Stephen D. Polin is a Senior Vice President, Wealth Management Advisor, and Senior Portfolio Advisor with the Wilt Polin Group in Palm Beach, Florida. The Wilt Polin Group is a team of financial advisors and registered client associates dedicated to simplifying the financial lives of their clients through managing cash flows, building diversified investment portfolios, assisting with banking and financing needs, and providing generalized estate and trust planning strategies. Stephen focuses on a goal-based wealth management process to fully understand client objectives, develop personalized recommendations, and implement customized strategies for both individual and corporate clients. He also has a special focus on working with clients in the music industry. Stephen has been in the financial services industry in an advisory capacity since 1998, starting as a trainee and advancing to his current leadership roles. He earned a Bachelor of Science degree in Finance from Florida Atlantic University. He holds the Certified Private Wealth Advisor® designation granted by the Investment & Wealth Institute, which he completed in conjunction with the University of Chicago Booth Business School, and the Chartered Retirement Planning Counselor™ designation from The College for Financial Planning Institutes Corp. Committed to community involvement, Stephen serves as President of his Homeowner's Association. His personal interests include adventure sports, golfing, music, and spending time with his family.

Sean Thompson is a Series 66-licensed financial advisor with UBS Financial Services in Palm Beach Gardens, FL, where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, he is a board member and treasurer of the Bent Tree Property Owners Association and a partner in a family investment club called Divine 7 Investment Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients.

Sheri Anne Danner is a Series 66–registered financial advisor with UBS Financial Services in West Palm Beach, FL, bringing 21 years of industry experience. Her prior roles include positions at MSI Financial Services, Wells Fargo Clearing, and Ameriprise. She is also jointly involved in developing a mobile app through Danner Time LLC, aimed at facilitating the borrowing of household items among neighbors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to client goals and risk profiles.

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® certificant and Series 66 registered advisor with J.P. Morgan Securities, based in Palm Beach Gardens, FL. He has five years of industry experience, including prior roles at Equitable Advisors and involvement in the restaurant industry. He is also employed by JPMorgan Chase Bank, where he offers a range of banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized reporting with centralized due diligence and a broad range of investment capabilities.

David Hyams is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Matthew Rafeedie is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2023. Prior to his current role, he held positions in technology consulting, education, and the hospitality industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Eric Shapiro is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63, 65, and 66 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at Morgan Stanley DW Inc. He also serves as a power of attorney for a parent, assisting with investments and cash disbursements. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

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® professional with 33 years of industry experience, currently with Osaic since 2025. He previously spent 27 years at Lincoln Financial Advisors Corporation. He is also involved as an agent offering life settlements through Sagemark Consulting in Jupiter, Florida. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm utilizes a model-based investment process with portfolio optimization and offers a range of brokerage and advisory services through a multi-advisor platform.

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 financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. She has worked at JPMorgan Securities LLC since 2021 and has been with Jpmorgan Chase Bank NA since 2018. Prior to entering financial services, Alexandra had brief roles at IBM and UBS, and she attended the College of William and Mary. 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’s advisory process combines quantitative screening and qualitative research and includes broader derivatives and commodities capabilities.

Kelly Oberg is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL. He holds a Series 63 designation and has 28 years of industry experience, all with Painewebber Incorporated. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Robert Savage is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2018, following prior roles at Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Harmon is a financial advisor with Morgan Stanley based in Palm Beach Gardens, FL, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2017, and previously spent 14 years with Lazard Asset Management. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning and investment services through a large network of advisors.

Mark Anderson is a Wealth Management Advisor with The Lacy Wealth Management Group at Merrill Lynch Wealth Management. He brings over 16 years of experience 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 each client’s long-term goals. Mark's approach is rooted in goals-based planning and time-tested investment principles, allowing for flexibility in a changing market environment. He holds the Certified Investment Management Analyst® (CIMA®) designation as well as the Sports and Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) designation. Mark earned his bachelor's degree in Economics and Business Management from Boston College. 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 credentials and has worked previously at First Republic Investment Management, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Brad Chamness is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Raymond James since 2017 and was previously with UBS Financial Services from 2010 to 2017. Chamness is also the owner of Edgewater Wealth Management LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and maintains unique affiliations and programs that distinguish it within the institutional advisory space.

Kurt Sylvia is a financial advisor with J.P. Morgan Securities based in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Prior to his current role, he worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory work, Mr. Sylvia is involved in several entrepreneurial ventures including ownership roles in educational and customization businesses and serves as a board member at Stetson University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research to develop model asset allocations, offering clients investment recommendations within a structured program.