Frank Novello is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly to individuals and through corporate financial planning agreements.

Jacob Schlessel is a financial advisor with UBS Financial Services in West Palm Beach, FL. He holds Series 66 and Series 63 licenses and has been with UBS since 2026. Prior to joining UBS, he worked at TheMagic5 and JM&A Group, and completed his education at Florida State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research with institutional trading capabilities to provide a broad range of wealth management services.

Palina Craemer is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2015. In this role, she works with clients to develop comprehensive financial plans that align with their personal values and life goals. Prior to joining Fidelity Investments, Palina was a Relationship Banker at JP Morgan Chase from 2011 to 2015. Palina emphasizes the importance of building long-term relationships with her clients to understand their individual and family needs. She focuses on integrating all aspects of a financial plan to support her clients' priorities. Additional details regarding her education, credentials, personal interests, or community involvement were not provided.

Anthony Pirozzi is a financial advisor with Raymond James Financial in Jupiter, FL, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and with Raymond James Financial since 2009. Outside of his advisory role, he serves as a power of attorney for a family member. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports various advisory programs, including municipal and public finance services that are uncommon among large institutional advisors.

Richard Stone is a financial advisor at Morgan Stanley in Jupiter, FL, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2016, and with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates various analytical tools and models.

Constance Flynn is a financial advisor at Morgan Stanley with 36 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety 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 methodologies.

Gary Finnegan is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Wells Fargo Clearing and UBS Financial Services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Mark Parks Jr. is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His career includes roles at PFS Investments Inc., Cetera, and Primerica Financial Services. Outside of advisory work, he serves as CFO for the Hillsboro Club and is the author of *The Gift: The Essential Guide to Money and Investments for Women*. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model-driven strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing.

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.

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.

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 with J.P. Morgan Securities holding a Series 66 credential and five years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2021. Mc Farlane is based in Palm Beach Gardens, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a manager solutions team for due diligence and incorporates systematic quantitative and qualitative research in its advisory process.

Perry Greenfield is a CFP® with 29 years of industry experience, currently serving at Wells Fargo Advisors since 2022. His prior roles include six years at Prudential Equity Group and six years with Wells Fargo Clearing. He is also the founder of Greenfield Investment Group LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu using proprietary research and tools, with services that include specialized areas such as business-owner transition and special-needs planning.

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 five years of industry experience. She holds a Series 66 designation and has worked at firms including First Republic Investment Management, Goldman Sachs, and Raymond James Financial Services. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a range of regulatory registrations and broader derivatives capabilities.

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 held roles in the hospitality and service industries, including positions at Frigates Waterfront Bar and Grill and Duffy’s Sports Grille. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates ESG criteria where applicable.