Kevin Peters is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. His outside activities include involvement with trust-related roles in North Palm Beach, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning and utilizing structured planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Stephen Polin is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as First Vice President, Senior Financial Advisor, and Senior Portfolio Advisor with the Wilt Polin Group in Palm Beach, Florida. He has been in the financial services industry in an advisory capacity since 1998 and works with individuals, families, and businesses to help achieve their financial goals. Stephen and the Wilt Polin Group utilize a goals-based wealth management process to understand clients' objectives, develop personalized recommendations, and implement customized strategies for both individual and corporate clients. He has a special focus on working with clients in the music industry and provides services including managing cash flows, building diversified investment portfolios, banking and financing needs, and estate and trust planning strategies. Stephen earned his Bachelor of Science in Finance from Florida Atlantic University. He holds the Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA) designations. In addition to his professional work, Stephen serves as President of his Homeowner's Association and enjoys spending time with his family, writing music, boating, and playing golf. He is also a member of the Grammy Music Recording Academy.

Sean Thompson is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves as treasurer on the board of directors for the Bent Tree Property Owners Association and is a partner in an investment club with his siblings. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market insights in its client offerings.

Sheri Anne Danner is a financial advisor with UBS Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked at UBS since 2017 and previously spent time with MetLife Securities. Outside of her advisory role, she is a joint owner of a startup LLC developing an interactive mobile app to facilitate borrowing household items among neighbors. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and capital market strategies to tailor financial plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and underwriting activities.

James Mahoney is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services for 14 years. Outside of his advisory role, he is a partner in an aircraft leasing business and serves on the local board of directors for the American Heart Association. RBC Wealth Management serves a broad client base including individual and institutional investors, offering tailored portfolio management, financial planning, and brokerage services through a variety of advisory programs. The firm integrates in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Blake Erwin is a CFP® professional with five years of industry experience, currently serving at J.P. Morgan Securities in Palm Beach Gardens, FL. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to his financial services career, he was involved in the restaurant industry and held a position at Florida Atlantic University. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tracy Silpe is a CFP® with 18 years of experience, currently affiliated with Raymond James Financial in Lake Worth, FL. She has operated her own advisory entity, Tracy L Silpe LLC dba Sabal Palm Financial, since 2020 and has been with Raymond James Financial Services since 2012. Outside of advising, she serves as an officer and secretary for ILY, Corp dba Gimco USA and volunteers with the Sports Car Club of America as a flag and communication volunteer at regional racetracks. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm provides tailored, typically non-discretionary advisory services and specialized programs for small business retirement plans, supported by its extensive network across public finance and institutional solutions.

David Hyams is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its advisory process.

Matthew Rafeedie is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley since 2023. Prior to joining the firm, he held roles in technology consulting and worked at the University of Redlands. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but do not recommend individual securities within standalone financial plans.

Eric Shapiro is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63, 65, and 66 credentials and bringing 28 years of industry experience. He has worked with Wells Fargo entities since 2009. Outside of his advisory role, he acts as a power of attorney for a parent, assisting with investments and cash disbursements. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Jeanmarie Parker is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and previously worked at Portable Medical Diagnostics, Inc. from 2019 to 2021. UBS Financial Services 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 and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Thomas Marcacci is a CFP® with 32 years of industry experience, currently with OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is involved as an agent with Sagemark Consulting, offering life settlements. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing brokerage, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes on discretionary and non-discretionary bases.

Myles Wittenstein is a financial advisor with UBS Financial Services in Palm Beach, Florida, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves as president and board member of a charitable foundation and is involved in managing multiple family trusts and real estate investment entities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and a broad platform of capital markets solutions.

Aston Douglas is a financial advisor with Cetera, holding a Series 66 credential and 29 years of industry experience. His prior roles include positions at Avantax Advisory Services and VOYA Financial Advisors. He serves as an independent contractor and board member for the Maxine Drake Foundation, assisting in planning and implementing fundraising activities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Alexandra Marto is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. She has been with J.P. Morgan Securities LLC since 2021 and concurrently with J.P. Morgan Chase Bank NA since 2018. Her background also includes roles at IBM and UBS, as well as an academic position at the College of William and Mary. 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. The firm incorporates an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Kelly Oberg is a financial advisor at UBS Financial Services in Palm Beach Gardens, FL, with 27 years of industry experience. He holds the Series 63 designation and has been with Painewebber Incorporated since 1998. UBS Financial Services 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, supported by proprietary research and a broad platform of capital markets services.

Robert Savage is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Ameriprise since 2018 and Wells Fargo Clearing since 2011. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, with a focus on assets held in Ameriprise Managed Accounts.

James Harmon is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank since 2017 and previously worked at Lazard Asset Management Securities LLC from 2004 to 2017. Harmon holds the Series 65 and Series 63 licenses and is based in Palm Beach Gardens, FL. Morgan Stanley Wealth Management serves individual and institutional clients with a broad 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.

Mark Anderson is a Wealth Management Advisor with The Lacy Wealth Management Group at Merrill Lynch Wealth Management. With over 16 years of experience, he specializes in delivering personalized wealth management strategies to ultra-affluent individuals, multigenerational families, corporate entities, and endowments. As co-lead strategist of the team, Mark collaborates closely with John Lacy to develop and implement portfolio strategies aligned with clients' long-term goals, emphasizing a goals-based planning approach and time-tested investment principles. Mark holds the Certified Investment Management Analyst® (CIMA®) and Sports and Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) designations. He earned his bachelor's degree in Economics and Business Management from Boston College. His expertise includes family wealth management strategies, services for endowments, foundations and non-profits, legacy planning, and socially responsible investing, among other areas. Outside of his professional role, Mark is involved with the Chamber of Commerce of the Palm Beaches and the Palm Beach Gardens Youth Athletic Association. His personal interests include boating, cooking, golfing, reading, spending time with his family, and traveling.

Maureen Raihle is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management, Bank of America, and Merrill. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.