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.

Alexa Ashi is a financial advisor with XYPN Sapphire, holding a Series 65 designation and one year of industry experience. She has worked with XYPN Invest and XY Planning Network since 2024 and has previous experience at Investment Advisory Services Group LLC and other firms. Outside of advising, she is involved with ASAP Support Services LLC. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, businesses, and retirement plans. The firm utilizes a long-term, risk-based investment approach based on Modern Portfolio Theory and supports affiliated advisors through centralized compliance and model portfolio services.