helps clients leverage them effectively. Outside of his professional responsibilities, David enjoys biking and skiing.

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 with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and a broad array of investment services.

Walker Henderson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he provides investment planning and consulting guidance to individual investors including professionals, retirees, small business owners, and large corporations. With over 30 years of experience in individual and family wealth management, Walker also specializes in retirement benefits consulting for small businesses and corporate 401(k) plans. He holds the internal designation of Retirement Benefits Consultant at Merrill Lynch, attained through extensive training and consulting experience. Walker’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, liquidity management, personal retirement planning, portfolio management, and retirement income planning. He holds a Bachelor’s degree in Finance from West Virginia University and professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Additionally, Walker holds FINRA registrations Series 7, 9, 10, 63, and 65. Outside of his professional work, Walker is a member of the Impact 100 Men organization. He has personal interests in antiquing, cooking, gardening, golfing, hiking, music, reading, traveling, and writing, and values spending time with his family.

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 with Strategic Wealth Partners Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Strategic Wealth Partners since 2011 and also associated with Sage Rutty & Company Inc. since 2008. Strategic Wealth Partners is an independent firm serving clients with personalized wealth management solutions.

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.