Manuel Leal Sanchez is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 11 years of experience in the financial industry, including roles in investment banking, commercial banking, and corporate banking at institutions such as JP Morgan Securities, Citibank, and Santander Securities. Manuel focuses on managing new wealth, portfolio management services, and retirement income for his clients. He holds a Master of Business Administration from the NYU Stern School of Business and a Bachelor of Science in Civil Engineering from Universidad Metropolitana. Manuel is a Personal Investment Advisor (PIA) and speaks Spanish, French, and English. Originally from Venezuela, he serves as a board member of Jack the Bike Man, Inc. Outside of his professional role, Manuel enjoys golfing, running, and skiing.

Kenneth Hauck is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OAIC Wealth, Inc. and AP Retirement Inc. before joining Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Christopher Cornett is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. He previously worked at BOFA Securities, Inc. for 23 years before joining Merrill. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Fenton is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following prior roles at Hennion & Walsh Inc. and PMK Securities & Research, Inc. Outside of advising, he is involved in real estate business ownership and management in Boynton Beach, Florida. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm delivers these services through a centralized team working with financial advisors and offers a broad range of advisory, brokerage, and insurance solutions.

Kevin Mac Intyre is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at First Republic Investment Management and J.P. Morgan Securities. Outside of his advisory role, he serves as chairman of the Green Committee and board member at Salem Country Club and acts in an advisory capacity to the founder of Logic Inc. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and brokerage services. The firm employs tailored investment strategies using both in-house and third-party managers and offers integrated advisory programs with features such as tax management and responsible investing options.

Melissa Mulhearn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior work includes roles at Bowman Consulting and PTM Electric Inc. Outside of financial services, she is a partner and title manager at Lets Go Enterprises, LLC, which creates and sells handmade soap. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies and offers discretionary portfolio management supported by third-party asset managers.

Robert Jones is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Lion Street and M Holdings Securities, Inc. His activities include serving on the board and committees of Palm Beach Atlantic University and acting as trustee for multiple family trusts. Jones also operates several businesses related to life insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with specialized services including municipal advisory and employer SIMPLE IRA consulting.

Barrington Mc Farlane is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2021. In addition to his advisory role, he is also employed by JPMorgan Bank, where he can offer certain banking products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, offering recommendations on a non-discretionary basis.

Perry Greenfield is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He has held various roles within the Wells Fargo organization since 2009. Greenfield is also involved in managing Greenfield Investment Group LLC, a practice he owns and operates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Virginia Wasser is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and 65 licenses and bringing 46 years of industry experience. She has been with Morgan Stanley and its affiliates since 2008. Outside of her advisory work, she serves as Secretary for the Patch Reef Homeowners Association. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Alda Ribeiro Repetto is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at firms including Goldman Sachs, Raymond James Financial Services, and First Republic Investment Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Robert Kelly Jr. is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera and affiliated entities since 2018, with prior experience at Northwestern Mutual from 2016 to 2018. Based in West Palm Beach, FL, he has been with Cetera since 2021. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers across multiple program structures and custodial relationships.

Chris Knapp is a CFP® professional with 12 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Bank of America and Merrill for nine years. Outside of his work at Raymond James, he serves as an independent contractor financial advisor under the Helius Wealth Management umbrella in Palm Beach Gardens, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Zachary Pumphrey is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer. Outside of finance, he has been involved with several hospitality and service businesses, including Frigates Waterfront Bar and Grill and Duffys Sports Grille. J.P. Morgan Securities 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 large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services through a non-discretionary program.

Michael Doren is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Diane Ridley is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 1985 and co-founded The BMR Wealth Management Group in 2000 alongside her partner Scott Mazur. Diane offers wealth management and investment consulting services to wealthy family groups, high net worth individuals, and corporate executives. She is also a qualified Portfolio Manager who builds and manages personalized investment strategies for clients, incorporating individual stocks and bonds, Merrill model portfolios, and third-party strategies. Diane holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by The College for Financial Planning Institutes Corp and a Bachelor's Degree in Accounting from the University of Tampa. She has been recognized in the industry with multiple listings, including Forbes "Best-in-State Wealth Advisors" for nine consecutive years up to 2026, the Forbes Top Women Wealth Advisors Best-in-State list from 2022 to 2026, and the Forbes "America's Top Women Wealth Advisors" List in several years. Outside of her professional career, Diane resides in Jupiter with her husband and two grown children. She engages in community involvement through organizations such as IMPACT OF THE PALM BEACHES and the FORGOTTEN SOLDIERS OUTREACH CENTER. Her personal interests include reading, participating in book clubs, football and basketball, gardening, and cooking.

Benjamin Cohen is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a planning process that uses structured discovery and quantitative modeling tools.

Andrew Raskin is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, Chase Investment Services, UBS Financial Services, and Ameriprise. 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 provides advisory and brokerage services through a large network of investment adviser representatives and offers a range of financial planning, portfolio management, and institutional platforms.

Sylvia Rheker is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Wells Fargo Advisors LLC, and several other firms. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Leslie Shorey is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 66 and Series 63 licenses and has been associated with Wells Fargo Bank since 1989. Shorey is based in Palm Beach, Florida. 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 serves clients through a large team of more than 14,000 financial advisors, providing both brokerage and advisory solutions.