Frank Costa is a financial advisor with Equitable Advisors in Lantana, FL, holding a Series 66 license and 26 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2000. Outside of his advisory role, Costa is involved in sales of group disability, dental, and health insurance to real estate professionals and participates in a tax account program through Realty Benefit Services. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and endorsed third-party managers, providing both advisory and brokerage solutions with a focus on non-discretionary asset management.

Richard Hennessy III is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His career includes roles at MassMutual Life Insurance Company and affiliated firms since 2020, as well as prior experience with Blue Water Cafe and other financial services companies. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with a focus on collaborative, goal-oriented planning supported by firm-approved analytical tools.

Catherine Papanayotou is a Series 66 licensed financial advisor with 21 years of industry experience. She has been with Merrill since 2007 and concurrently associated with Bank of America, N.A. since 2017. Based in West Palm Beach, FL, her career includes long-term roles at these major financial institutions. 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 plans, corporations, and charitable organizations.

Jay Coleman is a financial advisor at Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience working in education and municipal roles, including positions at the University of Florida and the Town of Palm Beach. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Daniel Gindi is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is involved with Wealth Preservation Specialists, LLC and works as an insurance representative focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Green is a financial advisor with Wells Fargo Advisors in Boca Raton, FL, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Advisors since 2022, following roles at Wells Fargo Clearing, Capital One, and RCS Florida. He is the owner of Jonathan Green Capital LLC, an investment-related firm based in Boca Raton. Wells Fargo Advisors serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis. The firm uses Wells Fargo research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Joseph Vitale is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He previously worked at J.P. Morgan Securities for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research from multiple sources, and advanced technologies across discretionary and non-discretionary management approaches.

Harris Tuchman is a financial advisor with RBC Capital Markets in Boca Raton, FL. He holds Series 63 and Series 65 credentials and has 14 years of industry experience, including eight years at Oppenheimer prior to joining RBC in 2023. RBC Wealth Management serves a wide range of clients, including individual investors, institutional clients, and charitable organizations, offering customized portfolio management and financial planning services through various advisory programs. The firm integrates in-house and third-party investment managers and offers features such as tax management and responsible-investing options.

Jay Fields is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over three decades of experience in the financial services industry. Since joining Merrill Lynch in June 2010, he has focused on implementing a goals-based wealth management process that integrates global resources and current web technology. Jay works closely with clients to simplify their financial lives by identifying and prioritizing their goals, including estate planning, education funding, tax strategies, wealth transfer, and retirement income. He emphasizes a comprehensive approach that considers both sides of a client’s balance sheet and offers access to specialized lending resources to support clients' overall financial strategies. Jay began his career in 1983 with Prudential Securities as a computer systems technologist and later contributed to the development of computerized portfolio trading systems at JP Morgan & First Boston. In 1992, he transitioned to a Financial Consultant role at Lehman Brothers and gained portfolio management certification in 1994 with Smith Barney's Portfolio Management Group. His professional credentials include the Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Jay holds a Bachelor's Degree from CUNY Brooklyn College. In addition to his professional work, Jay is engaged in community service, serving as President of Congregation B'nai Israel in Manalapan, NJ, and volunteering with Special Strides to support handicapped children. He resides in Monmouth County with his wife, Michelle, and has two adult children. His personal interests include biking, photography, and watching movies.

Mellessa Gardener Davila is a financial advisor at UBS Financial Services in West Palm Beach, FL, holding a Series 66 designation with 17 years of industry experience. She has been with UBS Financial Services Inc. since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources to tailor investment strategies.

Meghan Carufe is a Series 66-licensed financial advisor with Morgan Stanley in Palm Beach, FL, and has six years of industry experience. She has worked at Morgan Stanley since 2018, including a role with Morgan Stanley Private Bank, N.A. since 2021. Prior to that, she was with Equis Insurance from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Ryan Rudnet is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at the Florida State University Foundation and OS2 Corp, and was involved with The Tally Strip. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed funds.

Guy Regalado is a financial advisor with Ameriprise in Boca Raton, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise since 2013 and also owns GDR Partners Group, LLC, through which he manages his advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed, model-based recommendations and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jesse Ferro is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, he serves on the board of his local Home Owners Association and has been nominated as Treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies.

Christopher Damante is a CFP® and ChFC® professional with 32 years of experience in the financial services industry. He has been with UBS Financial Services in West Palm Beach, FL since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Ernesto Rodriguez is a financial advisor at Merrill with 12 years of experience in the industry. He holds a Series 66 designation and has worked at Merrill since 2009 and Bank of America since 2015. He serves as a co-trustee for a family trust. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth persons, and institutional entities.

Kristina Bergman is a financial advisor with Mass Mutual Investors Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at MetLife Securities and has been with MassMutual and its affiliated firms since 2016. Outside of her advisory role, she operates an insurance agency focused on life, fixed annuities, disability, long-term care, and health insurance products. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and offering a range of asset management and educational programs.

Joseph Helmy is a financial advisor at Raymond James & Associates with 19 years of industry experience. His prior roles include positions at Morgan Stanley and Blue Vase Securities, as well as work in real estate brokerage with Beautiful Homes Realty. He holds Series 63 and Series 65 credentials. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services through a variety of portfolio management styles and affiliated research.

Frank Devito is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 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 and provides both brokerage and advisory solutions.

Henry Soriano Jr. serves as a Financial Advisor with Merrill Lynch Wealth Management in Boca Raton, FL. In this role, he works closely with clients to understand their financial priorities and develop comprehensive strategies tailored to their short-, mid-, and long-term goals. He provides guidance on a range of areas including family wealth management, liquidity management, managing new wealth, personal retirement planning, investment strategy, and retirement income. Henry holds a High School Diploma/GED from West Broward High School, a Bachelor's Degree from the University of Central Florida, and a Master's Degree from Florida Atlantic University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is also a member of the Alpha Tau Omega Fraternity. Beyond his professional work, Henry is involved in the community through Spanish River High School Baseball. His personal interests include baseball, boating, cooking, football, golfing, spending time with his family, and traveling.