Scott Hesekiel is a financial advisor with Morgan Stanley in Boynton Beach, FL, holding Series 63 and Series 65 designations and with 42 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jeffery Bonifacino is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, Penn Mutual, and New England Securities. Additionally, he is involved as an insurance agent selling property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing both proprietary research and third-party subadvisors.

Michael Parenti Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at The Pinnacle Financial Group and LPL Financial, LLC. Outside of advising, he performs stand-up comedy and is writing a financial book on short-term stock trading strategies. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered in partnership with advisors like Michael.

Judd Goodman is a financial advisor at Morgan Stanley with 14 years of industry experience. He has previously worked at Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of his advisory work, he is involved in family business activities including assisting with C&J Designs LLC and owning Old Briar LLC, a family holding company. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a disciplined investment approach supported by its Global Investment Committee.

Nicholas Ernst is a financial advisor with Mass Mutual Investors Services in Delray Beach, FL, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to joining Mass Mutual in 2019, he worked at General Nutrition Center and has experience associated with the University of Cincinnati and the City of Huron Boat Basin. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools like Monte Carlo simulations and automated asset-allocation models to deliver written recommendations.

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.

Vitaly Tkachenko is a Senior Financial Advisor at Merrill Lynch Wealth Management based in the Walnut Creek office. He joined the firm in 2017, beginning his career as a Private Wealth Associate in the Chicago office. Vitaly holds Series 7 and 66 FINRA registrations and several professional designations, including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Vitaly's expertise encompasses a broad range of client focus areas such as college education planning, services for endowments, foundations, and non-profits, defined benefit and contribution plan consulting, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, and retirement income. His team provides comprehensive family office-type services including wealth management, investment advisory, retirement planning, personal banking, and philanthropic consulting. He earned both his Bachelor of Business Administration in Marketing and his Master of Science in Finance from the University of Notre Dame. Vitaly is a member of the Board of Directors for The Hofmann Foundation. He is fluent in English and Spanish. Vitaly lives in San Francisco and engages in personal interests such as football, golfing, skiing, spending time with his family, and traveling.

Karvet Samuels is a financial advisor with LPL Financial in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His career includes ten years at SunTrust Advisory Services and prior roles at TD Private Client Wealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 CFP® professional with 25 years of industry experience, currently with Fidelity Investments. His prior roles include positions at TD Ameritrade, Axa Advisors, and Waddell & Reed. He is associated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including advisory roles for registered investment companies and the development of model portfolios.

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 Series 66-registered financial advisor with Edward Jones in West Palm Beach, Florida, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

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 at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Merrill, UBS Financial Services, Banc of America Investment Services, and TD Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning services within a broad platform of retail and institutional offerings.

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.