Ivon Galaini is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Delray Beach, FL. He has four years of industry experience and has been with J.P. Morgan Securities since 2021, also maintaining a long tenure with JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stephen Shavers is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he takes the time to understand clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides resources related to investing, retirement planning, saving for unforeseen events, and access to specialists in banking, credit, home financing, and small business solutions. His areas of focus include employee financial health, legacy planning, managing new wealth, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Stephen holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Stephen earned a Bachelor's Degree from the University of Iowa. Outside of his professional work, he has interests in football, golfing, ice hockey, reading, running, spending time with his family, and watching movies.

Samanta Perez Rincon is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorganChase and various roles outside finance, including at The Breakers Palm Beach and involvement with Lightning Softball/Baseball Camp. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to a broad range of capital markets products and research.

Andres Archbold is a financial advisor with UBS Financial Services in Boca Raton, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at AllofCapital and UCB, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans based on clients’ goals and risk tolerances.

Matthew Mercer is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012 and J.P. Morgan Chase Bank, N.A. since 2016. Mercer serves as a board member for The Promise Fund of Florida, a nonprofit focused on improving healthcare for low-income residents in Palm Beach County. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Richard Koblick is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 20 years of industry experience. He has worked at VOYA Financial Advisors and has operated Feller Financial Services since 2011. Koblick serves on the Board of Directors for the Jewish Community Center in Boca Raton. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment strategies.

Sharon Paul is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and having 28 years of industry experience. She previously worked at UBS Financial Services from 2008 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, offering comprehensive financial plans without individual security recommendations as part of standalone planning.

John Correll III is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at TIAA-CREF from 2014 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing research and model portfolios from internal and third-party sources.

Michael Settler is a financial advisor with Wells Fargo Advisors in Delray Beach, FL, holding Series 63 and Series 66 licenses and with 21 years of industry experience. His prior experience includes five years at LPL Financial and 16 years at American Portfolios Financial Services, Inc. He is also a certified public accountant and serves as a trustee for multiple trusts, in addition to being a member and tax matters partner of Horizon Wealth Managers LLC, which focuses on insurance sales. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and sports & entertainment planning. Advisors at the firm use proprietary research and tools to develop tailored recommendations, with clients having discretion over implementation through various brokerage or advisory programs.

Glen Berngard is a CFP®-certified financial advisor with 35 years of industry experience, currently with Cetera since 1996. He also leads Berngard & Associates, a CPA firm he founded in 1987, where he serves as president and holds limited power of attorney for tax matters. In addition to his advisory work, he acts as an agent for Aetna Health Insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Steven Kobrin is a CFP® professional with 14 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm utilizes an IPS-driven approach grounded in modern portfolio theory and offers both discretionary and non-discretionary advisory services, including a Plan Level Investment Selection 3(38) discretionary option.

Liam Ouellette is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity since 2024, advancing through positions as a Financial Services Representative and Financial Representative before his current appointment. Liam focuses on helping clients make confident financial decisions by collaborating to build holistic, personalized strategies. He emphasizes understanding clients' priorities and supporting them in shaping and directing their goals through long-term financial planning. Outside of his professional work, Liam engages in family activities, music, running, soccer, traveling, and volunteering.

Neil Olmstead is a financial advisor with Merrill in Boca Raton, FL, holding a Series 66 designation and nine years of industry experience. He has been with Bank of America and Merrill Lynch since 2017. Prior to his current roles, he was involved with Casimir French Bistro in 2016. 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.

Michael Mazor is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, Mazor serves as a FINRA arbitrator and is a member of a local grievance committee addressing community issues. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses, supporting client decision-making without guaranteeing outcomes.

Kenneth Femiano is a financial advisor with OSAIC based in Delray Beach, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2003. Outside of his advisory role, he owns and operates businesses involved in life, disability, health, and property and casualty insurance. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and a variety of investment options managed across multiple platforms.

Cristian Coppola is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with Cetera and its affiliated entities since 2021. Outside of advisory work, he serves as an administrative associate at Feller Financial Services and is also involved in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and both affiliated and third-party managers.

Andrew Raudenbush is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Outside of his advisory role, Raudenbush serves as president of AJR Insurance Group, Inc., a firm specializing in employee benefits consulting. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services with a focus on tailored client strategies.

Parker Haskin is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation. He has one year of industry experience and previously worked at Capitol Broadcasting Company and Kolter Multifamily. 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.

Ryan Nappo is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Ryan earned his Bachelor's Degree from Florida Atlantic University.

Leonardo Brame is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining UBS, he worked at Interactive Brokers LLC and New York Life, and has over a decade of experience in healthcare financial roles. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.